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Enterprise - Home Page Information
Updated over a month ago
  1. Go to Home, by clicking on the house icon at the top of your admin page

  2. In the “Status Update” section, click the “Client” or "Volunteer" tab. The following buttons will display the following information about clients in the organizations across your enterprise:

    • Applicant – Click on the large “Applicant” status number to view the list of names

    • In Process – Click on the large “In Process” status number to view the list of names

    • Custom Field Approvals – This will be highlighted if there are Custom Field values entered or updated by users that require your approval, along with the number of entries awaiting your approval. You can click on it to access that list

    • Qualification Approvals - This will be highlighted if there are Qualification values entered or updated by volunteers that require your approval, along with the number of entries awaiting your approval. You can click on it to access that list

    • Background Check Reviews - This will be highlighted if there are Sterling Background Checks requiring admin review - only available for accounts with a Sterling Volunteers integration

    • Birthdays – This will be highlighted if there are users with birthdays coming up in the next 7 days, along with the number of users. You can click on the [Birthday] button to access the list


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