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Users: Needs—Center Sites

Information for Center Site Managers about the Needs tab on a user's profile

Written by Brittany Crow

❖ Heads up! This article is only intended for Center Site Managers.

By the end of this article, you'll be able to:

  • Review a user's Need response history

  • Cancel an active Need response

  • Add volunteer hours to an existing Need response

  • Schedule a user for a Need

View and Manage a User's Need Responses

View Need Response History

  1. Go to Volunteerism > Users and select a user from the table.

  2. Click Needs.

  3. Review their Need Response history.

Sort, Search, Filter, and Export Need Responses

  1. Go to Volunteerism > Users and select a user from the table.

  2. Click Needs.

Sort

Need Responses can be sorted to view:

  • All: This shows all of their Need Responses, including currently active and canceled.

  • Active: This only shows their currently active Need Responses.

  • Canceled: This only shows their canceled Need Responses.

Click All, Active, or Canceled to sort and view the Need Responses per your preferences.

Search

You can search for specific Need Responses by Need title or Agency. Just begin typing the name of the Need or Agency in the search fields to filter the table for those opportunities.

Filter

Apply table filters to help filter the Need Responses table to the information you need. You can also filter by Shift Start to change the order from either oldest to newest Shift Start date and time.

To apply table filters:

  1. Click Table Filter.

  2. Select or deselect filters.

To change the Shift Start:

  1. Click the arrow beside the Shift Start column.

Export

Need Responses can be exported to a CSV. Just click Export Responses to download the file.

Cancel a Need Response from the User's Profile

To cancel a Need Response from a user's profile:

  1. Go to Volunterism > Users and search for or select the user from the table.

  2. Click Needs.

  3. Find the response you wish to cancel in the Need Responses table and click the X under the Options column.

  4. Optional: Select a reason for the cancellation.

  5. Optional: Include a personalized message for the volunteer.

  6. Click Cancel Response to confirm the cancellation.

Add Volunteer Hours to an Existing Need Response

  1. Go to Volunterism > Users and search for or select the user from the table.

  2. Click Needs.

  3. Find the response in the Need Responses table and click the hourglass under the Options column.

  4. Review details and click Submit Hour Entry to finish.

Schedule User

To schedule a user from the Needs tab of the user's profile:

  1. Go to Volunterism > Users and search for or select the user from the table.

  2. Click Needs.

  3. Click Schedule and select a Need from the dropdown.

  4. Select the shift(s) and click Continue.

  5. Review and click Add to List.

  6. Optional: Add more volunteers.

  7. Optional: Send a confirmation message to the scheduled volunteer(s).

  8. Click Schedule [#] volunteers to finish.

    1. If there are any conflicts, for example, a missing response to a required initiative question, then a pop-up appears asking you to confirm or cancel.

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