Opportunities are often removed if they were added to the system incorrectly, or they are no longer going to take place. Note: You should not remove an opportunity just because it has passed. And beware that once an opportunity is removed it can not be recovered. To remove an opportunity you must complete the steps […]
Category: Opportunities & Sessions
Closing an opportunity
There are two ways to suspend an opportunity ‘suspend opportunity’ and ‘suspend opportunity and remove volunteers’. If you want to prevent any more volunteers from joining the opportunity then you may want to ‘suspend opportunity’. If the opportunity is going to be changed significantly (example: it is put back 6 months) then you would probably […]
Changing an opportunity to require a DBS or INDUCTION
Goto OPPORTUNITIES & PROVIDERS > OPPORTUNITIES and click on the OPPORTUNITY INFORMATION icon. Then you can change the DBS or INDUCTION STATUS and click UPDATE. If you change an opportunity to require a DBS or an induction when volunteers are already committed to the opportunity the system will list any volunteers who do not comply […]
Editing An Existing Opportunity
You may need to edit opportunities if the opportunity details are incorrect or have changed. Be aware that volunteers may have applied for an opportunity based on the original opportunity details, so changing the opportunity significantly may require you to contact the volunteers concerned to see if they still want to attend the opportunity. To […]
Searching For An Opportunity
To view current opportunities and access more details follow the steps below: 1. Go to OPPORTUNITIES & PROVIDERS > OPPORTUNITIES 2. You will now be presented with a list of all current opportunities. 3. Type part of the name of your opportunity into the search bar and click SEARCH button. Note: If you click on the TOGGLE […]
Authorising Opportunities
Every opportunity must be AUTHORISED before it is visible to the volunteers. This is either done manually by the administrator or if the administrator sets opportunities to be auto-authorised then the system automatically authorises every opportunity. Opportunities which are NOT authorised will be displayed in red in the OPPORTUNITIES & PROVIDERS > OPPORTUNITIES page. Auto […]
How To Describe My Opportunity
You should always aim to promote the positive aspects of the opportunity to make it attractive to a volunteer. At the same time it is very important to include all relevant information and to ensure that it is up to date and accurate, locations and equipment or clothing requirements for instance. Only limit the eligible […]
Creating an opportunity
Providers usually create opportunities, but in some circumstances the administrator may have to create an opportunity. Note: All opportunities have to be attached to a provider (even if they are created by the administrator), for this reason administrators also register as a provider. Creating an opportunity is an important step and the quality of the […]
DBS Management
If an opportunity requires a DBS then only volunteers who have their DBS details recorded in the system will be able to join. Entering volunteer DBS information outside of the induction process? Only administrators can update or enter DBS details. 1. Login as ADMIN 2. From the menu goto VOLUNTEER MANAGEMENT then FIND VOLUNTEERS 3. Click on the […]
Removing a volunteer from a session
To view or remove a volunteer from a session you need follow the steps below: 1. Go to the OPPORTUNITIES & PROVIDERS > OPPORTUNITIES screen. 2. Click on the OPPORTUNITY DETAILS button 3. Click on SESSIONS from the sub-menu. 4. You will see a list of all the sessions, you can expand each session to see […]