In this article, we cover everything that happens from the point of form submission to creating a volunteer and client profile. The place you are going to need to start is on the "Submissions" page under the "Registration and Referrals" section of the Staff Dashboard. You should see something like this...
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Managing the stages
Click on any submission in order to open it. Once open you can see all of the information they included in their submission. On the right-hand side of the page, you will see the stages that submissions should go through based on the process your organisation has set up for that form.
You can update a stage and add notes so that all team members can understand what has happened.
Filter and sort submissions
This gives you the ability to filter based on
Whether it is a volunteer registration of client referral
Which form the submission came from
The status of a given process stage
Use the filtering options at the top of the "Submissions" page to refine your search.
Create a volunteer or client profile
So you have done everything needed to turn that client referral into an actual client or a volunteer registration into an actual volunteer. Here is how.
When you open a submission, on the right-hand side of the screen you will see either a "Create volunteer" or "Create client" option. Press this button and as you will see, all linked fields will be prefilled. Go through the stages adding any other information necessary and tagging volunteers with the relevant group (See the Groups article for more information) Then simply finish by creating that profile.
You will now have a volunteer or client profile under the relevant page. The information from the submission will always be stored in the volunteer profile under the "Registrations" tab or in a client profile under the "Referrals" tab.
Link to a volunteer or client profile
Linking allows you to capture information from other forms for existing volunteers or clients and to link it to their profile so the information is always available. If you try to create a profile for a client or volunteer that already exists you will receive an error so don't worry about creating duplicate profiles by accident but it is always worth checking first.
If you require any further assistance, please use the support chat to ask a question to our friendly support team. We will be happy to help!