Searchable Fields for Add New Volunteer
· Name: Last Name, First Name
· Scope: National is selected, locked and is the only selection for adding a new volunteer
· Include Inactive Volunteers: This option is selected and locked. When adding a new volunteer a user must view all “Inactive Volunteer” matches in the Search to help avoid duplicating an existing volunteer.
· Email Address: Optional; Search existing volunteers by matching the email address.
· Identifying Code (IC): IC is the users sign in code (first digit of the last name and the last 4 digits of the social security number).
· Date of Birth (DOB): Calendar displayed:
o If the user clicks on the calendar, the current month displays with the current year. You can change the information by entering the 2 digit month, 2 digit- days, and 4 digit years.
o Another option is to use the forward and backward arrows to select the month and date, and enter the 4 digit year.
Conduct
a thorough Search to prevent
the creation of duplicate volunteers.
See Also: