Application Form - Create
Creating the Elements to Appear on the Application Form
When you create the fields that will make up your volunteer profiles and your application form(s), you’ll be able to specify which fields are visible to volunteers in their profile and which ones will appear on your application form(s). Optionally, you can also indicate where a value is required for a Custom Field or Qualification:
If you are not sure which type of field to create, here are some tips:
- There are a number of contact information fields already built into the system. These include: (title salutation, legal first name, preferred first name, middle name, last name, postal address (lines 1 and 2), town/city, state/province, country, post/postal/zip code, email addresses (primary and secondary), mobile email address, telephone numbers (home, work, cellular), phone preferences, language/regional preference, date of birth, Twitter handle, Linked-in address).
- Custom Fields: These enable you to collect information about your volunteers in a variety of formats (text, number, date, file, checkbox, drop list). (If the information relates to a certification or requirement for an Activity, it would be best created as a Qualification.)
- Qualifications: You can use answers in the Qualifications fields to create rules around which volunteers can see the schedules for specific roles and whether or not they can self-schedule in those roles. In most organizations, every training or orientation is a qualification. Certifications, licenses and specific skills are typical qualifications. Age range is frequently one too. Soft skills, such as “works well with others” are not typically added as qualifications..
- General Interests: Picture a typical application form and the section that asks, “What kinds of things would you like to do in our organization?”. These are added as General Interests. Volunteers can tick these boxes as part of the application form.
Further reading: Which type of field should you create?
Creating / Editing Your Application Form
Part 1: General Settings
Part 2: Step One Settings
Part 3: Step Two Settings
Part 4: Application Complete Settings
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