This article outlines how to manage volunteer types, a crucial function for admin users. You'll learn how to create new volunteer categories like "Crossing Guard," enable or disable them, and even control badge printing for each type. 


Additionally, these instructions cover how to edit existing volunteer types to update their names and delete types that are no longer needed.

Steps

Add a New Volunteer Type

  1. From the left navigation, click System Settings | Volunteer Management | Volunteer Types.
  2. On the Volunteer Type Management screen, click the Add New button or the Add a new volunteer type hyperlink.
  3.  In the Volunteer Type Label field, type the name of the new volunteer type, for example, Crossing Guard. 
  4. (Optional) If you want to disable badge printing for this type, check the Disabled checkbox.
    Note: If this is checked, Visitor Aware will not automatically print badges for the volunteer type.
  5.  In the Active field:
  • Click Yes to enable the volunteer type
  • Click No to disable the volunteer type
  1. Click the Save button.

Delete

To delete a volunteer type:

  1. Go to the Volunteer Types menu.
  2. Identify the volunteer type you intend to delete.
  3. For that specific volunteer type, click the Settings dropdown menu located on the far right.
  4. Select the Delete button.

Edit

  1. (Optional) On the Volunteer Type Management screen, click the Label of the volunteer type you want to edit.
  2. (Optional) In the Label field, change the name.
  3. In the Badge Printing field:
  • Check the Disabled checkbox to disable badge printing
  • Uncheck the Disabled checkbox to enable badge printing 
  1. For the Active? settings:
  • Click the Yes radio button to activate the the volunteer type
  • Click the No radio button to inactive the volunteer type
  1. Click the Save button.