Agency/Location Manager user and opportunity search features

Hello, 

I have a request along these lines. In the Agency manager view in the Opportunity and Stats tab, it would be beneficial for the search/filter option to be available. The managers that have reoccurring shifts, have for example 4 of the same opportunity, but listed according to shifts. Having the search option, would let them make edits with a small list instead of their entire list.

Autumn,

Another use case for an expanded view of volunteers is adding hours.  Our Programs are construction sites.  If a homeowner needs additional hours to fulfill their sweat equity requirements, they will travel to the other sites and work on other houses.  The Program Manager at that site would like to enter their hours, but it is not possible unless the homeowner had responded previously to the Program or an Opportunity within it.

It makes complete sense within Get Connected to restrict the visibility of volunteers to the Programs in which they participate, but in Community Connect, where there is just single organization (e.g. a Habitat affiliate), the restriction is forcing us to skip the Program Manager role and make all managers Site Managers - which exposes a host of other risks.

I did know about the ability to pull a report of users who responded to opportunities -- that's really useful and helpful, but why does it have to be exported...?  The Site Manager has such an easy, nice tool for filtering and searching for users, and I think I just want that to be accessible to the agency manager (but limited to responses at that particular agency). 

10000% to #1 on John's reply!!   We want it to be easier for agency managers to manually enter hours for volunteers (specifically, when we're trying to help acknowledge the contributions of volunteers who are computer resistant).  I think having to download the report to find the email to enter the hours is kind of a bummer.  

I would also like agency managers to be able to search for opportunities by name or use a table function to find opportunities that are posted on their agency so that they can access and edit them quickly -- I know you can search for them on the schedule, but that isn't a direct avenue to editing the page (for example, if they see something is wrong in the description). 

I feel like we may have had more feedback on this.... if I find some more notes I'll post them here.  Thanks for looking at this! 

Autumn,

The two use cases for our organization where access to user data is needed are:

1.  The Program/Agency Manager wants to "Manually Add a Opportunity Response".  Currently, the Manager has to type in the user's email address.  It would be much more convenient if they could type in the user's "Name or Email", similar to what the Site Manager can do when searching within "Manage Users".

2.  The Program/Agency Manager wants to invite selected volunteers to Respond to newly created Opportunities, which are defined as PRIVATE.   For example, they want to contact those volunteers who live within 25 miles of the construction site who have the Skill of 'Roofing'.  Or they need a handful of volunteers with the Skill of 'Framing' to build all the window and door frames in preparation for a Wall Raising for a new home.  In both of these examples, the invitation would not restrict the list further to those who have FANNED the Program or Responded previously.  Other examples would require access to other user data, such as a "Women's Day Build", or "Crew Leaders" needed to  help manage a team of volunteers from Bank of America.

Currently, the Program/Agency Manager has available to them a list of "Available Volunteers".  This meets some of their needs, but is limited.  They would prefer to have access to the EMAIL BLAST feature available to Site Managers.  It's a great tool primarily because of the User Filter.  The filter can reference all the user data, which makes it easy for the Site Manager to target their communications effectively.   The Program/Agency Manager would like to have in their Toolbox the same ability. The issue of user privacy, which is a requirement shared by many clients, is not a concern of ours because we are a single Habitat affiliate.

If EMAIL BLAST was available to Program/Agency Managers,  the list of 'Available Volunteers' would no longer be needed.  Furthermore, they could do all their communications without going through their Site Manager to get the target list of volunteers.  The absence of this this tool is the reason why we're considering adding all of our Program/Agency Managers to the list of Site Managers.

Hope this helps!

John

The suggestion to allow Program/Agency Managers access to User Information is of great value to our organization as well.  The idea of making this information available as an Option for the Site makes complete sense.

Stacy ... I appreciate your comment about being 'torn about whether or not I need to bite the bullet and train our location managers to be site managers'.  That is exactly the point we find ourselves today.

Yes, that sounds like an accurate summary:  I would like for location managers to have access to the users who have responded to opportunities at THEIR location. 

And yes, I'd love for location managers from the location(agency) manager view to be able to search for a certain opportunity (similar to how you can search on the manager side of things). 

THANK YOU!!