Opportunities (General) Introduction

  1. Share

This is our starting point for setting up an event so we have a lot of detail questions to answer.  Let’s unpack these one at a time:

Name

What you going to name your opportunity?  You should consider a name that’s simple to understand and comprehend.  Many of our organization will also place some general date context in the title, something like GhanaFall2016. 

Also consider if this is an opportunity to a restricted access country - you may not want to use the actual name of the country in the title.  Some organizations will use symbols to replace certain letters.  We will cover opportunity security in other sections of the Knowledge Base.

Start Date / End Date

Each opportunity has a unique start date/time and end date/time.  ServiceReef can manage a simple 2-hour opportunity at a local soup kitchen all the way to some six month long internship.  These date ranges will be how ServiceReef orders your events in your opportunity directory (by event start date).  

Time Zone

Be sure to note the time zone of your opportunity as you may have participants coming from various places around the United States or the world.  ServiceReef simply manages the user’s experience based on their location.  

Available On

This is asking when you would like for this opportunity to be published to your public opportunity listing page.  This allows you to stack upcoming opportunities into your system without the public being aware of them until the date you select.  You can always change this later if you needed to push this event’s launch back (or forward).  The time zone comes in helpful here as the opportunity will go live in accordance to the time zone noted above.  

NOTE: If you don’t set an Available On date the opportunity will go live upon your publishing of the opportunity.  

Registration Deadline

Most organizations prefer to set an end date for opportunities in order to finalize flight reservations, prepare the team, and other reasons.  You can choose if you would like to set a registration deadline or leave blank to allow participants to sign up until the day/time of the opportunity.

NOTE: You do have the ability to restrict the quantity of people on each of your opportunities - we’ll cover that in the Requirements area of the Knowledge Base.

Description

Tell us about your opportunity. You can share the purpose, the vision, the goal, the history, etc.  This is someone’s first introduction to your opportunity to make it conversational and description… invite them into the amazing work that’s happening.  

Service Categories 

You can select up to three service categories for each of your opportunities.  These categories allow for ServiceReef to make better recommendations to those in your community and they allow for you to gain meaningful insights on various interests of those who serve with you.  

You’ll notice that if you select Medical & Healthcare that an entire new directory populates on the page.  ServiceReef has a partnership with MedicalMissions.com and here’s how it works… for each of the areas you select will allow for this opportunity to populate on MedicalMissions.com for each of these Neighborhoods.  

Privacy Level

How private would you like to make this opportunity?  You have several options and we default to a public opportunity.  Let’s explore these a little more:

  • Public - These opportunities are visible to everyone.  They will populate on your master list of events and even show up on other recommendation pages for other organizations and other individuals.
  • Organization Only - These opportunities are visible to those viewing your organization page only.  
  • Secure - These opportunities will not show up on any list.  They each create a unique URL that must be given to each team member to apply for the event.  These events also will not show event details (other than dates) to anyone who has not applied AND been accepted.  

Primary Contact

This information is how someone will reach out to you if they have questions.  You can have different contact information for each of your opportunities - sometimes this is someone at your organization while other times it might be your team leader.  You can select who this point of contact is and you can always change this later.  This person’s information will populate on the opportunity page.  

Opportunity Location

Don’t forget to tell people where this opportunity is occurring.  We don’t make this mandatory in order to allow for security specifications but you can enter this data to help people know where they are going.  We highly recommend you at least note the country in order to generate meaningful reports for your participants and your donors.  

Save Changes

Don’t forget to save changes every time you update your opportunity information.  

 

Community tags

This content has 0 tags that match your profile.

Comments

To leave a comment, login or sign up.

Related Content

0
Passport as Application Field Type
Now a better way to manage passport! Managing passport information can be a challenge each participant may have a passport, may be applying for one, or even your favorites who don't even know.  ServiceReef has built a simpler way to manage passport data in a way that matches how your participants live life and manage their own passports.  Let's explore how this now works.   How do I make passport data part of an application?  A new field has been created in the application builder (both for the Master Application and the Event Application) to require passport field data.  You can drag and drop this block of data at any point into either of these applications.  We do recommend you not do both.  For most organizations this is best to keep at the event level as you may have a number of domestic events where a passport is irrelevant.  Once you have added this item you will also have the option to make these fields mandatory.   What information is collected? The fields include: Passport Status Full Name on Passport Passport Number Passport Date Issued Passport Issed By Passport Expiration Date Passport Image Upload (encrypted)   How do we access this information once it has been entered by the participant? If you add this as an application field, the data is accessible through the participants application and the export fields for your team.   Can the user update their information? Yes, ServiceReef dynamically links these question fields with the user's profile so they can go into their profile at any time and update any passport information.  You can instruct your participants to log into their accounts and find the Passport tab to the left of their account.