About this feature: Qualifications are powerful tools in Volunteer Impact, not only do they track information about your volunteers, but they can help you control what opportunities a volunteer is able to see and sign-up for. Because of this unique ability, qualifications are intended to be applied both to activities, in order to set minimum requirements and to volunteer profiles, to track their achievements for those requirements.
Qualifications in this context also work independently of statuses, ensuring they serve as consistent identifiers for activities and attributes without maintaining historical status timelines. This distinction makes qualifications a more reliable tool for identifying specific volunteer attributes while managing access to activities.
Qualifications are only available on the Volunteer Module.
Important: If you do not see this feature under the Configuration menu, it is because you don't have access to it - you may have a Limited Admin Role applied to your admin profile, or this feature is managed at the Enterprise level.
Please contact a full admin of your account to help you with that.
To manage your qualifications, go to:
Configuration >> Profile Customization >> Qualifications.
Add New Qualification
Click the [+] button in the “Qualification” header bar (or click the [+ New Qualification] button at the bottom of the page)
Enter a Qualification name (maximum 200 characters)
Permissions: Select what the volunteer can do with the Qualification:
Private: Only entered, modified and visible to an administrator
Read only: Data entered by an administrator; can be seen by the volunteer but not edited
Read/write with approval: Data entered by the volunteer requires approval by an administrator
Read/write without approval: Data entered by the volunteer does not require approval
Display:
MyImpactPage.com: The volunteer’s profile page, and whether or not the field is required when a volunteer edits their profile.
Application Forms: The application forms on which this Qualification will appear and whether or not a value is required by those filling in an application.
Type:
Exact Match: Items will appear in alphabetical order. Activities can be created to require volunteers have a specific level (item) for the Qualification.
Ranked: Items will appear in the specific order you arrange them. When arranging the items, the answer with the least value needs to be at the top of the list while the answer with the greatest value should be at the bottom. Activities can be created to require volunteers have at least a minimum level/ranking (item) for the Qualification.
Expiry Setting:
If selected, a valid date must be entered any time a value is selected for the Qualification. This is useful for trainings or certifications that expire (e.g. First Aid).
Create the Items to appear in the drop-down list for the Qualification. You have the option of adding:
an Individual Item: enter one item in the “Items” field, then click [Add Item],
or Multiple Items: click [Add Multiple Items], then enter your list of items or paste from Excel or Word, then click [Add Multiple Items]
Items have a 100 character limit
Optional: Enter a Description (visible to volunteers)
Click the [Save] button
Edit One Qualification
Mouse over the Options icon beside the Qualification you want to change
Click on “Edit”
Make the desired change(s)
Optional: If you need to reorder the items in the list, click on the item and the click the blue [Move Item Up] or [Move Item Down] button.
Click the [Save] button
Edit Multiple Qualifications
Check the box beside each Qualification you want to change (you can also check the “Select All” box at the bottom)
Scroll to the bottom and select what you would like to change from the drop list:
Update Permissions (Private, Read Only, Read/Write without approval, Read/Write with approval)
Update Display and Requirement Settings (MyImpactPage.com, Application Forms)
Make the desired changes
Check the box to confirm your changes
Click the [Update…..] button, to save your changes
Delete Qualification
Mouse over the Options icon beside the Qualification
Click on “Delete”
Click the [Delete] button to confirm
Note: If there are profiles with data for the Qualification you’d like to delete, you’ll be told how many profiles would be affected. If you proceed with deleting the field, all associated data will be permanently deleted as well.
Copy Qualification
Mouse over the Options icon beside the Qualification
Click on “Copy”
Enter a name for the new (copied) qualification
Click the [Copy] button
View Qualification
Mouse over the Options icon beside the Qualification
Click on “View”
Click the [Close] button
View Qualification Associated eLearning Modules
Mouse over the Options icon beside the Qualification
Click on “View Associated eLearning Modules”
View Qualification Associated Activities
Mouse over the Options icon beside the Qualification
Click on “View Associated Activities”
Move Qualification
Click and hold the [Move] button to the right of a Qualification, with your mouse, to move it to a new location. Release the mouse button when you have placed it in the desired location.