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

By the end of this article, you will be able to:

Explain what Qualifications are and when to use them
Create and configure Qualifications correctly
Choose the right permission and duration settings for your use case
Decide when a Qualification vs. a Clickwrap Waiver is the best fit

Overview: What are Qualifications?

Qualifications help ensure that volunteers meet specific requirements before they can view or respond to Opportunities. They are commonly used when volunteers must complete steps such as reviewing policies, submitting documentation, completing training, or meeting eligibility criteria.

Qualifications are:

Applied to Opportunities, not directly to user accounts
Submitted by volunteers as responses
Displayed on the volunteer’s profile with a status (Pending, Approved, Denied, or Expired)

Important: You cannot manually assign a Qualification to a volunteer. Volunteers must submit their own responses.

When to Use Qualifications

Use Qualifications when volunteers need to:

Sign a waiver or complete multi-step documentation
Review and acknowledge your organization’s privacy policy
Complete required training or review informational materials
Answer screening or eligibility questions
Upload proof of a current license or certification

When a Clickwrap Waiver May Be a Better Fit

If volunteers only need to acknowledge or agree to a document (such as a privacy policy) without additional questions or review steps, a Clickwrap Waiver may be a simpler option.

Clickwrap Waivers:

Allow you to upload a PDF
Can be attached directly to an Opportunity
Do not require creating or managing a full Qualification

Creating Qualifications

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	Available question types may vary by site configuration. Common options include: Small Text Field / Large Text Field: Volunteers provide a written response Dropdown: Volunteers select from predefined options Radio Button: Volunteers choose one option from a list File Upload: Volunteers submit documentation (e.g., driver’s license or certification) Background Check (not available on all sites): Volunteers must complete a background check before responding Waiver: Volunteers must sign a waiver as part of the Qualification Note: Waivers must be created first. If no waiver exists, a Create New Waiver button will appear.
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	Controls whether Qualification responses are approved automatically. No (default): Responses remain Pending until reviewed Yes: Responses are approved automatically Auto-approval can also apply to Dropdown and Radio Button types when the correct answer is selected.
Permissions	Permissions determine how Qualifications control site and Opportunity access: Not Required for Opportunity Access: Volunteers can view and respond without submitting the Qualification Required to View Any Opportunities: Volunteers must submit and be approved before viewing any Opportunities Required to Respond to Any Opportunities: Volunteers can view Opportunities but must be approved to respond Required to View Selected Opportunities: Volunteers must be approved to view specific attached Opportunities Required to Respond to Selected Opportunities: Volunteers can view but must be approved to respond to specific Opportunities Required to Use Site (Not Recommended): Volunteers must be approved before accessing the site at all
Duration	Determines how long a Qualification remains valid: User-provided date: Volunteer enters an expiration date 1 or 2 weeks: Common for short-term health attestations 1 or 6 months 1, 2, or 3 years First of the year Forever Durations begin when the Qualification is submitted and added to the volunteer profile, not when it is approved.
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.

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.