Search for Existing Volunteer

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.

  1. If the user clicks Search without making a selection, a pop-up “Attention”message displays, “Please enter at least one piece of search criteria” and Close the screen.
  2. Enter at least one piece of Search criteria.
  3. If no information appears from the name Search, a message will display “Sorry, no volunteers were found that matched the specified criteria.” The user then has the option to click the <Add New Volunteer> Button.
  4. Another screen appears, “Create Volunteer.”  => The “Create Volunteer Screen” appears when the <Add New Volunteer> button is clicked.

See Also:

Add New Volunteer

Create Volunteer