VSys One: Volunteer Management Software

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Apply Certification Automatic Creation Rules

We highly recommend doing a backup before beginning this process.

Certification automatic creation rules are normally applied manually from within someone's profile or when a person is first created. This tool runs those rules in bulk for the people who meet your criteria.

Steps in this task

  1. Click on Apply certification automatic creation rules from the User tools panel under Bulk update/create.
  2. Choose the rules to be applied.
  3. Optionally select filters on People types, Volunteer types, Groups and Exclusions.
  4. Click Find certifications. VSys will test the selected rules against the people who meet your criteria and display a list of people with rules and certifications to be created.
  5. Check and un-check rules so that the certifications you want to be created are checked, then click on Apply selected rules. This will create those certifications you've selected. Note that once you click Apply... these changes cannot easily be un-done.

If two rules would create the same certification for the same person, only one certification will actually be created.

See Also


Attachments Analyzer

Automatically Create Eligibility/Intake Checklists

Data Backup

Bulk Value Updater

Check for Duplicated IDs

Check for Zip/Postal Code Updates

Concurrent Users Monitor

Create and Manage Data Encryption Keys

Database Merge Tool

Enter VSys One Registration Codes

Find Duplicate Assignments

Find Duplicate E-mail Addresses

Find Overlapping Volunteer Hours

Fix Recurring Assignment Detail Gaps

Index Update Tool

Letters Purge Tool

License Information

Make a Local Backup of VSys One in Another Folder

Photo Resize Tool

Purge Old Trace Records

Recalculate the Bonus Hours for Volunteer Hours

Recalculate the Value of Volunteer Hours

Restore From a Backup

Special Table Tools

SQL Commands to Database

Table Permissions Diagnostics

Trace Analyzer