Difference between revisions of "Volunteers (Administrator guide)"

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[[File:helpheader_small.png|right]]
  
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==Charitylog's Volunteer functionality==
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==The system's Volunteer functionality==
  
−
Volunteers are at the heart of most voluntary organisations, and almost all Charitylog customers use the Volunteers functionality of Charitylog to manage their volunteers. This chapter deals specifically with the process of assigning volunteers to clients and the job card system, and also some specific topics around volunteer management. If your volunteers are allowed to log in to Charitylog themselves, to fill in their own job cards etc, the rest of the manual will be relevant to them too, just like staff.
+
Our customers usually start by using the system to manage the data relating to clients (or service users, etc), because the reports they need to produce are about these people.
  
−
===Should volunteers have direct access to my Charitylog system?===
+
However, the system can also be used to manage volunteers. While the system is not an HR package, it does allow you to store details of your volunteers, record contacts with them (supervisions and so on) and assign them to clients using the Volunteer Assignments feature.
  
−
The answer, really, is "it depends" - both on your individual organisation's needs, and the roles of the volunteers in question. There is no reason that volunteers cannot be given a Charitylog user account, just like any other member of staff. They can then use the "Record a Contact" screen to record their own interactions with clients, and assign work to others in the organisation just as a staff member would. Indeed, it is a very good idea to have such volunteers using the system, because if they do not, it is likely that a supervisor will have to log their interactions on Charitylog for them, which means more work for the supervisor! As well as being unneccesary, creation of extra work like this is likely to "turn people off" the Charitylog system, and may impact your long-term use.
 
  
−
In most organisations there are volunteers who do not want to be "burdened" with using a computer to do their work. It's often difficult to take a hard line with such volunteers and say "you must use this system", because they are not paid staff and it doesn't feel fair to these volunteers to make extra demands on them. If at all possible, they should be encouraged (rather than forced!) to try out the system for a few weeks at least; usually this is enough time for them to get used to Charitylog, see the benefits, and be happy to continue using the system. New volunteers can be shown the Charitylog system as part of their induction, and they will usually simply accept the use of a computer and Charitylog as something that comes with the job.
+
__TOC__
  
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We believe that using Charitylog should always result in less paperwork for an organisation. Therefore, '''if everyone uses the system, volunteers included, this will mean the organisation will benefit.''' Indeed, the more people in an organisation "take on" the system, the greater the organisation's chance of success.
 
  
−
==The job card system==
 
  
−
This chart shows how Charitylog's job cards work. You can use job cards to detail volunteer interactions with clients; you can also use them for staff members if you would like.
+
===Should volunteers have direct access to the system?===
  
 +
The answer, really, is "it depends" - both on your individual organisation's needs, and the roles of the volunteers in question. There is no reason that volunteers cannot be given a user account, just like any other member of staff. They can then use the "Record a Contact" screen to record their own interactions with clients, and assign work to others in the organisation just as a staff member would. In fact, it's usually a good idea to have these volunteers inputting data to the system directly; if they don't then it's likely that a supervisor will have to log their interactions on the system for them. Giving coordinators extra work like this is likely to "turn people off" the system, and may impact your long-term use.
  
−
[[File:A_vol_chart1.png|border]]
+
In most organisations there are volunteers who do not want to be "burdened" with using a computer to do their work. It's often difficult to take a hard line with such volunteers and say "you must use this system", because they are not paid staff and it doesn't feel fair to these volunteers to make extra demands on them. If at all possible, they should be encouraged (rather than forced!) to try out the system for a few weeks at least; usually this is enough time for them to get used to the system, see the benefits, and be happy to continue using the system. New volunteers can be shown the system as part of their induction, and they will usually simply accept the use of a computer and the system as something that comes with the job.
  
  
−
When a contact is recorded with a client, under any Project, there is a line in the "Options" area on the right hand side of the "Record a Contact" screen - "Assign Volunteer/Staff". Clicking on this link will allow you to see the pool of available staff and volunteers. You can narrow the pool of people by only looking for certain [[Groups and Skills]]. Selecting one or more Groups/Skills and then clicking the "Search" button again will show only those volunteers (or staff) who are logged as having that skill, or belonging to that group. As an administrator, therefore, it is important that the volunteers and staff on your system are properly categorised using Groups and Skills, and it is also important to create new Groups/Skills when required. See [[System_Setup_Guide#Membership.2FSkills_Groups|this section of the System Setup Guide for Administrators]] for more details on how to set up Groups and Skills.
+
==Setting up Volunteer Details screens==
  
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Once the relevant person has been found, they are assigned to the client and given an appointment time (this is all done by the user as part of Recording a Contact). A job card is automatically created for this appointment. The job card can be printed on paper to be given to the volunteer so that they can take it with them to the appointment.
+
You can customise the fields that appear on the Volunteer Details page using the [[Customise Orgs & People]] page. Fields that may be of particular interest are:
  
−
Once the work has been completed, a timesheet record can be added to the job card with details of time spent, start and end times, date of work and mileage travelled. Optionally, whoever made the assignment in the first place can opt to follow up the assignment - perhaps a phone call to the client themselves to check that everything went OK.
+
* Image or logo
 +
* Job Title
 +
* Department
 +
* Person/Organisation Category
 +
* Induction Date
 +
* ID Badge Number
 +
* PAYE Reference
 +
* References Taken?
 +
* Employed?
 +
* User Name
 +
* NI Number
 +
* NHS Number
 +
* DBS/PVG Checked?
 +
* DBS/PVG Expiry Date
 +
* DBS/PVG Certificate Number
  
−
If the appointment is not going to be repeated, the job card itself can now be completed, with a date of completion.
 
  
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If the appointment is to be repeated, there are two ways to do this:
+
==Groups and Skills==
  
−
# If the volunteer is going to do regular appointments with the client (for example, a weekly befriending appointment) and basically manage themselves until the appointments stop or something changes, the volunteer can simply add more and more timesheet records to the existing initial job card.
+
The [[Groups and Skills]] feature is the usual way to categorise volunteers. See how to set them up on the [[Membership/Skills Groups|Groups and Skills configuration page]]. Users can then use Groups/Skills to help them assign volunteers.
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# If a manager or supervisor is going to get more involved - following up each appointment, and planning a new appointment based on what happened at the last one - that manager or supervisor can create a new job card for every appointment, on a rolling basis.
 
  
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This chart will help you decide on the method you are going to use with job cards. You will need to decide for each Project what the method will be, as the setting are Project-specific.
 
  
 +
==Volunteer Assignments and Job Cards==
  
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[[File:A_vol_chart2.png|border]]
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The Volunteer Assignments feature makes use of job cards. '''Job cards are not the same as Contacts'''. The difference is that job cards are designed to count volunteer time, whereas recording of Contacts counts staff time. These time totals are then shown on the History and Summary tabs for the client in question, as well as being available in reports. If your volunteers access the system with their own logins, and are able to record Contacts like any other staff member, then you might not need job cards. Generally job cards are used where volunteers deliver services but then report back to a coordinator, or fill in a paper time sheet, etc.
  
 +
You can have more than one Job Card per Referral, and more than one Timesheet per Job Card. This means there are different ways the feature can be used, and you should make sure that everyone who is using it has been trained to use the same approach. The choices are;
  
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==Setting up Method 1==
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* One job card per assignment – a job card is created when the volunteer is assigned to the client. You can add timesheet records to the job card to count time spent. Usually, the job card is not completed until the assignment ends.
 +
* One job card per appointment – a new job card is created for each time the volunteer sees/works with the client, and each time a job card is completed, a fresh one is created.
  
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Method 1 is the most commonly used method of volunteer management. Users make a volunteer assignment and a job card is created. The volunteer then goes and does whatever work is required, perhaps taking a paper copy of the job card with them to fill in details of the work. Once the work is completed, the volunteer logs on to Charitylog and enters a timesheet record relating to that appointment. If it is a regular appointment (which is the most common scenario), the volunteer also arranges the next appointment with the client and fills in another timesheet after that. This process continues until the assignment ends or something else changes.
 
  
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Click on the name of the Project in "Administration > Projects and Referral Entries > Project Set Up".
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===How Job Cards Work===
  
 +
A job card is created when a volunteer is assigned to a client. This is done when a user clicks the "Assign Staff/Volunteer" link on the right hand side of the Record a Contact screen.
  
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[[File:A_vol_1.png|border]]
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[[File:A_vol_13.png|border]]
  
  
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On the "Project Settings" tab, there are two fields as shown:
+
The user can then choose an appropriate volunteer to assign (full details in the [[Volunteers]] section). Once assigned, a job card is created that links the volunteer and the client.
  
 +
[[File:A_vol_14.png|border]]
  
−
[[File:A_vol_2.png|border]]
 
  
 +
The job card can be edited and completed, and one or more timesheet records can be added. Again, full details are in the [[Volunteers]] section.
  
−
This controls whether the system will create automatic follow-up reminders for each job card that is created. Decide whether you want to do this and set it accordingly. These follow-up reminders will be outside the normal Charitylog chain of actions, and there is nothing to stop you simply using normal Charitylog actions for this purpose. This follow-up system is more appropriate if you have an organisation-wide policy that all volunteer assignments are to be followed up/checked up on after (for example) three months, in which case you might set the first box to "Yes" and the second box to "90".
 
  
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This is all the setup that needs to be done for Method 1. Users can now assign volunteers from the Record a Contact screen. When they do so, the job card will be automatically created. The user can print the job card for the volunteer, and once the work is done, the volunteer can enter a timesheet record onto the job card. This can continue for as long as required. Once the assignment between volunteer and client comes to an end, the job card itself can be completed.
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===Follow Ups===
  
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A follow-up action will automatically be created if you have set the preference to do so. This will be accessible from the Volunteering Diary.
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If you want to create one job card per appointment, you'll probably want to use the Follow Up feature, which can be turned on in Project Settings. If the Follow Up feature is not being used, then users have several ways of viewing and editing job cards:
  
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==Setting up Method 2==
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# Using the [[Volunteering Diary]]
 +
# Using the [[Job Cards List]]
 +
# Using the Print Job Cards report
 +
# Using the [[Job Cards (Vols)]] link at the bottom of the Client Details screen
  
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Method 2 is probably the least common method, as it results in the most work for volunteer co-ordinators. It is appropriate when the appointments between volunteers and clients need to be carefully managed. For example, a Project which matches up volunteer counsellors with clients might well need the volunteers to debrief after every appointment with their manager.
+
If you use the Follow Up feature, the user can update outstanding job cards from within the client's History tab and from their own Action List. Because these are parts of the system that users commonly use anyway, using the Follow Ups feature may make it easier to include job cards in the day-to-day running of the organisation.
  
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Click on the name of the Project in "Administration > Projects and Referral Entries > Project Set Up".
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The option to use Follow Ups is on the Project Set Up page, at the bottom of the [[Project_Details_-_Project_Settings_tab|Project Settings tab]].
  
 +
[[File:A_vol_15.png|border]]
  
−
[[File:A_vol_1.png|border]]
 
  
 +
* "Automatically follow-up volunteer assignments" - this turns follow ups on (Yes) or off (No).
 +
* "If set, default volunteer follow-up in days" - this only applies if the field above it is set to "Yes". On certain screens, the user will be shown a message recommending the follow-up frequency when reassigning (creating a new job card).
  
−
On the "Project Settings" tab, there are two fields as shown:
 
  
 +
==Volunteer Reports==
 +
 +
The reports which are directly related to Volunteer activity are found in the "Reports" submenu, within the "Volunteering Options" menu.
 +
 +
===Job Card Report===
 +
 +
 +
This report shows the job cards that are currently on the system. You can narrow the report by -
 +
 +
* Date Range
 +
* Project
 +
* Volunteer or staff member
 +
* Incomplete job cards only, complete job cards only, or both
 +
 +
You can also decide how you want the resulting report to be ordered - by job card number, by client, by volunteer/staff member, or by district.
 +
 +
Finally you can select whether to output the result to your screen (Display/Print Report) or download an Excel spreadsheet to your computer (Export).
 +
 +
 +
[[File:A_vol_8.png|border]]
 +
 +
===Job Cards===
 +
 +
This is actually a functional part of the Volunteers module, rather than a report in the traditional sense. This link allows you to print out the job cards on paper, in a form that volunteers can take with them to appointments.
 +
 +
You can limit the output by:
 +
 +
* Date range
 +
* Job card number range
 +
* Project
 +
* Volunteer or staff member
 +
* Incomplete job cards only, complete job cards only, or both
 +
* Printed job cards, unprinted job cards, or both
 +
* Group by - job card number, client, or volunteer/staff member
 +
 +
For the option to only output '''printed''' job cards or not, the system takes printed job cards to be those which have been output by this report before. Because the action of actually sending a document to your printer is carried out by another piece of software, the system does not know whether you have actually printed the job cards on paper. This may explain why you can run this report once with the output set to "unprinted job cards only" and get several job cards, then close the window and run the report again (with all the same options) and this time, get nothing.
 +
 +
 +
[[File:A_vol_9.png|border]]
 +
 +
===Volunteer Assignments===
 +
 +
 +
This report shows volunteer activity with all the information on the job card available. You can narrow the results by:
 +
 +
* Date of assignment (set earliest and latest)
 +
* Project
 +
* Volunteer/staff member
 +
* Incomplete assignments, complete, or both
 +
 +
You can also choose the following -
  
−
[[File:A_vol_2.png|border]]
+
* Summary or detailed report - "Summary" simply tells you which volunteer or staff member was assigned on that day, and formats the output as a grid. "Detailed" formats the report as a line-by-line display with all details of the job cards.
 +
* Show Incomplete For 1 Day Only? - if you have opted to view incomplete assignments, "Incomplete - Show On Start Date Only" will show you only those assignments which were incomplete on the first day of the report.
  
 +
Finally you can select whether to output the result to your screen (Display/Print Report) or download an Excel spreadsheet to your computer (Export).
  
−
This controls whether the system will create automatic follow-up reminders for each job card that is created. Decide whether you want to do this and set it accordingly. These follow-up reminders will be outside the normal Charitylog chain of actions. If you are using Method 2, you must set the first box to "Yes", as it is these follow-ups which let a user create a new job card to follow on from the old one.
 
  
−
Users can now assign volunteers to clients. The volunteers will carry out the work and enter a timesheet on the job card; they can also complete the job card, if there is going to be a new plan for the next appointment. The user can then use the [[Volunteering Diary]] to see all the appointments which are due for follow-ups, log them as having been followed up, and schedule the next appointment between the volunteer and the client. A new job card for this new appointment will automatically be created.
+
[[File:A_vol_10.png|border]]
  
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==Setting up Method 3==
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===Volunteer Time Report===
  
−
Method 3 is the simplest method - a one-off appointment which is not repeated, with no follow-up. Method 3 is not common. This is because it's better, if possible, to have your volunteers on the system as Charitylog users, and simply assign work to them using the normal Charitylog action system. However, Method 3 is still sometimes appropriate.
 
  
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The only setup you need to do is to make sure that follow-ups are turned off. Click on the name of the Project in "Administration > Projects and Referral Entries > Project Set Up".
+
The Volunteer Time Report shows the time spent on assignments, along with the travel time and mileage if there is any entered on associated timesheet records.
  
 +
You can narrow the results by -
  
−
[[File:A_vol_1.png|border]]
+
* Date range
 +
* Project
 +
* Volunteer/staff member
 +
* Completed job cards, incomplete job cards, or both
  
 +
You can also choose -
  
−
On the "Project Settings" tab, there are two fields as shown:
+
* Summary or detailed output - Summary simply shows you the totals of time spent on job cards in the time period; Detail shows you the actual details of those jobs.
 +
* List order - by job card number, client, volunteer/staff member, or date done
  
 +
Finally you can select whether to output the result to your screen (Display/Print Report) or download an Excel spreadsheet to your computer (Export).
  
−
[[File:A_vol_2.png|border]]
 
  
 +
[[File:A_vol_11.png|border]]
  
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Make sure that the first field is set to "no".
+
===Volunteers Report===
  
−
Users can now assign volunteers as part of Record a Contact, and the volunteer can fill in their own timesheets and job cards.
+
The Volunteers Report gives you details of the Volunteers that are on your system. You can narrow the results by -
  
−
==Setting up Method 4==
+
* Earliest or latest induction date (these can be left blank if you do not want to narrow the report by induction date; some volunteers may not have their induction date recorded)
 +
* Volunteer Category - if they have been placed in a category, you can specify which category you want to view
 +
* Notes or Description - search the "Notes/General Description" text box on the Volunteer Details screen, and return matching results
 +
* Active? - see all possible results, only active volunteers, or only inactive volunteers
 +
* Show Name and Address? - choose whether or not to show the name/address of each volunteer on the resulting report
  
−
Method 4 is set up just the same as Method 3, except that "Automatically follow-up volunteer assignments" should be set to "Yes", with an appropriate number of days - 10 is fairly standard. Users can now assign volunteers, and the volunteers can fill in their timesheets in the usual way. In addition, users can use the [[Volunteering Diary]] or the History tab of the Client Details screen to pick up on follow-ups that are due.
+
Finally you can select whether to output the result to your screen (Display/Print Report) or download an Excel spreadsheet to your computer (Export).
  
−
==Timesheets and data entry==
 
  
−
==Add-ons to help with data entry for your volunteers==
+
[[File:A_vol_12.png|border]]
  
−
==Volunteer Reports==
+
 
 +
----
 +
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 12:16, 11 July 2016 (BST)
 +
[[File:helpheader_small.png|right]]

Latest revision as of 09:03, 5 February 2024

Helpheader small.png

The system's Volunteer functionality

Our customers usually start by using the system to manage the data relating to clients (or service users, etc), because the reports they need to produce are about these people.

However, the system can also be used to manage volunteers. While the system is not an HR package, it does allow you to store details of your volunteers, record contacts with them (supervisions and so on) and assign them to clients using the Volunteer Assignments feature.



Should volunteers have direct access to the system?

The answer, really, is "it depends" - both on your individual organisation's needs, and the roles of the volunteers in question. There is no reason that volunteers cannot be given a user account, just like any other member of staff. They can then use the "Record a Contact" screen to record their own interactions with clients, and assign work to others in the organisation just as a staff member would. In fact, it's usually a good idea to have these volunteers inputting data to the system directly; if they don't then it's likely that a supervisor will have to log their interactions on the system for them. Giving coordinators extra work like this is likely to "turn people off" the system, and may impact your long-term use.

In most organisations there are volunteers who do not want to be "burdened" with using a computer to do their work. It's often difficult to take a hard line with such volunteers and say "you must use this system", because they are not paid staff and it doesn't feel fair to these volunteers to make extra demands on them. If at all possible, they should be encouraged (rather than forced!) to try out the system for a few weeks at least; usually this is enough time for them to get used to the system, see the benefits, and be happy to continue using the system. New volunteers can be shown the system as part of their induction, and they will usually simply accept the use of a computer and the system as something that comes with the job.


Setting up Volunteer Details screens

You can customise the fields that appear on the Volunteer Details page using the Customise Orgs & People page. Fields that may be of particular interest are:

  • Image or logo
  • Job Title
  • Department
  • Person/Organisation Category
  • Induction Date
  • ID Badge Number
  • PAYE Reference
  • References Taken?
  • Employed?
  • User Name
  • NI Number
  • NHS Number
  • DBS/PVG Checked?
  • DBS/PVG Expiry Date
  • DBS/PVG Certificate Number


Groups and Skills

The Groups and Skills feature is the usual way to categorise volunteers. See how to set them up on the Groups and Skills configuration page. Users can then use Groups/Skills to help them assign volunteers.


Volunteer Assignments and Job Cards

The Volunteer Assignments feature makes use of job cards. Job cards are not the same as Contacts. The difference is that job cards are designed to count volunteer time, whereas recording of Contacts counts staff time. These time totals are then shown on the History and Summary tabs for the client in question, as well as being available in reports. If your volunteers access the system with their own logins, and are able to record Contacts like any other staff member, then you might not need job cards. Generally job cards are used where volunteers deliver services but then report back to a coordinator, or fill in a paper time sheet, etc.

You can have more than one Job Card per Referral, and more than one Timesheet per Job Card. This means there are different ways the feature can be used, and you should make sure that everyone who is using it has been trained to use the same approach. The choices are;

  • One job card per assignment – a job card is created when the volunteer is assigned to the client. You can add timesheet records to the job card to count time spent. Usually, the job card is not completed until the assignment ends.
  • One job card per appointment – a new job card is created for each time the volunteer sees/works with the client, and each time a job card is completed, a fresh one is created.


How Job Cards Work

A job card is created when a volunteer is assigned to a client. This is done when a user clicks the "Assign Staff/Volunteer" link on the right hand side of the Record a Contact screen.

A vol 13.png


The user can then choose an appropriate volunteer to assign (full details in the Volunteers section). Once assigned, a job card is created that links the volunteer and the client.

A vol 14.png


The job card can be edited and completed, and one or more timesheet records can be added. Again, full details are in the Volunteers section.


Follow Ups

If you want to create one job card per appointment, you'll probably want to use the Follow Up feature, which can be turned on in Project Settings. If the Follow Up feature is not being used, then users have several ways of viewing and editing job cards:

  1. Using the Volunteering Diary
  2. Using the Job Cards List
  3. Using the Print Job Cards report
  4. Using the Job Cards (Vols) link at the bottom of the Client Details screen

If you use the Follow Up feature, the user can update outstanding job cards from within the client's History tab and from their own Action List. Because these are parts of the system that users commonly use anyway, using the Follow Ups feature may make it easier to include job cards in the day-to-day running of the organisation.

The option to use Follow Ups is on the Project Set Up page, at the bottom of the Project Settings tab.

A vol 15.png


  • "Automatically follow-up volunteer assignments" - this turns follow ups on (Yes) or off (No).
  • "If set, default volunteer follow-up in days" - this only applies if the field above it is set to "Yes". On certain screens, the user will be shown a message recommending the follow-up frequency when reassigning (creating a new job card).


Volunteer Reports

The reports which are directly related to Volunteer activity are found in the "Reports" submenu, within the "Volunteering Options" menu.

Job Card Report

This report shows the job cards that are currently on the system. You can narrow the report by -

  • Date Range
  • Project
  • Volunteer or staff member
  • Incomplete job cards only, complete job cards only, or both

You can also decide how you want the resulting report to be ordered - by job card number, by client, by volunteer/staff member, or by district.

Finally you can select whether to output the result to your screen (Display/Print Report) or download an Excel spreadsheet to your computer (Export).


A vol 8.png

Job Cards

This is actually a functional part of the Volunteers module, rather than a report in the traditional sense. This link allows you to print out the job cards on paper, in a form that volunteers can take with them to appointments.

You can limit the output by:

  • Date range
  • Job card number range
  • Project
  • Volunteer or staff member
  • Incomplete job cards only, complete job cards only, or both
  • Printed job cards, unprinted job cards, or both
  • Group by - job card number, client, or volunteer/staff member

For the option to only output printed job cards or not, the system takes printed job cards to be those which have been output by this report before. Because the action of actually sending a document to your printer is carried out by another piece of software, the system does not know whether you have actually printed the job cards on paper. This may explain why you can run this report once with the output set to "unprinted job cards only" and get several job cards, then close the window and run the report again (with all the same options) and this time, get nothing.


A vol 9.png

Volunteer Assignments

This report shows volunteer activity with all the information on the job card available. You can narrow the results by:

  • Date of assignment (set earliest and latest)
  • Project
  • Volunteer/staff member
  • Incomplete assignments, complete, or both

You can also choose the following -

  • Summary or detailed report - "Summary" simply tells you which volunteer or staff member was assigned on that day, and formats the output as a grid. "Detailed" formats the report as a line-by-line display with all details of the job cards.
  • Show Incomplete For 1 Day Only? - if you have opted to view incomplete assignments, "Incomplete - Show On Start Date Only" will show you only those assignments which were incomplete on the first day of the report.

Finally you can select whether to output the result to your screen (Display/Print Report) or download an Excel spreadsheet to your computer (Export).


A vol 10.png

Volunteer Time Report

The Volunteer Time Report shows the time spent on assignments, along with the travel time and mileage if there is any entered on associated timesheet records.

You can narrow the results by -

  • Date range
  • Project
  • Volunteer/staff member
  • Completed job cards, incomplete job cards, or both

You can also choose -

  • Summary or detailed output - Summary simply shows you the totals of time spent on job cards in the time period; Detail shows you the actual details of those jobs.
  • List order - by job card number, client, volunteer/staff member, or date done

Finally you can select whether to output the result to your screen (Display/Print Report) or download an Excel spreadsheet to your computer (Export).


A vol 11.png

Volunteers Report

The Volunteers Report gives you details of the Volunteers that are on your system. You can narrow the results by -

  • Earliest or latest induction date (these can be left blank if you do not want to narrow the report by induction date; some volunteers may not have their induction date recorded)
  • Volunteer Category - if they have been placed in a category, you can specify which category you want to view
  • Notes or Description - search the "Notes/General Description" text box on the Volunteer Details screen, and return matching results
  • Active? - see all possible results, only active volunteers, or only inactive volunteers
  • Show Name and Address? - choose whether or not to show the name/address of each volunteer on the resulting report

Finally you can select whether to output the result to your screen (Display/Print Report) or download an Excel spreadsheet to your computer (Export).


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Rob Kay - manual author (talk) 12:16, 11 July 2016 (BST)

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