Getting Started as an Administrator
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      1. Bloomerang Volunteer Knowledge Base
      2. Getting Started as an Administrator

      Use Filters

      Select filters to find and focus on important data. You can filter the Staff list, Opportunities list, and Schedule page. You can apply multiple filters at the same time.

      Filter a List

      To filter a list:

      1. To filter from the Staff list or Schedule page, click the Show Filters icon. 
        filters_select_staff
      2. To filter from the Opportunities list, click Show Filters.
        opportunity_show_filter
      3. Click a filter category. For information about each category, see Staff List Filters, Opportunity Filters, and Schedule Filters.
        staff_filters_role
      4. Click a filter.
      5. Select the filter options.
        staff_filter_roles
      6. Click Filter.
      7. (Optional) Add more filters. 
        Tip: Add multiple filters to view and take action on very specific groups of staff. For example, you might filter for staff with the Server role who have a Smart Serve qualification. 
        staff_filter_qualifications
      8. To remove a filter, click it, and then click Clear. 
      9. To remove all filters, click Clear (Number) Filters Applied.
        filters_clear_applied
      10. To close the filter list and view your filtered staff list, click X at the upper right. The filtered list appears. On this page, you can:
        • On the Filter icon, hover over the number to view applied filters
        • View the number of filters applied
        • View the number of filtered results 
        • Clear all filters

      filters_applied_callouts

      filtered_staff_list-1

      Staff List Filters

      To sort the staff list, you can add one or more filters from any category. Each category contains multiple filters:

      • General Organization: Permissions, Average Star Rating, Date Joined Organization, Preferred Language, Last Login, Claimed Account Status
      • Opportunity Based: Opportunity, Visibility of Opportunity, Opportunity Status, Number of Opportunities, Opportunity Manager
      • Schedule Based:  Shift Confirmations, Total Hours Scheduled, Number of Shifts, Total Shifts on Waitlist, Schedule Conflict Status
      • Tag Based:  Lifetime Hours, Hours by Opportunity, Date Hours Worked (Organization), Date Hours Worked (Opportunity), Hours Status (Organization), Hours Status (Opportunity)
      • Form Questions:  Bio, Date of Birth, Gender, Mobile Phone Number, Address, Emergency Contact, T-Shirt Size, Organization Waiver
      • Qualification: Organization Qualifications, Organization Qualification Status, Number of Organization Qualifications
      • Availability Based: Availability, Availability Status, Currently Available, General Weekly Availability

      For example, select the Availability Based Filters category to see the four availability-related filters.staff_filters_availability-1If you select the Availability filter, you can select days and times.

      filter_availability

      When you click Filter, the staff list shows you only staff available during the times you selected.

      Opportunity Filters

      Use opportunity filters to search for events based on the start date, the amount of staff in the event, understaffed opportunities, events collecting (or not collecting) availability, and more.

      To sort the Opportunity list, you can add one or more filters from any category. Each category contains multiple filters:

      • Opportunity Listing: Opportunity Date Range, Signup/Application Period, Current, Signup/Application Period Status, Visibility of Opportunity
      • Opportunity Settings: Min/Max Staff in Opportunity, Signup Workflow Settings, Geo-Location Tracking, Signup Button State, General Check-In, Advanced Availability, Go Live, Shift Check-In
      • Tag-Based Filters

      filters_opportunities

      Schedule Filters

      Schedule filters help you manage your schedule and easily sort through your shifts.

      To sort the Schedule list, you can add one or more filters from any category. Each category contains multiple filters:

      • Shift-Based Filters: Venues & Locations, Current Shifts, Schedule Shortages, Staff Scheduling Conflicts, Date Scheduled, Roles, Staff Required & Signup Limit, Total Staff on Waitlist, Days, Shift State (Publish/Draft), Shift Length, Time, Public/Private Roles, Shift Confirmation
      • Tag-Based Filters
      filters_shift_list
      For example, to view all shifts for a role, use a filter. Click the Shift-Based Filters category, select the Roles filter, and select Has any of these Roles. 

      filter_roles

      Multiple Selections

      Bloomerang Volunteer holds on to your selection even when you remove filters. This means you can layer multiple selections and take action on different, filtered groups at the same time. 

      For example, click the Roles filter and select All. Next, remove that filter and search for another person who isn't in that role that you would like to select as well. You can then take action on that entire selection. You could add or remove roles for everyone in the filtered listed, or email everyone in the list.

      To clear your selection, click the Clear All Filters icon filters_clear.