|
Quick reference information for Adding Editting and Deleting Volunteer Postions |

Cheatsheet |

Video |
Once a volunteer has worked or expressed interested in a position you should add the position to their data. This is done through the Positions Tab on the Volunteer Window.
- Open the Volunteer Window.
You will see the positions section on the upper right of the screen.

- Click the New
button.
The Positions For Window opens.

- Choose the position from the list.
The pulldown list is customizable in the Code Tables >> Volunteer Activities.
- Select a play using the Lookup
button.
This opens the Play List Window allowing you to search for a play. Click here to learn how to find plays.
- Double click the play to select it.
- Change the last contact date if needed.
- Select "Will do again" or "Normally compensated for doing this position" if applicable.
- Enter any notes about the position.
- When complete, click Save
.
The new position is now shown under the Positions Tab and can be used in new records. Click here for more information
on creating volunteer history.