Efficient Volunteer Scheduling System
Learn how to make volunteer placements, manage schedule slots, assign volunteers, generate reports, and more using a scheduling calendar tool. Understand the process step-by-step and improve volunteer management efficiency effortlessly.
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Presentation Transcript
WELCOME SCHEDULING, PART 2
Todays Learning Objectives Make volunteer placements from the schedule calendar Opportunity Schedule Report Slot Placement Report
Review Schedule slots are managed from within eCoordinator Four parts of calendar: calendar view, slot summary, opportunity list, and volunteer list Drag and drop the opportunity on to the slot calendar date, or click new when the opportunity is selected Creating a schedule slot profile is just like creating a volunteer or opportunity profile 1. 2. 3. 4.
Practice 1. Click the Calendar button 2. Drag and drop an opportunity on to the calendar 3. Fill out and create the schedule slot 4. Practice assigning from the scheduling calendar 5. Click Play to continue
Practice Click Play to continue
Conclusion Some tips and reminders: Assignments are made from the calendar view and the slot profile Two slot-related reports Removing placements from opportunity also removes them from schedule slots
Thank You CONGRATULATIONS! THE END
