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

Use Qualifications to ensure volunteers meet specific requirements before registering for your site or responding to a Need or Opportunity. Qualifications are ideal when you need volunteers to:

Sign a waiver or other documentation, or complete several steps or items to be qualified
Review your organization's privacy policy during registration
Complete training or review informational materials
Answer eligibility or screening questions
Provide proof of specific or current licenses

Qualifications are only applied to volunteer Needs or Opportunities, not directly to users. Volunteers submit Qualification responses, and the status of those responses appears on their profile. However, you cannot assign a Qualification to a user account directly.

If you only need volunteers to acknowledge a document (like a privacy policy), a Clickwrap-waiver might be a simpler option. It lets you upload a PDF and attach it to a Need or Opportunity without needing a full Qualification.

Creating Qualifications

You can create and manage Qualifications from the Qualifications section of your site. Depending on your product version, you might see Needs instead of Opportunities, or Agencies instead of Programs—these terms are interchangeable for the same features. Language overrides can be requested to customize these labels as needed.

Go to Volunteerism > Qualifications.
Click Add New Qualification.
Fill out the Create Qualification page.
Click Create Qualification to finish.

Key Fields

Field	Description
Status	The default is Active, making the Qualification publicly visible once created. Set to Inactive to deactivate or hide it.
Type	Up to seven question types may be available, depending on your site configuration: Small Text Field / Large Text Field: Volunteers provide a short or long written response. Dropdown: Volunteers select an answer from a dropdown list you provide. Radio Button: Volunteers choose an option by selecting a button from the answers you provide. File Upload: Volunteers submit files (e.g., a driver’s license). Background Check (not on all sites): Requires volunteers to complete a background check before responding. Waiver: Requires volunteers to sign a waiver when submitting the qualification. You must create the waiver first, then select it from the dropdown. A Create New Waiver button appears if no waiver exists.
Title	The title is displayed in the volunteer’s Qualification table, Opportunity form, and related areas.
Category*	(Not available on all sites) Helps Site Managers sort and find Qualifications when adding them to Opportunities. Not visible to volunteers and does not affect reporting.
Question	The question volunteers answer. For waiver-type Qualifications, this might read "Please sign this waiver."
Auto Approve	Choose whether to auto-approve volunteers' Qualification responses. The default is No, requiring manual approval of Pending Qualifications. Auto Approve can also apply if the correct answer is selected for the Dropdown and Radio Button types.
Permissions	Not Required for Opportunity Access: Volunteers can view and respond to Opportunities without submitting the Qualification. Required to View Any Opportunities: Volunteers must submit and have Qualifications approved before viewing any Opportunities. Required to Respond to Any Opportunities: Volunteers can view but cannot respond until the Qualification is submitted and approved. Required to View Selected Opportunities: Volunteers must submit and have the Qualification approved to view specific Opportunities that it’s attached to. Required to Respond to Selected Opportunities: Volunteers can view but must submit and have the Qualification approved before responding to specific Opportunities. Required to Use Site (Not Recommended): Volunteers must submit and have the Qualification approved before using the site.
Duration	User-provided date: Volunteers specify an expiration date when answering. 1 or 2 weeks: Common for health-related waivers (e.g., confirming no symptoms in the past two weeks). 1 or 6 months; 1, 2, or 3 years; First of the year; Forever: These durations start from the date the Qualification is answered and added to the volunteer’s profile (not from approval).
Add Content Link	Toggle On to add content to a Qualification. When enabled, Link URL and Link Text fields appear. Use this to direct volunteers to your organization’s privacy policy or other relevant pages.

Qualification Categories

Depending on your site, you may see the option to select a Category when setting up your Qualifications. These can be managed from the Qualifications area of the site.

Go to Volunteerism > Qualifications.
Select Click here in the Qualification Categories description.
Type the Category title in the empty field and click Add Category, then Add to finish.