Deactivate Or Reactivate Volunteers

This article describes how to deactivate and reactivate records for people who volunteer for your ABE program.

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It's important to keep volunteer records updated for accurate reporting.

• When volunteers stop working with your program, deactivate their records. (This won't delete or hide the person's name from the Volunteer tab, which must be kept for historical records.)
• When volunteers return to work with your program, reactivate them.

On the Volunteer tab, look for the Active column. A check mark means the person is currently part of your program. A blank means they are not.

Note: you cannot check or uncheck the Active box. SiD marks it automatically by looking at the Volunteer>History tab. The most recent ABE Program Status history item of Entry or Exit determines whether the Active box is marked.

Deactivate volunteers

1. Exit the volunteer from all classes.
2. Go to the Volunteer>History tab.
3. Create a new history item.
   
   • For the Effective Date, use the date the person left.
   • In the History Groups menu, choose Program - Entry/Exit Status.
   • From the History Item menu, choose Exit. Add any comments you like.
   • Click the Save button.

   
   
   On the Volunteer tab, the box in the Active column should now be unchecked. (It may take a few minutes to refresh.)

Reactivate returning volunteers

1. On the Volunteer tab, search for the person's name.
2. Go to the Volunteer>History tab.
3. Create a new history item. 
   • For the Effective Date, use the date the person returned.
   • In the History Groups menu, choose ABE Program Status.
   • From the History Item menu, choose Re-ENTRY - or ENTRY. Add any comments you like.
   • Click the Save button.

On the Volunteer tab, the Active box should now be checked. (It may take a few minutes to refresh.)