❖ Heads up! This article is only intended for Agency Managers.
To ensure that volunteers review important documentation, training materials, or privacy policies before participating in a Need, you can add a clickwrap waiver to the Need. This waiver will be attached to the Need Response form, where volunteers must review and agree to it before signing up for the Need.
Additionally, the waiver will appear in the Legacy Check-In Kiosk when a volunteer checks in for a Need, if they haven't already completed it beforehand.
We typically recommend only using clickwrap waivers when you want. They are easier to manage and set up yourself without getting your Site Manager involved! However, if you need electronically signed documents, check with your Site Manager about setting up an eSign waiver.
ℹ️ So you know: Some sites have language overrides in place. This means you might see Opportunities in place of Needs, Prerequisites in place of Qualifications, Programs in place of Agencies, and so on.
Adding clickwrap waivers to Needs
When a Need has a clickwrap waiver attached, the volunteer sees the following checkbox at the end of their Need response form:
This waiver is required for the volunteer.
They won't be able to complete their Need response until they've marked the waiver check box.
The waiver statement is a link.
Volunteers can click the link to view the waiver before agreeing to it.
They must agree to your clickwrap waiver each time they respond to one of your Needs, even if they've agreed to it before.
How to add a clickwrap waiver to a Need
1. Go to My Agency > Needs.
2. Select Edit for the Need you wish to add a waiver to.
A clickwrap waiver can also be added when you create a new Need.
3. Scroll to the bottom of the Update Need form.
4. Click Choose File beside the Waiver field.
You can upload a .doc, .docx, and .pdf here.
5. Select the file you wish to upload by either double-clicking it or clicking it and then hitting Open.
6. Click Update Need.
If the Need already has volunteer responses, consider checking the box beside Notify respondents of this update? before you hit Update Need.
You can come back to the waiver area of the Update Need form and click delete beside the file you uploaded if you want to delete that waiver or replace it for that Need.
If a volunteer already responded to the Need and completed the original waiver, it won't delete their response for that Need.
Volunteers can go to the Qualifications area of their profile and complete the waiver.
Adding eSign waivers to Needs
If you are interested in this option, contact your Site Manager! Only Site Managers can create an eSign Waiver.
If the Site Manager has created eSign waivers and assigned them to a qualification, you can select that qualification for your Agency's Needs. You and other Agency Managers can't create this type of qualification, so please contact your site manager if you want this option available for your Agency's Needs.
Once these are assigned to a Need, they're required before the volunteer can complete the response process.
After completing an eSign waiver, the volunteer won't have to re-accomplish it to respond to other Needs with the same waiver—unless the waiver qualification has a set expiration date.
The Qualification selection field is only available once a Site Manager has created the qualification.
How to add an eSign waiver to a Need
After a Site Manager creates a waiver qualification for the site, you can add an eSign waiver to either new Needs or existing ones from your Agency Manager dashboard! Be sure to contact your site manager to discuss adding waiver qualifications to the site if it would benefit your Agency! To get started:
1. Go to My Agency > Needs.
2. Select Edit for the Need you wish to add an eSign waiver to.
You can also create a new Need and add the eSign waiver to it!
3. Scroll to the Qualifications field on the Update Need or Create Need form.
4. Select the waiver qualification from the Select Qualifications dropdown.
You can assign more than one qualification or waiver to a Need—this includes clickwrap waivers too.
5. Be sure to click Update Need if you're adding this to an existing Need or finish setting up the Need if you're creating a new one.
It's a good idea to check the box beside Notify respondents of this update? before you click Update Need, especially if the Need already has volunteer responses.
The volunteer perspective
Here's how the volunteer interacts with waivers when responding to one of your Agency's Needs:
