Data Entry Demonstration: Opportunity

The next step is to create your Opportunity. Select the “Opportunity” tab and then click “New.”

Title & Desc.: Enter the name of your opportunity and a brief description.

Organization Info: This tab displays a list of organization profiles that have already been created in your eCoordinator. You may select “My Organization” to auto-select your specific home organization, or use the search box to limit the results displayed. Find and select your organization, then click “Next.”

Location Info: Enter the physical address of the location where the services will occur for this opportunity. If this address is the same as your organization contact information, you may again click “Same as Organization” to auto-fill the information. There is also a free-form text field that allows you to enter a more detailed description of the location. If you do not know the location, click the “Show Map” button and a separate MapQuest window will open.

Contact Info: This tab displays contact information for the opportunity. If appropriate, you may click the “Same as Organization” button at the top of the screen to copy the contact information from your organization's "Main Info" tab to this screen. All of the fields filled out on that tab will auto-fill in the corresponding fields on the Opportunity Contacts tab. Click “Next” to continue.

Vol. Avail: Select the days and times that volunteers should be available to assist with this opportunity, and how frequently. Select all that apply.

Vol. Interests: The “Vol. Interests” tab allows you to select the personal interests that your volunteers should have for the opportunity you are entering. Check as many boxes as you feel are appropriate for this opportunity.

Vol. Activities: What will volunteers be doing? What kind of activities? Selecting check boxes here may display the information on the eRecruiter, so that volunteers know what to expect.

Vol. Skills: This tab can be used to display on the eRecruiter either 1) what skills volunteers NEED to have in order to sign up for this opportunity, or 2) what skills volunteers will receive training in, as pertaining to this opportunity. Select the skill group on the left, then select either "Required" or "Provided" on the right.

Additional Info: This screen allows for a free-form additional information entry, as well as the minimum age of volunteers, number of volunteers needed, and the minimum number of hours per week to be served by volunteers. It also allows you to enter the start and end date that the opportunity will display on the eRecruiter. It also has fields used in Samaritan's Transportation System, which will be explained only if your organization has leased that system. Also, designate whether or not this opportunity accepts direct placements, or if volunteers must first be referred and reviewed before being placed.

Neighborhoods: Select the geographical are, location or neighborhood where volunteers will work when serving in this opportunity.

Volunteers Serve: Define the target population of this opportunity: who is benefiting from this service? Who is being served?

Miscellaneous: This tab is also known as the User Defined tab, meaning that you, the user, define what fields appear here. Since this tab is generally administrated by program heads, not all eCoordinator users will have the ability to define their own fields. Training on this tab will be done on a case-by-case basis.

Sign-In: If your opportunity utilizes Sign-In, please use this tab to associate the appropriate Sign-In Station with this opportunity. Sign-In setup will not be covered in this manual. Please reference the Help file (Menu> Help> Help) for instructions on Sign-In.

Approvers: Not all eCoordinators will use or have access to this tab. It is used to set up and administer "Approver" personnel who do NOT have eCoordinator access. Approvers have the ability to view and approve (or disapprove) log book entries without having access to eCoordinator.

Transportation: Define what transportation the volunteer must possess or use, and also what kind of transportation this opportunity may provide for volunteers to use.

Attachments: eCoordinator has the ability to attach files to different profiles, such as images, documents, etc. Use this tab to attach files, as well as enter notes about the attachments. Note: there is a 2MiB maximum limit for each file.

History: The History tab keeps an audit trail of all changes to the profile. This includes placements and referrals, changes to any of the data fields in the profile, and you can even add your own notes. You can generate a history report, and approve profiles from this tab as well. All entries are time and date stamped, and included the name or login of the individual who made the change.

Please always make sure to click the "Finish" button when completing any profile.