Removing volunteers
INVOLVE has two options to remove volunteers from your organisation. You can choose to delete or archive.
Archiving
Archiving a volunteer leaves traces of their participation, and they can be restored to a current volunteer at a future date.
How to archive a volunteer from your organisation
Deleting
Deleting a volunteer will remove all traces and historical records, like timesheets. Deleted volunteers cannot be restored.
How to delete a volunteer from your organisation
What happens when a volunteer is archived or deleted?
Below is a quick guide to what happens when a volunteer is removed from your organisation.
|
Archive |
Delete |
|
|
Volunteer is removed from programs |
✅ |
✅ |
|
Any future shifts are removed |
✅ |
✅ |
|
Removed from lookups and filters of current volunteers |
✅ |
✅ |
|
Historical timesheets and participation removed |
❌ |
✅ |
|
Contribution removed from reports |
❌ |
✅ |
|
Can be viewed as a past volunteer |
✅ |
❌ |
|
Can be restored |
✅ |
❌ |
Which option is best?
Both archiving and deleting serve different purposes, and this may depend on your organisation's policies or compliance requirements.
Here are some questions to help with the decision:
|
Yes |
|
|
Is the volunteer record a duplicate of another and has no participation associated with it? |
Delete |
|
Did the volunteer decide to move on before they contributed any time? |
Delete |
|
Does your organisation require the retention of time contributed by the volunteer? |
Archive |
|
Will you need any of their historical program participation recorded for future purposes, like reporting? |
Archive |
|
Are you unsure of what to do? |
Archive |