VSys One: Volunteer Management Software

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Automatically Create Eligibility/Intake Checklists

We strongly recommend doing a backup before beginning this process.

Eligibility/intake checklists are normally created manually within someone's profile, but they can be created in bulk using this tool. VSys will not duplicate eligibility checklists for people who already have them, and it will not create eligibility checklists for anyone who does not meet the criteria of the checklists themselves in addition to the filters you set here.

Only eligibility/intake checklists which are not "virtual" can be created here.

Steps in this task

  1. Click on Automatically create eligibility/intake checklists from the User tools panel under Bulk update/create.
  2. Choose the checklist types to be created.
  3. Optionally select filters on People types, Volunteer types, Groups and Exclusions.
  4. Click Find. VSys will test the selected eligibility checklists against the people who meet your criteria and display a list of people with checklists to be created.
  5. Check and un-check rules so that the checklists you want to be created are checked, then click on Create selected items. This will create those checklists you've selected. Note that once you click Create... these changes cannot easily be un-done. We strongly recommend doing a backup before starting this procedure.

See Also


Apply Certification Automatic Creation Rules

Attachments Analyzer

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