Using titles to schedule volunteers

"Titles" can be used to divide your volunteers based on attributes such as experience level, age, or gender. Jobs can then be scheduled based on their titles according to rules you set up.

  1. Go into the Jobs pane, select the job you would like to make titles for and click "Edit Job..."
  2. At the bottom of the window, check the box that says "Use titles to qualify volunteers in this jobs...". In the window that appears, you can create the titles you want to use to designate volunteers.
  3. Once you create titles, all the volunteers will be auto-assigned to one title. You can use the Control key to select and double-click on multiple volunteers at a time and to toggle between the different titles. After assigning all of your volunteers a title, go to the Recurring Shifts pane edit the shifts you want to set "Title Rules" for.
  4. Once inside the "Edit Shift" dialog, highlight the job in which you created titles. A blue link will appear at the bottom of the shift window that says "Create title rules for this job..." Using the controls, you can specify how volunteers should be scheduled for the shift according to their titles.