Volunteers, Attendees and Guests

Created by Alex Griffiths, Modified on Wed, 31 Jan at 9:21 AM by Alex Griffiths

This section will give you information about the volunteer, attendee and guest sections of the navigation bar.  When you click on one of these sections you will be shown a data table showing all of the applicants for the event.  


The access permissions you have been granted will determine which of the data sets you will be able to view.  If you have full system access you will be able to view all of the different applications.  If you have only been granted ‘attendees’ you will only be able to view the attendee data set.  If your access is ‘DBS’ then you will only be able to see information on the volunteers relevant to the DBS process.


Statuses

For the volunteer and attendee applications the default view will show the application status.  This allows admins to sort and group the applications by how close to completed it is.  These statuses link to where the application will be displayed within the dashboard area.


These are statuses which can be applied to volunteer and attendee applications


Status

Meaning

Volunteers/Attendees

Accepted

All of the application processing has finished and it has now been accepted.

All flags have either been cleared automatically by the system or manually by an admin.

The applicant will have been sent an ‘application accepted’ email.

Volunteers and Attendees

Pending

All of the application process has finished and the application is ready to be reviewed and accepted.  

All flags have either been cleared automatically by the system or manually by an admin.

If auto-accept has been turned on for attendee applications they will move straight to accepted and will not be seen in the system as pending.

Volunteers and Attendees

Processing

There are parts of the application which SignMeUp are automatically processing. This includes references and DBS applications.

Volunteers

Flagged

This means that one, or more, of the given answers within the application have caused the application to be flagged and the application requires admin review before it can be accepted.  If auto-accept has been turned on for attendees this application will have had a space reserved for them within the required group.

Volunteers and Attendees

Declined

An application has been declined by the admin.  It will not show in the lists of other applications but can be found by searching for the applicant’s name in the search bar at the top of the screen.

Volunteers and Attendees

Withdrawn

The applicant has withdrawn their application.

Volunteers and Attendees


When an applicant logs into SigMeUp and goes to the ‘My Events’ area they will see the statuses of ‘Accepted’, ‘Pending’ or ‘Withdrawn’ for each application they have made.  Applicants are not shown if their application is pending, processing or flagged.  These three internal statuses are reported by the single ‘pending’ status.  If an application has been declined by the admin or the organisation there will be no status shown next to the applicant’s name.


Sorting Applications

The tables will automatically default to show the application in order of the newest application first.  You may wish to change how the applications are sorted, for example by application status.  To change how the applications are sorted click on the column label you wish to sort the data by and the table will be resorted in ascending order for that value.  Clicking on the column label again will sort the data in descending order for that value.


Customising Columns

The data will be displayed in a default view each time you navigate to the area.  If you would like to show different columns (or remove certain one) you can do this by clicking on the customise columns icon .  Here you will be able to select (or deselect) different data points to create the view you desire.


Saving Views

Once you have customised which data is displayed in the table and how the data is sorted you may wish to save this view so that you can quickly see the data displayed this way again.  To do this you need to click on the views icon and then name the view you have created.  To re-apply the view the next time you come to this area, click on the view button again and choose the view you would like to apply.


Viewing Applications

If you would like to view an individual application from the list then you will need to click the view button.  This will take you to this applicant’s application.  If you have been given the necessary access permissions you will be able to view the application details.   Here you will be able to see all the details added to the registration form, details of flags and any admin actions.  


If you wish to review multiple applications you may wish to open each application within a new tab.  To do this, right click on the view button and then choose ‘open in new tab’ from the pop-up menu.


Printing badges and Tickets

In the volunteer and attendee sections you will also have two print options at the top right hand side.  These buttons will allow you to print all unprinted tickets or badges.  Any badges or tickets which have been printed previously will not be printed.

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