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- Volunteer Management
- Frequently asked questions
Questions, answered
Practical answers for staffing, review, hours and operating exceptions.
Volunteer Management
10 questions
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How do I get started?
Click Get started, then use Proto to configure Volunteer Management for your business. Begin with one volunteer role, a small directory and one dated shift; rehearse the assignment decision and service review before expanding.
Can I track an applicant before assigning a shift?
Yes. volunteers has separate status, screening status, availability and skills, so coordinators can prepare a person record before placement.
How are screening requirements recorded?
Each volunteer role holds a screening requirement and minimum age. Screening Reviewer checks those requirements against the person and supporting evidence.
How do I see shifts that need people?
Open shift schedule shows Open shifts with their date, time, location, role and places needed. Compare places needed with linked assignments.
Who decides a submitted placement?
Volunteer Coordinator reviews the assignment. Assignment Decision records the decision, reviewer and linked action outcome.
What if an assignment action fails?
Check Action exceptions for a Failed or needs review receipt and follow its parent assignment before retrying.
Can I distinguish attendance from approved hours?
Yes. volunteer assignments holds attendance status; service hours holds separately reviewed service entries.
Which hours count in approved totals?
Use service hours entries marked Verified. Unverified and Rejected entries stay visible for review and correction.
Can I plan a whole activity as well as individual shifts?
Yes. program activities holds an event’s date, location and volunteer need. volunteer shifts holds individual staffing slots.
Where are supporting files kept?
record attachments holds titled files and their kind. Agree an access policy and a consistent related record locator before use.
Set up Volunteer Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.