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- Volunteer Management
- Process
- Volunteer intake and screening
Volunteer intake and screening
A useful volunteer directory begins before the first assignment. Volunteer Coordinator enters the person's contact details, availability and skills. Screening Reviewer then follows the review to a recorded outcome. Program Manager's role definitions supply the screening and age rules used at the placement handoff.
Step by step
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Register and screen Volunteer Coordinator
Volunteer Coordinator records a person in volunteers as Applied, with screening Not Started. Screening Reviewer changes screening to In Progress, then records Cleared or Failed after checking the applicable evidence.
- Keep contact, status, screening result and supporting file
- Updates Volunteers, Record attachments
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Define the role Program Manager
Program Manager records the work in volunteer roles, including whether screening is required and the minimum age. The role is kept Active only while it is offered for staffing.
- State the work and its screening and age rules
- Updates Volunteer roles
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Prepare placement Volunteer Coordinator
Volunteer Coordinator checks the volunteer's status, availability and skills against a dated shift's role. A cleared screening status supports the decision where that role requires it.
- Compare the person with the work and time slot
- Updates Volunteers, Volunteer roles, Volunteer shifts
Who does what
Roles and permissions- Volunteer Coordinator
- Owns the directory and placement handoff.
- Screening Reviewer
- Owns the readiness review.
- Program Manager
- Defines the role rule.
Set up Volunteer Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.