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InitLive

Nov 29, 2022 9:03:38 AM by InitLive

Feature Release: Placement Visibility at the Organization Level

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Placement Visibility at the Organization Level 

When volunteers are cross-trained to be part of multiple programs or opportunities, full transparency over an individual’s placement schedule is essential. InitLive’s latest feature release will resonate well with organizations that are running multiple events and programs and are focused on doing more and increasing their impact with the same resources.

 

What is Placement Visibility?

Placement Visibility provides organization administrators with a clear view of an individual’s opportunities and shifts at the highest level of the system. 

 

How will Placement Visibility help administrators?

Placement Visibility will help administrators gain the insight they need to make important decisions. 

 

 Improve Placement Decisions 

Improve placement decisions by understanding where a user was previously placed and their associated work history, along with where they are currently placed and where they are scheduled to work in the future. 

 

Save Administration Time

Save administration time by having a consolidated view of placement information across opportunities.

 

Scale Your Operations

Scale seamlessly by keeping track of multiple schedules, ensuring no one is accidentally double-scheduled across opportunities or within a single opportunity.  


 


 

Features

The Placement Visibility feature includes two new views on a user’s profile at the organization level including an overview of an individual's opportunities and full schedule. 


1. Visibility over an Individual’s Opportunities

If you are an organization that leverages its opportunities as shifts and does not leverage the opportunity-level schedule, this view will be a game changer for your organization. Understanding which opportunities a volunteer has been part of in the past can help with making better placement decisions. Likewise, having visibility over an individual’s current opportunities can help with understanding where not to place them. 

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This new view includes visibility over:  


A searchable list of all the opportunities the user is part of that will help with finding the information required faster. 

When the user joined the opportunity will provide an understanding of how long the user has been participating in the opportunity. 

A date range filter with coinciding metrics will provide a full understanding of what was taking place during that timeline. The dynamic metrics over a customized timeline include: 

  The number of opportunities the user is part of 
  The number of shifts the user is scheduled in
  The number of hours the user worked for the opportunity 
  The number of hours the user scheduled to work in each opportunity

 

This new view also includes the following actions:


The ability to export the list of opportunities the user is part of for reporting purposes.  

Shortcuts to quickly remove users from opportunities to prevent administrators from having to do it elsewhere out of context. 

Shortcuts to quickly add users to opportunities for quick and easy actioning. 

General Check-in capabilities on behalf of the opportunity so that administrators do not have to navigate into the opportunity level to take action. 

 

2. Visibility over an Individual’s Full Schedule

Having a clear view of what shifts users are scheduled in across opportunities will reduce the chances of schedule conflicts going unnoticed. Administration time will also be saved, as managers are no longer required to jump into the opportunity level to retrieve a user’s schedule information.   

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This new view includes visibility over:  

Standard shift information on the status of the shift and where and when the user is scheduled, providing a clear view across opportunities. 

Shift Conflicts: administrators now have visibility over conflicting shifts within an opportunity and across opportunities. This will help administrators quickly identify problems and get in front of potential issues.  

A date range filter with coinciding metrics provides administrators with a full understanding of what was taking place during that timeline. The dynamic metrics over a customized timeline include: 


  The number of shift conflicts the user has 
  The number of shifts the user is scheduled in
  The number of hours the user is scheduled to work in
  The number of shifts the user is on the waitlist for
  The number of hours the user is scheduled on the waitlist for
  The number of opportunities the user is scheduled across

 

This new view also includes the following actions:

Shift Check-in capabilities allow organization managers to easily check a user into their shift at a high level so that administrators do not have to navigate into the opportunity level to take action. 

Multiple shortcuts to quickly remove users from shifts will help resolve Shift Conflicts and prevent administrators from having to do it elsewhere out of context.

The ability to export the list of shifts the user is part of for reporting purposes.  

General Check-in capabilities on behalf of the opportunity so that administrators do not have to navigate into the opportunity level to take action. 


Whether you are a multi-event producer or running simultaneous non-profit programs, having visibility across where users are scheduled is important for making placement decisions. This information equips managers with the best context for identifying schedule problems at the highest level, making scheduling a breeze.

 


What's Next? 

Log in here, or book a chat to see how InitLive can help you streamline your volunteer management process.