Type | Register |
---|---|
Location | Operations / Offers |
Licence | Included in all editions |
For information on Public Offers and Spontaneous Volunteering, see this addendum. The documentation below has not yet been updated to reflect public offers. |
An offer is a record of a person or organisation offering material or in-kind assistance.
Some examples:
An offer can have an optional Valid Until date set which means the offer is only being made until a certain date. Adding location data is helpful in trying to match closer temporary accommodation for families and animals.
This datagrid view below gives an overview of the management of the active offers. Counters indicate how many active offers have been assigned to the different positions as well as the tag counters, to help you quickly find offers that match your need, such as "Cat accommodation"
The Offers register is located under Operations > Offers in the menu. As with any register, it will only appear when enabled within the current event.
Offers provide the following features:
To add a new offer:
The offer will then appear in the datagrid as unassigned, meaning a coordinator will need to assess the offer and assign it to a position for action. The unassigned counter can be thought of as an inbox for new offers.
The offer can be edited as often as required in order to update its progress.
The image below shows the yellow record notes section and the Status field
After the offer has been filled, the status can be set to "closed" when this offer is completed.
In this example the offer has lots clothes so many people can be directed to the shop, however many offers only have a single use, such as accommodation or labour for one person.
The status of "In Use" can be used to show that this offer is now being filled, it may not mean that they can not accept any more 'customers', you can choose how you would like to use the status in this example where one offer can have many 'customers'.
"Under review" can be used if you need to inspect the site or interview a person, before allowing them to be used
Offer Coordinators can assign offers as follows:
Users on duty for the assigned position will be notified of the assignment, based on their notification preferences.
Offers can only be assigned to positions that are involved in the event. This prevents problems with lost or missing offers during shift changeovers. |
You can /wiki/spaces/KB/pages/103126675 to work with and manage offers. The following security policies are available for use when creating or editing positions:
Offers | |||
Offers Coordination | Full read/write access to offers within involved events, with the ability to manage assignments and move records between events. | Council | offerCoordination |
Offers Officer | Full read access to offers within involved events, with the ability to edit. | Council | offerOfficer |
Offers Limited | Limited read/write access to offers within involved events only where the data is assigned | Council | offerBasic |
Offers Read Only Assigned | Can view offers they have been assigned | Council | offerBasicReadOnly |
Field ID | Label | Form Type | Data Type | Values | Notes |
---|---|---|---|---|---|
offererIsMe | radio | enum | me, external | Defaults to external | |
offerer | Offerer | singleSubForm | relation | /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 |
The offerer field is a link to a Contact record, and the details can be found in the /wiki/spaces/KB/pages/104310068. |
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 |
Workflow ID | Label | Value | Next States | Initial State |
---|---|---|---|---|
AVAILABLE | Available | 1 | AVAILABLE, UNAVAILABLE, IN_USE, REVIEW, CLOSED | ✓ |
UNAVAILABLE | Unavailable | 2 | AVAILABLE, UNAVAILABLE, IN_USE, REVIEW, CLOSED | |
IN_USE | In Use | 4 | AVAILABLE, UNAVAILABLE, IN_USE, REVIEW, CLOSED | |
REVIEW | Under Review | 3 | AVAILABLE, UNAVAILABLE, IN_USE, REVIEW, CLOSED | |
CLOSED | Closed | –2 | CLOSED, AVAILABLE |