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Download volunteers — single transaction process
When you use the single transaction process, you select each row individually to process volunteer registrations to The Raiser’s Edge.
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From the NetCommunity page in The Raiser’s Edge, click Volunteer Requests. The Volunteer Requests Transactions screen appears. |
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On the Volunteer Requests Transactions tab, select the row to process by clicking in the Volunteer Information column. Volunteer tabs appear on the right. |
Tip: This tab is called Assigned Volunteer Requests Transactions when transaction assignments are enabled. If transaction assignments do not apply to a transaction, an Unassigned tab may appear. Follow the same steps in this procedure to process transactions on these tabs. For information about transaction assignments, see Transaction Assignments.
The Transaction Date/Status column on the Volunteer Requests Transactions tab defaults the date the user submitted the request on your website. The checked out status also appears in the column. When a Raiser’s Edge user is processing the transaction, Checked out by and Checked out on information displays. If a Raiser’s Edge user is not processing the transaction, Not Checked Out displays.
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On the Volunteer Information tab, review, edit (in the Transaction Value column), and process the volunteer data on the General tab. If the user submitted applicable information on the volunteer page, the Courses and Training, Special Needs, Job Assignments, and Checklist tabs also appear. |
For information about including these tabs on the volunteer form on your website, see “Volunteer Opportunity” on page 255. For information about volunteers in The Raiser’s Edge, see The Raiser’s Edge Volunteer Management Guide.
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In the Volunteer Type field, the volunteer type selected on the part defaults in the field. You can change or remove the type for the transaction in this field. |
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In the Constituent Code field, the constituent code selected on the part defaults in the field. You can change or remove the constituent code for the transaction in this field. |
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To view a summary of the job request, click the Requested Job Information tab. Information on this tab includes information such as the Name, Category, and Description of the job request. |
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To view origin information for the volunteer, select the Details tab. In the NetCommunity Details frame, information appears such as the NetCommunity User and the NetCommunity Page where the transaction occurred. In the Transaction Details frame, information appears such as The Raiser’s Edge user that downloaded the transaction to the NetCommunity page and The Raiser’s Edge user currently using the transaction. |
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To process the selected volunteer registrations, click Process Transaction. |
To partially process a transaction, click Process Transaction, Apply Selected Updates. A partially processed transaction includes the changes that you selected Process for. If another registration for the volunteer downloads to Volunteer Requests, data can be overwritten by the second registration.
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Repeat this procedure to individually process the remaining volunteer requests on this screen. |
Tip: To make sure you have the latest information from the website, click Refresh.
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When you finish, click Close. You return to the NetCommunity page in The Raiser’s Edge. |