This article is for Connect platform site managers. For related articles, see Other Helpful Articles below.

You may want to periodically review volunteers' qualifications on your site. You may also want to keep a record of when certain qualifications (such as licenses or other certifications) expire so that you can remind volunteers to update them as needed. This article goes over the following topics:

  • The various duration options that are available for qualifications
  • What happens when a qualification expires
  • How to see which volunteers have expired qualifications (includes information on emailing those volunteers and manually changing an "Expired" status as needed)

Duration Options

When creating or editing a qualification, you have the duration options of 1 month, 6 months, 1 year, 2 years, and 3 years from the date the qualification answer was added to the user's profile (not from when the qualification was approved).

In addition, there is a Forever option (where there is no expiration date) and an Expiration Date option (where the volunteer must manually enter an expiration date). The Expiration Date option appears as a separate field for the volunteer who is completing a qualifications form:

field_date_volunteer_perspective.png

Note: If you select Expiration Date, the volunteer will be required to enter an expiration date.

What Happens When a Qualification Expires

When a qualification expires, its status will be switched from Active to Expired. At this time, a notification is sent to the volunteer, letting them know of the change in status.

This notification template is titled, "Notice of Expired Qualification." You can learn more about it here

Viewing Expired Qualifications

To view which volunteers have expired qualifications on your site:

  1. Go to Volunteerism > Qualifications and click Approval.
  2. Under the Status tab, select Expired.
    dropdown_status.png
  3. All volunteers with expired qualifications are listed. Note: Each qualification is shown in a separate row of the table, so volunteers with multiple expired qualifications will be listed more than once.

From this point, you can:

  • Change the Expired status to something else; just click the Status dropdown for the qualification and select the updated status. (In most cases, you'll want the volunteer to update their qualification, which will result in it being pending, and you can approve it then.) Click here to learn more on manually changing a qualification's status.
  • Email volunteers with expired qualifications by clicking the Email Users button. Click here to learn more.

Other Helpful Articles

This article is for Connect platform site managers, and it focuses on creating questions specifically for qualifications. If this article doesn't meet your needs, see Other Helpful Articles below.

What is a Question Type?

A question type really refers to the format of the answer you want to receive. There are three main types of answers you can collect for qualifications:

  • Volunteer types in an answer
  • Volunteer selects an answer from a list
  • Volunteer uploads a file

The following question types are available for obtaining volunteer qualification information, either as part of the registration process or in the volunteer profile: 

Type
Description
Example
Small text field
For open-ended questions; user types in a brief answer. Question appears inside the text box.

Large text field
For open-ended questions requiring an answer of more than a few words. Question appears above the text box.

Dropdown
Options shown in a dropdown list; user can select only one.

Radio button
User clicks a round "button" to select an option; can select only one.

File Upload
Available for qualifications only; volunteer uploads a file. Click here to learn more.

Creating Questions

Questions are created in the Manage Qualifications area. To access this area, go to your site manager panel and click Volunteerism > Qualifications, and then click to add or edit a qualification.

To create a qualification question:

  1. Type the text of the question into the Question field.
  2. Select a question type.
  3. (Dropdown and radio button fields only) In the Options field that appears, type the options from which the volunteer should select.
  4. After completing all other fields on the form, click the button to create or update the qualification.
    Important: To ensure that your data is uniform, try not to change a question once users have begun entering answers.

More detailed information on this form, and on qualifications in general, is provided in the article Managing Qualifications.

Other Helpful Articles

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