Your site may request that volunteers electronically sign a waiver or meet certain qualifications (such as proof of certification) in order to view or respond to volunteer opportunities. For qualifications that are not waivers, you can collect user qualification data as part of the registration process. For waiver qualifications, you can require that a user e-sign the waiver before they can view or respond to any needs on your site. If the waiver is only required for certain needs, you can apply the waiver qualification to individual needs.

Non-Waiver Qualifications

Non-waiver qualification information can be collected as a step in the user-registration process. Once the volunteer provides the required information, they will be able to view all needs (if the qualification is required to view needs), or to respond to those needs that required it.

To activate the qualifications step for new users:

  1. From your site manager panel, go to Settings > User Registration.
  2. Under Options to hide registration steps, switch the "Qualifications" Registration Step to ON.
  3. Click Save Options.

With this setting, all new users will see your platform's non-waiver qualification questions as a final step in their registration.

Note: For more information on setting up registration steps, see Your Connect Site's User Registration Form.

Waiver (eSign) Qualifications

Waiver qualifications cannot be integrated into the registration steps. Instead, a volunteer will encounter the waiver qualification in one of several areas, depending on the qualification setting.

If the waiver or other document using eSign technology is not required in order to access needs, the volunteer will not be automatically informed that it is available. They can, however, find the document in their My Qualifications area, located in an Incomplete Waivers table.

If the waiver is required in order to view any need, the volunteer will get a message whenever they attempt to view needs on your site. That message explains that qualifications are required, and it includes a link to a My Qualifications page. Once there, they can click on the waiver, but they will be prompted to sign up for your site before they can access it.

If the waiver is required in order to respond to a selected need, the volunteer will see a yellow Waiver Needed button in place of the Respond button for the need.

Note: If non-waiver qualifications are also required for the need, they'll see a red button that reads Qualification Needed.

Once a new user clicks the Waiver Needed button, they will be prompted to sign up for your site. Once they've signed up, they'll be able to access and sign the waiver.

Click here to view our video library on eSign waivers.