Ability to Prevent Edits to Volunteer Data in a Previous Year

It has been found that a large percentage of volunteer data is edited years after the volunteer information was first recorded. This can create concerns with data integrity and accuracy. By assigning a date within the site wherein no changes to the data from the previous year can be made, we can limit the data discrepancies these changes create.

  • Rachel Dowd
  • Mar 14 2023
  • Reviewed: Voting Open
Client Name Wells Fargo
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  • Madison Nowlin commented
    June 28, 2023 20:47

    To add on to this request, Wells Fargo would also like to ask that this type of enhancement be flexible. For example:

    • Allowing customers the option to opt-in or out of the locking down of historical volunteer participation.

    • Allowing customers to set a specific date in which historical volunteer participation is locked down. For example, Wells Fargo could indicate that on 2/15/2023 all 2022 volunteer participation is locked and cannot be modified by employees.

    • Allowing locked participation to be unlocked by admins should records need to be updated to report accurately on the years' volunteer participation.