You may be aware that TeamKinetic automatically sends notification emails to effected volunteers when: A Session Date or Time is changed A volunteer is removed from an opportunity or session For some large events you may need to change a number of session times, this can be a problem as you don’t want volunteers to receive hundreds of emails. […]
Category: Opportunities & Sessions
Share your opportunity with Do-it
You can now share your opportunity with a number of 3rd sector websites including Do-it, to do this follow the steps below: Go to CREATE OPPORTUNITY When creating the opportunity make sure you select YES to Share opportunity to the partners below ? Once you have finished creating the opportunity it will get shared with the […]
Add a Survey to an opportunity
Attaching A Survey To An Opportunity If you would like further feedback on a volunteers experience you can create a survey using a 3rd party system, and link that survey to your opportunity within TeamKinetic. To do this you need to: Create Opportunity Within the POST OPPORTUNITY OPTIONS section, change the ADD POST OPPORTUNITY SURVEY LINK to YES Type […]
Adding A Questionnaire
When you create an opportunity, under the POST OPPORTUNITY OPTIONS section, you have the ability to add a link to a questionnaire. If you select YES for POST OPPORTUNITY SURVEY LINK you will see two additional fields appear (SURVEY LINK and VOLUNTEER ID PARAMETER NAME) Enter the Web Address of your SURVEY LINK field (eg. http://mysurvey.com) Note: You […]
Tracking Who Has Completed A Questionnaire
Some Surveys allow you to track who has completed it. It does this by creating slightly different web addresses for each questionnaire (although the questions are the same). To set this up you will need to create a name in your Survey Software for this unique parameter (Survey Monkey calls this parameter a ‘Custom Variable’). […]
Removing Volunteers From An Opportunity
To view or remove a volunteer from an opportunity you need follow the steps below: 1. Go to the OPPORTUNITIES & PROVIDERS > OPPORTUNITIES screen. 2. Click on the OPPORTUNITY DETAILS button 3. Click on VOLUNTEERS from the sub-menu. 4. You will see a list of all the volunteers, click on the red REMOVE icon next to the […]
Viewing Expired Opportunities
1. OPPORTUNITIES & PROVIDERS > OPPORTUNITIES 2. Click on the CLOSED & EXPIRED tab at the top of the page
Enrolling volunteers on a specific session
The normal process is for volunteers ‘sign up’ to an opportunity themselves, but it is quite common for administrators to manually signup volunteers when they have agreed it over the phone or via email. As the administrator you can add volunteers to a session yourself by doing the following: 1. Go to the OPPORTUNITIES & PROVIDERS […]
Changing the time that a session takes place
If you go to OPPORTUNITIES AND PROVIDER > VIEW OPPORTUNITIES from the menu, then click on the EDIT button next to the opportunity, and click on the EDIT SESSIONS button at the top right of the screen. Click on the EDIT button next to the session you would like to change, then change the date […]
Viewing which volunteers are on an opportunity
To view which volunteers are committed to an opportunity follow the steps below: 1. Go to the OPPORTUNITIES & PROVIDERS > OPPORTUNITIES screen. 2. Click on the OPPORTUNITY DETAILS button, then click on the VOLUNTEERS button in the sub-menu. 3. The table of volunteers at the top of the page shows which volunteers have joined the opportunity (past […]