This article provides an understanding of Volunteer Positions and explains how Volunteer Positions are Viewed/Opened, Edited/Updated, and Deleted. In addition, Bulk Action updates are also covered.
To get to Volunteer Positions, select Volunteerism > Volunteer Positions - from the main menu on the left side of the screen.
This will open the Volunteer Positions screen where all your positions will be listed.
View/Open
To view or open a record, find the record you wish to open, by searching or filtering for the record.
Open or view the record by selecting the corresponding open icon
for the record you wish to view.
This will open the record for you to view.
Overview
When you are in the Volunteer Positions screen, you can see all the volunteer positions you have created and their status.
When you are in the View/Update Volunteer Position Details screen, you can see the information about the position along with any related files and notes.
Functionality of Volunteer Positions
You can add a new position by selecting the "Add New" button. For more information on adding a new volunteer position please see KB Article -
Add Volunteer Positions.
You can filter you list of positions by selecting the "Filter List" button.
You can export your list of positions to Excel by selecting the "Export To Excel" button.
You can search through your list of position by ID, position or volunteer name by using the search field.
You can run a bulk action for selected records in this list by using the "Run Bulk Action" feature. Additional details below.
Edit/Update
Once you are in the Volunteer Positions screen you can Edit/Update a record as needed. Simply select the record you wish to edit by selecting the corresponding open icon for the record and the View/Update Volunteer Position Details screen will open. These are the fields that can be edited/updated:
- This Record Is Archived - This archives the record.
- Volunteer Position/ Job title - This is the name or title of the position.
- Current Availability - Position is open or position is filled.
- Full or Part Time - Select whether the position is part time or full time.
- Category - You can categorize your positions by using the category field.
- Volunteer ID - This is the volunteer that has filled the position.
- Manager ID (Team Member) - This is who the volunteer is managed by, a team member of your organization.
- Department/Chapter - You can assign the position to a specific Department or Chapter.
- District - You can assign a District to the position.
- Precinct - You can assign a Precinct to the position.
- Job Description - You can add more details about the job description here.
To update any of these fields simply click the drop downs or use the "Lookup" buttons to search for and select the new field values. When you've finished updating the record, click either the "Save All Changes & Continue" button to save and continue working or the "Save All Changes & Exit" button to save and go back to the Volunteer Position List.
In addition, you can add/update any related files or Notes for this record.
You can add any Related Files or Notes to this Volunteer Position. When uploading files, click "Browse" to select a file from your machine or drag and drop the file you want to upload into the drop box. Once the file has been successfully uploaded the indicator light will turn green. Click the "Save The Selected File" button to finish uploading the file. You'll see it in the file list when it's complete. Repeat the process for every additional file you want to upload.
Delete
Anytime you see a delete button
you can delete the corresponding record. To delete any record in Argenta, simply click the "Delete" button. A pop-up window will ask if you are sure you want to delete the record. Select "Yes" and the record will be deleted. Be very careful, deletion is a final action and can not be undone.
Delete a Volunteer Position. Be very careful, deletion is a final action and can not be undone.
Bulk Action
In addition to the regular viewing and editing, you can also do bulk updates. Bulk updates is a way to bulk select or unselect all displayed records, archive a selected position, or archive and create new positions.
When you are in the Volunteer Positions screen, you can search for or filter the list to select the records you wish to bulk update. To select the records you wish to bulk update place a check mark in the corresponding box to mark this record.
Once all the records you wish to bulk update have been selected choose the "Choose A Bulk Action for Selected Records" drop down menu.
This menu will give you these options:
- Select All Displayed Records - Choose this option to select all the records displayed.
- Unselect All Displayed Records - Choose this option to unselect all the records display.
- Archive Selected Positions - Choose this option to archive the selected positions.
- Archive Selected Positions & Create New - Choose this option to archive the position and create a new position based off it.
Once you make a selection from the above drop down menu you must click the "Run Bulk Action" button to perform the action. These are the actions and windows that will be shown:
- Select All Displayed Records - All the records will be check marked: