❖ Heads up! This article is intended for Agency Managers. Agency Managers are only available on Center sites.
When creating volunteer Needs, you may find that some are very similar. Instead of starting from scratch each time, you can clone an existing Need! This is especially useful when:
The same Need occurs at different locations (e.g., a Reading Buddies event at multiple library branches).
Different Needs take place at the same location.
You want to repost an updated version of an expired or inactive Need.
Cloning saves time and ensures consistency across your postings!
Getting Started
You can create a new Need to clone or clone an existing Need!
1. Go to My Agency > Needs.
2. Select the Need you wish to clone.
3. Scroll to the bottom of the Update Need page.
4. Click Clone Need.
5. A popup appears to confirm your selection. Click Yes to confirm or No to cancel.
6. This opens the Create Need page with the information from the cloned Need copied over!
When you clone a Need, it opens the Create Need page with all the details from the original Need copied over.
What gets copied?
Title (with "(copy)" added to the end)
Description
Additional details (capacity, age requirements, family-friendly status, outdoor/virtual designation, wheelchair accessibility)
Location information
Assigned Interests & Abilities
What doesn’t get copied?
Volunteer responses
Duration
This makes it easy to create similar Needs while allowing you to adjust key details as needed!
7. Go ahead and make any necessary changes to the new Need to differentiate it from the cloned one.
For example, you'll want to delete (copy) from the title and give the Need a new and unique title.
Let's say you have a Need that occurs at several different locations, you might title each one with its unique location:
Puppy Pal Readers—East Branch
Puppy Pal Readers—North Branch
8. Once you're done personalizing the new Need, click Update Need to finish.