This article will show you how to view and use filters in the Hours Manager.
Access Required:
You will need the Hours Administrator or Administrator access level.
To get to the Hours Manager, follow these steps:
- Go to Admin > Member Management
- Select Hours Manager
Search Filters
- Inside the Hours Manager, you can use multiple search filters:
- Name: Account Name
- Status: The current status of the hours submitted by the volunteer
- Type: The type of hours submitted to the hours manager
- Start Date/End Date: Filtering on when the hours were submitted
Result Columns
- In the Hours Manager, the search results provide different pieces of information per row. The following describes each column:
- Date: the date the hours were submitted
- Name: Account Name
- Activity: If the hours were submitted manually, and not given through the registration tool, this will show the activity they chose when submitting hours
- Registration: if the hours were given through an event/shift in the registration tool, this will show which registrations the hours are from
- Type: This will show the type of hours they received
- Status: This will show if the hours are approved, pending, or rejected
- Hours: This will show the number of hours the volunteer submitted or received
- Actions: The admin can view, edit, or delete the hours submission
Action Buttons
- At the bottom of the screen, there are a few action buttons. The following describes each button
- Add: An admin can manually add hours for a volunteer
- Approve All: They can mass approve all hours (if they have filtered on any specific hours, it will only approve all the hours that appear in the filter)
- Summary Report: Provides an overview of the hours recorded (if they have filtered on any specific hours, it will only approve all the hours that appear in the filter)
- Export to Excel: Exports a copy of the hours information to an Excel document (if they have filtered on any specific hours, it will only approve all the hours that appear in the filter)