How to View and Manage Volunteer Submissions

Find Your Volunteer List (Submissions)

1. Make sure you are logged into Eventeny.
   
   
2. At the top of the homepage, hover over the "Organize" tab and select the event you wish to work with.
   
   
   
   
3. This is your event dashboard. On the left sidebar, click the "Volunteers" drop-down arrow and select "Volunteers list."
   
   

Search for Submissions

1. This is your volunteers list page. Here you can see all relevant information about potential volunteers such as name, application they applied for, status and more. At the top, use the search bar or filters tab to search for volunteers with specific criteria.
   
   
   
   
2. When using the filters to search, you are able to sort the list by 'Application', 'Application Status', 'Department', 'Department Status', and 'Tags'. 
   
   
   
   
   
3. Under the "Status" column, you are able to see the current status of the application and change the status by clicking on the drop-down arrow next to the status label. From the drop-down menu, you can select to "Approved", "Reject", "Waitlist",  or "Withdraw".
   
   
   
4. To change the status of an application, select the status from the "Status" column. A modal will appear where you can optionally provide a reason for approving, rejecting, waitlisting, or withdrawing the application. Click "Submit" to notify the applicant of the status change.
   
   
   
   
5. Click the "view submission" button to the right of the volunteer to see what can be done with their application (you may have to scroll towards the left of the list to see the button).
   
   
   
   
6. Here in the submission, you can view the volunteer's information and approve, reject or waitlist them at the top right corner.
   
   
   
   
7. Above that, you can message the volunteer or click the three-dotted button to withdraw the application and view the activity log. You can also quickly send a message to the volunteer back on the volunteer list page right under the "view submission" button. 
   
   
   
   
    

   If the volunteer's application has already been approved, rejected, or waitlisted then you will see a different set of options in the menu.

   
   Approved Volunteer Application: You will have the option to 'Resend Approval Message', 'Withdraw', 'Confirm Attendance', or access the 'Activity Log'.
   
   
   
   Wailisted Volunteer Application: You will have the option to 'Resend Waitlist Message', 'Withdraw', or access the 'Activity Log'.
   
   
   
   Rejected Volunteer Application: You will have the option to 'Resend Rejection Message', 'Withdraw', or access the 'Activity Log'.

   
   
8. Under the information section there is a tagging feature. This is useful if you want to label the volunteer for whatever reason. For example, loyal, repeat, no show, etc. The volunteer will not see the tags placed on them as they are for you and your team's eyes only.
   
   
   
   
9. As you scroll down, you will find a variety of other information you can add to the submission: department selections, shift assignments, application information, invoices, contracts, tickets, reviews, office notes, and history. To add this new information, simply click the corresponding blue buttons to the right of each section.
   
   
   
   
   
   
   
    

   For shift assignments, you can manually edit a volunteer's check-in or checkout time by clicking on the 'edit' button next to the volunteer's assigned shift.
   
   
   
   
   

Volunteer List Options

1. Back on the volunteers list page, you may notice some additional options at the top right corner.

• • Add volunteer: this allows you to manually add a volunteer submission to the list.
  • Bulk volunteer import: allows you to import multiple volunteers from an Excel spreadsheet.
  • Group message: allows you to message all or some of your volunteer list at the same time.
  • Manage tags: this allows you to edit or delete tags assigned to volunteers.
  • Export: allows you to export your volunteers list in an Excel spreadsheet.