Managing Settings

February 20, 2012 Managing Your Organization

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In this video, we’ll show you how to manage settings within ivolunteer.com.

To begin, we’ll click the Organization menu. Below, we’ll click “Default Settings.” Here we see our organization’s default settings. Since these settings are applied to any new events we create in the future, we can save time by making a few changes now.

Beginning this year, our organization will be hosting periodic book readings. So, instead of asking participants to “volunteer” on the signup sheet, we would prefer the term ‘Attend.’ We would also like to give attendees the opportunity to submit questions for the guest authors. We’ll do this using a custom prompt.

To add the prompt, we’ll click on the “Prompts” tab and then click the “Add Prompt” button. We’ll change the “Label” and then ask attendees if they have questions for the author in the “Short Description” field. We’ll leave the “Required” box unchecked and the “Type” field set to “TEXT.” To add the prompt, we’ll click “OK.”

To change the terminology, we’ll first click the “Display “tab and then click on the “Verbs” field. To be consistent, we’ll also edit the “Participant Titles.”

Due to the nature of our event, we don’t need to display the “Privacy Statement” or “Obligation & Liability Disclaimer” on our signup sheet. So we’ll click the PLUS SIGN next to “Page Display Options” and uncheck those two boxes.

The Task and Slot sections look okay, so we’ll move on.

The “Screen Messages,” “Emails,” and “Date/Time” tabs can be similarly edited and applied to new events. However, for our organization, there are no more changes to make.

So we’ll click the “Save” button. This opens a dialogue box reminding us that the saved settings will not affect existing events and will only be applied to new events. We’ll click “OK.”

To see how these settings are applied, we’ll create a new event. We do this by clicking the Events menu and then clicking the “Add” button under the Events List.

We’ll select a “Start Date” and then click off this field to populate the remaining dates.

Next, we’ll click on the “Settings” tab. As you can see, the terminology for “Participant Actions” and “Titles” has been correctly applied.

Clicking on the “Plus Sign” shows the same thing for the two boxes we unchecked earlier.

Clicking on the “Prompts” tab, we can see our custom prompt has been similarly applied to this new event.

Lastly, we can see how the changes are applied to the signup sheet by clicking the “Signup Sheet Design” tab and then clicking the “Add Task” button. Here, the “Task Title” field defaults to “Attend.” We’ll click “OK” and then open the “Edit Slot” dialogue box. As expected, it asks for “Attendees Needed.”

To show how the signup sheet will ultimately look, we’ll click “Save” and then click the “Preview” tab. We can see the “Privacy Statement” and “Obligation & Liability Disclaimer” are not on our signup sheet. And, clicking the “Attend” button, we see that the custom prompt is properly displayed to those signing up to attend.

We hope you enjoyed this video and found it helpful. If you have additional questions, please contact us or visit our Support Forum.

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