Record Individual Activity Settings

Admins can configure their community's Record Individual Activity settings from CSRconnect Admin Portal, Community setup, Volunteer, Record Individual Activity.

Your role must include the Can Manage Volunteer Settings permission.

Tip: Text fields on this page support custom translations.

1. Use the toggle at the top of the page to turn the Record Individual Activity feature on or off.

2. Under Upload Photo, you can upload an image to appear on the Record Hours page of your community.

   • Recommended size: 1024 x 780 px

3. Under Custom Text, you can enter text to appear on the Record Hours page of your community. 600 characters maximum.

4. Under Charity - Add your own, you can allow employees to add their own charity when recording individual activity if they cannot find their charity in your community's list.

5. You can select custom question sets to include in the Record Individual Activity flow.

   • Under Custom Question Set, you can select a general custom question set employees must answer when recording individual activities.

   • Under CRA Question Set, you can select a custom question set for a Community Reinvestment Act (CRA) survey that employees must answer when recording individual activities.

6. To require CRA approval, select Enable CRA Approval after selecting a CRA question set. Admins must approve CRA requests from the CRA Manager or the Approvals Manager. If you don't enable this setting, CRA requests are automatically approved without review.

7. Select whether to enable Types, Categories, and Tags. For each:

   • Enter a Custom Name.

   • Under Tag Set, select the tag set.

   • For types and categories, you can require employees to select at least one option when recording individual activity, or limit employees to select only one option.

   • Enter a Description. This displays when employees are prompted to select their activity's types, categories, or tags.

8. If enabled, employees must agree to a Disclaimer when they record individual activities.

   • To enable Disclaimer, select the toggle and enter your custom disclaimer text.

9. In communities with segmentation, you can copy over the current settings to other segments.

   • Select Apply to Segments.

   • Select the segment(s) that will inherit these settings and select Apply.

   • Check the segment(s) again to confirm, then select Confirm and Apply.

10. Select Save Changes.