Category: Volunteer Management

How to make a volunteer Inactive You can make a volunteer inactive by going to the FIND VOLUNTEERS page: [ADMIN MENU] Volunteer Management > Find Volunteers Then search for the volunteer and click on the check box on the right hand side. At the bottom of the screen you can change the volunteers status to […]

Opportunities can be restricted to only volunteers who have a Criminal Records Check (often called DBS or PVG depending on your country).  But for this to work you must first make sure that volunteers have a Criminal Records Check recorded against them in the system. The steps below show how to apply a Criminal Records Checks […]

HOW DO I REQUEST A DBS CERTIFICATE ON BEHALF OF A VOLUNTEER? All information regarding how to obtain a DBS and the DBS UPDATE facility is available at:  www.gov.uk/dbs HOW DO ADMINS OR PROVIDERS CHECK FOR ANY CHANGES TO A VOLUNTEERS DBS? There is two ways to check if there has been any changes: Request […]

How Does It Work By linking to their Facebook or Twitter accounts, volunteers can post updates to their social media when they join opportunities or log hours. What Are The Benifits If volunteers share their opportunities it helps promote your system to their friends/followers.  The Facebook and Twitter posts include a link to the volunteers […]

You can export volunteer details as a CSV file which can be opened in various other programs including Microsoft Excel.  This can be done in 2 ways: VIA FIND VOLUNTEERS PAGE (exports basic information) Goto VOLUNTEER MANAGEMENT > FIND VOLUNTEERS and search for the volunteers that you want to export. Then click on the DOWNLOAD […]

Important Note: Induction functions are aimed at inducting volunteers onto your volunteer programme (not individual opportunities). To book a volunteer on an induction you must go to the [ADMIN MENU] VOLUNTEER MANAGEMENT > FIND VOLUNTEERS page, search for your volunteer and click on the BOOK INDUCTION icon next to their name. You can keep track […]

Inducting a volunteer Inductions give the administrator a chance to understand and record a clearer picture of what the person aims to get out of volunteering, whilst allowing them to explain to the volunteer what is expected of them whilst on an opportunity.  It also offers a chance to record and complete any relevant DBS […]

About Volunteer Groups Volunteers are often put into groups which can help you perform the following functions: Communication So the administrator can email or SMS text a specific group of volunteers without having to select them individually. Reporting There are standard reports which show the number of volunteers within each group.  You may also want […]

If a volunteer forgets their password they can reset it themselves from the login page or you can reset it for them by following the steps below: 1.   Go to Volunteer Management > Find Volunteers and search for the volunteer. 2.   Click on the Volunteer Details button 3.   Click on the RESET PASSWORD  button. At this point the […]

Notes can be used to save additional information about volunteers, the notes are only visible to Administrators. If you want to add a volunteer note then follow the steps below: Search for the volunteer and clicking on the Volunteers Deails icon. Within the NOTES section click on the EDIT NOTES button. Enter the details of […]