Both Volunteers and Volunteer Opportunities have skill ratings associated with them

We saw earlier in this manual how you can associate skill ratings to a volunteer opportunity.

Volunteers can set up a skill profile on the public site, and you can also view and edit the skill profiles for individual volunteers,   (NOTE:  if your organization is not using skills, these can be turned off in your instance.  If you are not using skills you can disregard this chapter)

Here's how you can administratively view the skills associated with individual volunteers.

Volunteers can enter their own skill ratings and attach documentation to support those ratings

Administratively, you can view the skill ratings for a volunteer by looking at the Skill Rating related list in the contact record.

You can click on the Skill Rating record to see details of a skill rating.

Skill Rating Record and access to the skill rating documentation

Skill Rating Record and access to the skill rating documentation

For System Admins, Staff, and Premium Portal users, the Skill Rating Documentation can be accessed through the Skill Rating Record.

In the skill rating record, there is a Skill Rating Documentation which provides that  Skill Rating Documentation Name (Training or Certification Earned), Organization Name, Date Received, and the attachmentURL.  The attachmentURL is the link to the documentation file that the volunteer uploaded.  You can copy and paste the link in a new tab or window to access it  (It is not a live link)

Note: All the skill-related documents in the system are stored in a folder in the DOCUMENTS Tab called "Skills Attachments"  The 'author' of these documents will be the volunteer who uploaded the document  (You could opt to create a report that showed all the documentation in this folder, its author, and the URLs -- if you wanted an overview of all the skill-related documentation in your system).

It's also possible to administratively create a skill rating for a volunteer if desired.

It's also possible to administratively create a skill rating for a volunteer if desired.

To administratively create a new skill Rating for a volunteer, click the New Skill Rating button.

Note: It is not currently possible to add skill rating documentation to a skill rating. (You can however, always administratively add attachments to a contact record directly).

In the next article - we'll show how the system can search for volunteers whose skills match the skills in a volunteer opportunity.

0 Comments

Add your comment

E-Mail me when someone replies to this comment