.. done

Volunteer Management: Using Sub-Groups
======================================
There are a couple of ways that using sub-groups
will help you when setting up and managing a Volunteer Calendar.
One use is when requesting a sub or additional volunteers;
the other is in managing the calendar itself.

Requesting Sub or Additional Volunteers
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When a volunteer is requesting a substitute
or the leader is requesting additional volunteers,
the sub-groups will be very useful.
You can filter by sub-group
to find those who are in the sub-group
for which you need a volunteer(s).

Notice in the image below,
the Group filter option.
These sub-groups display when using
either Get Sub or Request Volunteers.

.. figure:: https://i.tpsdb.com/2015-03-12_10-40-22.png
    :target: #

    Get Sub

.. important::
    Only Sub-Group with the prefix ``SG:``
    will display for Get Sub or Request Volunteers.

Managing Volunteer Calendar
---------------------------
Another use of Sub-Groups
is to help when placing volunteers
on the Volunteer Calendar,
if you are doing that manually
or are making changes.
For this use case,
all sub-groups will display in these filters -
those with the SG: prefix and those without it.

If you assign volunteer to the appropriate sub-group
for the week of the month they are available
and also by the time slot,
then you can filter by sub-groups to find, for example,
everyone who can serve Week 1 and at the 8:00 slot.

The Volunteer Calendar has the option
to select 2 sub-groups.
So, if you select Week 1 as the first option,
and 8:00 AM as the second one,
the results will be only those who are in both groups.
Or you could find those in Week 1 and in SG:Baristas.

.. figure:: https://i.tpsdb.com/2015-03-12_10-50-59.png
    :target: #

    Calendar Sub-Group Filter

.. note::
    If you are using the Simple Volunteer Calendar view you still
    have the option to filter by sub-groups. They do not display until
    you click either the `+` icon or the `Details` toggle when adding
    Volunteers to the calendar.

.. seealso::
    :doc:`Volunteers_SimpleVolunteerCalendar`

Create Sub-Groups
~~~~~~~~~~~~~~~~~
The person creating the sub-groups must have
the user role `Manage Groups`.

Step 1
    On the volunteer organization,
    go to the blue `Toolbar > Gear > Administrative > Sub-Group Management`
    and select the tab named `Manage Sub-Groups`.
Step 2
    Click the green `\+Create Group` button and
    enter the `name` of the sub-group,
    putting the prefix ``SG:`` before the name.
    Example: SG:Baristas or SG:West Side Ushers

    Then click the blue `Submit` button.
Step 3
    Continue repeating Step 2 until all the sub-groups
    have been created.

.. note::
    The sub-groups do not have to be named using a prefix.
    However, only groups with the prefix
    `SG:` will be used in the filter for Get Sub
    and Request Additional Volunteers.

Assign Members to Sub-Groups
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Step 1
    While still on the Sub-Group Management page,
    click the tab named `Sub-Group Members`.
Step 2
    From the `Target Group` drop down,
    select a sub-group.

    Click the box beside those you want to add
    to that sub-group.

    Then click `Actions > +Assign Selected to Target Group`.
Step 3
    Continue repeating Step 2, changing the Target Group,
    until you have added everyone to a group.

.. admonition:: Renaming or Deleting Groups and Removing Group Members

    You can easily rename sub-groups by clicking the `Rename` button beside the group on the `Manage Sub-Groups` tab,
    and then entering the new name.

    You can delete a sub-group by clicking the red `Delete` button
    beside the sub-group.

    You can remove members from a sub-group by
    following the instructions in Step 2, but
    selecting `-Remove Selected from Target Group`,
    instead of the option to add them to the group.


.. seealso::
    | :doc:`../OnlineRegistration/VolunteerManagement`
    | :doc:`../OnlineRegistration/VolunteerEnlistment`
    | :doc:`Volunteers_Calendar`
    | :doc:`VolunteerGetSub`

|
|

+--------------------+------------------+
| **Latest Update**  | **11/13/2020**   |
+--------------------+------------------+

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