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Assigning Volunteers to Roles

One of the ways to link volunteers to a project is to assign them to a role within a leadership group.

This section discusses how to

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Definition Name

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Usage

Volunteer Group Assignments

AV_VOL_GRP1_ASGN

AV_VOL_GRP1_ASGN_M

  • select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Initiative Leadership, then select Volunteer Group Assignments

  • select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Membership Org Volunteers, then select Member Organization Leadership, then select Volunteer Group Assignments

Begin the process of assigning volunteers to the positions outlined in the volunteer structure. When you save the Leadership Group and Sub-Group pages, the system populates this page with each position that you outlined in the structure so that you can assign volunteers to them.

Sub-Group Assignments

AV_VOL_GRP2_ASGN

AV_VOL_GRP2_ASGN_M

  • select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Initiative Leadership, then select Sub-Group Assignments

  • select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Membership Org Volunteers, then select Member Organization Leadership, then select Sub-Group Assignments

Begin the process of assigning volunteers to the subgroup positions outlined in the volunteer structure.

Access the Volunteer Group Assignments page (select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Initiative Leadership, then select Volunteer Group Assignments). This page populates with the roles you defined on the Volunteer Structure page. Here, you can assign volunteers to fill each position outlined in the structure.

Image: Volunteer Group Assignments page

This example illustrates the fields and controls on the Volunteer Group Assignments page. You can find definitions for the fields and controls later on this page.

Volunteer Group Assignments page

Scroll through the list of roles and term lengths and enter the Volunteer ID, Start Date, and (optional) End Date for each assignment to the volunteer structure.

Important! If a required position has not been filled when you save this page, a warning message appears. You can assign a volunteer to the required position or save anyway.

Access the Sub-Group Assignments page (select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Initiative Leadership, then select Sub-Group Assignment). This page populates with each role you defined in the structure on the Sub-Groups page. Here, you can assign volunteers to fill those roles.

Image: Sub-Group Assignments page

This example illustrates the fields and controls on the Sub-Group Assignments page. You can find definitions for the fields and controls later on this page.

Sub-Group Assignments page

Scroll through the list of roles and term lengths and enter the Volunteer ID, Start Date, and (optional) End Date for each assignment to the volunteer structure.

Important! If a required position has not been filled when you save this page, a warning message appears. You can assign a volunteer to the required position or you can save without assigning a volunteer.