To add a new Volunteer to Polixen, click the Administration link in the menu and select Volunteers. Then click the New Volunteer button.
On the New Volunteer page, you’ll have to enter the volunteer’s First and Last Name, Date of birth and Address. If you have the rest of their information, you can enter it here as well - if not, you can update it later on.
Once you’ve entered their information, click the Create Volunteer button.
To View and Update a volunteer, click the Administration link in the menu and select Volunteers. On this Volunteer page, you’ll see a list of all the volunteers in your system.
You can search for a particular volunteer, or filter the visible volunteers, by using the Volunteer Search Fields up the top. You can use the volunteer’s name, the service they’re part of, their status (active/inactive), or the job roles they’ve been assigned to as filters.
To view the details of a particular volunteer, click the blue Information button next to their name. This will take you to their Volunteer Page.
On this page, you can update their information. Once you’ve entered all the information, click the Save Changes button to apply your changes.
When you’re on a volunteer’s Volunteer Page, click the Documents & FIles tab to view their Files Page. On this page, you can upload files to Polixen for this volunteer (eg: forms they’ve filled in). You can download the files again to view them, and you can delete any uploaded files.
To Upload a new file, click the New File button. On the New File Popup, select the file on your computer you’d like to upload. Enter a description so you can find the file later, and click the Upload button to finish the process.