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HomeEntering a Shift Note

Entering a Shift Note


Some items are routine. Others require your judgement. Don't be afraid to describe a complicated situation and then say you don't know what to do. Someone will help you out.  Here is what to do about a few of the more routine actions you will take.

For a new service request

  1. On the first line, enter the member's name.  This is important so that we can search on the member's name and reconstruct all the actions over several days.  It looks better if you select the line, bold it, and set the font to 16pt.
  2. Say Entered SR.
  3. In the note include: a copy of the line added to the Volunteer Self Service listing for this service.  
  4. Add any special circumstances
For example:
Mon, 9/12/2016 8:45 AM 2 hr, 15 min Stephanie G. Transportation - Hyannis, etc Orleans Dr. Geraniotis - Hyannis

Two tricks to note.  

If you have already entered the volunteer before saving the Service Request, the listing will not be in the usual middle tab, but in the rightmost "Committed" requests tab.

If you enter multiple requests for a member, you can filter on the member's name and then get a short list of their services.  


Requested
Date/Time
Date/Time.
Flexible?
Aprox.
Duration
Member Service Requested Starting
Location
Destination
Tue, 1/17/2017 11:00 AM Yes 3 hr, 0 min Lynn H. Transportation - Local Orleans Willy's Gym and Fitness Center
Fri, 1/20/2017 11:00 AM No 3 hr, 0 min Lynn H. Transportation - Local Orleans Willy's Gym and Fitness Center
Tue, 1/24/2017 11:00 AM Yes 3 hr, 0 min Lynn H. Transportation - Local Orleans Willy's Gym and Fitness Center
Thu, 1/26/2017 11:00 AM Yes 3 hr, 0 min Lynn H. Transportation - Local Orleans Willy's Gym and Fitness Center



Documenting a potential new member

  1. Record the person's name and phone number.  Note that the information was forwarded to memberintake@nausetneighbors.org.

Documenting a potential new volunteer

  1. Record the person's name, email address and phone number.  Note that the information was forwarded to volunteerintake@nausetneighbors.org

If there is something you don't know how to do, just ask the question in the shift notes.  Someone will get back to you.