How to Use Panorama's Donor Managements Volunteering Features

Let's Learn

• Getting to Know the Volunteering Tab
• Creating a Volunteer Portal

Getting to Know the Volunteering Tab

The Volunteer tab in Donor Management allows you to accomplish three things:  

1. Add and manage your volunteers 

2. Add and manage volunteer opportunities, which we refer to as "engagements"

3. Create and update a volunteer portal, which is an online, customized website for your volunteers to sign up for engagements

A Volunteer is anyone who donates time and work to your organization. In the Donor Management, a volunteer is a constituent to whom you add a volunteer profile. 

Adding a volunteer profile to a donor lets you keep track of a variety of information about a volunteer, including: 

• Whether the volunteer has been screened (and the screening result) 
• The volunteer's current availability 
• Current and past jobs the volunteer has done for your organization 
• Number of hours the volunteer has worked (and when) 
• The volunteer's skills 

Once you click on the Volunteer tab, the volunteer profile will appear. If the constituent is not yet a volunteer, you will be prompted to create a volunteer profile and enter information. 

If you have already created a Volunteer profile, the profile will resemble Seth's profile below:  

Each area of the profile can be updated and edited based on your knowledge of the volunteer's availability. The volunteer can also update his or her own volunteer profile through the volunteer portal, which will be covered later in this course.  

Screening a Volunteer: To screen a volunteer, you must first add a volunteer profile. Then when viewing the profile of an unscreened volunteer, you will see a "Screen Volunteer" located above their availability. 

Clicking that button takes you to the screening process, where you can indicate the Screening Result (Accepted or Rejected), Screening Date, User Screening Volunteer, and any notes about the screening. Unscreened or Rejected volunteers cannot be assigned to jobs. 

If a volunteer has already been screened, but you need to re-screen the volunteer or change the screening status of the volunteer, there is a "Modify Screening" button of the Volunteer's Profile screen, which allows you to enter new screening information. 

Creating a Volunteer Portal

Next, let's learn more about Smartlists!