The board is where you see today's shifts, assign volunteers, handle no-shows, and save the day's work in when it's done.
From the page, the tab opens by default with today's date. Use , , and at the top right to step through dates.
Below the stats, three dropdowns let you narrow what's shown:
- — Limit to one group (e.g., Drivers).
- — Limit to jobs tied to a specific route.
- — On Live, filter by , , or ; on Committed, filter by or .
Click to apply.
On today or future dates, the table shows one row per shift, grouped by Job Group. Row colors tell you the state of each shift at a glance:
- — A volunteer is assigned.
- — A volunteer signed up from the Volunteer Portal, and the shift is .
- — The shift is unassigned.
To assign or change a volunteer on a shift, click the button in the orange volunteer cell, pick from the dropdown, and confirm with the checkmark button. To unassign, use the "" button to the right of the volunteer's name.
Note that on the right-hand side of each job row, there are a couple buttons that enable direct navigation to job and volunteer view/edit pages:
- — Click the notepad and pencil icon to open the shift's job configuration so you can adjust its details (times, route, group, and schedule rules). Saving updates this shift and regenerates future shifts to match.
- — Click the person icon to view the assigned volunteer's full profile, including contact info, status,
skills, groups, qualifications, compliance/requirements, schedule assignments, and recent
activity. (Only appears when a volunteer is assigned to the shift.)
If you need to add a one-off shift beyond the jobs already scheduled for a specific day:
At the bottom of the shift list, click .
Pick a from the dropdown.
Optionally pick a to assign right away (or leave ).
Click .