Organization managers can view and track a volunteer's qualifications across multiple opportunities from the volunteer's organization profile. You can also view a volunteer's qualifications for an individual opportunity by opening that opportunity and viewing the volunteer's profile within it.
Note: In the volunteer's organization profile, only opportunities that the volunteer is signed up for appear in the Qualifications drop-down list.
View Volunteer Qualifications
The volunteer's profile shows organization-level qualifications by default. Select an opportunity to view the qualifications the volunteer has for that opportunity. You can view one opportunity at a time.
The qualifications table shows two columns with the following information:
The name of each qualification the volunteer has. The heading changes based on whether you selected the organization or an opportunity.
The visibility setting for the qualification, such as Public. To learn what each visibility setting means, read What are Organization Qualifications?.
If a volunteer does not have any qualifications, a message appears saying This Volunteer has not been assigned any Qualifications.
To view a volunteer's qualifications:
If you are in more than one organization, make sure you are in the right one.
From the navigation menu, click People, and then click Volunteers.
From the volunteer list, search for and select a volunteer.
In the volunteer's profile, click Qualifications. By default, the volunteer's organization-level qualifications appear.
From the drop-down list, select Organization-Level Qualifications or a specific opportunity.
Note: The volunteer's qualifications appear only for the selected option. For example, organization-level qualifications appear only for the organization selection, even if you added them to an opportunity.
When you finish, click Done.
Add Qualifications to a Volunteer
Add qualifications to a volunteer without opening each opportunity.
Note: When you select the organization or an opportunity, only that qualifications for that selection appear for you to add.
To add qualifications to a volunteer:
If you are in more than one organization, make sure you are in the right one.
From the navigation menu, click People, and then click Volunteers.
From the volunteer list, search for and select a volunteer.
In the volunteer's profile, click Qualifications.
Select Organization-Level Qualifications or a specific opportunity from the drop-down list.
Click Add Qualifications. The Add Qualifications window opens and shows the qualifications available for the selected option and each qualification’s visibility setting.
Select the checkbox for one or more qualifications. To select every qualification in the list, select the checkbox in the row with the table column names.
Click Add. The qualifications are added to the volunteer.
In the volunteer's profile, click Done.
Download a Volunteer's Qualifications
Download a volunteer's qualifications for your records or to share with another manager.
To download a volunteer's qualifications:
If you are in more than one organization, make sure you are in the right one.
From the navigation menu, click People, and then click Volunteers.
From the volunteer list, search for and select a volunteer.
In the volunteer's profile, click Qualifications.
Select Organization-Level Qualifications or a specific opportunity from the drop-down list.
Click Download Qualifications. The volunteer’s qualifications download to your device as a .CSV file. The download includes the qualifications only for the organization or opportunity you selected.