Checklist Item Inventory Overview [VIDEO]

Checklist Items are an attribute which allow you to keep track of any number of dated items or tasks related to your volunteers. These can include items where you are interested in tracking a due date, a completion date, an expiration date, or any combination. Some examples include intake forms, training sessions, orientations, immunization records, or other required documentation. Checklist items can be used for searching or separating volunteers, running reports, or even restricting event registrations.

The status of checklist items can be used as search criteria when performing an Advanced Volunteer Search. You can search for checklist items which are due, completed, overdue, or expired. All of those searches can be performed with a date range associated with the status as well. Just like any other search in the Advanced Volunteer Search menu, these can be applied with other parameters.

Updates to checklist items can be applied in bulk using the Bulk Update option in the “Search / Manage Volunteer Database” menu. Or you can manage checklist items through an individual’s profile directly. When updating a checklist item you can change the status to assigned, completed, or removed. You can also add the due date, the date completed, an expiration date, or notes. There are also options to bulk update the checklist items on an individual, if for example they’ve completed all of the intake operations at once and you want to indicate this.

For information about how to add, update, or view Checklist Items please reference the knowledge base article HERE.