matching an opportunity to a volunteer [Resolved]

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Carmen
Carmen's picture
matching an opportunity to a volunteer [Resolved]

Can anyone tell me how you link a volunteer to opportunity and how you send the volunteer details to the organisation

Many thanks

Maureen Davis

You cannot link opportunities to anything as far as I am aware. You can only link volunteers (contacts) and organisations (also contacts).

As far as sending vol details to the org  (if you have anything more than an email) if you want to send the vol profile as a PDF this is the only way we have found

Use Chrome Browser (can't save to PDF in Mozilla or Explorer)

  • Search Volunteer
  • View
  • Actions (top left)
  • Print Summary (right column)
  • Print icon (top right)
  • Change layout to landscape (otherwise longer lines of data may be partially obscured
  • Change “destination” to save as PDF
  • Note or change where it will save to
  • Save

Hope this is helpful

 

Carmen
Carmen's picture

Thanks Maureen

Parvez
Hi Guys - to update this thread, you can now link Volunteers to Opportunities using the Referred Action from the relevant Volunteers details page within VBC.
LIrwin

I went on to Vbase Cloud just before Christmas and noticed that all the addresses on my opportunities have disappeared.  Myself and my colleague went through more than half of the opps adding the new information so I know we had done this.  When we put the address back and save, it doesn’t seem to be saving it.

I’ve had a look on the do-it and the addresses are there.  Can someone from Veda get back to me asap please.

01737 762115, email lisa@rbcvs.org.uk
Kind regards,
Lisa Irwin
Volunteer Centre Reigate & Banstead

rtomalin
rtomalin's picture

Hi Lisa

Your comment is wildly off topic!!  Suggest that you create a new thread for this issue.  I think it could get missed otherwise.

Happy New Year

Richard Tomalin

LIrwin

Hi Richard,

Thanks I will do.

Lisa

Jen Volunteer Now

I seem to have lost a lot of addresses from my opportunities as well. Has this been reported to Veda yet/have you heard anythying from them regarding it? 

Parvez

For those that have reported Address issues, we're taking a look at the moment.

Ben Fisher

Regarding matching Opportunities to Volunteers: We have an Opportunity on VBase Cloud with some of the skills and also have a Volunteer with the same skills but the system doesn't match the opportunity:

For example

"Opportunity" skills required:

  • Organising
  • Creative
  • Media

Volunteer Skills

IT

Organising

Team Work

Media.

Vbase Cloud doesn't link any suitable opportunities.

Attachments: 
Gopi

Hi Ben,

Opportunity match will list opportunities within 5 miles from Volunteer's postcode by default. Could you increase the number of the miles under 'Proximity Search' section and try again?

Thanks

Ben Fisher

WHi,

 

We tried upto 10/ 20 miles but the match still didn't appear.

Regards

Kim Beadle

We had the same issue with this - I understood that this was because the opportunity matching/filter function performs solely an "AND" function rather than an "OR" Function, 

In other words, by searching by this volunteer's skills, you were in fact asking the system to find an opportunity which has listed all of those skills, not some of those skills and therefore, it was very unlikely to be exact matches 

So rather than asking for the system to find media opportunities which require any of: Creative, Leadership, Teamwork, Organising OR IT Skills. Instead the system was looking for media opportunities which require all of the above: Creative, Leadership, Teamwork, Organising AND IT Skills. Both have an advantage and disadvantage in theory, the "OR" function would allow you to see all the relevant results but they would lack precision and the list could be very long and with an OR function, it would mean that you would not be able to filter properly by Title or Location as you would be searching for skill X, Skill Y OR something in a certain location (which is not helpful). The "AND" function would allow you to filter more precisely but could mean that you don't get any results and you may have to enter various combinations of skills rather than search in one go.

The AND function proves particularly nonsensical however, when there is overlap in some of the field options. For example, both in "Skills Required" and in "Activities" there is a "Design" option. 

Anyway, so I ran a search (see attached) on the number of opportunities that have listed design in skills required (18 matches), a search for those that have listed design in activities (32 matches) and opportunities which had both (because of the AND function) - only 8 matches. Now it is plausibly the case, that an organisation wants a volunteer to have design skills but that design will not be a feature of the role or that you would not require design skills but designing things would be a part of the job. However, I would imagine more often than not, skills required and activities in this instance should overlap more than 8 times out of 42 opportunities which to me would suggest perhaps volunteer centres are perhaps not clicking design in both categories by mistake or not realising that it could be consequential in opportunity matching. Ultimately, though in order to see the full 42 opportunities which are centred around design, I would have to do two different searching, ticking design in both boxes individually - which is a little ridiculous. 

In an ideal world, it would be great to be able to choose (the AND or OR) function accordingly: e.g. I want an opportunity that is in located in W AND with a Title X ...requiring Y Skill OR Z Skill. Alternatively, perhaps more simply, if skills, activities and areas of interest were configured to an OR function - and the rest were configured to an AND function - that would work too.

Attachments: 
Gopi

Hi Ben & Kim,

Each set of filters are already configured to use OR operator within them. For Eg:  Opportunity that is in located in W AND with a Title X ...requiring Y Skill OR Z Skill.

However, AND operator has been used between different filters. For Eg :  Opportunity that is in located in W AND with a Title X  AND requiring Y Skill OR Z Skill  AND  included R activity OR S activity.

We are now working on it to change the operator to OR between 'skills', 'activities' and 'areas of interest' filters so that the opportunities can be filterd as follows,

Opportunity that is in located in W AND with a Title X  AND requiring Y Skill OR Z Skill  OR included R activity OR S activity.

 

Thanks

Kim Beadle

Hi Gopi, 

That would be excellent - please can you let us know if and when you have successfully undertaken this work?

Thanks. 

Gopi

Hi,

Operator have been changed to OR between 'skills', 'activities' and 'areas of interest' filters so that the opportunities can be filterd as follows,

Opportunity that is in located in W AND with a Title X  AND requiring Y Skill OR Z Skill  OR included R activity OR S activity.

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