How to Add an Affiliation in Global Link
From AFSWiki
How to Add an Affiliation in Global Link
This guide provides basic instruction on how to add an affiliation to the Global Link record of any registered volunteer. Knowledge of how to add and manipulate affiliations is crucial to the maintenance of your team’s volunteer records. The ability to add an affiliation is only available to volunteers with the following affiliations:
- Chair
- Chair Elect
- Host Family Orientation Coordinator
- Orientation Leader
- Hosting Coordinator
- Hosting Interviewer
- Hosting Volunteer
- Sending Coordinator
- Sending Volunteer
- Volunteer Coordinator
- Volunteer Registration Interviewer
Adding an Affiliation:
1. To add an affiliation for a particular volunteer, click on “Person” on the left hand side of the Global Link homepage.
2. The “Person Search” screen will appear. On this screen, you enter the information you have on a volunteer in an attempt to find their Global Link record. Some of the most common ways to search for volunteers are by first and last name and/or email address.
3. Once you have entered your search terms , click the “Search” button.
4. When the search is complete a list of people that meet your search criteria will appear at the bottom of your screen.
Note: In some cases, only one record will appear. In other cases, you may have put additional information into your search (such as their affiliated main organization) in order to further narrow your search results.
5. From the various results that appear, pick the entry that most closely matches your original search. To select this record, click on the highlighted blue name. In this example, this name is represented by a highlighted blue box.
6. Once you have selected the correct record, their Person Detail screen will automatically appear. This screen gives you additional information on the contact information they have given to AFS. It also gives you the option to view their “Affiliation” tab. It is important to note that you will only be able to view the “Affiliation” tab for those volunteers who are affiliated with the same team/chapter as yourself.
7. Click on the “Affiliation” tab.
8. The expanded affiliation screen will appear, click on “Add Affiliation(s)”.
9. The Affiliation Detail screen will appear, click on “Select Affiliation”.
10. As soon as you click “Select Affiliation”, a new window will open. This window lists all of the affiliations, which can be added to this volunteer’s Global Link record. The subheadings will provide you with additional information about each available affiliation.
- a. “Type”: There are two types of affiliations that can be added to a volunteer record- “Email” and “Volunteer”. “Email” affiliations designate specific volunteers to receive notification emails from AFS about specific issues or events. “Volunteer” affiliations are added to show a volunteer’s specific role within their local team and/or chapter.
- b. “Native Name/English Name”: This column lists the specific name of the volunteer and/or email affiliation. This is the name that will appear on the volunteer’s record after the affiliation has been successfully added.
- c. “Internal/External”: All affiliations will be Internal.
Note: To find an affiliation you can simply scroll down and search through the alphabetized list or you can narrow your search by using the search parameters at the top of the screen.
11. When you have found the affiliation you want to add, click on the corresponding empty circle in the far left column. In this example, I want to add a Volunteer “Chair Elect” affiliation.
12. Scroll down to the bottom of the screen, click on "OK".
13. You will automatically be brought back to the main Affiliation Detail Screen. Click on “Select/Add Organization”.
14. As soon as you click “Select/Add Organization”, a new window will open. This window lists all of the organizations, which can be associated with this affiliation. This list is limited to the team, chapters and schools with whom you are associated. This means you are unable to add affiliations for another team. The subheadings will provide you with additional information about each organization.
- a. “Type”: There are three types of organizations that can be associated with an affiliation- “AFS Team”, “AFS Chapter” and “School”.
- b. “Native Name/English Name”: This column lists the specific name of the team, chapter or school. This is the name that will be associated with the volunteer’s new affiliation after it has been successfully added.
- c. “Address/Phone”: This column lists additional contact information for all schools.
Note: To find an organization you can simply scroll down and search through the alphabetized list or you can narrow your search by using the search parameters at the top of the screen.
15. When you have found the correct organization, click on the corresponding empty circle in the far left column. In this example, I want my affiliation to be associated with the CEDARBURG AFS CHAPTER.
16. Scroll down to the bottom of the screen, click on "OK".
17. You will automatically be brought back to the main Affiliation Detail Screen. Before you are able to officially add this chosen affiliation, you must select an affiliation “Status” and “Start Date”.
- a. The “Status” tab offers three options: “Active”, “Inactive” and “Interest”.
- i.. The most common status for an added affiliation is “Active”. This means that this volunteer is actively volunteering in their newly affiliated role and/or is actively listed as an email contact.
- ii. The “Interest” status can be used to represent a volunteer’s interest in holding this affiliation in the future. This status is often used if a volunteer is interested in holding a role that requires prior training.
- iii. The “Inactive” status should NEVER be used when adding an affiliation. This status is reserved for deleting affiliations.
- b. The “Start Date” should always be set to the current date. Click on the calendar next to this tab in order to select today’s date.
19. Once you have selected a “Status” and “Start Date”, click SAVE
