Add Volunteer Groups

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A Volunteer Group is an organized group of volunteers who belong to your organization. They are grouped together for a specific purpose.

 

From the Argenta main menu on the left-hand side of the screen, choose Volunteer Management > Volunteer Groups.

 

 
 

Click the “Add New” button.

 

 

This will pop up the Add a Volunteer Group window.

 

 

Select the date this group became active by using the Active Date date picker or just enter the date manually. Select the status of the group from the Group Status drop-down list. These are both required fields.

 

You may also associate this volunteer group with a Department/Chapter by choosing from the drop-down list. If the department is not in the system, you may add it by clicking the “Add New” button to the right.

 

Select the category of the group from the Group Category drop-down list. If the Category is not in the system, you can add it by clicking the “Add New” button. This is a required field.

 

Select the team member responsible for this group from the Staff Member Sponsor/Owner drop-down list. If there is not specific team member responsible for this group, select Unassigned. This is not a required field.

 

Choose a Group Name for the group and enter this name in the Group Name box. You may also want to provide a description of the new Volunteer Group. You can do so by entering text into the Group Description field. Each group has a Description field, which can contain as many items as needed. This is not a required field.

 

All drop-down lists in Argenta help to create comprehensive reports. Argenta comes loaded with predefined values for all of these drop-down lists, but you can change them at any time. You can add or delete any of these values by selecting the corresponding section from the Argenta Main Menu. To update Volunteer Group categories, choose Volunteer Group Categories from the Volunteer Management Menu.

 

If this volunteer group is part of a District or Precinct, choose them from the corresponding drop-down lists.  These are not required fields.
 
 

If you like, you can also specify the group’s Budget Amount and Budget Time Period/Term from their corresponding fields. These are not required fields.

 

Additionally, you can add volunteers to this group and related files and notes.  For help adding a related file please refer to KB Article - Add Related Files.  For help adding a note please refer to KB Article - Add A Note to the Notes Section.

 
 
 
 
To add volunteers to the group choose "Add New," and lookup your volunteer by selecting "Lookup."  Make sure the correct name is displayed for your volunteer and then assign and active date and a role in the group.  Lastly, select "Add This Group Member" to add the volunteer to the team.
 
 

After reviewing the information entered, click the “Save All Changes & Exit” button to finish. The window will close and you will find your new group in the Volunteer Group list.