Automatic Nominations

VSys can search your volunteer records based on your award rules and determine which volunteers are eligible for each type of award. The exception to this are "Subjective" awards, which do not have "rules" that VSys can understand.

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Steps in this task

From the User panel, select the Awards Manager, and then click on Make automatic nominations.
Select the appropriate Award type and the Effective date. Only hours up to and on the effective date are included in the calculations.
Optionally filter recipients on Group and/or People Types. Only people in the selected groups and of the chosen type will be nominated.
Click Do nominations. VSys will go through each type of award one by one and find the people eligible for it.
Check the list of created awards, and determine which ones are appropriate. Right-click on an individual to edit the status of an award or add comments, delete incorrect awards, or edit the individual.
You can follow the same process to change the award statuses in bulk. Select all the volunteers you want to credit with awards. Right-click and choose Selected Awards and then Set values. From there you will be able to change the status and date of all the selected awards.
Right-clicking on the selected individuals will also give you the option to send letters for these awards. To send letters, you must have a letter template with a data type of "Award" defined in the Letter Templates in the Letters, mail merges and mailing labels panel.
Click Save to commit your changes.

Tools

Setup award types	Creates a new award type.
View/edit existing awards	Brings up a list of existing awards based on your criteria.
Make automatic nominations	Applies the award type rules to find people eligible for the award types you've selected.

On the right-click menu

Right-click on an item in this list to edit its properties and for other relevant tools.

Edit award

Edits this award.

Edit person

Edits the person associated with this award.

Save this award

Saves just this award to the database.

Delete this award

Marks this award for deletion. Note: the award isn't actually deleted until Save is clicked.

Send this person a letter

Brings up a list of letter templates which are based on awards. Selecting one merges the current award with that template.

Nominate someone for an award

Select a person, then create a single award for that person.

Select

Checks All, None or reverses the checkbox on shown awards.

Selected awards

Performs the selected action for all awards shown here with a check next to them.

Send a letter	Brings up a list of letter templates which are based on awards. Selecting one merges the selected awards with that template.
Set values	Lets you set the Status, Date nominated and/or Date awarded for all of the selected awards in one operation without affecting the other values.
Save	Saves only the selected awards.
Delete	Deletes only the selected awards.
Add recipients to list	Add the selected award recipient to a permanent or temporary list.
Remove recipients from list	Remove the selected award recipient to a permanent or temporary list.

Add "person" to list

Add the selected person to a permanent or temporary list.