Saltire Task Hours

Introduction

The Saltire Task Hours object is where hours linked to each volunteer are fed from the Saltire Awards website to Milo.

Managing Saltire Task Hours in Milo

Click on the Saltire Task Hours tab on the nav bar to go to the Saltire Task Hours object. By default, you will see a list of recent Saltire Task Hours you have accessed, unless you have pinned a different view.

By clicking on the View dropdown above the list of recent contacts, you can select ‘All’, which will provide an alphabetised list of every Saltire Task Hours record on the system you have permission to view.

When you create your own views, these will be available from this dropdown. See the Getting Started module for a reminder on how to create views.

Search for a Saltire Task Hours record

You can search for any record on the database using the Global Search box at the top of every screen.

To search for a Saltire Task Hours record, simply type the name or part of the name of the recipient into the search box. Try typing the reference number of an Hours record in.

Alternatively, you can use Views (see Getting Started) to set up a specific filter for Saltire Task Hours, e.g. Unverified hours, recently created.

Whichever method you use will return a list of Saltire Task Hours records. Click on any of the Task Hours reference numbers (e.g, H-123456) to access the record.

View and edit a Saltire Task Hours record

When you click into a record, you will see the available fields, organised into a number of sections. Scroll down to see the data held on a Saltire Task Hours record, broken down into:

• Saltire Task Hours (Main Details)
• Client Information

To make changes to a Saltire Task Hours record, e.g. to verify hours, click on the Edit button at the top right of the screen.

The page will open in edit view, allowing you to update and change any data on the Saltire Award record, if you have permission to do so.

Permissions

Because Saltire Task Hours records are created and managed by the users themselves, you cannot create new records in Milo in the same way that you are able to create new volunteers, organisations etc.

You cannot create or delete Saltire Task Hours records in Milo – if you think you need to delete a record for any reason, contact Milo Support.

Summary

In the Saltire Task Hours module, we have covered:

• The Saltire Awards Lightning app
• Navigating to the home screen of the Saltire Task Hours object
• Searching for a Saltire Task Hours record
• View/edit Saltire Task Hours records
• Premissions on Saltire Task Hours object

Remember – for more step by step advice, see the individual training modules. If you have any problems or get stuck, you can contact the Milo team at milosupport@scvo.scot