VSys One: Volunteer Management Software

Update Eligibility/Intake Checklists in Bulk

To work with many eligibility/intake checklists at once, for example to manually update their statuses or view them, use the Update eligibility/intake checklists in bulk tool.

Steps in this task

Open the Update eligibility/intake checklists in bulk tool on the User tools panel.
Enter filters for the Types, Statuses and dates for the eligibility checklists.
Click Get records.

On the right-click menu

Edit

Manually edits the highlighted eligibility checklist.

Select

Selects All/None/Reverse.

Selected

Update status: Recalculates the status of the selected eligibility checklists based on the current properties of their volunteers.

Save: Saves any selected eligibility checklists that have been changed.

Changed eligibility checklists are not saved until you manually save them via right-click, Selected, Save, or click the Save button in the upper-right corner.