Add screening plan steps for a volunteer

After you create a screening plan for a specific volunteer type, you can add individual steps to that screening plan for a selected volunteer. For example, if you need additional references or require a second interview for a specific volunteer, you can add additional steps for these tasks.

To add an additional step to the screening plan of a specific volunteer, go to the General tab of the constituent volunteer and select the screening plan name for a volunteer type. On the Screening plan page, you can add additional steps for this volunteer's screening plan as needed.

Note: Steps you add to a specific volunteer's screening plan are not added to the screening plan itself and will not appear for other volunteers who have the same screening plan.