Recent Updates
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Updated on: Oct 03, 2018
The Answers Report
A Volunteer Opportunity that has custom questions associated with it prompts the volunteers to "answer" those questions when they sign up for an occurrence.
You can easily see the answers the volunteers gave to questions by clicking on the "Run Answers Report" button in the Occurrence Record.
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Updated on: Oct 03, 2018
Printing Check-in Sheets
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Updated on: Oct 03, 2018
Occurrence Record Saved View
Date and Time Specific Volunteer Opportunities have a separate occurrence for each unique day and time that volunteers may sign up.
Individually Scheduled and To Be Scheduled (Ongoing) opportunities, have only one occurrence. This occurrence serves as a 'time-sheet' and volunteers may be connected to it more than once. That way if they volunteer many times over the course of an ongoing opportunity, you can track each specific day and time they attended.
Remember that it is Occurrences that Volunteers sign up for or express interest in (and are therefore CONNECTED to) and not Volunteer Opportunities.
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Updated on: Oct 03, 2018
What happens during opportunity signup?
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Updated on: Oct 02, 2018
How Search is Updated after you publish or edit a volunteer opportunity
The Search Engine in HandsOn Connect is powered by an integration with the aggregation engine at AllForGood.org. Typically, after publishing or editing a volunteer opportunity or an occurrence, the updated information will appear on your public site within a few hours. On average this takes about 15 minutes depending on the load on the search engine server.
Depending on the nature of the edit to an existing opportunity or occurrence, in some cases the updated information may not appear in your search results for 24 hours. A full re-indexing of the All For Good database is run every 24 hours, so in some cases, your edits may require the full reindex before the new information is found in search.
Changing values in a related record, such as the Organization Name or Volunteer Event Name, while updated in Salesforce, do not update the Last Modified Date of the associated Volunteer Opportunities and Occurrences. The change in the Last Modified Date is what triggers the new information to be updated in AFG. So if you have edited the Name of the Managing Organization or Organization Served in their related Organization record or the edited the name of the Volunteer Event, please also edit the related occurrences (it can be as simple as Approving/activating the occurrence or editing the Registration cutoff (hours) field) so that the change is sent to AFG and it appears in the search results.
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Updated on: Oct 02, 2018
Best Practices in using the Volunteer Opportunity and Occurrence Status Field
Some users get confused by what the various picklist values in the 'status' field in the volunteer opportunity and occurrence records are for. On the surface, it would seem as if a Volunteer Opportunity in Active status would imply that it is visible on the public site. But this is not always the case.
In fact, Volunteer Opportunities do not appear on the public site, only Occurrences do!
The best indicator of whether an opportunity is visible on the site is the Posting Status field, not the status field! And we recommend that people do not try to update the status field to reflect the current posting status. The status field is used in reports, to determine what opportunities and occurrences have been active, in the past, even if they are not visible now!
So here are the best practices in use of the status field!
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Updated on: Oct 02, 2018
Publishing and Unpublishing an opportunity
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Updated on: Sep 29, 2018
HTML Editor Block
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Updated on: Aug 21, 2018
Creating a Skill Rating
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Updated on: Aug 21, 2018
Related Lists for Volunteer Opportunities