If you click to filter when you already have a pop-up window open, the secondary filter will open, instead.

When using the secondary filter, multiple options can be checked at once. When this is done, the volunteers must pass all of the requirements to be included in the filtered list.

Name contains
Enter part or all of the name you are looking for.

Title contains
Enter people with a particular title.

Belongs to family
Choose from none, any, or a specific family.

Phone contains
Enter part or all of a phone number.

Cell contains
Enter part or all of a cell number.

Address contains
Enter part or all of an address.

Email contains
Enter part or all of an email address.

Has internet box is (checked, not checked)
Choose one.

Comments
Choose from: (are not empty, contain the following, do not contain the following).

Were…
Were (created, last modified) (after, before, on) [date]

Have (any, all) of the following job qualifications
Click next to any job and choose from (qualified, not qualified, substitute, or ).

Can serve at this location:
Choose one location from the drop down menu.

Shift preferences match (any, all) of the following:
Click Add to add one or more shifts to this list.

  • Match blank preference to any time
    Will include anyone who does not have a shift preference set.
  • May be scheduled only for their shift preferences
    Will include volunteers who have the “Only schedule at these times” option marked in shift preferences.

Have serving frequency
Have serving frequency (more than, less than, at least, at most, exactly, not) (normal, x normal, hours a week, hours a month, hours a year, set by job)

Unavailable at
Unavailable at (any time, this time) [click to add specific time]

Are flagged for preassigned and manual scheduling only
Will include anyone with this box in their profile checked.

Are currently
Are currently (active, inactive) and/or (dormant, non-dormant)

Build a Web Terminal related filter
See below.

Build a schedule or attendance related filter
See below.

Clear all criteria
Will clear the filter so you can start fresh.

Filter by the inverse of these criteria
Will filter out the opposite of what you selected above.

Cancel
Cancels the filter being created.

OK
Applies the filter being created.

Web Terminal related filter

Choose one of the options below to build a Web Terminal related filter.

  • (Have, have not) been sent their Web Terminal login via the Emailer
  • (Have, have not) logged in to the Web Terminal
    Optional: After [date]
  • (Have, have not) submitted a web form
    Optional:
    After [date]
    Only count (assignment, swap request, swap accept, profile change) forms
  • Are shift leaders

Cancel
Cancels the Web Terminal related filter and brings you back to the filter page.

OK
Applies the Web Terminal related filter and brings you back to the filter page.

Attendance related filter

Choose one of the following three options:

In the schedule that is open (or the relevant live schedule)…

  • Are scheduled from [date] to [date]
    Optional: At this recurring shift [choose shift from list of shifts]
  • Are scheduled at (at least, more than, at most, less than, exactly) [number] total times
    Optional: In any [number] day period
  • Are scheduled (at least, more than, at most, less than, exactly) [number] (days, weeks, months) in a row

In one of these schedules:

  • During the most recent schedule…
  • Over the course of all schedules since [date]
  • Over the course of their entire scheduling history…

Then choose from the following:

  • Were scheduled (at least, more than, at most, less than, exactly) [number] times
  • Did not show up (at least, more than, at most, less than, exactly) [number] times
  • Made (at least, more than, at most, less than, exactly) [number] swaps
    Optional: Net
    Calculates the number of times a person gave up a position due to a swap minus the number of times they filled a swap requested position.
  • Took on (at least, more than, at most, less than, exactly) [number] extras

In the [choose a job] job

Please note in the right side bar, there will be a description of the complete filter you are running. Check to make sure that sentence reflects the attendance filter you are trying to run.

Cancel
Cancels the Web Terminal related filter and brings you back to the filter page.

OK
Applies the Web Terminal related filter and brings you back to the filter page.