Complete/Update Volunteer Form

TIP:  This is available only to Galileo Plus (Merlin) users.

Purpose

Other than the volunteer demographic information included when the volunteer is added to your center, you may want to house additional information for that volunteer.  Galileo Plus provides the ability to include additional information about a volunteer on any ATI ready-to-use forms as well as any agency-created forms.  By entering data into the appropriate form during the initial data entry and throughout the program year allows you to eliminate double data-entry and may fulfill multiple reporting requirements.  When completing a form other form fields can be “automatically populated,” such as in the case of Merlin forms populating fields in the PIR form.  Any Galileo Plus level user may fill out a form.

Galileo also provides you with Form Builder, which gives an agency the capability to create additional data fields to record additional volunteer information such as primary language, disability, etc. Information can populated into a form manually for one volunteer at a time, or manually enter information for multiple volunteers either a single common response for all volunteers or individual answers for one item for all volunteers (called the Group Data Entry).

Access

1.         Click Merlin>Volunteer>Demographics.

2.         If necessary, use the drop-down Center field to select the individual whom you like to record information is assigned.

3.         If necessary, use the drop-down Volunteer field to select the individual whom you like to record information.

4.         Use the drop-down menu to select the Form you wish to fill out.

5.         Enter the requested information.

6.         Click the Save button.

7.         If you wish to completely clear a form of data, click the Clear Form link to the right of the Form drop-down menu.

To retrieve information about the volunteer, access the Volunteer Demographics page. Once you’ve selected a volunteer and the appropriate form (the General Volunteer Info form houses the information entered when the volunteer is added to Galileo Plus) the window will refresh to give you that volunteer's information.

 

Related Topics

 

Last Updated: 10.13.17