❖ Heads up! This article is only intended for Center Site Managers.
By the end of this article, you will be able to:
Apply bulk actions to multiple volunteer Needs at once
Change Need visibility (public or private) in bulk
Assign or remove Needs from User Groups, Initiatives, and Qualifications
Deactivate multiple Needs safely and intentionally
Bulk Actions for Volunteer Needs
Bulk actions allow you to quickly update multiple volunteer Needs at the same time. This is especially helpful when managing large lists or making organization-wide changes.
All bulk actions start from the same place.
Get Started
Go to Volunteerism > Needs
Check the box next to each Need you want to update
To select all Needs on the page, check the box at the top of the table
Open the Actions for Selected Needs drop-down menu
From there, choose the action you want to apply.
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.