Many volunteer managers have a huge filing cabinet full of volunteers reference forms, now is your chance to get rid of all that clutter and move everything online, making for a cleaner office and a much faster way to find volunteers references. Before you can start transferring your old paper-based reference forms online, you must […]
Category: References
Approving Reference Forms
Once a reference form has been completed by a referee, the information is stored against the volunteer in the TeamKinetic system. Administrators can view and APPROVE each reference by going to ADMIN MENU > VOLUNTEER MANAGEMENT > REFERENCES Here they have to ability to see all references with the following status: INCOMPLETE: This means that […]
Attaching Reference Forms to Opportunities
When you create an opportunity, under the JOINING OPTIONS section there is a field called ASK FOR REFERENCES WHEN JOINING. If this is set to YES then a number of additional fields will appear underneath including: How many references you require completing for the opportunity What is the minimal level of acceptable reference forms (see: reference […]
Reference Levels
About Reference Levels By assigning different levels you can stipulate which reference forms are allowed on each opportunity. Some opportunities require a detailed reference form, and other require only basic information. It is deemed that a detailed reference form (level 6 reference form) is suitable for all opportunities, even if the opportunity only required a level […]
Creating A Reference Form
Only Super Admins can create reference forms so they are accessed via the SUPER ADMIN MENU > SETTINGS > REFERENCE FORMS. Click on NEW REFERENCE FORM from the side menu. Give your reference form a name and set which level you want. Read about reference levels here Then you will finally enter a brief description […]