Add Volunteer Screening Plans

If your organization requires volunteers to complete a screening plan, you can define screening plans and associate them with specific volunteer types. A screening plan is a list of steps a volunteer is required to complete to be eligible for a specific job within your organization. You can define multiple screening plans for your various volunteer types.

Note: You can associate a screening plan with a volunteer type when you add or edit the volunteer type.

To add a screening plan, from Volunteers, select Screening Plans under Configuration and then select Add.

Note: You can set up screening plan steps on the Code Tables page in Administration.