Volunteer Management System



Release Notes

For the latest updates, check out our VMS Release Notes

 

Foundational Understanding  

We’ve got some great news! The Volunteer Management System (VMS) is going live on Tuesday, November 13, which means an all-new Roll Call experience! 
Based on our bold vision to be a leading nonprofit in the use of digital technology to engage volunteers, the first VMS you will use sets the bar high. It includes functionality to revolutionize how we create and manage volunteer events, as well as how new volunteers and active Greyshirts experience TR online and onsite at events.  These benefits will be accessible to all of our registered volunteers via our new volunteer portal, Roll Call.
Based on Microsoft’s Office and Dynamics 365 software, the VMS puts one version of the Volunteer’s “truth” at your fingertips, in addition to giving us all automated workflow and reporting we’ve not had in our history.
The video below explains how the new portal functions and what it offers to our Greyshirts.

 

Roll Call Facelift 

 

We’ve beefed up security so you’ll need to update your password to access our bigger and better Roll Call system. You’ll start by using your email address for roll call as your login name then click the change password button. This will send a code to their email address, which you’ll use on the following prompt. Then finally you’ll create a new password to get gain access.

 

 

 

VMS Talking Points 

 

What’s in VMS for new volunteers and Greyshirts?
  1. A redesigned and volunteer-friendly sign-up portal (aka, Roll Call)
  2. Ability to see and explore events nationwide and near you
  3. An instant and embedded waiver form (Goodbye Smart Waiver)
  4. Points of contact for Leaders and Volunteers customized to your location
  5. Easy to update address, non-TR credentials, as well as other personal information (automatic region update!)
  6. Get the information you want through customized notifications
  7. All of my data and history from Roll Call, Cornerstone, and Regional Events in one organized, accessible place
What’s in VMS for Staff and Volunteer Leaders?
  1. All in one event creation and automated approval process – it eliminates event and session confusion
  2. Automated, “no touch” waivers
  3. Advanced search of records across volunteers, events, and eventually more
  4. Central contact system to find fellow VLs and POCs for questions
  5. Reporting at your fingertips
  6. RIP Google sheets
  7. On-demand training – we’re making training videos, bring popcorn
 

Volunteer Portal FAQ

How do I log into the new portal?

The email address (not login name) from your Roll Call will be copied over as your new username for the new portal. You will need to reset your password initially in order to choose a new one.

How does the new event calendar work?

You can navigate either via the calendar control on the left or by zooming/dragging the map for an area you're interested in on the right. Filter options exist at the top to narrow the choices as well. Click the Register button in the lower grid to get to the event landing page, then click the Register button there if interested in attending the event!

Can non-TR volunteers sign up for events, for example, if we have a joint log in with TRWB, H4H, TMC etc?

At the moment you need to be logged in to register for an event. In a future phase, we can explore allowing anonymous registrations.

What's the process to upload my certifications?

This process has not changed (yet), users will need to navigate over to their Roll Call Transcript, then click the ... button and choose "Add external training". You will only be able to upload specific Certificates as indicated in the dropdown list.

FAQs

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