SESSION MANAGEMENT�SHIFTS & APPOINTMENTS�

Create Shifts

Shifts refer to two things:

1. The hours during which a Tax-Aide Site is operating – as displayed on their Site Calendar, and
2. The period of time in which a Volunteer serves at a Tax-Aide Site. Both Volunteers and Appointments are assigned to shifts within a Site Calendar.

Shifts can be created on a Site Calendar both automatically and manually.

Most shifts for active Sites will be created automatically each year in early January. Shifts created through this automatic process will be derived from information on the Site’s Program Location record.

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SELECT START DATE FROM CALENDER

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SELECT START DATE FROM CALENDER

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SELECT YES OR NO

FOR REPEATING SHIFTS

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REPEAT FOR EACH DAY YOU HAVE A SHIFT

DOUBLE CHECK EACH DATE

QUESTIONS ?????

Questions?

QUESTIONS

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APPOINTMENTS�

REPEAT PROCESS

QUESTIONS ?????

Questions?

QUESTIONS

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