Adding Volunteer Activities

To set up volunteer activities, you perform the following steps:

1. Go to Setup >> System Tables >> Code Tables and scroll down to select Volunteer Activity.

   

2. Click the New button to open the Volunteer Activity Insert window.

   

3. Give the new activity a specific name so anyone will be able to decipher its purpose.
4. Enter the number of hours before and after the event / play when this activity is expected to be there.
5. Enter the number of hours the volunteer will be credited for this activity.
6. If you want this activity to have special colouring on the calendar, select a color other than black.
7. On the Duties tab, enter any default duties for this position.
8. On the Status tab, mark the activity Active by checking the Active box.
9. On the Status tab, select the areas you'd like this volunteer activity to be available for (Box Office, Development, and/or via the Internet) by checking the appropriate box or boxes.

   

10. On the Security tab, change any security settings for this activity.

    

11. If you have the Facility Management module, on the Facility tab, enter the Default billing rate, Default hourly cost, Sales Tax Code, Income Account, Cost Account, and Liability Account for the activity.

    

    To see current billing rates for anyone already associated with this activity, click the Review Rates button. The same window will pop up if you change the default billing rate, giving you an opportunity to change or leave alone the billing rate for anyone associated with the activity.

    

12. Click the Save button to add it to the list of Volunteer Activities.