❖ Heads up! This article is only intended for Center Site Managers.
Use Qualifications to control access to volunteer Needs that require prerequisites such as age restrictions, signed waivers, background checks, or specialized training. Qualifications ensure that only eligible volunteers can respond to certain volunteer Needs.
They can also be used to confirm that volunteers have reviewed required materials, such as your organization's privacy policy or safety guidelines.
Reviewing Qualifications
Review and approve it by navigating to Volunteerism > Qualifications.
Click Approvals from the Manage Qualifications page to review the ones submitted by your volunteers:
Statuses
There are six statuses to choose from on the Pending Qualifications page:
Status | Description |
Qualified | This means the volunteer has met the Qualification requirements and can respond to the Needs to which it is assigned. |
Pending | This is the default status for Qualifications that require your approval. Volunteers can edit responses when they're pending. |
Not Qualified | This means the volunteer hasn't met the requirements for the Qualification. Volunteers can't edit their responses with this status. |
Re-submit | Use this status when a volunteer submits the wrong response to a Qualification question and needs to resubmit their answer. |
Expired | This means the volunteer's Qualification has expired. With this status, volunteers can edit and resubmit their responses. |
Inactive | This works the same as Not Qualified. This status means the volunteer can't view or respond to the Need with the Qualifications attached. They also can't edit or update their response with this status. |
Approving Qualifications
You can also approve or deny qualification responses from this area by selecting Qualified or Not Qualified from the dropdown menu under Status:
Role-Based Permissions and Functionalities
Site Managers
Can bypass Qualifications for volunteers using administrative privileges, though volunteers must still create accounts and sign waivers.
Team Leaders
Cannot bypass qualifications. Instead, added users must complete Qualifications and register before participating.
Contacting Volunteers About a Qualification Submission
You can also contact users about their Qualification submissions by checking the boxes by their IDs and then clicking Email Users.
This opens the Email Blast tool, where you can contact those users if you have any questions or concerns about a submission.
Restricting Opportunities Using Qualifications
To ensure that only thoroughly vetted volunteers can view or respond to certain Opportunities, you can set Qualification permissions as Required to View Any Opportunities or Required to View Selected Opportunities. This adjustment ensures volunteers meet the necessary standards before accessing these details:
Navigate to Volunteerism > Qualifications from the platform dashboard.
Open the relevant qualification (e.g., "Background Check").
Adjust the permission setting to Required to View Any Qualifications or Required to View Selected Opportunities.
Please note that if you select Required to View Any Qualifications, then they will have to have an approved Qualification submission before they can view any posted Opportunities.
Save changes to apply the new restriction.
Setting "Required to View" permissions enhances both the relevance and security of volunteer engagement.