❖ Heads up! This article is intended for Site Managers with the Activate disaster dashboard enabled on their site.
By the end of this article, you will be able to:
Understand what a disaster Track is and how it functions
Manage, edit, and share your disaster Track
Track volunteer progress and customize registration questions
How It Works
Once the Disaster Dashboard is enabled, you’ll notice a new section titled Tracks. Don’t worry—volunteers won’t see major changes to the site!
Tracks simply provide customized registration pathways for volunteers. The disaster Track collects additional information from new users so they can participate in disaster relief efforts.
When the Disaster Dashboard is enabled, you’ll have:
A new Tracks area on your dashboard
A disaster Track, in addition to your standard Track
Managing the Disaster Track
You can manage your disaster Track directly from:
Volunteerism > Tracks, or
Disaster Dashboard > Disaster Set Up > Step 2: Review Your Registration Track > Registration Track
Updating a Disaster Track
Go to Volunteerism > Tracks.
You can also access the disaster track from the disaster dashboard! Go to Disaster Dashboard > Disaster Set Up > Step 2: Review your Registration Track > Registration Track.
Select the disaster track from the table.
Ensure your status is set to Active during the disaster.
Review or update the Track Name as necessary.
You can set the disaster track to private by checking the Private box beside Privacy. If set to Private, share it manually using the User Filter or Join Link.
Decide whether you want the disaster track to be the default track when new users register on your site.
If you toggle the button beside Set as default track to On, then the track selection dropdown is automatically set to the disaster track when a new user goes to register on your site.
They still have the option to select the standard track option.
If you want this to be the default track that users register on with the app, you'll have to enable it from the User Registration area of your dashboard.
Review and choose which registration steps you wish to include in this track.
Want to turn off Custom Questions? Toggle the button to Off beside Step 2. Custom Questions.
Want to include qualifications? Toggle the button to On beside Qualifications.
When you're finished making any applicable updates, click Update Track to save your changes.
Updating Standard Questions for a Disaster Track
Go to Volunteerism > Tracks > Disaster Track > Standard Questions.
Check boxes under Show for questions to display.
Check boxes under Require for questions that must be completed.
Click Update Standard Questions.
Updating Disaster Questions for a Disaster Track
Go to Volunteerism > Tracks > Disaster Track > Custom Questions.
Check boxes under Show for questions to include.
Check boxes under Require for mandatory questions.
Creating Custom Questions for a Disaster Track
Go to Volunteerism > Tracks > Disaster Track > Custom Questions.
Click Add Registration Question.
Set the Status:
Active – visible to users
Pending – hidden until activated
Choose a Type:
Small/Large Text Field – open text responses
Dropdown – one selectable answer
Checkbox – multiple selectable answers
Radio Button – one selectable answer
Enter the question text.
Toggle Required on or off.
(Optional) Check Apply to all tracks if applicable.
Click Save Custom Question.
Showing and Requiring Qualifications for a Disaster Track
Go to Volunteerism > Tracks > Disaster Track > Qualifications.
Check boxes under Show and Require as needed.
Click Update Qualifications.
Reviewing Volunteer Progress for a Disaster Track
Go to Volunteerism > Tracks > Disaster Track > Volunteer Lists.
Review volunteer progress.
Click Hide Complete to filter out completed volunteers.
Click Export to download a CSV file of the data.
Removing Volunteers from a Disaster Track
Go to Volunteerism > Tracks > Disaster Track > Volunteer Lists.
Click the X under the Options column beside the volunteer’s name.
Confirm your selection in the pop-up message.
Sharing the Disaster Track with Volunteers
You can share the disaster Track directly with volunteers!
Option 1: Copy Join Link
Go to Volunteerism > Tracks > Disaster Track.
Click Copy Join Link.
Share it via email, message, or post.
Option 2: Invite via User Filter
Go to Volunteerism > Users > User Filter.
Apply filters as needed.
Select Send Track Invite from the Select an Action dropdown.
You can also invite users via the User Filter!
The Volunteer Perspective
You can view the disaster Track as a volunteer to ensure the setup looks right.
Log out of your Site Manager account.
Click Sign Up on your site.
Follow the registration steps through the Disaster Track to preview the experience.
