Volunteer Opportunities, Occurrences and Connections
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Overview
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Creating a Volunteer Opportunity
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Other Characteristics of Volunteer Opportunities to consider before Publishing a Volunteer Opportunity and its Occurrence(s)
- Understanding the Volunteer Opportunity Overview
- Editing Volunteer Opportunity Descriptions
- The Volunteer Opportunity Page Layout (other fields to consider before publishing a volunteer opportunity)
- Related Lists for Volunteer Opportunities
- Creating a Skill Rating
- Custom Questions for Volunteer Opportunities
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Publishing a Volunteer Opportunity
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The Volunteer Opportunity sign-up process
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Occurrences
- Opportunity Coordinators and Volunteer Leaders - what's the difference?
- Creating an Occurrence
- Occurrence Record Saved View
- Printing Check-in Sheets
- The Answers Report
- Occurrence Record Advanced Email Options
- Best Practice: Do not add too many occurrences to a single Volunteer Opportunity
- (Advanced Feature) How to add names and descriptions to individual occurrences
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Managing Connections for an occurrence using the connections grid
- Managing Volunteers with the Connections Grid in the Occurrence Record.
- Using the Connection grid to send emails to volunteers
- How to add 'guest' volunteers to an occurrence
- "Express Interest" Connections - confirming or declining volunteers
- Emails sent to date and time specific - 'express interest' volunteers and opportunity coordinators
- Marking Attendance and verifying service hours
- One Step Volunteer Attendance Reporting
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The Connection Record
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Creating recurrences
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Making changes to recurrences, occurrences, and opportunities
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Locations
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Volunteer Events
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(Optional) Advanced Volunteer Opportunity Management Features
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Waitlisted connections
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Working with self-reported Connections
- How self-reported Hours show up for existing occurrences - and how to verify
- Self-Reported Volunteer Opportunities & Occurrences for your existing organizations
- Self-Reported Volunteer Opportunities for organizations not already in your database (new, potential partners)
- (Advanced) Self-Reporting Configuration Options
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Skilled Volunteer Search
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Virtual Volunteer Opportunities
- What is a Virtual Volunteer Opportunity?
- Virtual Opportunities on the Public Site
- Creating Virtual Locations for Virtual Opportunities/Occurrences in HOC Salesforce
- Virtual Locations for Virtual Opportunities in the Sharing Portal
- Sharing Virtual Opportunity Special Directions with Volunteers
- A sample Virtual Volunteer Opportunity
- Managing connections to a Virtual Volunteer Opportunity
- (Optional) Use Advanced Registration System (ARS) to further manage Virtual Opportunities
- Other kinds of Virtual Opportunities