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Volunteer Management - Customize Application

Learn How to Customize your Volunteer Application

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Note: This functionality is only available if the Volunteer Management module was purchased.

District Admins and District Volunteer Coordinators can set up the needed Admin - Volunteer Management Settings to customize the volunteer application, set the application approval process and enable the Volunteer Portal. This functionality is only available to District Admins, not Building Admins. To access the Admin - Volunteer Management Settings, follow the below steps:  

  1. Log into Visitor Management as a District Admin or District Volunteer Coordinator
  2. Navigate to the Admin Settings by clicking the key icon on the side navigation menu
  3. Navigate to the Volunteer Management section and click on Customize Application

 

Customize Application  

Public Link

District Admins and District Volunteer Coordinators can enable or disable the application by toggling the Enable/Disable Application option. 

Enable the Volunteer Application

  1. Users can toggle on the Enable/Disable Application option to see the option now displays as Application Enabled.
  2. Users can copy the Public Link to access the Volunteer Application landing page. 

Disable the Volunteer Application

  1. The Enable/Disable Application option is toggled off by default and displays as Application Disabled. If the application needs to remain disabled, users can add Application Disabled Message in the provided text box and click Save. 
  2. Users can copy the Public Link to see the message displayed on the Volunteer Portal landing page. 
 
 

Welcome Message

District Admins and District Volunteer Coordinators can add a Welcome Message to display at the start of the Volunteer Application.

  1. Users can add a Welcome Message in the provided Rich Text Editor box and click Save Message
 
 

Customize Questions

District Admins and District Volunteer Coordinators can set the needed Volunteer Roles, Questions on Personal Info Page and if the Volunteer Application applies to the entire district or specific schools

Application Instructions

  1. Users can add Application Instructions in the provided Rich Text Editor box and click Save Message 

Personal Information

  1. Users can check or uncheck the below questions:
    1. Maiden/Other Name 
    2. Nationality
    3. Primary Language
    4. Highest Education Level
    5. Profession

Volunteer Information

  1. Users can add the below custom question types to the volunteer application by clicking + Add Question:
    1. Free Form - This option allows for volunteers to provide a free form text response to a question
    2. Single Choice - This option allows for volunteers to make a single selection response to a question
    3. Multiple Choice - This option allows for volunteers to select multiple options in a response to a question
    4. File Upload for Admin - This option allows for District Admins and District Volunteer Coordinators to upload files for the volunteer to download from the application (Supported formats: docx, doc, pdf, eml, msg, jpeg, txt, rtf, or odt)
    5. File Upload for Volunteer - This option allows for volunteers to upload files to the application (Supported formats: docx, doc, pdf, eml, msg, jpeg, txt, rtf, or odt)

Note: All question types can have a Hint added to provide additional information to help the volunteer provide an answer.

Volunteer Roles

  1. Users will see that the below Volunteer Roles are added by default:
    1. Substitute Teacher
    2. Student Teacher
    3. Nurse
    4. Music Aid
    5. PTA
  2. Users will see that the default Volunteer Roles cannot be deleted or edited, but can be unchecked if they are not to be used. 
  3. Users can add a custom Volunteer Role by clicking the + Add New Role button
  4. Once a custom Volunteer Role is added, it can be deleted by clicking the trashcan icon, edited by clicking the pencil icon. It can also be uncheck if it is not to be used. 

Schools the Application Applies to

  1. Users can set if the Volunteer Application applies to the entire district or specific schools by selecting one of the below options:
    1. Entire Districts (set by default)
    2. Schools Specified by User
 
 

Legal Disclaimer

District Admins and District Volunteer Coordinators can add a Legal Disclaimer to display at the end of the Volunteer Application.

  1. Users can add a Legal Disclaimer in the provided Rich Text Editor box and click Save Disclaimer 

Preview Application

District Admins can preview the Volunteer Application as they make the needed configurations by clicking on the Preview Application button from any tab throughout the process.

 
 

 

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  • Volunteer Management - Application Approval
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