❖ Heads up! This article is only intended for Agency Managers. Agency Managers are only available on Center sites.
By the end of this article, you will be able to:
Enable or disable team registration for a Need
Identify team responses across different areas
Export responses that include team information
Enable Team Registration for a Need
You can enable team registration when creating a new Need or updating an existing one.
Go to Needs.
Select the Need from the Manage Needs table, or click Edit under the Need.
On the Update Need page, locate Allow Team Registration?
Select one of the following options:
Yes to allow both individuals and teams to respond
No to disable team registration
Teams only to require volunteers to respond as a team
When Teams only is selected, individuals must create a team in order to respond.
Click Update Need to save your changes.
When creating a new Need, follow the same steps. The default setting is No.
Disable Team Registration for a Need
You can disable team registration at any time.
Go to Needs from your Agency Manager dashboard.
Select the Need from the Manage Needs table or click Edit.
Locate Allow Team Registration?
Select No.
Click Update Need to save your changes.
If Require Background Check? is enabled for a Need, the team registration option is not available. This field only appears when your Site Manager has configured Sterling Volunteers for the site.
Check for Team Responses
You can view team responses in the Needs, Schedule, and Time Tracking areas.
From the Needs Area
Go to Needs.
Click Responses under the relevant Need.
Use the Table Filter to toggle the Team column on or off.
If the response was submitted by a team, the team name appears in the Team column.
Export Responses (Individual Need)
Open the Need’s Responses page.
Export responses to a CSV file.
The exported file includes the team name.
Export Responses (Multiple Needs)
Go to Needs.
Select the checkboxes for each Need.
Click Export Responses.
Confirm or update the recipient email address.
Click Email Export.
An email notification is sent when the CSV file is ready. The export includes team names.
From the Schedule Area
Go to Schedule.
Select the User Responses tab.
Team responses display a two-person icon.
Individual responses display a single-person icon.
Hover over a volunteer’s name to view the team name and Need details.
You can:
Export user responses to a CSV (includes team name)
Click View More and use the Table Filter to toggle the Team column
From the Time Tracking Area
Go to Time Tracking.
Use the Table Filter to toggle the Team column on or off.
If hours were submitted as part of a team, the team name appears in the Team column.