❖ Heads up! This article is only intended for Amplify or Center 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 Qualifications. Qualifications help ensure that volunteers meet basic or advanced requirements for accomplishing the role or task. You may consider creating a Qualification 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 Qualification.
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 Qualifications
You can create and manage Qualifications for your site from the Qualifications 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 > Qualifications.
Click Add New Qualification.
Fill out the Create Qualification page.
Status: The default status is Active, which means the Qualification is shared publicly on your site once you finish creating it. Inactive status is for when you want to deactivate or remove it.
Type: There can be up to seven question types, depending on how your site is configured. What you choose depends on what kind of question you want to ask volunteers:
Small Text Field or Large Text Field: This provides a blank field for volunteers to write in a reply.
When to use: Volunteers need to provide a short or long answer to your Qualification question.
Dropdown: This provides a dropdown selection for volunteers to choose an answer you provide.
Radio Button: This presents answers you provide with buttons for volunteers to select from.
File Upload: This lets volunteers submit a file with their answers.
When to use: Volunteers must submit supporting documents (e.g., a copy of their driver's license).
Background Check (Not available on all sites): 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 qualification. 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 Qualification table, Opportunity form, etc.
Category (Not available on all sites): This helps Site Managers sort and find Qualifications when adding them to a volunteer Opportunity. These are not visible to volunteers, and they don't contribute to reporting.
Question: This is the question the volunteer answers. If you have a waiver-type Qualification, you might write "Please sign this waiver" in this field.
Auto Approve: You can choose to have volunteers' answers to the Qualification auto-approved by selecting Auto Approve from the dropdown here.
The default setting is No, meaning you'll need to approve any Pending Qualifications submitted to your site.
You can also opt to have Qualifications Auto approve if the correct answer is selected for Dropdown and Radio Button types.
Permissions: Here, you can decide how volunteers interact with Qualifications.
Not Required for Opportunity Access: Volunteers can access your site's posted Opportunities without submitting the Qualification first.
Required to View Any Opportunities: Volunteers can't view posted Opportunities until they submit a response to the Qualification and it is approved.
Required to Respond to Any Opportunities: Volunteers can view Opportunities but not respond to them until they submit a response to the Qualification and it is approved.
Required to View Selected Opportunities: Volunteers can't view the Opportunities this Qualification is attached to until they submit a response to it and it is approved.
Required to Respond to Selected Opportunities: Volunteers can't respond to the Opportunities this Qualification is attached to until they submit a response to it and it is approved.
They can still view the Opportunities.
Required to Use Site (Not Recommended): Before anyone can use your site, they must submit a response to the Qualification, and it must be approved.
Duration: There are ten duration types available in this dropdown:
User-provided date: Select this option if you want volunteers to provide an expiration date when they answer the Qualification 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 Qualification is answered and added to the volunteer's profile, not the approval date.
Add Content Link: Toggle this On to add content to a Qualification. The Link URL and Link Text fields appear when you toggle this On. This is great if you want volunteers to review your organization's privacy policy on a custom page or if you'd like to share any other links to additional content.
Click Create Qualification to finish.
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.
