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

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

Explain when and why to use Qualifications
Create a Qualification and configure its settings
Choose the correct question type, permissions, and duration
Decide when a Clickwrap Waiver is a better alternative
Organize Qualifications using Categories

Overview: What Are Qualifications?

Qualifications help ensure volunteers meet specific requirements before registering for your site or responding to a volunteer Need.

They are ideal when volunteers must:

Sign a waiver or complete documentation
Complete multiple steps to become eligible
Review your organization’s privacy policy during registration
Complete training or review informational materials
Answer eligibility or screening questions
Provide proof of current licenses or certifications

How Qualifications Work

Qualifications are applied to volunteer Needs, not directly to user accounts
Volunteers submit their own Qualification responses
Qualification statuses appear on the volunteer’s profile

Important: You cannot manually assign a Qualification to a user account.

When to Use a Clickwrap Waiver Instead

If volunteers only need to acknowledge or agree to a document (such as a privacy policy), a Clickwrap Waiver may be a simpler option.

Clickwrap Waivers:

Allow you to upload a PDF
Can be attached directly to a Need
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 depend on your site configuration. Options may 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 (for example, a driver’s license) 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, Need form, and related areas.
Category*	(Not available on all sites) Helps Site Managers sort and find Qualifications when adding them to Needs. 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 affect access to volunteer Needs: Not Required for Need Access: Volunteers can view and respond without submitting the Qualification Required to View Any Needs: Volunteers must submit and be approved before viewing any Needs Required to Respond to Any Needs: Volunteers can view but must be approved to respond Required to View Selected Needs: Volunteers must be approved to view specific attached Needs Required to Respond to Selected Needs: Volunteers can view but must be approved to respond to specific attached Needs Required to Use Site (Not Recommended): Volunteers must be approved before accessing the site
Duration	Determines how long a Qualification remains valid: User-provided date: Volunteer specifies 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’s profile, not when it is approved.
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.