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Author Topic: Volunteer activity tracking  (Read 5378 times)

sanjayjain

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Volunteer activity tracking
June 05, 2009, 12:51:04 pm
Hi,

I'm new to CiviCRM, trying to use it for a volunteer tracking system for the non-profit I work for. I've installed it as a Joomla module. We are going to use volunteers for outreach events, the outreach will be in the form of giving a talk or showing a video at a community venue. The volunteers will need log in and record the event they conducted.

On my installation I see no way of recording activities at the front end, and I don't want users loging in to the backend. I am thinking of using Civi Events, and recording activities (rather than participants) in event registration. Each time a volunteer conducts an event, they would register for the event and record information like venue, contact details and number of attendees using custom fields.

Is this a good or bad idea? Is there a better way to do this?

Thanks
Sanjay

Dave Greenberg

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Re: Volunteer activity tracking
June 05, 2009, 06:21:54 pm
I think this is probably the best solution available without doing custom coding. I had a discussion about a similar use case recently with someone at our SF Developer Camp - and the (free) events route seemed to make sense.

You can add various Participant Roles if you want to expose those as choices to the volunteers (via a profile embedded in the event) - along with custom fields as you noted.

Hopefully other users / consultants who have addressed similar requirements will chime in here with their approach(es).
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vegansanjay

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Re: Volunteer activity tracking
June 25, 2009, 03:13:15 pm
Dave, Thanks for the reply.

I set up a custom field and managed to use it to collect data (Number of people attended). But now I see no way of using that data in any way! I have to find the attendee to view that number.

Is there a way to produce a report that lists the the number of people attended? Like a participant listing report, with an extra column with the custom field?

Thanks
Sanjay



Dave Greenberg

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Re: Volunteer activity tracking
June 25, 2009, 03:59:36 pm
I "think" you're saying you added a custom field to the Participant records to record "Number of people who attended their outreach event"... ?

If that's the case, your options to access that data are:
- Find Participants >> Export (your custom field will be included, and you can map / save an export which only has the columns you need)

- If you have some MySQL and PHP skills you can create a custom search which returns your custom field(s) in the search result rows on the screen - or extend the Attendee Report which will be included in 2.2.7 (CiviReport first release) to show your custom field.
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andrewhunt

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Re: Volunteer activity tracking
June 26, 2009, 06:49:23 am
My one concern, though, is if volunteer organize multiple events.  For example if you have a CiviEvent set up for volunteers hosting a slideshow, Susie the volunteer records her name, the event, and whatever custom info.  From CiviEvent's perspective, Susie has registered as an attendee for the event "hosting a slideshow".  Now, a month or so later, Susie organizes another slideshow.  She goes and registers again, but in the system (as far as I understand it), she'll have already been listed as a registered attendee for "hosting a slideshow".  (If you didn't have this problem for Sanjay's idea, then you'd have the reverse problem for actual events--you'd have occasional duplicate registrations for people.)
You can find me at AGH Strategies.
Need help now?  Civi911 is your go-to for CiviCRM support.

andrewhunt

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Re: Volunteer activity tracking
June 26, 2009, 07:16:40 am
Okay, I've got an idea for solving the multiple registrations thing. 

Set up a membership type called Volunteer Event Coordinator or something like that, and make it free. 

Next, create the custom data fields you want as a part of a custom data group used for memberships.  Make a profile of all that, too. 

Now, create a contribution page, but uncheck the Execute Real-Time Monetary Transactions and Contribution Amounts section enabled boxes.  Basically, it'll be a free membership signup form.  Check the Membership Signup Enabled box, and write your blurbs there.  Under Membership Types, select only the Volunteer Event Coordinator, and make it default.  Check the Require Membership Signup box, but uncheck the Display Membership Fee box.  For now, you can ignore the widget, tell-a-friend, and so forth (though that may be worth exploring down the road).  See how that works for you.

I think the outcome will be that people can record information about multiple events, and the export will be no more awkward than with events (basically the equivalent of Dave's method--Find Members then export).
You can find me at AGH Strategies.
Need help now?  Civi911 is your go-to for CiviCRM support.

vegansanjay

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Re: Volunteer activity tracking
June 26, 2009, 07:47:19 am
Thanks Andrew,

I need to think about (and test) your "using contributions" idea.... 

As for multiple registrations, as far as I see, that shouldn't be a problem, that way I can see how many times someone did that type of event. Am I missing something here?

The BIG problem is showing information collected on a webpage. Until CiviReport I'll just have to use the export method Dave mentioned to look at the data (Thanks Dave). 

andrewhunt

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Re: Volunteer activity tracking
June 26, 2009, 09:13:56 am
Well I tried it out, and I stand corrected (though this may be a bug rather than a feature!)  If you register for an event, and then register again, nothing tells you that you're already registered.  If you look at the attendee list, two separate registrations are recorded.

Anyway, this should mean that it should be fine using an event registration to record a volunteer's hosting an event. 

That said, I wonder whether CiviEvent ought to throw a notice saying you're already registered for an event--especially as a way to cancel or modify your registration.  If this potential "bug" is fixed, however, it would remove Sanjay's needed "feature".
You can find me at AGH Strategies.
Need help now?  Civi911 is your go-to for CiviCRM support.

Dave Greenberg

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Re: Volunteer activity tracking
June 26, 2009, 09:52:53 am
Andrew - CiviEvent should prevent the same person from registering multiple times for events - with the following exceptions:
* Registering in test mode (action=preview on URL) - we ignore dupes to make it easy for admin's to test things

* (new feature) Allow multiple registrations from the same email address? is checked in the event configuration (online registration settings)

* Default strict dupe match rules are such that they do not "appear" to be the "same person"

If you're seeing other behavior, you may have found a bug case, so please try and replicate on the the public demo.
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andrewhunt

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Re: Volunteer activity tracking
June 26, 2009, 10:24:48 am
Dave: oops--I was using an event that was already created, and I forgot about that checkbox (it was checked).

Sanjay: then you'll just need to check that box and you're fine with multiple registrations.  I'm sorry for confusing things by not remembering about that new feature.
You can find me at AGH Strategies.
Need help now?  Civi911 is your go-to for CiviCRM support.

vegansanjay

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Re: Volunteer activity tracking
June 30, 2009, 10:01:11 am
Besides the event details like venue, venue contact, how many attended etc.... I’d also like to capture email addresses of the attendees, and have them become part of a group in CiviCRM. Any suggestions on the best way to do that?

Thanks
Sanjay

Dave Greenberg

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Re: Volunteer activity tracking
June 30, 2009, 10:53:44 am
Email addresses are collected "automatically" for any event registrant. If you include a profile in the online registration settings - you can use the Profile Advance Setting - "Add to group" to put them in a group. If you haven't browsed the "Collecting Data" chapter in the new CiviCRM book (as well as the events chapters) - you should (see link from front page of civicrm.org).
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skowarsky

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Re: Volunteer activity tracking
July 02, 2009, 04:43:14 am
There are several affordable products that are specifically oriented to scheduling and tracking volunteer activity.  If CiviCRM does not seem to have what you need, you might look at http://WhenToHelp.com.  It would be a logical extension and a great plus for CiviCRM to move in this direction.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • Volunteer activity tracking

This forum was archived on 2017-11-26.