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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 Organization Settings. Here we see our organization’s default settings.

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.”

Many Event-specific settings can be preconfigured under Organization Details > New Event Defaults. These settings will not affect existing Events; they will only be applied to Events we create in the future.

We would like to give attendees the opportunity to submit questions for the guest authors. We’ll do this using a custom prompt.

We’ll click over to 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 check the “Required” box and leave the “Type” field set to “TEXT.” To add the prompt, we’ll click OK.

To change the default terminology for new Events, we’ll first click the Display tab and then click on the “Terminology – Participant Action (Verbs)” field. To be consistent, we’ll also edit the “Participant Title.”

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

Now we’ll click over to Layout. 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 uncheck those two boxes.

The Dialog Messages, Emails, and Date/Time tabs can be similarly edited to reflect the settings you want to apply to new Events. However, for our organization, there are no more changes to make.

So we’ll click the Save button.

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 an “Event Start Date” and then click off this field to populate the remaining dates.

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

Clicking Over to Event Details & Actions > Layout, we can see that the two boxes we unchecked earlier are unchecked.

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 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 check our Administration Help Guide in the Support section of our website.

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