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Updating a Volunteer's Qualifications
Updated over a month ago

Update One Volunteer’s Qualifications

  1. In the “Main” tab, click on the “Qualifications” sub-tab

  2. Update the qualification(s) as required

  3. Click the [Save] button

Update Multiple Profiles in Bulk

  1. Go to: People, then click on “Bulk Update User Qualifications” found in the sidebar under Volunteers >> Qualifications

  2. Search for the desired profiles to change

  3. Once the search is complete, select the Qualification from the dropdown list

  4. Value: Select the new option to be applied to the selected profiles:

    • Set the desired value for every selected person, or

    • Remove the existing option for every selected person

  5. Click the [Update] button

  6. Check the box to confirm the changes


Updating Expiring Qualifications

Expiring Qualifications

  1. Go to: People, then click on “Expiring Qualifications” found in the sidebar under Volunteers >> Qualifications

    • From the Admin Home Page, click on the “Expiring Qualifications” in the Status Update section

  2. Mouse over the Options icon to the left of a profile

  3. Select the action you would like to take from the available dropdown menu

Expired Qualifications

  1. Go to: People, then click on “Expired Qualifications” found in the sidebar under Volunteers >> Qualifications

    • From the Admin Home Page, click on the “Expired Qualifications” in the Status Update section

  2. Mouse over the Options icon to the left of a profile

  3. Select the action you would like to take from the available dropdown menu


Accepting/Rejecting Qualifications

One Qualification

  1. Go to: People, then click on “Approve Qualifications” found in the sidebar under Volunteers >> Qualifications

    • From the Admin Home Page, click on the “Qualification Approvals” in the Status Update section

  2. Mouse over the Options icon beside the entry

  3. Click on “Approve” or “Reject”

One Qualification from an Individual’s Profile

  1. In the “Main” tab, click on the “Qualifications” sub-tab

  2. Click the green [Approve] or [Reject] button

Multiple Qualifications

  1. Go to: People, then click on “Approve Qualifications” found in the sidebar under Volunteers >> Qualifications

    • From the Admin Home Page, click on the “Qualification Approvals” in the Status Update section Check the box beside each entry you would like to approve or reject

  2. Scroll to the bottom and select the desired value from the “Change Selected” dropdown list ​

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