Saltire Volunteering Task

Introduction

The Saltire Volunteering Task object is where volunteering tasks linked to each volunteer are fed from the Saltire Awards website to Milo.

Managing Saltire Volunteering Tasks in Milo

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

By clicking on the View dropdown above the list of recent tasks, you can select ‘All’, which will provide an alphabetised list of every Saltire Volunteering Task 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 Volunteering Task

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 Volunteering Task record, simply type the name of a volunteer or organisation in and it will start suggesting results.

Alternatively, you can use Views (see Getting Started) to set up a specific filter for Saltire Volunteering Tasks, e.g. all individual tasks, all group tasks.

Whichever method you use will return a list of Saltire Volunteering Task records. Click on any of the Organisation names to access the record.

View and edit a Saltire Volunteering Task

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 Volunteering Task record, broken down into:

• Organisation Details
• Volunteer Information
• Saltire Information

To make changes to a Saltire Volunteering Task record, 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 Volunteering Task record, if you have permission to do so.

Permissions

Because Saltire Volunteering Task 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 Volunteering Task records in Milo – if you think you need to delete a record for any reason, contact Milo Support.

Summary

In the Saltire Volunteering Task module, we have covered:

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