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Software Enhancement Suggestions

16 years 9 months ago #138097 by agashad
I do support these enhancements, too. Chairpersons should be able to see volunteers and choose them. But their "view" should be limited to Volunteer Names, Address, Phone Numbers and e-mail address. They also should be able to see students info and their relations to parents. But in no way they should access "Edit" or "Delete" information. They should have a list of interests listed for each Volunteer BUT they shouldn't be able to edit it. Either Volunteer himself or someone called Content Manager should do it.
Is there any way to have update on if those enhancements will be implemented and when?
Another thing I would like to see is more flexibility with Reports. I would like to have custom reports with fileds I have chosen to be saved. For example, I have Custom fields created for parents and students and it will be nice to have ability find all persons with those fields checked instead of exporting it to excel and trying to figure out how to match two reports. And some fields as in case of students I even couldn't get exported...
16 years 9 months ago #138089 by dmdamato
We use PTO Manager for ALL our volunteer program needs; managing volunteer information, recruitment, sending volunteer emails, logging and approving volunteer hours, school directory, etc. We even require all volunteers (our entire parent base (40 hr/yr volunteer requirement) since we are a charter school) to log their volunteer hours via PTO Manager. We have no other method (no paper log) for tracking or approving volunteer hours. Therefore we've been using the system quite heavily and have run across a couple of suggestions for enhancements that hopefully we can gather support for, that would benefit all PTO Manager users. They are:

--Add 'Clear Do Not Email Me' and 'Clear Do Not Include Me In School Directory' to the Mass Updates. I can see this information changing from year to year, and to accurately obtain the Student list for the School Directory, this information would need to be cleared at the beginning of the school year. Unless someone can share with me a way to alter this information without going into each users account.

--Modify 'Chairperson Permission Level' to allow for different levels of access within the Chairperson Permission Level. Within the Chairperson permission we would like to be able to choose whether an individual has access to the following:

*Volunteer Builder – Edit / Delete / Add (Access always allowed to Find Volunteer, Email, and Save List to Computer)


*Events – Create / Edit / Delete / Assign (Access always allowed to Approve Assignments and Save List to Computer)


*As a bonus, restrict access to Content Manager and Edit Mode unless selected, Reports are OK.

Despite a 2 hour training session, extensive documentation, and multiple emails on the subject, we have had Coordinators that have ‘Chairperson’ access DELETE and MODIFY Events. Of course the deletion of an Event was devastating to us…completely wiping out all volunteers and volunteer hours for that Event. If you have individual Chairpersons/Coordinators that need to have access to the system in order to recruit volunteers, assign volunteers, approve assignments, etc. with the current permission level structure, you open yourself to the possibility of information being deleted or modified as well. Trust me, it is NOT fun when this happens.

We’d love to see support for these software enhancements!
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