How do I create a Roster of my volunteers?

VSP contains a very powerful and flexible engine to generate rosters from the information in your volunteers’ profiles. You may choose exactly which volunteers, jobs, locations or shifts to include in your rosters as well as what information to include and in what order. You may also choose to organize your rosters by job and / or shift preference and optionally to list inactive or substitute volunteers separately at the end of the roster. Your rosters may be saved in several formats, including MS Word (.rtf) and Web Page (.html). To generate a roster, first click on the Rosterizer heading on the left hand side of VSP’s main screen.

There are six panes to configure when building a roster, similar to exporting the schedule.  The first is the Included Jobs pane, which is also the default screen when viewing the Rosterizer pane.

In this section you can configure which jobs you want to include in your roster; all or just some jobs.  You can choose to include all jobs, or to include only the job(s) you select.

The next section in the Rosterizer is the Included Volunteers section. Here, you can configure who you want to include in your roster; all or just some volunteers.  You can include all volunteers, choose "Include only volunteers that pass | this filter..." to include volunteers who meet specific criteria criteria, such as all belonging to the same location, or choose to include only volunteers that you specifically select.

Next is the Included Fields section.  Here is where you will specify what information the roster will contain, such as volunteers' names, email addresses, shift preferences, etc.  To view all of the fields that can be included in a roster, un-check the box below the "Available Fields" column that says "Show common fields only".

The next section is List Arrangement.  This section is where you can choose how to list volunteers in the roster.  By default, everyone will be listed together alphabetically in one long list.  You can select "Group volunteers from each job into separate lists" to subdivide the roster by job.  There are also options to subdivide the list by volunteers first shift preference and to include substitutes and inactive volunteers separately at the end of the roster.

Next is the Name Modifiers section.  This section can be used to draw attention to certain volunteers by underlining, italicizing, or bolding names based on filtered criteria.  For example, you could bold the names of all volunteers who have not submitted an email address.

The last section is Document Settings.  Here, you can specify what format you wish to generate your roster in, such as Word (.rtf), Excel (.csv), etc.  You can also choose to give the roster a title, header and/or footer.

Once you have everything set up, click the "Generate Roster" button to save this file to your computer and it will automatically open for viewing.