Groundwire/Volunteers-for-Salesforce — Issue #8: Volunteer matching for shifts (contributed code)
Author: emagnuson
Created: 2011-11-28 19:25:37+00:00
State: open
Labels: Enhancement, Medium Priority, Rally

Contributed from a Breno Aguiar of URJ...

It is simple but helps a lot the managers to assign a lot of people at the same time to a shift.
On the specific Shift screen, I have this button called “Match Availability”. Also notice that I created a formula field that reads the day of the week and Morning/Afternoon, according to the ‘Start Date & time” field. We did this because on the signup form, we asked the volunteers availability based on day of the week and Morning/Afternoon .

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When you click the button, a simple VF page comes up with Volunteers that had included that period of the day on their choice from the signup form, and it displays theirs status, so that the manager can see if they are already assigned to something else.

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From this screen, the manager checks the boxes of the volunteers that need to be assigned to the specific shift and hit the “Add Volunteers to shift” button. After that, they will display on the Volunteers hours screen with a specific status of “Scheduled”. We did this because after scheduling everybody, we mass email Volunteers with their schedule and, after agreeing with the schedule, we change it to “Confirmed”.

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The Idea is to just check boxes instead of having to type the names of all the volunteers that applied for the same date as the shift requires. OF course, based on the way that WE are managing our events and Volunteers. I know it would be much simpler for the volunteer to click on the specific Shift on the web site and that would be a done deal, but for the events we run, the managers are the ones to assign personnel to activities, based on availability.

The code is attached in a PDF. It is a standard Wrapper class and the VF page.

Let me know what you think. Also, I really would like to have the report on the VF page to have the child records from the CONtact, showing IF they have already a scheduled Volunteer Hour. As this would be a great resource for the manager to check if the person is already scheduled to a shift right before or after the one he/she is in or even the same one. I can do it on a regular SF report but still couldn’t figure it out in a VF format. Here is how it should look:

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Notice that the report returns the Contact name that picked the same day and time, and whatever Volunteers hours (if they have one or not) assigned to the Contact. Would that work on a VF format? The child Records?