❖ Heads up! This article is only intended for Sustain Site Managers.
You may want volunteers to meet certain requirements to register for your site or respond to Needs or Opportunities. This can be done with Prerequisites. Prerequisites help ensure that volunteers meet basic or advanced requirements for accomplishing the role or task. You may consider creating a Prerequisite if:
You want volunteers to view your organization's privacy policy during registration.
You have important training materials or other informational content you want volunteers to review before responding to a Need or Opportunity.
You have qualifying questions that volunteers must answer before they can participate in your organization's Needs or Opportunities.
You have a Need or Opportunity that is restricted to individuals with current or specific licenses.
Please note that you can create a Clickwrap waiver for simpler processes and attach it to a volunteer Need or Opportunity. For example, if you just want a volunteer to read a Privacy Policy or Terms & Agreement and acknowledge that they read and agree to the terms outlined, then a Clickwrap waiver is a great option.
However, if you require a signature field on a form or if there are multiple items and steps required for qualification, then create a Prerequisite.
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. You may also notice different menu options than those in the examples since all sites are set up differently.
Creating Prerequisites
You can create and manage Prerequisites for your site from the Prerequisites area. Depending on the product, you may see Needs in place of Opportunities or Agencies in place of Programs. These are interchangeable terms for the same features. You can request language overrides for your site as applicable.
Go to Volunteerism > Prerequisites.
Click Add New Prerequisite.
Fill out the Create Prerequisite page.
Status: The default status is Active, meaning the Prerequisite is shared publicly. Inactive is for when you are ready to deactivate the Prerequisite.
Type: There can be up to four question types available for your Prerequisites.
Dropdown: With the dropdown option, you create a list of options for volunteers to choose from when answering the Prerequisite's question.
File Upload: If you want volunteers to provide supporting documents for a Prerequisite, then this is the option for that.
Background Check: Select this option if you want to require volunteers to complete a background check before responding to your Opportunities.
Waiver: This requires volunteers to sign a waiver when submitting the Prerequisite. You must create a waiver first, and then you can select that waiver from the dropdown.
A Create New Waiver button will appear if you haven't already set that up.
Title: The title appears in the volunteer's Prerequisite table, Opportunity form, etc.
Question: This is the question the volunteers to answers. You can also instruct volunteers on how to complete this Prerequisite, e.g., "Please sign this waiver".
Auto Approve: You can choose to have volunteers' answers to the Prerequisites auto-approved by selecting Auto approve from the dropdown here. The default setting is No, which means you'll need to approve any Pending Prerequisites submitted to your site.
You can also opt to have Prerequisites Auto approve if the correct answer is selected for the Dropdown type.
Required on registration: If you want all volunteers to answer Prerequisites during registration to your site, toggle this button On.
Hide from registration: If you want to hide Prerequisites from volunteers during registration, toggle this button On. Volunteers can still answer Prerequisites in their profile or when responding to Opportunities with an assigned Prerequisite.
Permissions: Select how you want volunteers to interact with the Prerequisite.
Required to View Any Opportunities: Select this option if you want volunteers to answer the Prerequisite before they can view any available Opportunities with your organization.
Required to Respond to Any Opportunities: Select this option if you want volunteers to answer the Prerequisite before they can respond to any available Opportunities with your organization.
Duration: There are ten duration types available in the dropdown:
User-provided date: Select this option if you want volunteers to provide an expiration date when they answer the Prerequisite question.
1 or 2 weeks: These are great options for health-related waivers, e.g. if you want volunteers to sign a waiver that they haven't had any signs or symptoms of illness in the last two weeks.
1 or 6 months; 1, 2, or 3 years; First of the year; Forever: These dates reflect when the Prerequisite is answered and added to the volunteer's profile, not the date they're approved.
Add Content Link: Toggle this On to add content to a Prerequisite. The Link URL and Link Text fields appear when you toggle it On. This is helpful if you want to have volunteers review your organization's privacy policy on a custom page you've created or if you'd like to share any other links to additional content for their review when answering a Prerequisite.
Click Create Prerequisite to finish.