are the virtual records that are created any time volunteers make changes using the Web Terminal. These include sub requests, changes to a volunteer’s service preferences, signing up for an unfilled position, and more. Before introducing MSP to the volunteers, you’ll want to decide how MSP will handle any changes made on the Web Terminal. You can set Web Forms to be processed automatically, or processed manually.
Manual Web Form Processing
The default setting in MSP is to process Web Forms manually. This means that you as the administrator must OK any changes made online before they go into effect. To manually process your Web Forms:
- Go to the Web Forms pane
- Click on a Web Form you wish to process
- Click Process form
To see all the Web Forms you have processed in the past, click the Show all processed forms bubble at the top of the window.
Automatic Web Form Processing
You can optionally choose to have MSP automatically process your Web Forms. If you choose this method, changes made on the Web Terminal by volunteers will go into effect instantly. You can choose to set automatic processing for the following Web Forms: Enrollments (when new volunteers sign up online), Assignments (when existing volunteers sign up for an unfilled position), Swap Requests/Accepts (when volunteers request a substitute/when volunteers fill a substitute request), and Profile Changes (when volunteers change their contact info, service preferences, can’t serve times). To tell MSP to process Web Forms automatically:
- Go to the Web Terminal pane and click the Web Terminal Settings button
- Click on the heading on the left side of the window that corresponds to the Web Form you want to process automatically
- Check the box that says “Automatically process Web Forms”