VSys One: Volunteer Management Software

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At the top of the menu, this link will allow you to type in a keyword to quickly find filters.

Account balance

Sum of records in the given accounts during an optional time period within a given range.

Account records

Count of account records in given accounts and types during an optional time period.

Addresses

Filter on the presence, validity and completeness of addresses for the person.

Bad e-mail address

Only people with one or more phone numbers which are marked as "Known bad" will match this filter.

Bad phone number

Only people with one or more e-mail addresses which are marked as "Known bad" will match this filter.

Contact flags

All/Any/None of the contact flags you specify.

Country

Select one or more countries from the list.

E-mail address

Include only those with a valid e-mail address or Exclude those with a valid e-mail address.

E-mail address TLD

Only those with these TLDs or Exclude those with these TLDs, where TLD is the last portion of an e-mail address domain after the ".". For example, the TLD in test@gmail.com is "com".

Mobile phone number

Include those with a valid phone number or Exclude those with a valid phone number, referring specifically to a phone number of type "Mobile".

Phone number

Include only those with a valid phone number or Exclude only those with a valid phone number.

State + cities

Select one or more states, then type in one or more cities within those states.

State/county

Comma-delimited lists of states and counties. Only people with addresses matching both of these fields are included.

Zip/postal code

List one or more zip/postal codes, separated by commas. People who have any address with one of these zip/postal codes will be included.

Zip/postal code proximity

Given one or more zip/postal codes separated by commas, VSys finds any other zip/postal codes within the given distance of these, and which are in the states/provinces that you provide. It then goes and finds all people who are in any of this larger list of zip/postal codes.

Awards received

Received awards of specific types.

Last award

Person's most recent award is or is not of this type and within a specific time window.

Certification

Has one or more certifications of the selected types. Allows filtering on the detailed values within each certification.

Certification expired or missing

This is the opposite of Certification: it returns only people who do not have the selected type of certification, or who have that type of certification but it's expired or not yet effective on the date that you specify.

Date person active

Filters on the person's Date active field.

Date person created

Uses the date the person's record was created.

Date person started

Filters on the person's Date started field.

Last changed

Uses the date the person's record was last changed.

Additional group

One or more of the person's Additional groups must match one or more of the values here.

Additional type

One or more of the person's Additional people types must match one or more of the values here.

Group

A person must have at least one of the given groups as a Group or Additional groups.

Person type

A person must have at least one of the given person types as Person type or Additional types.

Person without a primary group

Only people whose Group value is blank or invalid will match this filter.

Primary group

One of the values you select here must match the person's Group. Additional groups are not used here.

Primary group on a specific date

VSys uses transition records to attempt to determine what each person's Group was on the given date then filters on that group. Note that only VSys One version 2.1 and higher log these transitions and so group changes made prior to switching to VSys One 2.1 won't be accurately filtered on.

Primary type

One of the values you select here must match the person's Person type. Additional person types are not used here.

Primary type on a specific date

VSys uses transition records to attempt to determine what each person's Person type was on the given date then filters on that type. Note that only VSys One version 2.1 and higher log these transitions and so type changes made prior to switching to VSys One 2.1 won't be accurately filtered on.

Automatically checked out assignments

Hours records where the individual was automatically signed out of the kiosk for some reason other than back-to-back shifts.

Completed assignments/hours records

Count of completed assignments (hours records) within the given time period. An hours record for 15 minutes counts as one completed assignment, one for 12 hours counts as one assignment. Leave the start date empty for no minimum date, end date empty for no maximum date, or both empty for any dates at all.

First volunteer hours

Date range for the date of the very earliest hours record posted for this person.

Hours volunteered

Sum of volunteer hours during a given time period, optionally filtering on job.

Last volunteer hours

Date range for the date of the very last hours record posted for this person.

Months with hours

Count of months during the given time period in which the person did some minimum number of hours, optionally including bonus hours as qualifying.

Years with hours

Count of years during the given time period in which the person did some minimum number of hours, optionally including bonus hours as qualifying.

Assignment

Count of job assignments, filtering by date, job, type, status, etc.

Current assignment or checked in

Person must have an assignment or be checked in for a job as of the date and time you select.

Excluded job

If the person has been specifically excluded from doing one or more of the jobs you select.

First assignment

A person's first assignment ever for the given job(s) must be within the date window you select.

Job assignment and/or association

Either or both of a job association or job assignment for one or more jobs on a given date or in a date range.

Job association

Presence or absence of job associations with specific criteria.

Job connection rule

See job connection rules.

Last assignment

A person's last assignment ever must be within the date window you select.

Missed assignments

Count of missing assignments between two dates.

People I supervise

Only available if VSys Security is enabled, returns only people for whom the currently logged-in VSys user is a supervisor in some form.

Primary supervisor

Select one or more supervisors from the list; returns only people that those supervisors supervise in some form.

Recurring assignment end

One or more recurring assignments whose extension date is between two dates.

Supervisor

People with these supervisors either for job associations or assignments.

Communication language

Person's communication language, regardless of any other languages he speaks.

Language

All/Any/None of these languages. The person can have this as his primary or additional languages and qualify.

Primary language

Person's primary language, regardless of any other language he speaks.

Application forms

Requires the presence of specific types of application forms during the dates you specify.

Attached files

Requires the presence of attachments on the person by types, statuses and dates.

Availability

Available on specific dates/times.

Comments attached

Either those with or without comments of specific types during a time period.

Eligibility/intake checklists

Requires that each person have or be eligible for (depending on the settings you select) the selected eligibility checklists you choose.

Integration ID

Include only people with an Integration ID or Exclude people with an Integration ID.

Interview

Person has an interview of a specific kind, status, result and/or date.

Letter sent

Person has been sent or not sent letters. Allows detailed filtering on the letters themselves.

List

On All/Any/None of a specific set of lists.

Mandate

Presence of mandates with specific criteria.

Membership

Presence of memberships with specific criteria.

Printed name tag/credential

Has or does not have a valid credential/name tag.

Security role

Has All/Any/None of a the selected security roles.

Specific people

Lets you select one or more individual people and limit the results to just those people.

Survey any response

Requires that the person have responded in any way to any of the questions in the given surveys; anonymous answers are considered here.

Survey no response

Requires that the person have not responded in any way to any of the questions in the given surveys; anonymous answers are considered here.

Survey specific response

Responses that this person has made to specific questions using surveys. Anonymous answers are not considered here.

Timeclock employee ID

Include only people with a Timeclock Employee ID or Exclude people with a Timeclock Employee ID.

Training

Has or does not have training. Allows detailed filtering on the trainings themselves, including status.

Age

Person's age on the current date.

Avatar

Presence or absence of an avatar (alternate image) for each person.

Company

Requires that the person have a Company field which begins with the value here. Note this is not a relationships search, it works solely on the Company field in the Profile editor.

Custom field

For any global or project custom field, lets you specify the values or absence of values for that field.

Date of birth

Specifies the valid range for the person's DOB. To send out birthday postcards, check the box Ignore year portion of date. Then set a DOB range from 01/01/2001 to 01/31/2001, and all people who were born in January of any year are included.

Entrant image/photo

Include people with images or Exclude people with images. This refers to the person's portrait photo.

Gender

Male, Female and Unknown.

Is a supervisor

Person is a supervisor by one or more means: Supervising a job slot, Supervising an assignment, In the 'Supervisors' setup tool, Supervising a job association or Being a supervisor in a job definition.

Job preference

All/Any/None of the job preferences you set. You can require that these preferences are in a certain rank range, and so include only people who have them at the top of their preferences.

Person is "team"

Exclude people who are teams and Include only people who are teams.

Person name elements

Advanced filters on the aspects of a person's name: Last/family, First/given, Middle, Prefix/honorific, Suffix/generation, Team.

Portrait photo

Include people with images or Exclude people with images. This refers to the person's portrait photo.

Relationship

Presence or absence of relationships of specific kinds.

Restriction

Presence or absence of restrictions.

Security user

If VSys Security is enabled, filters for including and excluding security users by status, superuser status, and user IDs.

Skill

All/Any/None of these skills.

Special request/need

All/Any/None of these special needs/requests.

Volunteer source

All/Any/None of these volunteer sources.

Volunteer type

All/Any/None of these volunteer types.

Wheelchair/ requires handicap access

Include only people requiring a wheelchair or Exclude people requiring a wheelchair.

Active status

Include or exclude people on their status: Active, Inactive, Prospect, Applicant, etc.

Archived

Include only archived people or Exclude archived people

Banned

Include people on banned list or Exclude people on banned list

Deceased

Include only deceased people or Exclude deceased people

Inactive

Include only inactive people or Exclude inactive people

Inactive date

Date range for the person's Inactive date field.

Inactive followup date

Date range for the person's Inactive followup date field.

Inactive reason

Recorded reason for person's inactive status.

Placeholder

Include only placeholder people or Exclude placeholder people

Status at any point during date range

VSys uses transition records to attempt to determine what each person's status was on the given end date then filters on that status. It then includes anyone whose status was changed from the selected status at any point during that date range.

Note that only VSys One version 2.1 and higher log these transitions and so status changes made prior to switching to VSys One 2.1 won't be accurately filtered on.

Status on a specific date

VSys uses transition records to attempt to determine what each person's status was on the given date then filters on that status. Note that only VSys One version 2.1 and higher log these transitions and so status changes made prior to switching to VSys One 2.1 won't be accurately filtered on.

Years since first started

Requires that the number of full years between the current date and the person's Date started be within a certain range.

Assignment changed since last letter

Filters people who have one or more assignments which have changed attributes of the selected type (date, status, etc.) more recently than a letter of the given type(s) has been merged for that person. This is intended to be used to send updated assignment schedules to people where that schedule has been changed since the last time they got that letter.

Interview changed since last letter

Filters people who have one or more interviews which have changed attributes of the selected type (date, status, etc.) more recently than a letter of the given type(s) has been merged for that person. This is intended to be used to send updated interview schedules to people where that schedule has been changed since the last time they got that letter.

Trace/audit log actions

Things that have been done to this person's record.

Trace/audit log actions as operator

Things that this person has done as a signed-in user of VSys.

Training changed since last letter

Filters people who have one or more trainings which have changed attributes of the selected type (date, status, etc.) more recently than a letter of the given type(s) has been merged for that person. This is intended to be used to send updated training schedules to people where that schedule has been changed since the last time they got that letter.

Transitions

Transitions (changes) of the person's active status, gender, group, type, volunteer type, deceased, banned, archived and other similar properties.

Blank VSys Live/VSys Web login password

Find people with a missing web password.

Kiosk logged in during some time period

Include or exclude people who are currently logged in via the kiosk or were on a particular date.

Kiosk login ID

Only people with a kiosk account or Exclude people with a kiosk account

Kiosk or VSys Live/VSys Web login ID

Only people with a kiosk or web account or Exclude people with a kiosk or web account

VSys Live/VSys Web login ID

Only people with a web account or Exclude people with a web account