Volunteer Data/Processes Training Follow-ups

This reference is a post-training guide on volunteer data and processes.

Support Resource

• Attribute Management
• Adding Static Kiosk Options for Volunteer Check-in

Staff Tasks

1. Compare your intake form with the current Volunteer Info tab in person form. Rearrange attributes currently on the tab and add necessary attributes to make the intake form and the Gnosis tab match as much as possible. This approach ensures streamlined data entry.
   • If you have been contemplating changes to your intake form, now is the time to make them in order to set your Member Info tab up appropriately.
   • If moving forward right away with an online volunteer form, be sure to review the page provided by your Gnosis Support Person once all attribute work on the Volunteer Info tab has been completed.
2. Review your intake/data entry process to determine if any other administrative/process attributes are needed in the Administrative category on the Volunteer Info tab.
   • If you don't yet have an Administrative category and you would like one, create one using the attribute management resource above. If necessary, send a request to [e-mail] to hide that category from the online form.
3. Add any necessary volunteer resource check-in options for time tracking via the kiosk or through Event Management.