There are 2 ways of adding a new volunteer to a Job or Shift using the V4S Kiosk application
- By clicking the Add Volunteer icon which opens the add new volunteer pop up
- By searching for the volunteer name on the Job / Shift detail page, If the Search does not find any matching results, you will see a string that says "First-time volunteer? Click here"
Adding volunteers to a Job or Shift
Using the Add volunteer icon (which is on the top right-hand side of the screen)
- Go to the Job/Shift details screen
- There is a blue add volunteer icon at the top right-hand side of the V4S Kiosk application
- Click the add new volunteer button
- You see + and +++ buttons (tabs) on the add volunteer pop-up screen
- Click + to add a single volunteer and click the +++ button to add multiple volunteers at the same time for the same Job/Shift
- Add walk-in volunteer details and click the signup button to sign up the volunteer for the Job/Shift directly
- OR click the check-in button to check in to the Job/Shift directly.
Using the Search for a volunteer field
- Click the Job/Shift tile and to go to the Job/Shift details screen
- Click the Don't see your name, below? Click here! button
- Search for the walk-in volunteer's name
- If the walk-in volunteer's details show up in the search results, you can check him/her to the Job/Shift
- If the system does not find any results, you will see a text that says "First-time volunteer? Click here" string, Click it
- You now see a screen where you can add the volunteer details,
- Add volunteer details and click the signup or check-in button to signup or check in to the Job/Shift,
Please note:
- Only the first-time volunteer for whom the contact details do not exist in Salesforce in your org must be added as a new volunteer by using any of the options mentioned in this article.
- Volunteers who have already volunteered in your org can be searched from the search volunteer screen and signed up and checked in for the Job or Shift.
Important information:
- When the Volunteer or the Volunteer Coordinator is adding a new volunteer to a Job/Shift, using the add volunteer pop-up, please make sure that you save the contact information immediately.
- We suggest you save the contact details immediately because if you leave the device screen without saving the contact information, the device screen might get auto-locked and the contact information entered may not be saved
- If you are adding multiple volunteers and the data is lost, you must re-enter all the contact information again.