Audience: Chapter Manager
Introduction
It is important to maintain an accurate status of all SCORE’s volunteers. A status can be applied to a volunteer’s record automatically by the system based on certain triggers or it can be updated manually. To help SCORE maintain accurate information, there is an annual requirement for each volunteer to review their status.
Table of Contents:
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Volunteer Statuses
In most cases, statuses are updated using system triggers and automation. Additionally, a 90- day time limitation now exists around the ‘inactive’ status. it can be extended if circumstances require it.
Note: If a status of Terminated is selected, a reason must be entered into the system. If a status of Resigned is selected, a leave date will need to be entered.
Status Values
|
Status |
Description |
How is it Applied |
|
Prospective |
An applicant who is interested in becoming a SCORE Volunteer |
Assigned by the system when the application is submitted to SCORE. |
|
Provisional |
An accepted applicant and they are in a provisional status who has not yet completed the onboarding requirements. |
Assigned by the system when 2 interviewers both enter 'Accept' as their disposition on the interview record for the applicant. |
|
Active |
A fully trained volunteer in good standing. |
Assigned by the system when Coach manually accepts the coaching assignment. Can also be manually assigned by Coach, Volunteer Intake Coordinator or Chapter Manager. |
|
Inactive |
A volunteer who cannot, for any reason, actively serve in the chapter (sickness, lengthy vacation, etc.) or is non-compliant to the annual recertification process or code of ethics. (The deadline for annual recertification process and code of ethics can be extended in certain circumstances for volunteers who will not be able to get into compliance within 30 days. If not extended, the status is automatically updated to Resigned after the 30 days.)
Inactive status maximum time is 90 days.
|
Assigned by the system if any of the following are true:
|
|
Terminated |
A volunteer that SCORE terminated for cause – this includes a code of ethics violation, poor client service quality, etc. Terminated volunteers will need to have a ‘reason’ for termination.
They are not able to transition to another status once they are marked as Terminated. |
Entered manually into the system. A reason is required. |
|
Resigned |
Note: Can move back to Provisional status from Resigned. |
Entered manually into the system. |
|
Deceased |
Dead |
Entered manually into the system. |
|
Emeritus |
A tenured volunteer that can still interact socially with the chapter, but not serve clients. |
Entered manually into the system. Reviewed annually by the Chapter Chair or Admin to confirm status, or will be moved to a Resigned status. |
Update a Volunteer’s Status
Note: for anything that is new/has changed
- Access the volunteer’s
- Under the Volunteer Classification and Status section, click on the pencil
to edit Volunteer Status. 
- Select the new Status and click Save.
Relevant Resources: |
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