Add a field in the daily schedule

Posted almost 2 years ago by Sara Thomas

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Sara Thomas

I think it would be beneficial to add a column to the daily schedule report "last volunteer date". This way at a quick glance I can easily see who my return volunteers are and who is new. 

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Heather Adler

Heather Adler posted over 1 year ago Admin

Hi Sara, 


Thank you for the clarifications! 


The Today’s Shifts report I mentioned can be found in the manager panel by clicking Reports on the ribbon at the top of the screen, then going to the Needs/Opportunities section. The report is also in your Favorites section! 


In regards to your main point–I can absolutely see the use case for this! Adding a section or column on the Scheduling calendar and/or the Today’s Shifts report which details the date of the last shift/need a volunteer has responded to would be very insightful. 


I’ve logged this request into our notes to discuss in a future enhancements meeting; thank you for the suggestion, and explanation of your specific use case! 


We could also build you a custom report that gets you this data if you would prefer! We would work with you to identify which pieces of data you would need/want included, then create it for you exactly as you need it! The report is added directly to your site's Reports page, where you can access it whenever you'd like. If that sounds like something you might be interested in, please reach out to support@galaxydigital.com for pricing and more details on the process!


Heather Adler
She/Her
Data Specialist at Galaxy Digital 

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Sara Thomas posted over 1 year ago

Hey Heather,


Thank you so much for the response! I appreciate it. I didn't know I could view today's shift (where is that?). I typically go to schedule, user response, then I click on the date I need. I typically print the PDF and use that as I am checking in volunteers. That is ideally where I would see the last date they submitted hours. I don't even need to know how many hours. Just when the last hours were logged. This would at a quick glance help me know if they are new, returning, returning after a while, etc. 


So I think the last date they submitted hours (or I recorded their hours) would be so helpful.


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Heather Adler

Heather Adler posted over 1 year ago Admin

Hi Sara! I think this is a great idea! 


May I ask, which daily schedule are you utilizing? Is this the calendar view in Volunteerism > Scheduling, or are you referring to the Today's Shifts report in the main reports page? 


Also, what criteria do you use as a "last volunteer date"? In the system, this could be the date of their last response, the date their last need began, the last date they submitted hours, etc. What specific piece of data would be most helpful to you in this use case, to determine a return volunteer versus a new volunteer? Would something like the total number of responses be able to indicate this for you? (With new volunteers having a total of 0 responses.)


Thank you for this suggestion, and for the further insights!


Heather Adler
She/Her
Data Specialist at Galaxy Digital

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