Managing and Editing Shifts

Events with shifts are an event type that allows an admin to add different time frames within the event for their users to select from. Events can have multiple shifts in a day, over a week, or even over multiple months.

 

This article will cover the following information:

• Sort & View Shifts
• Shift Lock Codes
• Import/Export Shifts
• How to Edit Individual Shifts
• How to Delete a Shift
• How to Edit Multiple Shifts via Inline Edit
• How to Edit Multiple Shifts via Shift Import

Sort & View Shifts

By clicking the column headers in Edit Event > 2 Details, you can sort the Shift Name, Start Date, or other Column headers by toggling sort from ascending to descending or descending to ascending.

Admins have the option to Save Views and use Configure to show or hide columns to help with organizing the shift. 

 

New View:

 

Once you have edited your shifts to your liking, the Event Settings tab allows you to decide how your shift event will look. If you have many shifts you would not like to display all at once, you can hide them by toggling the "Display Shift on Event Page" setting to "No".

Here you can choose shift ordering or the default view.

New View:

 

Classic View:

 

Please note that once the event's shifts are hidden, a user will only be able to see the shift dates once they have clicked the green "register" button. 

 

Shift Lock Codes

Lock Code shifts are another level of security for admins when listing an event. Adding a lock code is essentially adding a passcode to the shift. When participants register for these events, they will need to input the code to successfully register. Lock codes can be customized for each shift. Click here to learn about creating event lock codes.

Subscription Note: Lock Codes are available starting at the Give Joy subscription level.

 

Classic View

Select the individual shift you would like to add a code to. Click "Shifts" and scroll down to "Is it locked?"

Click on the checkmark to lock the shift. Enter the code (or password) you would like to use. Hit "Save."

Your shift will now have the code. 

 

New View

Click on More Settings to make the Lock Code setting appear. Enter a code, then click Save. 

 

Import/Export Shifts

Importing shifts is a great way to add multiple shifts at one time. To get started, click on "Actions" > "Import."

 

Note: Import shifts are currently only supported in Classic View. 

 

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Download the file "CSV Shift Creation Template" and begin populating shift information into the file. Once the file has all of the required information, you can return to the Import shift screen to upload the file.

 

To import data, click on "Choose File." Note: the file will successfully upload if it is a .CSV file. Click "Import Shifts" when the file has been chosen.

 

 

The screen will then display the uploaded data file. Click "Continue" after checking that the data has been uploaded successfully.

 

The shifts will then upload onto GivePulse. Make sure you see this banner at the top of the screen to ensure that your data has uploaded.

 

To export shifts, select the shifts you want to export, then click "Export". 

 

New View:

You have the option to export all data or just the visible columns currently displayed on the screen.

 

 

When using Classic View, it will export all data contained within the shifts. 

 

Classic View:

 

Below is an example of what a shift export file would look like. 

 

How to Edit Individual Shifts

After creating your shifts, you can edit them individually if need be. 

 

Classic View:

To edit a shift in Classic View, navigate to the pencil icon on the right hand side of the screen. 

 

If you need to update multiple shifts at once, there is a "Bulk Actions" button that will allow you to delete shifts or update the shift name and number of participants needed:

 

New View

To edit a shift in New View, click Actions > Edit. 

 

Note: The ability to bulk edit shifts is only available in Classic View right now.

 

 

Furthermore, multiple shifts can be updated at once by using the blue "Actions" button > "Inline Edit." This action allows you to click on the details for the shifts one-by-one and update your information all on the same page: 

 

How to Delete a Shift

A shift can be deleted if it is no longer needed.

 

New View

In New View, select the shift(s) you want to delete, then click Bulk Actions > Delete. 

Classic View

In Classic View, locate the shift(s) you want to delete, then click the Trash Can icon. 

 

How to Edit Multiple Shifts via Inline Edit

Event admins can edit shift information quickly using the Inline Edit function. Admins can access this by clicking Actions > Inline Edit. 

Classic View:

 

Note: This action is only available in Classic View. 

 

How to Edit Multiple Shifts via Shift Import

If you have multiple shifts you want to update at one time, this can be completed with a shift import. First, export the shifts into a CSV file. The CSV file will contain a column of Shift IDs, which should not be edited. All other columns can be edited as needed.

Once you have edited the information you want to update for each shift, you can return to the import shifts page to import the file. The system will search for the existing shift ID and sync the updated information.