Volunteer Management - Customize Application
Learn How to Customize your Volunteer Application
- Emergency Management Suite
- Preparation & Response Training
- PBIS Rewards
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Compass
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- Behavioral Case Manager
- Visitor Management
- School Check In
- ALICE Training Institute
- Detect
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- Resources
Note: This functionality is only available if the Volunteer Management module was purchased.
District Admins 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:
- Log into Visitor Management as a District Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the Volunteer Management section and click on Customize Application
Customize Application
Public Link
District Admins can enable or disable the application by toggling the Enable/Disable Application option.
Enable the Volunteer Application
- Users can toggle on the Enable/Disable Application option to see the option now displays as Application Enabled.
- Users can copy the Public Link to access the Volunteer Application landing page.
Disable the Volunteer Application
- 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.
- Users can copy the Public Link to see the message displayed on the Volunteer Portal landing page.
Welcome Message
District Admins can add a Welcome Message to display at the start of the Volunteer Application.
- Users can add a Welcome Message in the provided text box and click Save Message.
Customize Questions
District Admins can set the needed Volunteer Roles, Questions on Personal Info Page and if the Volunteer Application applies to the entire district or specific schools.
Volunteer Roles
- Users will see that the below Volunteer Roles are added by default:
- Substitute Teacher
- Student Teacher
- Nurse
- Music Aid
- PTA
- Users will see that the default Volunteer Roles cannot be deleted or edited, but can be unchecked if they are not to be used.
- Users are able to add a custom Volunteer Role by clicking the + Add New Role button
- 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.
Questions on Personal Info Page
- District Admins will be able to check or uncheck the below questions:
- Maiden/Other Name
- Nationality
- Primary Language
- Highest Education Level
- Profession
Schools the Application Applies to
- District Admins will be able to set if the Volunteer Application applies to the entire district or specific schools by selecting one of the below options:
- Entire Districts (set by default)
- Schools Specified by User
Legal Disclaimer
District Admins can add a Legal Disclaimer to display at the end of the Volunteer Application.
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.