To match a volunteer skill to a requested skill by a Job/Client, e.g., volunteer shoppers with clients requesting shoppers, use the Skills feature. This is easy but may require some setup if you have not used Skills before. You can select up to 3 skills in Jobs/Clients and an unlimited number of skills for volunteers. Then use the Match feature in either section to identify volunteers who have the same skill(s) as those requested by jobs. Both sections share the same skills list, to which you can add new skills.
Skills Requested in Jobs/Clients
In the Jobs/Clients section which skills (up to three) does this job require of its volunteers? These are from the same skills bank that is used when noting all skills that a volunteer possesses or is interested in doing. The Volunteer Reporter uses this information to help you try to match qualified volunteers with jobs requesting specific skills. Here we tell the Volunteer Reporter which skills a job needs, while in the Match section we prepare the matchup between volunteers and jobs.
In the Jobs/Clients section on the Info tab, choose the Skills Requested. Click Edit | Click on Skills Requested 1 | Select a skill on the list. Repeat if the Job/Client requests more skills.
Jobs/Clients Volunteer section | Info tab| Edit | Skills Requested 1 | Highlight a Skill | OK.
In the Volunteer Profile click Edit Volunteer to select this person’s skills.
Scroll down to Skills. You can see the whole list of skills. Add a Skill by clicking once on a skill to mark it with the double arrows (>>) to its left.
After you click OK, on the volunteer’s Profile in the Skills field you will see only the skills you have selected for that volunteer.
Match in Volunteers
In The Volunteer Profile you can match Volunteers with certain skills to jobs which request those skills. The Match button is still there in the Jobs screens. Click the Print button at the bottom of the Volunteer Profile screen and choose the Volunteer Match report.
In this way the Reporter uses this skills bank information to help you try to match qualified volunteers with jobs requesting specific skills.
Match in Jobs
Add a Skill Value to the Skills List
Add a Skill – Job/Clients Reference Codes
If your desired skill is not on the list, you can add the skill one of two ways. The first is in Reference Codes for Job/Client Codes.
- Click the Reference Codes menu
- Job/Client Codes
- Type the name of the skill, e.g., Shoppers
Add a Skill – Volunteer Fields
The second way to add a Skill is in Field Lists. You can add a new Skill from the Volunteer Field Lists:
File Menu | Field Lists | Volunteer Fields
Scroll to the Skills field, which is line 109 when the Reporter is first installed. Click in the field to get the arrow on the left. Click Edit List.
Click the Add button to add a skill. Type the skill. Then click OK.
Close the Field Lists to save your addition. If you had the Volunteer Profile open you need to close and reopen it to refresh the list.
We have a Skills Report which should work for you. It gives the skill name, the volunteer’s name, phone numbers and email address. You can run the report as-is and fast forward to the skills of interest, or make a filter on specific skills.
Reports | Volunteer Reports | Volunteer Skills
To make a filter on a particular skill, open Filters in the top menu bar.
- Add Filter | name it for the skill | Save
- Volunteer Limits tab | scroll way down to Skills 1 | highlight it | Edit Limitation
- Select the skill(s) you want by clicking on a skill to get a >> beside it.
To run the Volunteer Skills report for only those skills, select the new filter.