Requirements

Requirements

Requirements are the certifications, training, waivers, and checks volunteers must meet. This page manages the master list of requirements; what you define here drives the Requirements tab on each volunteer's record and in the Volunteer Portal.

Opening the Requirements page

    Go to the Admin page.
    In the Volunteer Management section, click Requirements .

Adding or editing a requirement

Click Add Volunteer Requirement (or Edit on an existing one). The form is grouped into sections:
Basic Information
  • Name (required) — A short name (e.g., "Background Check").
  • Description — Internal notes for staff.
  • Instructions — Guidance shown to volunteers completing it in the portal.
Expiration Settings
  • Expires — Turn on if completions expire and must be renewed.
  • Expiration Timespan — How long a completion stays valid: 1 Year , 6 Months , 3 Months , Other , or Does Not Expire (shown when Expires is on).
Volunteer Portal
  • Auto Assign — Apply to all volunteers automatically; if off, assign it to volunteers individually.
  • Allow Volunteer Completion — Let volunteers submit their own completion in the portal.
  • Require Staff Review — Require staff to approve volunteer-submitted completions (shown when Allow Volunteer Completion is on).
Status
  • Is Active — Inactive requirements are hidden from volunteers and new assignments.
Click Submit to save.

Custom form fields

By default a requirement uses a simple completion form (date, file, notes). To collect structured information, open a requirement and use Add Field under Form Fields. Each field has a Label, a Field Type (short/long text, integer, decimal, date, checkbox, dropdown/radio/multi-select, file upload, or section header), optional Help text and Default value, a Required toggle, and Choices (one per line, for the select-type fields). Drag fields to reorder them, and use Edit or Delete to change or remove one.

Deleting a requirement

Click Delete and confirm with Yes, I'm sure. The requirement is removed from volunteers' available list; existing completion history is preserved.