Instructions for Volunteers: Requesting Assignments – GiveCampus University

Volunteers can request assignments directly from the Search Constituents tab. When a volunteer selects the appropriate constituent and clicks on the 'Request Assignment' button, they may be prompted to provide additional details.

Requesting an Assignment:

Start at the "Search Constituents" tab
Scroll through the list of constituents or search for a particular individual
The search results table displays two key columns for each constituent:
- Status column — shows the current pairing state:
  - Unselectable — the constituent cannot be selected (typically already paired or marked unselectable in the data).
  - Assigned to Me — you are already paired with this constituent.
  - Unassigned — the constituent is available.
  - Pending Approval — your assignment request is awaiting staff approval.
- Request Assignment column — provides the action button:
  - Assign to Me — pairs immediately without staff approval.
  - Request Assignment — sends a pairing request for staff approval.

Use the "Advanced Search" option to search by information other than a constituent's name

Once the Volunteer clicks "Request Assignment", depending on the role settings, Volunteers may be prompted to give additional information about the requested assignment, which will then be submitted to administrators for approval. If a Volunteer has an "auto-assign" role permission, the button will say "Assign to Me" and the pairing will occur automatically.

Searching by Name

Additional information options for a pairing request (which may include a 1–5 rating, likelihood to give, giving capacity, and/or comments, depending on role settings)

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