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Mandates Manager

Open the Mandates Manager from the User tools panel on the main VSys One screen. This tool acts as a clearinghouse for mandates. Here you can search for them, edit, delete and print them, edit the associated volunteers, and send mandate-specific letters.

Linked Graphic

Finding mandates

  1. Select an option under the Common query section on the left and/or use the criteria at the top of the screen to select which mandates to display.
  2. Click on the Get mandates button. This will bring up all of the mandates records which meet your criteria.

On the right-click menu

Right-click on a person on the list to modify individual mandates or perform other actions.

This mandate

Edit mandate

Edits the mandate itself.

 

Delete mandate

Marks the mandate as deleted. As long as the mandate remains on-screen it can be un-deleted by right-clicking on it again.

 

Edit volunteer

Edits the volunteer which owns this mandate. Note: the Mandates panel within the volunteer's Profile Editor is hidden when the volunteer is opened this way.

 

Send this volunteer a letter

Lets you merge this mandate with any letter based on mandates or on people.

Checked mandates

Send a letter

Merges all checked mandates with any letter that is based on mandates or on people.

Note that the Checked mandates option only appears when one or more mandates is checked, and the Send a letter... options are visible only if at least one letter template is defined in the Letter Templates tool in the Letters, mail merge and mailing labels panel.

Criteria

Use these filters to choose which mandates are displayed here. Click on the Get mandates button to show all of the mandates which meet your criteria. A mandate must meet all of the criteria listed here to appear. Leave any pair of dates (started, deadline, finished) blank or any pair of numbers (required, completed, remaining) zero to not filter on that value.

Tools

Recalculate credited hours

For all of the mandates shown, re-checks the hours associated with the mandate and shows the new totals next to each.

Setup mandate types

Opens the same Mandate types screen that's on the Setup panel.

Mandate reports

Opens up the Mandate reports screen, and uses the filters that you've set above (if any) as the filters for that report.

Common Queries

Clicking on any of these links searches for mandates which meet the built-in criteria for each search.

Open but hours reached

All mandates marked as Open and which have no (or negative) remaining hours left to complete.

Past deadline but not completed

All mandates marked as Open but whose deadline is past.

Completed this week

Mandates marked as Completed and whose finished date is within the past week.

(clear filters)

This removes all filter values. If you click on Get mandates now, you'll see all mandates ever entered, regardless of status.

See Also

Mandates

Entering Mandates

Crediting Hours to Mandates

Mandates Letters