❖ Heads up! This article is only intended for Center Site Managers.
Bulk actions can be applied to volunteer Needs for quick updates.
Make Needs private in bulk
Go to Volunteerism > Needs.
Check the boxes beside the Needs you want to edit in bulk. You can select all by checking the box at the top of the table.
Using the Actions for Selected Needs drop-down, select Make Private.
Click Make Needs Private to finish.
Make Needs private and assign to a User Group in bulk
Go to Volunteerism > Needs.
Check the boxes beside the Needs you want to edit in bulk. You can select all by checking the box at the top of the table.
Select Make Private and Assign to a User Group using the Actions for Selected Needs drop-down.
Select a User Group to assign them to.
Click Make Private and Assign to User Group to finish.
Make Needs public in bulk
Go to Volunteerism > Needs.
Check the boxes beside the Needs you want to edit in bulk. You can select all by checking the box at the top of the table.
Using the Actions for Selected Needs drop-down, select Make Public.
Click Make Needs Public to finish.
Assign or remove Needs from a User Group in bulk
Go to Volunteerism > Needs.
Check the boxes beside the Needs you want to edit in bulk. You can select all by checking the box at the top of the table.
Using the Actions for Selected Needs drop-down, select Assign or Remove User Group.
Select which action you wish to take:
If you want to assign the Needs to a User Group, select Assign to the following user group, and select a User Group to assign them to.
If you want to remove the Needs from a User Group, select Remove from the following user group, and select a User Group to remove them from.
Click the Update User Group button to finish.
Assign or remove Needs from an Initiative in bulk
Go to Volunteerism > Needs.
Check the boxes beside the Needs you want to edit in bulk. You can select all by checking the box at the top of the table.
Using the Actions for Selected Needs drop-down, select Assign or Remove Initiative.
Select which action you wish to take:
If you want to assign the Needs to a User Group, select Assign to the following initiative, and select an Initiative to assign them to.
If you want to remove the Needs from an Initiative, select Remove from the assigned initiative.
Click Update Initiative to finish.
Assign or remove Needs from a Qualification in bulk
Go to Volunteerism > Needs.
Check the boxes beside the Needs you want to edit in bulk. You can select all by checking the box at the top of the table.
Using the Actions for Selected Needs drop-down, select Assign or Remove Qualification.
Select which action you wish to take:
If you want to assign the Needs to a Qualification, select Assign to the following qualification, and select a Qualification to assign them to.
If you want to remove the Needs from a Qualification, select Remove from the assigned qualification, and select a Qualification to remove.
Click Update Needs to finish.
Deactivate Needs in bulk
Go to Volunteerism > Needs.
Check the boxes beside the Needs you want to edit in bulk. You can select all by checking the box at the top of the table.
Using the Actions for Selected Needs drop-down, select Deactivate.
Click Deactivate Selected to finish.
We don't recommend deactivating a Need if it already has responses and submitted hours. Deactivating a Need can interfere with your reporting and data.