Add New Qualification

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. 

  1. Go to: Configuration, then click on “Qualifications” found in the sidebar under Profile Customization 
  1. Click the [+] button in the “Qualification” header bar (or click the [+ New Qualification] button at the bottom of the page) 
  1. Enter a Qualification name (maximum 200 characters) 
  1. 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 
  1. Display
    • 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. 
  1. 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. 
  1. 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). 
  1. 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] 
  1. Optional: Enter a Description (visible to volunteers) 
  1. Click the [Save] button 
Updated on March 30, 2021

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