❖ Heads up! This article is only intended for Site Managers.
You can apply several bulk actions to your site's Needs or Opportunities as applicable. This is great if you want to make several Needs or Opportunities Private or Public in one go. You can also assign and remove Needs or Opportunities from User Groups in bulk, and more!
ℹ️ So you know: Some sites have language overrides. This means you might see Needs instead of Opportunities, Agencies instead of Programs, or Prerequisites instead of Qualifications. You may also notice different menu options than the ones in the examples as every site is set up differently.
Available Bulk Actions for Needs or Opportunities
To get started, go to Volunteerism > Needs or Opportunities. This is where you can access and manage bulk actions for your site's Needs or Opportunities. To access the dropdown list of bulk actions you can apply, click Actions for Selected Needs or Opportunities.
When you click on the Actions for Selected Needs or Opportunities dropdown on the Needs or Opportunities page, you are presented with several bulk actions you can take:
Make Needs or Opportunities Private in Bulk
You can set several Needs or Opportunities to private at once. To get started:
1. Go to Volunteerism > Needs or Opportunities.
2. Check the boxes beside the Needs or Opportunities you want to edit in bulk. You can select all by checking the box at the top of the table.
3. Using the Actions for Selected Needs or Opportunities dropdown, select Make Private.
4. Click Make Needs or Opportunities Private to finish.
Make Opportunities Private and Assign to a User Group in Bulk
You can set several Needs or Opportunities to private and assign them to a user group at once. To get started:
1. Go to Volunteerism > Needs or Opportunities.
2. Check the boxes beside the Needs or Opportunities you want to edit in bulk. You can select all by checking the box at the top of the table.
3. Using the Actions for Selected Needs or Opportunities dropdown, select Make Private and Assign to a User Group.
4. Select which user group to assign them to with the dropdown.
5. Click Make Private and Assign to User Group to finish.
Make Needs or Opportunities Public in Bulk
You can set several private Needs or Opportunities to Public at once. To get started:
1. Go to Volunteerism > Needs or Opportunities.
2. Check the boxes beside the Needs or Opportunities you want to edit in bulk. You can select all by checking the box at the top of the table.
3. Using the Actions for Selected Needs or Opportunities dropdown, select Make Public.
4. Click Make Needs or Opportunities Public to finish.
Assign or Remove Opportunities from a User Group in Bulk
Do you want to quickly assign or remove several Needs or Opportunities from a user group? You can with the bulk actions option. To get started:
1. Go to Volunteerism > Needs or Opportunities.
2. Check the boxes beside the Needs or Opportunities you want to edit in bulk. You can select all by checking the box at the top of the table.
3. Using the Actions for Selected Needs or Opportunities dropdown, select Assign or Remove User Group.
4. Select which action you wish to take:
If you want to assign the Needs or Opportunities to a user group, select Assign to the following user group and pick which user group to assign them to with the dropdown.
If you want to remove the Needs or Opportunities from a user group, select Remove from the following user group and pick which user group to remove them from with the dropdown.
5. Click Update User Groups to finish.
Assign or Remove Opportunities from an Initiative in Bulk
Do you want to quickly assign or remove several Needs or Opportunities from an Initiative? You can with the bulk actions option. To get started:
1. Go to Volunteerism > Needs or Opportunities.
2. Check the boxes beside the Needs or Opportunities you want to edit in bulk. You can select all by checking the box at the top of the table.
3. Using the Actions for Selected Needs or Opportunities dropdown, select Assign or Remove Initiative.
4. Select which action you wish to take:
If you want to assign the Needs or Opportunities to a user group, select Assign to the following initiative and pick which Initiative to assign them to with the dropdown.
If you want to remove the Needs or Opportunities from a user group, select Remove from the assigned initiative.
5. Click Update Initiative to finish.
Assign or Remove Opportunities from a Qualification in Bulk
Do you want to quickly assign or remove several Needs or Opportunities from a Qualification? You can with the bulk actions option. To get started:
1. Go to Volunteerism > Needs or Opportunities.
2. Check the boxes beside the Needs or Opportunities you want to edit in bulk. You can select all by checking the box at the top of the table.
3. Using the Actions for Selected Needs or Opportunities dropdown, select Assign or Remove Qualification.
4. Select which action you wish to take:
If you want to assign the Needs or Opportunities to a user group, select Assign to the following qualification and pick which Qualification to assign them to with the dropdown.
If you want to remove the Needs or Opportunities from a user group, select Remove from the assigned qualification and pick which Qualification to remove them from with the dropdown.
5. Click Update Needs or Opportunities to finish.
This option is not available on Sustain sites.
Deactivate Needs or Opportunities in Bulk
Do you want to deactivate several Needs or Opportunities in one go? You can with the bulk actions. To get started:
1. Go to Volunteerism > Needs or Opportunities.
2. Check the boxes beside the Needs or Opportunities you want to edit in bulk. You can select all by checking the box at the top of the table.
3. Using the Actions for Selected Needs or Opportunities dropdown, select Deactivate.
4. Click Deactivate Selected to finish.
We don't recommend deactivating a Needs or Opportunity if it already has responses and submitted hours. Deactivating a Need or Opportunity can interfere with your reporting and data.