Use the below links to jump to the section you wish to learn about.

Search and filter volunteers

Navigating the volunteer profile

Qualifications

Create a volunteer app account

Delete a volunteer

Firstly, have you set up profile synchronisation for your volunteers? This feature allows volunteers to update and add to their profile information in the app and it will update your record in the dashboard. To do so, find the volunteer record (see below instructions), open the app account tab and switch on "Sync volunteer profile". If you have not opened an app account for the volunteer, this will not be possible.

To find a volunteer profile, open the "Volunteers" page on the left-hand side of the Staff Dashboard.

Use the Filter by groups option to filter volunteers based on their group tags. Volunteers can be tagged with multiple groups.

Use the Search option to search your volunteers based on name or email.

Use the headers on the table to sort the table by a given attribute.

To find a volunteer profile, open the "Volunteers" page on the left-hand side of the Staff Dashboard. We hope the tabs make it fairly clear what you can learn about the volunteer in each but below is a little information about their use.

The Profile tab shows the volunteers basic information, contact details and demographic information. Note that all these attributes can be updated by the volunteer.

The Missions tab allows you to see all missions they are currently assigned to. You can use the filtering options at the top to show what missions they have completed in the past (archived missions) and search by client name also.

The Activity tab allows you to see a granular audit log of every action that a volunteer has taken and you can filter these based on the type of action.

The Registrations tab allows you to see the original volunteer registration form they submitted and any other volunteer form submissions linked to that client's profile. You can click on these to open them and access any documents included. Note that sometimes a registration submission will not exist, this likely means they were a volunteer recruited through an alternative process to the online Volunteero form.

The Qualifications tab allows you to create and manage volunteers qualifications but we have added a section to cover that next...

Open the Qualifications tab in a volunteer profile. Click "Add qualification". Click the arrow on the drop-down list and press "Create qualification"

If a qualification exists that looks like it is the same as the one you wish to add, I would check internally to make sure. You want to avoid having duplicates e.g. "DBS" and "DBS check" which may actually represent the same thing. We will soon allow reporting based on these and it is best to keep things uniform.

Simply press in the box next to the qualification name and find the date that qualification expires.

When you are back on the "Volunteer" page where you see a table with your list of volunteers. One of the columns is titled "Outdated qualifications". You can sort by this column by clicking on the header and then seeing the list ordered. by the highest number of outdated qualifications.

If you hover over the number you can see which qualifications are outdated without having to open the volunteer profile.

When setting up any new volunteer you will see an option to open an app account at that stage but you can open and close app accounts for existing volunteers.

Find the volunteer you wish to open an app account for, and open their profile.

Open the App access tab in a volunteer profile. Click "Set up access"

A volunteer will receive an automated welcome email from the system with download links to the app, their sign-in details and a video tutorial.

If a volunteer gets in touch and states they cannot find their email, ask them to check their junk folder. If they say they cannot sign in, firstly ensure they are added with the correct email and you've opened them an app account, then direct them to this article.

We recommend not deleting a volunteer but instead closing their app account in the "App access" tab in their profile. This way you maintain a record of them if they ever volunteer again. You are not charged for volunteers without app accounts 😊👍🏻 If you delete a volunteer profile you will lose their data and this cannot be recovered.

If you still wish to delete a volunteer, go to the "Profile" tab then the sub-tab (left) called "Personal Details" and press "Delete volunteer", see below.

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!