Mandates Manager

From the main VSys One screen, open the User tools panel and then the Mandates Manager. This tool acts as a clearinghouse for mandates. Here you can search for them, edit, delete and print them, edit the associated volunteers, and send mandate-specific letters.

Linked Graphic

Finding mandates

Select an option under the Common query section on the left and/or use the criteria at the top of the screen to select which mandates to display.
Click on the Get mandates button. This will bring up all of the mandates records which meet your criteria.

On the right-click menu

Right-click on a person on the list to modify individual mandates or perform other actions.

This mandate	Edit mandate	Edits the mandate itself.
	Delete mandate	Marks the mandate as deleted. As long as the mandate remains on-screen it can be un-deleted by right-clicking on it again.
	Edit volunteer	Edits the volunteer which owns this mandate. Note: the Mandates panel within the volunteer's Profile Editor is hidden when the volunteer is opened this way.
	Send this volunteer a letter	Lets you merge this mandate with any letter based on mandates or on people.
Checked mandates	Send a letter	Merges all checked mandates with any letter that is based on mandates or on people.

Note that the Checked mandates option only appears when one or more mandates is checked, and the Send a letter... options are visible only if at least one letter template is defined in the Letter Templates tool in the Letters, mail merge and mailing labels panel.

Criteria

Use these filters to choose which mandates are displayed here. Click on the Get mandates button to show all of the mandates which meet your criteria. A mandate must meet all of the criteria listed here to appear. Leave any pair of dates (started, deadline, finished) blank or any pair of numbers (required, completed, remaining) zero to not filter on that value.

Tools

Recalculate credited hours	For all of the mandates shown, re-checks the hours associated with the mandate and shows the new totals next to each.
Setup mandate types	Opens the same Mandate types screen that's on the Setup panel.
Mandate reports	Opens up the Mandate reports screen, and uses the filters that you've set above (if any) as the filters for that report.

Common Queries

Clicking on any of these links searches for mandates which meet the built-in criteria for each search.

Open but hours reached	All mandates marked as Open and which have no (or negative) remaining hours left to complete.
Past deadline but not completed	All mandates marked as Open but whose deadline is past.
Completed this week	Mandates marked as Completed and whose finished date is within the past week.
(clear filters)	This removes all filter values. If you click on Get mandates now, you'll see all mandates ever entered, regardless of status.