How to: Update a Volunteer’s Status

Audience: Chapter Manager

Introduction

It is important for all SCORE volunteers to maintain an accurate status. 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.

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	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 on boarding 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 re- certification process or code of ethics. (The deadline for annual re- certification 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: Onboarding is not completed in 90 days (unless on boarding time is extended by Coach, VIC or Chapter Manager). If Annual Slate and Code of Ethics Commitment course is not completed by the deadline
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	A volunteer who has taken an action to leave SCORE Self-initiated or period of disengagement Note: Can move back to Provisional status from Resigned.	Entered manually into the system.
Deceased	A volunteer who has passed away	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 Chapter Manager to confirm status, or will be moved to a Resigned status.

Update A Volunteer's Status

1. Access the volunteer’s Profile.

2. Click the drop-down arrow beside the quick action buttons and select Update Volunteer Status.

Select the new Status and click Save.
Click Finish.

Relevant Resources:

Introduction

Table of Contents:

Volunteer Statuses

Update A Volunteer's Status

Relevant Resources:

Comments

Phone:	1-800-634-0245
Technical Support:	help@score.org

Introduction

Table of Contents:

Volunteer Statuses

Update A Volunteer's Status

Relevant Resources:

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