wiki:UserGuidelines/Project/AddStaffAndVolunteers

Add Staff and Volunteers to Project

Introduction

This section will help you to add Staff or Volunteers to a project. Screenshots have been provided for further reference.

Details

You should be logged in first to add staff and volunteers to a project. Once you have successfully logged in, click on ‘Projects’ button in the Response Section on the homepage. Now if you have already created the project then search your program in the list and click on ‘Open’ button (Left to the Project Name) otherwise to add Staff/Volunteers to a new project see Troubleshooting section.

In the four tabs above the Basic Detail forms of the Project you would see ‘Staff’ and ‘Volunteers’. Click on the tab accordingly. In the textbox type the first two alphabets of the person and it would suggest you the names. Select the appropriate name and click on ‘Save’.

If you want to add a new volunteer or Staff member to the project then click on ‘Add Volunteer’ or ‘Add Staff Member’ on right side of the textbox and fill the details. Once registered, search the name in the textbox and click on ‘Save’.

That's it!

Screenshots

Click on Open Project first Full Image http://www.makeathumbnail.com/thumbnails/image132449.png

Click on Staff/Volunteers tab Full Image http://www.makeathumbnail.com/thumbnails/image132453.png

Type the name and click on Save Full Image http://www.makeathumbnail.com/thumbnails/image132455.png

Troubleshooting

I don’t see the textbox to type the name

If the project already has some volunteers or Staff members then you’ll have to click on ‘Add Volunteer’ button above the list of the names. You would see the textbox then.

I want to add Staff/Volunteers to a new project

Once you are in the ‘Projects’ Section just click on ‘Add Project’ above the list of the projects. Then fill the appropriate details and ‘Save’. Now just follow the above instructions to add Staff/Volunteers to the newly made project.

Links to related work-flows.

Add Budget and Produce Funding Report Link

Add Communities and Beneficiaries to a Project Link

Last modified 9 years ago Last modified on 12/23/12 20:14:43
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