Volunteer Projects

Features

User Permissions Required to Add/Edit Volunteer Projects

• Site-Wide Editor or Volunteer Coordinator

Items in this section include:

• Add New Project
• Contact Information
• Location Information
• Distribution Information
• Search Information
• Add/Edit Project Page Contents
• Add New Volunteer Opportunities
• Update a Project
• Delete a Project

Add New Project

Click the Add New Project icon. 

Contact Information

1. Title: Enter a title for your project.
2. Contact Name: Enter the name of the project contact.
3. Contact Email: Enter the email address for the project contact.
4. Contact Phone: Enter the phone number for the project contact.

Location Information

1. Address: Enter the Address where the project is located.
2. City: Enter the City where the project is located.
3. State/Province: Select the State/Province where the project is located.
4. Country: Select the Country where the project is located.
5. Postal Code: Enter the Postal Code where the project is located.

Distribution Information

1. Publish to my site: Select "Yes" to publish volunteer opportunities (associated with the project) to your web site. Select "No" to leave volunteer opportunities associated with the project unpublished.
2. Publish to HelpRoot volunteer portal: Select "Yes" to publish volunteer opportunities (associated with the project) to the HelpRoot volunteer portal. Select "No" to leave volunteer opportunities associated with the project unpublished.
3. Project Access: This allows you to set the minimum security level required to access the project. For more information on setting access, see the People manager as this option will only appear to those who have the People manager.
   1. Guest: This allows anyone who visits your site to access the project from your web site.
   2. Member: This allows only those who have Site Member access or greater to access the project from your web site.
   3. Site Contributor: This allows only those who have Site Contributor access or greater to access the project from your web site.
   4. Site Editor: This allows only those who have Site Editor access or greater to access the project from your web site.
   5. Site Administrator: This allows only those who have Site Administrator access to access the project from your web site.
4. Start Accepting Applications: Click the calendar icon to the right of the Start Accepting Applications field to bring up the interactive calendar and choose the date that you will start accepting applications for the project. Leave the Start Accepting Applications field blank to begin taking applications immediately. Alternatively, you may click inside the Start Accepting Applications field to bring up the interactive calendar.
5. Stop Accepting Applications: Click the calendar icon to the right of the Stop Accepting Applications field to bring up the interactive calendar and choose the date that you will stop accepting applications for the project. Leave the Stop Accepting Applications field blank to to accept applications indefinitely. Alternatively, you may click inside the Stop Accepting Applications field to bring up the interactive calendar.
6. Project Start Date: Click the calendar icon to the right of the Project Start Date field to bring up the interactive calendar and choose the date that your project will start. Leave the Project Start Date field blank if service can be performed at any time.  Alternatively, you may click inside the Project Start Date field to bring up the interactive calendar.
7. Project End Date: Click the calendar icon to the right of the Project End Date field to bring up the interactive calendar and choose the date that your project will end. Leave the Project End Date field blank if service can be performed at any time.  Alternatively, you may click inside the Project End Date field to bring up the interactive calendar.

Search Information

1. Search Summary: Enter descriptive information to be used for Search Engine data and Site Search data.
2. Keywords: Enter descriptive keywords to be used for Search Engine data and Site Search data.

Add/Edit Project Page Contents

1. Add/Edit Project page contents using the Page Editor. These contents should contain a brief description of the project. For help with the functionality of the Page Editor, see Using the Editor for more information.
2. Click the Save  icon in the upper right corner of your screen to save your Project page contents.

Add New Volunteer Opportunities

Update a Project

1. Click the project name or id number to open the existing project.
2. Click the Show/Hide Page Options icon to expand the project settings.
3. Make any necessary updates and click the Save icon in the upper right corner of your screen.
4. The confirmation dialog box shown above will appear. Click OK to apply the changes you made within the project to all volunteer opportunities related to the project. Click Cancel to only apply changes to the project itself. 

Delete a Project

Delete a project or projects by selecting the checkbox to the left of the project ID number and then click the Delete Selected icon.  Once a project is deleted, there is not a way to retrieve the project. Alternatively, you may click the Delete icon within the project itself.