VSys One: Volunteer Management Software

Awards Type Rules

There are different bases (rules) which can be used for awards:

Basis	Description
Description	The name for this award. It will show on letters or other places you use the Award- description field.
`Subjective/manual`	These are the simplest types of awards. VSys will not automatically nominate anyone for them. You must manually nominate them based on your own criteria. Example: "Most Friendly Volunteer".
`Hours between two dates`	Requires a minimum number of hours between the dates that you specify.
`Lifetime hours`	Requires a minimum number of hours credited over the volunteer's entire history.
`Years with hours`	A certain count of qualifying years is required. A year only counts if, during that year, the volunteer has at least the specified number of hours.
`Months with hours`	A count of qualifying months is required. A month only counts if, during that month, the volunteer has at least one hours record.
`Years with active months`	A certain number of qualifying years is required. A year only counts if, during that year, there are at least the specified number of months with volunteer hours.
`Years since first activity (hours)`	Counts the years since the volunteer's first credited volunteer hours, and that count must be between the given minimum and maximum.
`List/Intellilist`	A person is eligible for this award if he is on one or more of the lists you select here.
`Months since "Date started" field`	Using only the current value of the person's Date started field, filters based on the number of months since that date and the award's effective date.
`Months since "Date active" field`	Using only the current value of the person's Date active field, filters based on the number of months since that date and the award's effective date.
`Months since "Date started", "Date active", first hours, assignment or job association`	This uses the earliest of these fields and values: Date started, Date active, the date of the person's first credited hours (Start date not Date posted), Start date of the person's first assignment and Start of the person's earliest job association.
`Account balance`	People whose balance in a specific account reaches a target amount are eligible. See Awards Based on Accounts for more details.

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Criteria	Description
Description
Inactive	Inactive awards will not be used for automatic nominations.
Start date, End date	Only hours during this time period qualify.
Minimum/ Maximum hours	The sum of hours must be between these values (inclusive).
Valid jobs	If any jobs are checked here, only hours for these jobs are counted.
Excluded jobs	Any checked jobs here are excluded; these override Excluded jobs above.
Only award once	If the person has already received this award, don't automatically nominate again.
Ignore bonus hours	If checked, bonus hours aren't counted as part of the minimum/maximum counts.
Minimum hours in a year...	For a year to qualify, the volunteer must have contributed at least this many hours.
Minimum/ Maximum months	Number of months during the volunteer's history which must include hours.
Minimum/ Maximum years	Only award if the number of years meeting the criteria is between these two values (inclusive).
Activity in how many months makes an active year	A year is considered to have activity only if the volunteer has hours in at least this many months during that year.
Don't award if...	Prevents automatic nomination for this award if the recipient already has any of the selected awards. Use this, for example, for the 1,500 hours award: you wouldn't want to give it to someone who's already received the 2,500 hours or 5,000 hours awards. Note that when doing automatic awards nominations, if you tell VSys to nominate the 1,000, 1,500 and 2,500 hours awards at once, it won't "know", when awarding the 1,500 hour award, that it's about to do the 2,500.
When nominating awards...	When you use the Awards manager to automatically nominate people eligible for this type of award, VSys will give each created award the status you set here.
Eligible people	Only people of these types can be automatically nominated.
Eligible groups	Only people in these groups can be automatically nominated.
Volunteer types	Only people of these volunteer types can be automatically nominated.
Required lists	If any are checked here, only people on these lists are eligible.
Exclusions	Exclude people who are deceased, archived, inactive, etc. from automatic nomination.

If you want to give awards to people and the rules don't match up with any of the bases here you can use the Bulk awards creator tool.

Not all criteria are applicable to all awards basis. For example, Only award once won't be an option for awards with a basis of Subjective/manual.

If the criteria for your awards are too complex for these definitions, try using an Intellilist to filter the people.

If you aren't getting the people you expect, loosen your filters on Eligible people, Volunteer types and Eligible groups. Remember, people have to meet all your filters here to be included, not just some of them.

When setting the criteria for the award, typically the minimum is the value of the award, for example 500 hours, and the maximum is one less than the next higher award, so 1000-1=999.