Editing Volunteer Requests

From MoHA Wiki
Revision as of 20:00, March 27, 2024 by Poolboy (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

Purpose:

Editing volunteer requests allows you to add new locations, update project management, and change event details.

If you input your event date incorrectly, resubmit the event and delete the old one. Remember to notify any volunteers of changes if applicable.

Steps:

Add Location:

  1. Go to: Your Airtable Page > Volunteers > Locations.
    Airtable volunteer main grid display
  2. Optional: Hide the "Schedule" tab.
  3. The only parts you need to edit are "Name" and "Address."
  4. "Text Location Name" is a formula, but is the content volunteers are sent.

General Edits:

  1. Go to your Airtable Event > Volunteers > Events.
  2. On the right, select Views > Volunteer Request Grid.
    Airtable volunteer request grid display
  3. PM
    • Project Management. If marked "Event Completed" the event will not appear on the public form.
      • Events marked "Event Planned - More Volunteers Needed" appear on the form.
  4. Programs, Volunteer Description, Special Instructions, Time, Location, Coordinator.
    • Edit all of these fields in the Airtable Grid.
  5. Date
    • Google Calendar pulls information from Airtable at 9am and 10am and creates events.
    • The syncing isn't two-way, so if you got the date wrong you must create a new event and start over.
      • Note: If your Special Instructions are elaborate, copy them before you delete and resubmit.
    • You can edit and fit your date if the automation runs with a calendar event, checkbox, and calendar link.
      • Uncheck the "at_calendar_created" box.
      • Delete the "Google Calendar Event ID" and "Calendar Link" fields for your listing and a new event will be populated in the morning.
    • Delete the old event from the Google Calendar.
    • If people are already attending, let them know the date was wrong when you change it.
  6. On the backend, Airtable checks each morning for new entries:
    Airtable new entry flow chart
    • Once someone signs up to volunteer, they are sent:
      • Google Calendar invite
    Volunteer google calendar invite.png
      • A text
    Volunteer special instructions text.png
      • An email
    Volunteer special instructions email.png

Related links