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- Volunteer Management
- Process
- Shift staffing
Shift staffing
Program Manager turns program work into dated volunteer shifts. Each shift has a role, location, start and end time and places needed. Volunteer Coordinator then places a suitable volunteer on the shift through the assignment action, which returns an assignment identifier and writes an action receipt.
Step by step
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Plan the shift Program Manager
Program Manager enters a Planned shift with a volunteer role, date, time, location and places needed.
- Define the slot and its work context
- Updates Volunteer shifts, Volunteer roles, Program activities
-
Open the shift Program Manager
Program Manager confirms the details and changes the shift from Planned to Open for staffing. Volunteer Coordinator can then review volunteers with matching availability and readiness.
- Make the slot ready for a suitable person
- Updates Volunteer shifts, Volunteers
-
Submit an assignment Volunteer Coordinator
Volunteer Coordinator creates an assignment for the selected volunteer and shift. The new record can move from Draft to Submitted for review, with planned hours recorded where useful.
- Create the placement and inspect the action outcome
- Updates Volunteer assignments, Volunteers, Volunteer shifts, Operation receipts
Who does what
Roles and permissions- Program Manager
- Owns the shift plan and coverage decision.
- Volunteer Coordinator
- Selects people and creates linked assignments.
- Operations Analyst
- Reads coverage and action exceptions.
Set up Volunteer Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.