Scheduling Software - Volunteer Scheduling Online Program

 


Add your Positions (Jobs) 

When you first logged into your trial account you entered some Position names and set which Helpers qualify for each Position. You can always enter new Positions and edit any Positions you have already added. Once new Positions are entered you need to set each Helper as to their Positions
 
To Add a New Position
From any Schedule View: 
  • In the Positions dropdown menu choose Add / Edit Positions to open the Add/Edit Positions window 
  • Type a new Position and click Add Now (the new name will appear in the Current Positions list on the right)
  • Continue adding position names until you are done - then close window
  • Refresh the page by pressing F5 on your keyboard
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    NOTE: Be sure to edit your Helpers and check off the new positions for each Helper.
     
    To Edit a Position (Job) (to change the way it displays on all schedules)
    From any Schedule View: 
  • In the Positions dropdown menu choose Add / Edit Positions to open the Add/Edit Positions window 
  • Click the Edit/Delete button on the right to open the Edit Positions window
  • Click on the Position's edit box and make any changes for how you want it to look on the schedule displays
  • Click the Save Button and then okay

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  • On all schedules (current, past and future) that position will be updated

  • T
    o Delete a Position -
    Only the Main Coordinator on the account can delete Positions.  Deleting Positions is NOT normally recommended once you have started scheduling.  When you delete a position it removes that position label and ALL SHIFTS for that Position and it also removes all those shifts from any templates you have saved. This cannot be undone, once you choose to delete a Position those shifts cannot be brought back.

    Normally Positions would only be deleted when you are in the process of setting up your account and you have not set up any schedules you want to keep. From any Schedule View: 

     

  • In the Positions dropdown menu choose Add / Edit Positions  to open the Add/Edit Positions window
  • Click the Edit/Delete button on the right
  • Check off the position(s) you want to completely remove from your account
  • Click the Save button and when warned click okay
     
  • Related Topics: 
  • Creating & Editing "Position Groups"
  • Editing Helper Details 
     
  • WhenToHelp.com Online Scheduling