Checklist options on "Review Open Service Project" view

Is it possible to add the checklist feature to the suite of options per volunteer under "review open service projects"? This would help with workflow within our agency, as we have several layers of screening before volunteers can be fully accepted to a position.

Hannah Macfarlane - Catholic Charities of Oregon (A30305)

August 02, 2018 21:24

0

• Official comment

  

  CERVIS Customer Support

  August 22, 2018 21:50

  Hi Hannah,

  You can view the status of checklist items for a volunteer in the "Review Open Service Projects" screen (and pretty much any location a volunteer name is displayed) by clicking on the magnifying glass icon next to the volunteer's name.

  Warm Regards,

  CERVIS Customer Support
• 

  Hannah Macfarlane - Catholic Charities of Oregon (A30305)

  August 22, 2018 21:59

  I think our staff would like to be able to edit it right from that page, as a way to manage the workflow. Just fewer clicks than going into the volunteer's profile. Thanks!

  0

Please sign in to leave a comment.