Publishing Projects and Accepting Applications

Publishing Projects and Accepting Applications

Contents


Publish your Project

When creating or editing your project, check Available Online to Yes.

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This will add it to your public page Project List where people can see it and sign up.

Public Project List

Anyone can apply for your projects by going to your Project List.

Here, they can sort through your published projects and choose which projects they would like to participate in by clicking the check box next to each project and clicking Apply at the bottom of the page. Applicants can select more than one project at a time.

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Application Form

After clicking Apply, the applicant will see your Volunteer Application Form.

This form is located in System Settings under Standard Forms: Configure Fields & Sections.

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You can include Standard Fields, Account Custom Fields and Individual Custom Fields. The same form is used for every project.

Logged-in constituents will see their current account information in those fields and can update it (unless a field is marked read-only).

My Positions – Constituent User

After submitting their application, the applicant will be taken to the constituent page "My Projects." Here they can see any applications that are pending approval, as well as any projects to which they are currently assigned.

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These statuses will update once a system user assigns or declines the application. Once an applicant is approved, the volunteer is assigned to the project, and the project moves from the Applications area of this page to the Assigned Projects area.

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Approving Applications

You can view everyone who has applied for a project from Volunteer Projects / Applications.

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Click Review Application to see the details that the constituent entered into the Application Form and compare them with the Project Details.

From there, you can Assign them to the project, Decline their help, or Email them for more information.

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If you decline an applicant for a project and then change your mind, you can review the application again and send it back to the Pending list.

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Declined applications can also be permanently deleted from the application list.

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If you'd like to approve a number of applicants at once without reviewing them, you can select then from the Project detail page when you click the Assign Constituents button.

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