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On the first tab and all subsequent tabs, the Operator has the ability to you can either Approve or Reject the Volunteer Application. This determination should be made once all the pertinent information, including CBC and SOR reports including CBC and SOR reports have been either run or reviewed.

Reject Application
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Reject
Reject

If the Volunteer Applicant has failed their background check and the Operator clicks on Reject Application they will the be presented with an alert dialogue in which they must decide whether to either Reject Application or Reject and Deny Access.

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Reject Application

. When this is selected, the Applicant will

The Applicant will not be a Volunteer, however, they may attend future events as a Visitor or

other Classification

other classification.

Reject and Deny Access

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If anything was discovered in the Volunteer Application research that deems it necessary,

an Operator can

you can can reject the application and deny the person from future access to any of the Facilities being managed by KeepnTrack.

Once this decision has been made, the Operator will be presented with a Rejection Notification screen.

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Make a selection, then click Continue.

If your preferences are set to send rejected notifications, you can customize that on the next screen. Choose if you want to send the notification to the volunteer, facility administrator, or both, then customize the message text, and click Send when you're done.

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Tip
titleRemove Rejected Applications

When an application is rejected, it gets hidden away in Volunteer Management so you don't see it anymore. Rejected applications will be removed automatically after 13 months, but they can pile up in the meantime, so it's a good idea to clear those out every one in a while. Use the Remove Rejected Applications utility to permanently remove all rejected duplicate person records.

Approve Application
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Approve
Approve

If the Volunteer applicant has failed their background check and you click Approve Application, you'll be asked to confirm that you do, in fact, want to approve an application that

Enter custom text to be sent to:—Here the Operator can select either the Volunteer, Facility Administrator or both.Notification Email Text:—Whatever text is entered here will be sent as an email.

Approve Application

If the Volunteer Applicant has failed their background check and the Operator clicks on Approve Application they will be presented with an alert dialogue, essentially verifying that the Operator does in fact want to Approve an Applicant that has failed the background check.Image Removed

Selecting Cancel will  will close the screen, not reject the application, but rather take the Operator back to the initial screen. Selecting Approve however, will approve the application. NOTE: If the Background Check Status is checked in the Checks tab, the application can not be approved until the Applicant either passes a CBC or until this option is unchecked.

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In the event the Applicant has passed his CBC and is Approved, a New Person record will be created and this Applicant will become a Volunteer.

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Anew Person record will be created for thevolunteer once they have passed the CBC and their application is approved.


Note

If your preferences require a background check to be performed for all volunteer applicants, the application cannot be approved until that has been completed and the applicant has passed.

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