| Type | Register |
|---|---|
| Location | Operations / Offers |
| Licence | Included in all editions |
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| Table of Contents | ||
|---|---|---|
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| Info |
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For information on Public Offers and Spontaneous Volunteering, see this addendum. The documentation below has not yet been updated to reflect public offers. |
Overview
An offer is a record of a person or organisation offering material or in-kind assistance.
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- From any screen, press New Offer
- Specify the offerer
- If you are the offerer, select "Use my details as the offerer"
- If the offerer is already in the contacts register then you can search for them, this default option of "
- If their default contact details are not correct for the current event, you can put them in the records Details section, or you can edit the contact record after saving the Information record to have them updated permanently
- Or you can add a new contact by selecting "Add a new contact"
- Adding a new contact adds them as a new contact record in the current event, so don't worry about using fake names during a training event.
- If the new contact is one you would like to keep in your contacts system after this current event, you can move them into a global workspace after the offer record has been created together with the offer record after saving.
- Specify the offer particulars by entering a subject, details and attachments just like you may write an email
- Enter a location
- You can search by Property, by Point Of Interest, or by any other configured asset class. When a property is selected, it will appear on the map.
- You can also annotate the map to add points, a polygon or a line-string to provide more context to the offer.
- Set the priority field if the offer is high priority.
- Set the Valid Until date for the offer
- Save the offer
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| Warning |
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Offers can only be assigned to positions that are involved in the event. This prevents problems with lost or missing offers during shift changeovers. |
Security Policies
You can create your own positions /wiki/spaces/KB/pages/103126675 to work with and manage offers. The following security policies are available for use when creating or editing positions:
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| Field ID | Label | Form Type | Data Type | Values | Notes |
|---|---|---|---|---|---|
| offererIsMe | radio | enum | me, external | Defaults to external | |
| offerer | Offerer | singleSubForm | relationcontact | /wiki/spaces/KB/pages/104310068 | Only available if ‘offererIsMe:external’ |
| title | Subject | text | string(255) | Required; a brief summary used in short messages and summary listings. | |
| details | Details | rte | clob | Enter the details of the offer | |
| media | Attachments | media | Attach any supporting documentation | ||
| priority | Priority | select | enum | 1, 2, 3, 4 | |
| assignee | Position Assigned | assignment | Single assignment to Positions | ||
| activity | auditLog |
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| Note |
|---|
The offerer field is a link to a Contact record, and the details can be found in the Contacts module technical reference /wiki/spaces/KB/pages/104310068. |
Non-schema fields
| Field ID | Label | Form Type | Data Type | Values | Notes |
|---|---|---|---|---|---|
| hasAsset | Location | asset | Supports Property; MDA94 projection used for geospatial assets; select the location of the goods or services, or click a location on the map | ||
| hasDueDate | Valid Until | duedate | |||
| hasFulltextSearch | fulltextsearch | ||||
| hasGeoSearch | geosearch | ||||
| hasMap | geo | Uses MDA94 projection | |||
| hasSchemaSelection | Type | schemaselection | |||
| hasStatus | status | ||||
| hasTags | tags |
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