We are happy to announce a small update to VolunteerMatters. We made a slight change in the way that we are naming and filtering on the 'source' designation for volunteer interactions. This will enable you to report on:
- Those who attended a volunteer shift
- Those who were absent
- Those who withdrew
Additionally, if you are an Enterprise subscriber that employs an automated confirmation workflow, you may report on:
- Those would confirmed their assignment
- Those who have yet to confirm their assignment
- Those who were auto-withdrawn because they hand't confirmed in a timely manner
Review:
Each time a volunteer performs some sort of activity related to volunteering, a corresponding volunteer interaction record is created. The source designation describes the type of activity. You may use volunteer interactions to report on past and future volunteer activity, to display volunteer activity under the "volunteering" tab under my profile, and on the "volunteering" tab for a record in the administrative contact database. for more information on Volunteer Interactions, please visit: http://support.volunteermatters.com/entries/43688067-Volunteer-Interaction-List-Views
The Change:
Slight name change to source filed values
We have simply changed the convention for spaces in the source names for better consistency. These are indicated below:
- Volunteer Shift
Volunteer assigned to a shift, was not marked absent - Shift Withdrawal
Volunteer self-withdrew from the assignment - Shift Absence
Volunteer assignment to which the volunteer was marked absent (either an admin marked them as absent or the kiosk module had no record of them ever signing in) - Admin Reported (Previously 'AdminReported')
Administrator recorded volunteer interaction that was not a pre-scheduled shift - Self Reported (Previously 'SelfReported')
The volunteer recorded volunteer interaction via 'My Profile'. System must be configured to allow contacts to add their own interactions. If you would like more information on this please contact support. - Volunteer Interest
Volunteer expressed interest in something (Enterprise configurations only) - Volunteer Shift Reserved (Previously 'VolunteerShift reserved')
This is only used for Enterprise customers that utilize a confirmation process. This source indicates they had signed up for the shift but they have yet to be asked to confirm. The system can be configured to require an admin to move them to a state requesting confirmation or the system can automatically move assignees to this state 'n' days before the shift date. - Volunteer Shift Unconfirmed (Previously 'VolunteerShift unconfirmed')
This is only used for Enterprise customers that utilize a confirmation process. This source indicates they had been asked to confirm their shift assignment but have yet to respond. The system can be configured to send automated emails every 'n' days asking for confirmation until the volunteer either confirms or withdraws. At the point they confirm, they are moved to a 'Volunteer Shift' source. - Shift Auto Withdrawal
This is only used for Enterprise customers that utilize an automated confirmation workflow. This source indicates they had been prompted to confirm their assignment (likely on several occasions) but they hadn't confirmed in a timely manner and therefore were automatically withdrawn from the shift. The system can be configured to auto-withdraw an assignee if they haven't confirmed within 'x' days of the first confirmation request or 'y' days before the shift date, whichever comes first.
"OR" Statements in Source Filters
Additionally, when performing a filter on the 'source' field, you can now choose the potential source types using check-boxes which enables "or" statements in the filter. For example, previously you could create a filter to show all volunteer interactions with a source equal to "shift absence". Now, you can create a filter to show all volunteer interactions with a source equal to "shift absence", or "shift withdrawal" or any other source value. This small change offers much greater flexibility in how you display volunteer activities to your administrators and volunteers.
Impact:
Aside from providing new capabilities, there may be some minor impact to your existing volunteering list views (under 'My Profile' and administrative views). If you have views that rely on the previous naming conventions for 'Admin Reported' and 'Self Reported', then you may have to update those views to use the new conventions.
Additional Resources:
For more information on how you can display volunteer interactions to volunteers (via 'My Profile') and to Administrators, please visit:
http://support.volunteermatters.com/entries/43688067-Volunteer-Interactions
For more information on volunteer interaction sources, please visit:
http://support.volunteermatters.com/entries/46286508-Managing-List-View-Filters-for-Volunteer-Interactions
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