Organizations

This is a list of a volunteer’s Organizations across all facilities. Only active volunteer assignments are displayed in the panel by default.

Fields and Performing Tasks in the Organizations Panel

·         Name

·         Facility

·         Status (Filterable)

·         Action

·   Assign   

 

1.      The filter can also be set to "Inactive" or "All" if the volunteer has been identified with those types.

2.      Users may delete an Organization only if the volunteer has not logged time. Otherwise it is set to inactive. Setting the filter to “Inactive” or “All” displays any existing inactive organizations that the Volunteer has currently.

3.      Click Assign. Next, the user sees a pop-up screen to “Search for Organization.”

4.      Add the Name or Abbreviation

5.   Click Search or Cancel.

6.      After clicking Search, the results appear in another pop-up screen, “Search for Organization” which displays the following fields:

Search for Organization Screen and Performing Tasks

·         Facility (Filterable)

·         Name

·         Type (Filterable)

·         Abbreviation

·         Search

1.      The Facility and Type filter defaults to “All” until a selection is made.

2.      When a selection is made a hyperlink closes the pop-up window.

3.      Information populates on the Organization page with the Name, Facility, and Status on the “Volunteers Profile Screen.”

4.   The user can also choose an Action to Delete information.

See Also:

Edit Volunteer