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How Site Managers Approve Prerequisites

Information for Site Managers about approving submitted Prerequisites

Brittany Crow avatar
Written by Brittany Crow
Updated over 3 weeks ago

❖ Heads up! This article is only intended for Site Managers.

Does your organization offer volunteer opportunities that require waivers, age restrictions, or specialized training? Setting up Prerequisites can help ensure that volunteers meet specific requirements before responding.

Prerequisites are an excellent tool for matching volunteers with opportunities that match their skills and abilities. They can also ensure that volunteers review essential content on your site, such as your organization's privacy policy.

ℹ️ So you know: Some sites have language overrides in place. This means you might see Needs instead of Opportunities or Agencies instead of Programs.

Reviewing Prerequisites

When a volunteer submits a Prerequisite response, you can review and approve it by navigating to Volunteerism > Prerequisites:

Click Approvals from the Manage Prerequisites page to review the ones submitted by your volunteers:

Statuses

There are six statuses to choose from on the Pending Prerequisites page:

Status

Description

Qualified

This means the volunteer has met the Prerequisite requirements and can respond to the Needs or Opportunities to which it is assigned.

Pending

This is the default status for Prerequisites/Qualifications that require your approval.


Note: Volunteers can edit responses when they're pending.

Not Qualified

This means the volunteer hasn't met the requirements for the Prerequisite.

Note: Volunteers can't edit their responses with this status.

Re-submit

Use this status when a volunteer submits the wrong response to a Prerequisite question and needs to resubmit their answer.


Note: Volunteers can edit and re-submit their responses.

Expired

This means the volunteer's Prerequisite has expired.


Note: With this status, volunteers can edit and resubmit their responses.

Inactive

This works the same as Not Qualified.

Note: This status means the volunteer can't view or respond to the Need or Opportunity with the Prerequisites attached. They also can't edit or update their response with this status.

Approving Prerequisites

You can also approve or deny Prerequisite responses from this area by selecting Qualified or Not Qualified from the dropdown menu under Status:

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