❖ Heads up! This article is intended for Program Managers—a role available only on Amplify sites. You may also see this role referred to as Advanced Program Manager; both terms refer to the same user type.
By the end of this article, you will be able to:
Review submitted qualifications
Update qualification statuses
Email users with pending qualifications
Overview
Some of the Opportunities in your Programs may have qualifications assigned to them. Qualifications help place volunteers in the right Opportunities by allowing you to filter them based on skills or responses when scheduling.
Qualifications can also:
Control Opportunity visibility for specific volunteer groups
Require volunteers to sign documents or waivers before volunteering
Target or restrict Opportunities to specific groups
Important
Your Site Manager may have set qualifications to auto-approve, or they may require manual review.
If a volunteer reaches out about a submitted qualification but you don’t see their response, contact your Site Manager.
For example, you won’t see a qualification response if it’s required for all Opportunities on the site and the user isn't assigned to your Program.
ℹ️ So you know: You can review and update a volunteer's submitted qualification response if they're assigned to your Program.
Reviewing Qualification Submissions
To review qualifications submitted to your Program's Opportunities, go to Volunteerism > Qualifications from your dashboard.
✏️ Quick tip: If you see a (#) beside the Qualifications tab, it means there are submitted qualifications awaiting your approval or review.
Updating a Qualification Status
To update a qualification's status, click the dropdown under the Status column. You can change the status to:
Qualified: This means the volunteer has satisfied the qualification requirement and can participate in the Opportunity they've responded to.
Pending: This means the volunteer's qualification is awaiting review and approval from you or a Site Manager.
Not Qualified: This means the volunteer hasn't satisfied the qualification requirement and can't respond or participate in the Opportunity until they're qualified.
The user is notified when you choose this status.
Inactive: This status means the qualification is no longer active.
Resubmit: Select this status when a volunteer answers a qualification incorrectly or needs to resubmit their qualification for reconsideration.
The user is notified when you choose this status.
Sending Emails for Pending Qualifications
You can email users listed in the Pending Qualifications table to notify them of their qualification status or to find out more about their answer to a qualification question. To email the users listed in the table:
Check the box beside the users you wish to email.
Click Email Users.
This takes you to the Email Blast area of your dashboard, where you can draft the email you wish to send.
Fill in the Campaign Name field.
Select the no-reply@galaxydigital.com email in the Select From Address dropdown.
Fill in the Email Subject line.
Type up your custom message and click Send Email Blast when you're done!
If you want to check the message before sending it to users, you can click Send Me A Test.
When you click on a template key under Insert Key, it auto-fills with the user's information when they open that email.
✏️ Quick tip: If you want to check your recipients after selecting them from the Pending Qualifications page, click View Users. This opens up a new window for you to view the users you selected.
