Audience: Coach, Volunteer Intake Coordinator, Chapter Manager
Volunteers self-select a classification via their application to place them on their desired track. During the onboarding process, volunteers work with their Coach to identify any additional roles they would like to serve in. Based on that role, trainings are assigned, and a training Classification is established as a goal. Once training and other requirements are complete, the Training Classification is assigned, and the Position is established.
Note: To view the full list of notifications for the Volunteer Journey, click here. (You must be signed in to your @scorevolunteer.org account.)
Table of Contents:
Business Rule: There is now a classification for Paid Contractors, allowing them to appear on chapter rosters. Contractors can also hold other positions such as Client Intake Coordinators.
Access and Permission
Assign a Position
- Type the volunteer’s name into the search bar. Click Search.
- Click the volunteer’s name from the list to open their contact record.
- On the right column is the Organization Affiliations section, click the drop-down arrow and click Edit.
- Locate the Position held. Highlight the Position by clicking on the position name. Click on the arrow to move the position to the Chosen column. To select more than one position, hold down the Ctrl button while clicking on the position names. Click Save.