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- Volunteer Management
- Process
- Assignment review
Assignment review
A placement is useful only when the team knows whether it has been accepted. volunteer assignments carries its current status. review decisions captures who decided, the outcome and a reason. Assignment Decision links the decision and its operation receipt to the same assignment.
Step by step
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Submit an assignment Volunteer Coordinator
Volunteer Coordinator checks Volunteer and Shift references, planned hours and submission date, then moves the placement from Draft to Submitted.
- Put a specific placement in the decision queue
- Updates Volunteer assignments, Volunteers, Volunteer shifts
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Review the assignment Volunteer Coordinator
Volunteer Coordinator reviews the submitted case and records Approve, Reject or Return through Assignment Decision. The action records the reviewer and updates the placement status; the coordinator checks the resulting value.
- Record decision, reviewer, changed assignment and action outcome
- Updates Review decisions, Volunteer assignments, Team members, Operation receipts
ApprovalA person approves before the work moves on. -
Record attendance Volunteer Coordinator
After the shift, coordinator marks a confirmed placement Attended or uses No Show or Cancelled for the relevant outcome.
- Show whether the confirmed person attended
- Updates Volunteer assignments
Who does what
Roles and permissions- Volunteer Coordinator
- Submits and decides placements.
- Program Manager
- Reviews the coverage impact.
- Operations Analyst
- Reads decision history and unresolved action outcomes.
Set up Volunteer Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.