Primary Job Placement for CNCS Programs v6.1

There are three areas where you can select a volunteer's Primary Job Placement in Reporter version 6.1: Volunteers, Placements, and Jobs. And there's a new Primary Placements Report.

On the main menu select Volunteers

In Volunteers on the Placements tab you can select a job and then click the Make Primary button. This designates this job to this volunteer as primary. If you need to change to a different job, simply check that one. The Reporter allows only one primary job.

On the Volunteer's Placements tab you can designate which job to make primary for the single volunteer

In the Placements section you can select a volunteer and a particular placement and then click the Make Primary button to make the selected job that volunteer's primary job. You can repeat for other volunteers one at a time.

On the main menu select Placements

In the Placements section you can designate which job to make primary for all your volunteers

In Jobs/Clients you can perform the assignment on a single volunteer by simply double-clicking the Primary checkbox. Or double-click to deselect. You can also assign multiple volunteers at once. The Primary button in Jobs/Clients assigns this job as the primary job to ALL these volunteers, active and inactive unless you select Active Only.

On the main menu select Clients/Jobs

In Jobs/Clients on the Volunteers tab you can assign all volunteers with a placement in this job when you click the Primary button. It doesn't matter which one is highlighted.

First decide if you want to assign the job as primary to ALL inactive and active placements at this job, including inactive volunteers.

On the main menu select Clients/Jobs

If you leave the Unchecked checkbox Active Only checkbox unchecked, ALL inactive and active placements at this job, including inactive volunteers will be assigned to this primary job when you click the Make Primary button. Like this:

The Primary button in Jobs/Clients | Volunteers tab assigns this job as the primary job to all these volunteers.

When you click the Make Primary button Make Primary button you are asked, "Do you want to mark all of these placements as being primary?"

Do you want to mark all of these placements as being primary?

Clicking Yes instantly assigns all the volunteers with a placement past and present in this job to make this their primary job.

The Primary button in Jobs/Clients | Volunteers tab assigns this job as the primary job to all these volunteers.

Or, if you want instead to assign the job as primary to only volunteers with active placements at this job, check the Checkbox Active Only checkbox first.

On the main menu select Clients/Jobs

When you click the Make Primary button Make Primary button you are asked, "Do you want to mark all of these placements as being primary?"

Clicking Yes instantly assigns all the volunteers with current placements in this job to make this their primary job.

Do you want to mark all of these placements as being primary?

Result: only the active placements were assigned as the primary job for those volunteers.

Only the active placements were assigned as the primary job.

To evaluate your placements, use the Volunteer Primary Placements report.

Revised

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