Tip of the Week June 16, 2014

Use Flags to create levels of volunteer training for self-scheduling

Some organizations have training programs that require volunteers to complete trainings in order to be able to sign-up for certain assignments using Vic Self-Scheduling.

If your organization is one of these, you can use Flags to control which volunteers can use self-scheduling to sign-up for assignments that require a certain tier of training to be completed. To do
this, first you create Flags such as “Level One,” “Level Two” and “Level Three” to show the different levels of training. You can find information on how to make a custom Flag here. As volunteers complete the training, add the appropriate Flag to the Core tab of their records.

To limit assignments so only volunteers that have completed the training can self-schedule, add the Flag requirement to the Rules tab of the assignment. For example, if an assignment requires that a volunteer has completed “Level Two” training, place that Flag as a requirement on the Rules tab. Now only volunteers with the “Level Two” Flag on their record will be able to self-schedule for that assignment.

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