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- Volunteer Management
- Implementation
How a Volunteer Management rollout works
Set up roles, records and a complete volunteer service rehearsal before release.
Define the operating rules
Agree who owns volunteer intake, screening, shift planning, assignment decisions and service verification.
Prepare records
Enter organizations, team members, volunteer roles and a small set of volunteers and program activities.
Staff a sample shift
Plan a dated shift, open it, create an assignment and review the Submitted placement.
Close a service case
Mark attendance, log service hours, verify one entry and reject another.
Review exceptions and access
Inspect receipts, decision history, screening evidence and each role's permitted work.
What the customer provides
Bring current volunteer contact and availability details, role requirements, the first program activity and shift schedule, the staff who make decisions and the rules for screening evidence. Agree which time zone and time format apply to shifts. Choose owners for correcting mismatched references and failed actions.
Changing it afterwards
Add new roles and shifts through their normal records. Rehearse changes to screening requirements and reviewer access before using them for placements. If a shift is cancelled, review its assignments and any service already recorded. Keep the old decision and action records when correcting a case so the team can explain what happened. See data model and roles for the records and responsibilities.
Set up Volunteer Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.