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User Opportunity Responses: Program Managers

How Program Managers manage Opportunity Responses

Written by Brittany Crow

Heads up: This article is only intended for Program Managers.

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

  • Review a user's Opportunity response history

  • Cancel an active Opportunity response

  • Add volunteer hours to an existing Opportunity response

  • Schedule a user for an Opportunity

View and Manage a User's Opportunity Responses

View Opportunity Response History

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

  2. Click Opportunities.

  3. Review their Opportunity Response history.

Sort, Search, Filter, and Export Opportunity Responses

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

  2. Click Opportunities.

Sort

Opportunity Responses can be sorted to view:

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

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

  • Canceled: This only shows their canceled Opportunity Responses.

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

Search

You can search for specific Opportunity Responses by Opportunity title. Just begin typing the name of the Opportunity in the search field to filter the table for those opportunities.

Filter

Apply table filters to help filter the Opportunity 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

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

Cancel an Opportunity Response from the User's Profile

To cancel an Opportunity Response from a user's profile:

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

  2. Click Opportunities.

  3. Find the response you wish to cancel in the Opportunity 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 Opportunity Response

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

  2. Click Opportunities.

  3. Find the response in the Opportunity 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 Opportunities tab of the user's profile:

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

  2. Click Opportunities.

  3. Click Schedule and select an Opportunity 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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