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Amplify Site Managers: Creating Qualifications

Information for Amplify Site Managers about creating Qualifications for their volunteer Opportunities

Brittany Crow avatar
Written by Brittany Crow
Updated over a month ago

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

Use Qualifications to ensure volunteers meet specific requirements before registering for your site or responding to an 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 Opportunities, not directly to users. Volunteers submit Qualification responses, and the status of those responses appears on their profile. However, you cannot directly assign a qualification to a user account.

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

Creating Qualifications

  1. Go to Volunteerism > Qualifications.

  2. Click Add New Qualification.

  3. Fill out the Create Qualification page.

  4. 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 their 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 are attached.

  • 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, the 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.

  1. Go to Volunteerism > Qualifications.

  2. Select Click here in the Qualification Categories description.

  3. Type the Category title in the empty field and click Add Category, then Add to finish.

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