You can change the status of a volunteer from their profile page.
- Simply navigate to their profile page
- Scroll down to Profile Settings
- Locate the Status field
- Change the Status field to the one you want
Note:
- Active: a volunteer who has gone through the recruitment process and been approved at 'Board Decision'. They are now considered a full Volunteer.
- Applicant: someone going through the volunteer process, i.e. someone who is applying and is not yet approved (Active). Once approved, Status changes automatically to 'Active'
- Expression of Interest: someone who has expressed interest via a website.
-
Inactive: this status happens only when an Administrator gives a volunteer this status i.e. changes them from Active to Inactive. .
- Inactive volunteers are removed from the To Do engine on the home page of the dashboard.
- They no longer appear automatically in the list of volunteers under Manage Volunteers. They are hidden from view. To show a list of Inactive volunteers, under Manage Volunteers, select 'Inactive' under the Status tab and click Search
- Note that on the CSV file you can download from Reports, Inactive volunteers will no longer appear on the Compliance Report.
- However, if you filter for Inactive volunteers under the Personal Details tab, their details will appear there.
- Rejected: a volunteer who has been rejected during the recruitment process i.e. cleared from the To Do dashboard by an Administrator clicking the X button at one of the To Do stages.
- Suspended: this is to suspend a volunteer's access from their profile page (so they temporarily cannot log in). It's a rare Status and one which Complyfile is phasing out.
The main statuses are therefore:
- Active
- Inactive
A manual change of status by an Administrator should also create a History Record recording the change made: