Create a New Volunteer Program

Work Duties and Signups
 
The work duties and signup programs can be used for a variety of your facilities needs.  These programs can be stand alone programs or they can be linked to other registration program so that when your customer is registering they will be required to select one or more work duties.  Some of the uses are:
  • Parent Volunteer programs where parents signup for selected tasks on available date(s)
  • Candy Sales programs. (fundraising)
  • Parent Volunteer programs where parents signup for one or more activities.
  • Parent select options such as giving permission to use photos.
  • Selling un-used field space.
  • Selling instructions such as hitting lessons.
First we will set-up a parent volunteer program where customers will be required to select 2 work duties for their first child and one additional work duty for their second child.  We will also allow the customer to “Buy Out” of the work duty by paying an additional fee rather that working the required work duty.
 
There are two ways to create Work Duty programs.
  1. Create the a Work Duty program.
  2. During creation of the activity (ie Baseball, basketball, soccer, etc. signup)
 
The process is the same so here we will create a stand alone program and then link it to a registration program. 
 
First sign in and from the main menu select “Facility Administration / Work Duties and Signups”
 
Now select “New” and then “New Signup Program” which will start the Wizard shown below.
Here we are going to create a new program then click Next.
 
Now give your program a name and a description that explains the programs when your customers are signing up for your program as shown below then click Next.
 
Now select the type of program, as shown below we have selected this to be a Work duty or volunteer program then click Next.
 
Now you must if everyone will be required to fulfill their obligation or if you will allow them to “Buy-Out” of their obligation.  Here we are allowing buy outs at $200.00 for everyone as shown below, then click Next.
 
Now you must define the work duties categories that the customer can select and how long they must work as shown below then click “Add this category”.  Repeat this until all of the categories have been added.  When you have added all of the categories click on “I’m done adding categories”.
 
As shown below, a summary of your new program will be displayed.  Review and when correct click on Finish.  You can always add additional categories latter if you have forgotten one or an new one is identified later.
 
Your new program is now created as shown below.
 
We will now define the shifts that your customer’s will be able to select.  Here you will need to know what shifts will be available for each category.  There is a work sheet in the documentation (Facility Administration \ Parent Volunteer Work Sheets.doc) that you can use to organize your work duty shifts.
 
Under “Website Administration / Upload Data / Upload Signup Program Sessions” you can download an Excel spreadsheet that you can fill out you shifts and then upload.
 
You will now need to define the “Type of Category” here we will select “Calendar” so that our customers can select from a calendar their selected shifts.
 
Now we will enter the shifts by selection the category then select the month and then select “New / New Session(s)” as shown below.
 
This will start the wizard shown below.
 
Click on the dates that you will define the shifts for this category.  Here we have clicked on all week days which will be grayed as shown above.  Then click on Next.
 
Now select the start time of the new session and how many customers will be allowed to signup for this session and the number of credits that the customer will be granted for this session.
 
Credits are used help you fill shifts that are difficult to get workers for example holidays.  For example if the customer is required to select 2 work duties they can select a holiday and would only have to select one work session to fulfill their requirements.
 
 
Now click on Next.
 
Your sessions have now been created as shown below.  You can also view these pages to see how many people have signed up for each session.
 
Repeat this process until all sessions have been created.  You can also use the downloaded spreadsheet to enter these sessions.
 
Once you have created you work duty program and defined the available shifts you will need to link it to the registration that will be selecting these shifts. To link the Work Duty program from the main menu select “E-Commerce System / Registrations and Merchandise” then select the program.  Here we have selected “Summer Youth Player Registration” as shown below.
 
Now under the “Customer Purchase Sequence” click on “Select Item” and the wizard shown below will be started.
Here we have selected “Link to another item” then click on “Configure selected item”
Now select the work duty program that you have just created as shown below.
 
Now click on “Add this item relationship” and then click on “I’m finished configuring this item” which will now create a link so that when your customers register for they will have to select the number of work duty shifts defined.
Work Duties and Signups
 
The work duties and signup programs can be used for a variety of your facilities needs.   These programs can be stand alone programs or they can be linked to other registration programs so that when your customer is registering they will be required to select one or more work duties.   Some of the uses are:
  • Parent Volunteer programs where parents signup for selected tasks on available date(s)
  • Candy Sells programs.
  • Parent Volunteer programs where parents signup for one or more activities.
  • Parent select options such as giving permission to use photos.
  • Selling un-used field space.
  • Selling instructions such as hitting lessons.
 
First we will set-up a parent volunteer program where customers will be required to select 2 work duties for their first child and one additional work duty for their second child.  We will also allow the customer to “Buy Out” of the work duty by paying an additional fee rather that working the required work duty.
 
There are two ways to create Work Duty programs.
  1. Create the a Work Duty program.
  2. During creation of the activity (ie Baseball, basketball, soccer, etc. signup)
 
The process is the same so here we will create a stand alone program and then link it to a registration program. 
 
First sign in and from the main menu select “Facility Administration / Work Duties and Signups”
 
Now select “New” and then “New Signup Program” which will start the Wizard shown below.
Here we are going to create a new program then click Next.
 
Now give your program a name and a description that explains the programs when your customers are signing up for your program as shown below then click Next.
 
Now select the type of program, as shown below we have selected this to be a Work duty or volunteer program then click Next.
 
Now you must if everyone will be required to fulfill their obligation or if you will allow them to “Buy-Out” of their obligation.  Here we are allowing buy outs at $200.00 for everyone as shown below, then click Next.
 
Now you must define the work duties categories that the customer can select and how long they must work as shown below then click “Add this category”.  Repeat this until all of the categories have been added.  When you have added all of the categories click on “I’m done adding categories”.
 
As shown below, a summary of your new program will be displayed.  Review and when correct click on Finish.  You can always add additional categories latter if you have forgotten one or an new one is identified later.
 
Your new program is now created as shown below.
 
We will now define the shifts that your customer’s will be able to select.  Here you will need to know what shifts will be available for each category.  There is a work sheet in the documentation (Facility Administration \ Parent Volunteer Work Sheets.doc) that you can use to organize your work duty shifts.
 
Under “Website Administration / Upload Data / Upload Signup Program Sessions” you can download an Excel spreadsheet that you can fill out you shifts and then upload.
 
You will now need to define the “Type of Category” here we will select “Calendar” so that our customers can select from a calendar their selected shifts.
 
Now we will enter the shifts by selection the category then select the month and then select “New / New Session(s)” as shown below.
 
This will start the wizard shown below.
 
Click on the dates that you will define the shifts for this category.  Here we have clicked on all week days which will be grayed as shown above.  Then click on Next.
 
Now select the start time of the new session and how many customers will be allowed to signup for this session and the number of credits that the customer will be granted for this session.
 
Credits are used help you fill shifts that are difficult to get workers for example holidays.  For example if the customer is required to select 2 work duties they can select a holiday and would only have to select one work session to fulfill their requirements.
 
 
Now click on Next.
 
Your sessions have now been created as shown below.  You can also view these pages to see how many people have signed up for each session.
 
Repeat this process until all sessions have been created.  You can also use the downloaded spreadsheet to enter these sessions.
 
Once you have created you work duty program and defined the available shifts you will need to link it to the registration that will be selecting these shifts. To link the Work Duty program from the main menu select “E-Commerce System / Registrations and Merchandise” then select the program.  Here we have selected “Summer Youth Player Registration” as shown below.
 
Now under the “Customer Purchase Sequence” click on “Select Item” and the wizard shown below will be started.
Here we have selected “Link to another item” then click on “Configure selected item”
Now select the work duty program that you have just created as shown below.
 
Now click on “Add this item relationship” and then click on “I’m finished configuring this item” which will now create a link so that when your customers register for they will have to select the number of work duty shifts defined.

Add Feedback