❖ Heads up! This article is only intended for Corporate Leader Module (CLM) Leaders. Please note that CLM isn't available on every site. You may not see this feature.
On the User Info tab, you can find more details about individual group members, like:
Need response data, which can be exported to a CSV
Hours, which can be exported to a CSV
Are you a Corporate Leader looking for training? Check out our guided walkthrough Corporate Leader Module - A Guide for CLM Leaders to signup and get started!
Individual Need or Opportunity Responses
1. Go to the User Info tab.
2. Enter the member's name or email address in the User Lookup field.
3. Select the member from the drop-down menu.
4. Click Responses beside Information.
Information about the member's Need responses appears in the table, including:
The title of the Need and the name of the associated Agency and User Group
The date they responded to the Need
Exporting Responses
1. Go to User Info > lookup the member in the User Lookup field > Responses.
2. Click Export Responses. Those responses are downloaded to a CSV file.
Editing Responses
You can edit individual Need responses if necessary. This is found under User Info > Responses for the individual member you wish to edit a response for.
1. Click the pencil icon under the Options column for the Need response you wish to edit.
2. You can edit their Response Question answers and review any Response Notes made by the member.
3. Be sure to click Update User Response to save your changes.
Adding Hours to Responses
You can add hours to a Need response as necessary, too:
1. Click the hourglass icon under the Options column for the Need you want to add hours.
2. Complete the Add Hours form.
3. Click Submit Hour Entry when done.
Removing Responses
Want to delete a Need response? You can!
1. Go to Responses.
2. Find the Need response you wish to delete.
3. Click the X under the Options column for the individual Need response you wish to delete. A warning pops up asking you to confirm your selection—click Yes to confirm or No to cancel.
Add Response for User
Usually, the users respond to Needs on their own; however, you may be asked on occasion to add a Need response on behalf of a user.
1. Go to Responses.
2. Click Add A Response.
3. Start typing the Need's title in the Need Lookup field, then select the Need from the dropdown.
4. Select the shift with the Shift Lookup field for that Need you wish to add a response.
5. Start typing the CLM user group member's name in the User Lookup field, then select them from the dropdown.
6. Add any Response Notes and answer any Response Questions, as applicable.
7. Click Add User Response when you're done.
Individual Hours
1. Go to the User Info tab.
2. Enter the member's name or email address in the User Lookup field.
3. Select the member from the dropdown menu.
4. Click Hours beside Information.
Exporting Hours
1. Go to User Info > lookup the member in the User Lookup field > Hours.
2. Click Export Hours. Those hours are downloaded to a CSV file.
Add Hours
Users typically submit hours for themselves after participating in a volunteer Need. However, you may have to submit hours on their behalf from time to time. To add hours for a user:
1. Go to Hours.
2. Click Add Hours.
3. Start typing the name of the user in the User Lookup field, then select them from the dropdown.
4. Start typing the name of the Need the hours are being applied to by the Need Response Lookup field, then select it from the dropdown.
5. Fill out all necessary or required fields under Hour Details, Description, or Response Questions.
6. Click Submit Hour Entry when you're done.
Updating Submitted Hours
You can update the status of submitted hours when necessary.
1. Go to Hours.
2. Find the submitted hours you want to update the status for.
3. Use the dropdown under the Status column to make your selections.
Entered: Hours were entered but not submitted for approval.
Pending: The default status for hours when a user submits them unless the site has set up hours to be auto-approved.
Approved: Select this status when you wish to approve submitted hours.
Denied: Select this status when you need to deny, or decline, submitted hours.
Edit Hours
1. Go to Hours.
2. Find the submitted hours you wish to edit.
3. Click the pencil icon under the Options column.
4. Make edits or updates to the hours as necessary and click Submit Hour Entry.
Delete Hours
1. Go to Hours.
2. Find the submitted hours you wish to remove.
3. Click the X under the Options column. A warning pops up asking you to confirm your selection—click Yes to confirm or No to cancel.
