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Approve a Volunteer with Restrictions

Approve a Volunteer with Restrictions

Volunteers are often approved for volunteer service but restricted from helping with certain types of opportunities. (Restrictions are set up through the Opportunity Profile.)

 

You can approve a volunteer for service with restrictions from the "Background Check Review" window or from the "Background Check" tab in the volunteer profile.

To approve a volunteer for service with restrictions, click the "Approve with Restrictions" button . The "Approve With Restrictions" window will open.

From the "Approve with Restrictions" window you can:

Add notes about the volunteer, why there are restrictions on their service, or anything else you feel it is important to track.
Specify the restrictions being placed on the volunteer.
Modify your list of restrictions.
Send an email to the volunteer notifying them that they have been approved for service.
Choose a template for your volunteer email or create/edit an email template.
View compatible opportunities with which your volunteer has been placed.
Send an email to the contact person for each opportunity with which the volunteer is placed.
Choose a template for your opportunity email or create/edit an email template.
View opportunities with which the volunteer has been placed that conflict with their restrictions.
Send an email to the contact person for each opportunity with which the volunteer is placed.
Choose a template for your opportunity email or create/edit an email template.
Send an email to the volunteer notifying them that they have been unplaced from opportunities that are prohibited for them due to restrictions.
Choose a template for your unplace email or create/edit an email template.
And of course, you can approve the volunteer for service with restrictions!

 

If you click "Yes," the volunteer will be approved for service with your organization, the emails will be sent, the volunteer will be unplaced from inappropriate opportunities, you will be able to place the volunteer with appropriate opportunities through eCoordinator and the volunteer will be able to sign up for appropriate opportunities through eRecruiter. Click "No" if you are not ready to approve the volunteer at this time.

 

Any restrictions you have placed on the volunteer will show in the Background Check history.

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