Volunteer portal

The volunteer portal has 3 main types of tasks and projects.

  • On-site – These are tasks which are listed on the site but not available to attempt online.
  • Off-site – Again, these are tasks which are listed on the site but not available to attempt online.
  • Online – These are the tasks that Volunteers will be able to attempt online.

1. Projects

1.1 Adding a project

1. All projects are added via the main WordPress admin menu. Select Volunteer Projects > Add New (https://kresenkernow.org//wp-admin/post-new.php?post_type=vol_project). This will open up the edit page for your new, draft project.

2. Enter a title for your project as you would when creating a page or post.

3. Enter a description and/or some top tips for this project into the main content panel (immediately below the project title). Text entered here will appear above the task listing on this project’s page on the front end of the site.

4. Add the relevant tag – it is important to tag projects correctly as either onsite, offsite, online or example. This is so the project will appear on the correct page. See 1.2 Project tags for details of the placement effect of each tag.

5. Add a featured image. As with pages and posts, you can set a featured image by clicking on the Set featured image link from within the Featured image panel (appears at the bottom of the column on the right of the edit page). This image will be displayed on the relevant project listing pages as mentioned in section 1.2 Project tags.

6. If you want to save your progress but don’t want the project to appear on the site yet click on the Save Draft button from within the Publish panel (appears top right of the edit screen). If you have finished editing this project and are happy for it to appear on the site, click on the Publish button (from within the Publish panel).

 

1.2 Project tags

There are four tags that you should use in order to indicate where you want the project to be listed. The following list outlines the tag name to use and where projects with that tag will appear.

Tag name: onsite

Projects tagged with this tag will appear on the ‘onsite opportunities’ page

(https://kresenkernow.org//about-us/volunteer/on-site-volunteering/)

Tag name: offsite
Projects tagged with this tag will appear on the ‘offsite opportunities’ page
(https://kresenkernow.org//about-us/volunteer/off-site-volunteering/)

Tag name: online
Projects tagged with this tag will appear on the ‘online projects’ page
(https://kresenkernow.org//about-us/volunteer/online-volunteering/current-projects/)

Tag name: example

Projects tagged with this tag will appear on the ‘have a go’ page

(https://kresenkernow.org//about-us/volunteer/online-volunteering/have-a-go/)

 

1.3 Editing an existing project

1. To edit an existing project via the main WordPress admin menu click Volunteer Projects > All Projects (https://kresenkernow.org//wp-admin/edit.php?post_type=vol_project). This will show you a paginated listing of all projects.

2. Click on the title of the project you wish to edit. This will open up the edit page for that project.

3. Edit the text and imagery for the project as necessary.

4. To save your changes, click the Update button (from within the Publish panel).

 

1.4 Deleting a project

To delete a project you will need to click Volunteer Projects > All Projects from the main WordPress admin menu and then click on the checkbox next to the name of the project to select it. From the Bulk Actions menu (appears at the top and bottom of the list of tasks) select the Move to Bin then click the Apply button. This will hide the project from the front end of the site and add it to the Bin where it will remain for 30 days before being deleted from the system.

Please note that deleting a project will not delete any tasks assigned to that project. If you wish to delete the project’s tasks as well you will need to delete them individually. 

 

Tasks

2.1 Adding a new task

All tasks are added via the main WordPress admin menu. Click Volunteer Tasks > Add New (https://kresenkernow.org//wp-admin/post-new.php?post_type=vol_task). This will open up the edit page for your new, draft task.

Each task should be attributed to a particular Volunteer Project. Assigning a task to a specific project will ensure that the task is listed under that project on the front-end of the site.

 

2.2 Assigning a task to a project

Please note you need to create the project before you can assign tasks to it.

When creating or editing an existing task select an existing Project from the dropdown menu within the Project panel (top right of the task edit screen).

 

1.3 Editing existing task

1. To edit an existing task via the main WordPress admin menu click Volunteer Tasks > All tasks (https://kresenkernow.org//wp-admin/edit.php?post_type=vol_task). This will show you a paginated listing of all tasks.

2. Click on the title of the task you wish to edit. This will open up the edit page for that task.

3. Edit the text and imagery for the project as necessary.

4. To save your changes, click the Update button (from within the Publish panel).

 

1.4 Deleting a task

To delete a task you will need to click Volunteer Tasks > All Tasks from the main WordPress admin menu and then click on the checkbox next to the name of the task to select it. From the Bulk Actions menu (appears at the top and bottom of the list of tasks) select the Move to Bin then click the Apply button. This will hide the task from the front end of the site and add it to the Bin where it will remain for 30 days before being deleted from the system.

NB. You may have to change the task status from Published to Draft before it will allow you to bin it.

 

1.5 Reviewing and approving task attempts

The tasks use the in-built WordPress commenting functionality to allow volunteers to submit task attempts. When an ‘attempt’ is submitted by a volunteer an email notification will be sent to the website admin’s email address notifying them that a comment has been made on a task. This notification will have a link to moderate the comment so you can choose to approve or unapproved the comment (attempt).

The number of volunteer attempts (comments) is displayed in between the Tags and Date columns on the All Tasks listing page – https://kresenkernow.org//wp-admin/edit.php?post_type=vol_task.

The number in the red circle is the number of pending attempts, the number in the speech bubble is the number of attempts that have been approved.

If you click on the name of the task this will bring up the task edit screen.

Next scroll down the page until you reach the Comments panel.

Within the Comments panel you will be able to see any task attempts that have been made.

If you hover over the attempt, you will see links to Approve/Unapprove | Reply | Quick Edit | Edit | Spam | Bin. Click on Approve to approve the task attempt.

When a task has had 2 attempts made, it will still appear on the front-end of the site but is marked as being ‘Under review’ and the submission form is disabled so that no further volunteers will be able to submit an attempt.

You can view the record attempt on the front end of the site by clicking ‘View task’ at the very top of the screen (in the black bar)  and easily switch back to the editor by clicking ‘View record’

Tracking volunteer usage

  • Go to “User Login History” on the left hand side
  • Here you can see everyone who has logged in and how long they were on the site
  • To filter to just Volunteers, choose “Volunteer” from the “Select Current Role” drop down menu and then click the blue “FILTER” button on the right
  • You can download the data by clicking the blue “DOWNLOAD CSV” button at the top of the list of users

Exporting spreadsheet

  • To export the data go to All Export > Manage Exports
  • Click Run Export on the Comments Export option:

Comment on this FAQ