Users with the following access roles are permitted to use this menu option.
Select the “Manage Volunteer Requirements Screen” from the “Maintenance” dropdown option. From this screen the user can “Add Requirement” or edit an existing requirement. Fill in all *required fields.
The National Administrator will have the ability to define specific requirements for volunteers in the system. These requirements will apply to all volunteers at a facility or for a facility administrator and all volunteers in all facilities for a national administrator.
The default view of the page is a Data Grid that shows all requirements depending on your role:
Both Administrative Roles/Requirement Fields
· Active requirements are shown by default (status filter = active)
· Order of the columns: Name, Date Type, Description, Status (Active/Inactive)
o Name: Required (50 characters)
o Data Type: Dropdown list with the initial values of:
§ Not Applicable
§ Start Date
§ End Date
§ Completion Date
§ Due Date
§ Expiration Date
· Description (*required) – 250 characters
· Status: Active/Inactive – Turning a requirement inactive removes it from appearing on Volunteer Profiles. Existing values are kept and will reappear if reactivated.
· Clicking the requirement name hyperlink in the data grid launches the edit popup box
· The Add Requirement button is located on the top right of the data grid.
· Clicking the Add Requirement button launches the “New Requirement” popup box.
· Page size is 20 requirements by default
Facility Administrator vs National Administrator
· The radio button is only visible to National Administrator (Admin) and is set to National by default if the user is a National Admin.
· National Admin's do not see the logged in facility requirements without changing the radio button to Facility. If the radio button is set to facility requirements. The user is treated as a Facility Admin for all functionality (except they see the option to go back to National requirements panels).