Create a No Session Opportunity (long-term activity)

This feature is only available to the ProBono module. Before you can complete the following steps you will need to have set up the event already.

We understand that every pro bono or skilled volunteering program is unique and the way you present and engage your employees is important.

From time to time you may have a long term opportunity with no set session(s) or dates and times, where the current session set up in this module may not suit your opportunity eg Board of Director role, 6 month secondment etc.

If this is the case, you can opt to display your opportunity dates and times as shown below.


 

 

 

 

 

 

 

 


Company Admin > ProBono > Opportunities

https://catalyser.atlassian.net/wiki/spaces/CUGCA/pages/1242202295

In Add ProBono opportunity

By clicking on Actions then selecting create an opportunity with or without a template a window will appear

Scroll down to the tick box below. The box will be unticked as a default setting.

To create a long term opportunity with no set session(s) tick the This is a single session with a fixed start and end date as shown below.

Please note this opportunity is only available as a one-off frequency. When you tick this box you will not be able to add additional sessions. If you require additional sessions follow the regular steps to create sessions.

Then continue to the fields below, the Date fields will display in the marketplace tile and opportunity page. Enter an approximate start and end date. Your opportunity will continue to display in the marketplace up until the End Date. Also the start date cannot be today’s date you must enter a future date.

Lastly, we provide an Approximate Hours field for you to display in opportunity page. When you complete the fields, click Next.

In Edit Preview of an opportunity

If you have created an opportunity already and would like to use this function you can only do so for opportunities that have only one future session as displayed in the example below. If you have more than one session under Dates & Times created then you cannot use this function in Edit Preview. We recommend you start fresh and create an new opportunity follow the above steps.

When you have opened the opportunity in Edit Preview, you will see the same tick box on the left side of your screen in the Edit fields, it typically is located just below the Scheduling section.

To create a long term opportunity with no set session(s) tick the This is a single session with a fixed start and end date as shown below.

The following field will appear, enter an end date and approximate hours.

Remember, the end date will control how long the opportunity will be visible for in the marketplace as well as what will be displayed on the marketplace tile and opportunity page as an estimate end date of the opportunity.

When you are ready, scroll down to the bottom of the screen and click Save. This will update the opportunity with the new changes.