Send & Receive
Uploading and Downloading Data
You will use the Send & Receive Wizard often to communicate with the Web Assistant server. Like with an email program, but in this case no communication happens with the Web Assistant server until you click on this button. For example, no settings you have changed or messages you have composed will be sent until you click on this button.
Note: Before you perform a Send & Receive, make sure all of your volunteers [and supervisors] have Placements in the Reporter and usernames in the Web Assistant so that they can login and enter hours online.
Click the Send & Receive button.
Click Next.
Send Volunteers Data
The Wizard enables you to send Volunteers’ names including their current passwords, placements, and recent hours. You can send all of your volunteers or you can filter the list if you only want some of your volunteers to be able to enter their hours online.
- The first time, and whenever you add or change volunteer or supervisor data, you check “Send a new list of volunteers and supervisors who can enter hours…”
- Usually you leave the filter at All Records, but you can use a filter to limit who is sent.
- Click Count & Prepare.
- Although it counts all your volunteers, those without placements will not be sent.
Click Next when it’s ready.
Send Jobs Data
The Wizard next enables you to send a list of Job opportunities to post on the web. Unlike when sending volunteers, you’ll probably want to filter the list of jobs often to include just certain jobs that you want to advertise. Whether you filter the list or not, you can choose what order the jobs will be listed in order to show more important or timely jobs at the top of the list.
To rearrange the order of your jobs list, click the Sort Jobs button.
Send Settings Data and Download Hours and Applications
Finally, the Send & Receive Wizard enables you to receive hours and applications as well as send and receive messages. You will normally leave these two checked so that you get the newest data entered by your volunteers. After you click on the Finish button, the Reporter will communicate with the Web Assistant server via the Internet and send and receive your data. Any data received will automatically be shown on the various tabs of the Web Assistant screen.
- Click Finish
- Watch the progress bars
- Ponder the description of the process
Click OK and you are done.
