Did your volunteer submit the wrong information or did they leave out vital information e.g. volunteering time?
Staff users can create revisions on volunteer reports, including adjusting time, any text answers and uploading receipts.
Creating revisions on a Volunteer report
First things first, find the volunteer report you want to make edits on.
Click the three dots on the right-hand side and click 'create revision'
Make any changes to the report including
Date the report was submitted
Volunteer time
Call time
Any actions required
Any custom question types
Backdating your report
Did your volunteer forget to report for a few weeks? You can backdate their reports. Let the volunteer submit a report for each week and you can then revise the date for them.
Keep report private from Volunteer
Choose whether to keep revisions private from the volunteer or not.
Click Create Revision
Your updated report will now be live, and the original source report will be archived away. You can continue to make as many revisions as you need .
Archiving reports
Sometimes it's necessary to archive off volunteer reports, simply click the three dots on the sigh-hand side of any report and click 'archive'. This means that this report will no longer count towards your data and insights.
Happy editing reports! As always please do pop our team a message if you need any help or would like to share any feedback on the feature.