Mark Screening Plan Steps Failed

If a volunteer does not complete a required certification, you can mark that step of the screening plan as failed. To access the screening plan, you can use the volunteer page or the Screenings in Progress tab on the Screenings and Expirations page.

You can mark a screening plan step as failed on the Screenings in Progress tab on the Screenings and Expirations page. To do so, select the step and select Mark failed. Or, from the General tab of a volunteer record, select the volunteer type and select the screening plan name. Then, on the Screening Plan tab, select the step and select Mark failed. After you mark a step as failed, you enter a comment about what happened.