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How Do I Edit Group Shift Totals?

Updated over 2 weeks ago

After scheduling a number-based group, you can change the total number of users in a shift. This allows you to modify shift totals as needed. You can edit the total from the Group page or the Shift page.

Edit Group Shift Totals from the Group Page

  1. From the navigation menu, click Opportunities, and then select an opportunity.

  2. In the opportunity menu, click People, and then click Groups.

  3. Click the title for a number-based group.

  4. Do one of the following:

    • On the Group Details page, enter the Total Volunteers Committed for the opportunity.

    • On the Group Schedule page:

      1. Hover over a shift.

      2. Click Actions, and then click Edit Total Group Volunteers Scheduled.

    • Enter the number of group volunteers scheduled, and then click OK.

  5. Click Done.

Edit Group Shift Totals from the Shift Page

  1. From the navigation menu, click Opportunities, and then select an opportunity.

  2. In the opportunity menu, click Schedule, and then click Shifts.

  3. Click the title for a shift.

  4. Select a scheduled role.

  5. In the Volunteers section, hover over the row for the group leader.

  6. Click Actions, and then do one of the following:

    • To edit the number of volunteers scheduled:

      1. Click Edit Total Group Volunteers Scheduled.

      2. Enter the number of volunteers being scheduled, and then click OK.

    • To delete all group volunteers:

      1. Click Unschedule All Group Volunteers.

      2. Click Yes to confirm.

  7. If the shift is in a series, select how you want this update to affect the series, then click Save.

  8. On the shift window, click Done.

Edit Group Shift Totals from the Volunteers Page

  1. From the navigation menu, click Opportunities, and then select an opportunity.

  2. In the opportunity menu, click People, and then click Volunteers.

  3. Find and select the volunteer.

  4. In the volunteer’s opportunity profile, click Schedule.

  5. Hover over the row for a shift.

  6. Click Actions, and then click Edit Total Group Volunteers Scheduled.

  7. Enter the number of volunteers being scheduled, and then click OK.

  8. If the shift is in a series, select how you want this update to affect the series, then click Save.

On the volunteer’s opportunity profile, click Done.

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