Grouping Volunteers

 

Grouping allows volunteers to be in the same group with a common identifier. When volunteers are part of the same group they can contribute their hours to the same volunteer requirement or achievement level.

Here's a common scenario: If two parents would like to contribute to one milestone (40 hours of classroom volunteering over the course of 1 school year), but want to have two separate volunteer accounts, they would be grouped with a common profile field. You can then sort and filter them by that field.

Setting Up Groupings:

Go to  Organizer Dashboard

Click on the Settings tab, then click on Volunteers

Click on the button "Add profile field"

Name it the field as you'd like, for example "Grouping" and leave it as a "Text Field". Click on the + sign next to that field and check "Organizer Only?" and "Grouping"


Assigning a Grouping

When you have 2 individuals in the same group, you will need to fill this field out when creating their profile for both of them so they are identical.

In you Organizer Dashboard, go to the Volunteers tab, then in the list of volunteers, check off the users that need to be grouped together.

In the actions drop down, select Set Profile Field then click on Run

 

On the next screen, set your profile ID to your Grouping Name ("Group ID") and provide a unique identifier (Such as a unique last name or family ID #) for the users you selected. Click on Next and Confirm to finish assigning a group ID.

When you expand those two users in the list of volunteers, you will be their identical group number. 

The hours will be combined in reports and milestones, are you see in the Milestone Report example below: