Action Items - Volunteer

For organizations using the Volunteer module, volunteer action items appear on the Action Items page.

To access the Action Items, go to Home > Universal Profile. Then, click the Actions tab. Note: The location of this link is configurable by your system administrator.

View Team

The View Team flyout is designed to allow managers, approvers, and custom relationships to quickly navigate between subordinates' profiles and transcripts. When enabled, the View Team flyout is available to managers and dotted line managers on all pages of their Universal Profile and the Universal Profile of their subordinates. This flyout displays the manager's reports visually.

The View Team button only displays if enabled in the portal. Administrators may enable or disable this flyout via the My Team Dropdown section within Universal Profile General Preferences. See Universal Profile General Preferences.

See Universal Profile - View Team Flyout.

Options

An Options button may be available on various pages of the Universal Profile. This menu may include options such as Assign Training and Create Goal. See Universal Profile Options Drop-down Overview.

Volunteer Activity Action Item

Conditions for the LO to appear on the Action Items page:

  • The volunteer activity must be active on the user's transcript. Archived LOs do not appear, regardless of status.
  • If the activity status is Assigned, but the user does not meet the minimum volunteer skills requirement for all segments of the activity, then the user cannot select a segment. Because there are no actions available for the user, the activity does not appear on the Action Items page.
  • If the first activity date has passed and the user is in a Denied status, then the activity does not appear on the Action Items page because there are no actions available for the user.

When a volunteer activity action item is displayed on the Action Items page, the following is displayed for each action item:

  • Color Strip - The left edge of the action item icon is color coded to represent proximity to the due date of the action item. For example, if the action item due date is past due, then the color strip is red to indicate that action is required immediately. If an action item due date is not eminent, then the color strip is green to indicate that action is not required immediately. See the Color Strip Key section below for additional information.
  • Title - This displays the action item title. Click the action item title to perform an action that corresponds with the current status. For example, if the status is Approved, then clicking the title registers the user in the LO or redirects them to the shopping cart, if necessary. See the Volunteer Activity Statuses and Actions section below for additional information.
  • Due Date - This displays the action item due date.
  • Status - This displays the current status of the action item.
  • Priority Flag - This button allows users to mark action items as high priority. Priority can be helpful as a visual indicator to users. Also, action items can be filtered by priority from the Sort drop-down at the top of the page. When the priority flag is not selected, it is gray . When the priority flag is selected, the action item is high priority and the flag is red .

Action Item Options

The following options are available from the action item drop-down menu:

  • Action - The option that appears first is dependent upon the current status of the LO. See the Online Course Statuses and Actions section below for additional information.
  • End Commitment - Click this option to end the commitment to the volunteer activity. This redirects the user to the Withdraw Reason page. This option is only visible if the user has completed the commitment criteria for an event and the event is not an external activity.
  • Mark Complete - Click this option to mark the external activity as Complete. This option is only visible if the activity is an external activity and the status is Registered.
  • Withdraw - Click this option to withdraw from the volunteer activity. This redirects the user to the Withdraw Reason page. This option is only visible if the status is Registered or In Progress and the activity is not an external activity.

Volunteer Activity Statuses and Actions

Status Actions Action Behavior
Assigned Select Segment Allow the user to select a volunteer activity segment
Denied For internal activities, the Select Segment action is available. For external activities, the Request Again action is available. For internal activities, the Select Segment action allows the user to select a volunteer activity segment. For external activities, the Request Again action sends an approval request to the approver.
Registered View Details Redirect the user to the Volunteer Management Details page
In Progress View Details Redirect the user to the Volunteer Management Details page
Withdrawn Select Segment Allow the user to select a volunteer activity segment

Internal volunteer activities in Pending Approval, Cancelled, Incomplete, or Complete status do not appear on the Action Items page. External volunteer activities in Pending Approval or Completed status do not appear on the Action Items page.

Color Strip Key

The following colors are available:

  • Red - Due today or past due
  • Orange - Due within the next seven days, not including today
  • Green - Due after seven days