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Concepts
People can be archived in VSys, that is, taken out of the pool of people normally contacted or worked with. This does not remove them from the database, and all of those person's hours and assignments remain visible and reportable everywhere.
When to use
Set up the reasons that you might want to remove someone from your active corps of volunteers. Perhaps they completed a fixed assignment, or perhaps they moved or resigned.
How to use
In order to track why someone was marked as archived, VSys lets you define any number of reasons and have those available in the profile editor. Set up archived reasons by clicking on Archived reasons on the Setup panel.
Tools
On the left side of the screen.
Add archived reason |
Creates a new archived reason. |
On the right-click menu
Right-click on an item in this list to edit its properties and for other relevant tools.
Add archived reason |
Creates a new reason. |
View |
Opens an existing reason in read-only mode. |
Edit |
Edits an existing reason's name. |
Make inactive |
An inactive reason no longer comes up in editors and filter options, but it's not deleted from the people who have it. |
Delete |
Deletes a reason. |
Deleting an archived reason removes that reason from all people who currently have it, but does not de-archive the person.