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How should I set up my courses and classes for use in V4S Roster?

Last Updated: Apr 05, 2018 10:45PM PDT
V4S Roster uses the underlying objects from Volunteers for Salesforce. That means we use the Volunteer Jobs and Volunteer Shifts to model the Courses and Classes.

If you are running a Course that consists of multiple Classes, you can do the following:
  • Set up your Course as a Volunteer Job
  • Set up each individual Class within that Course as a Volunteer Shift
  • If you have attendees who will attend the entire course, then add them in at the Job level, they will automatically be assigned to all the Classes in that Course
  • If you have attendees¬†who will only attend one or a few of the Classes within the Course, then assign them only to those specific Class (es).
Note: If you assign the same member to the Course and then to a Class within that Course, you will see that Member's name as a duplicate. Please follow the rules above for assigning members to avoid this.

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