Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

There a a number of different 'statuses' which a person can be set to, each representing a different stage for a volunteer or staff member within an organisation. They can be changed as needed at any time - eg. An 'Active' person can be set to 'Pending' at any stage, and likewise an 'Archived' person can be switched back to 'Active' at any time.

Enquiry

This status represents a person who has enquired about joining as either a volunteer or a staff member, but have not yet been begun the application process. They will not be able to login to the system until they are set to 'Active' and have their account enabled. Those marked 'Enquiry' are listed along-side 'Active' staff in reports, unless they have been filtered out specifically (eg. when someone is searching for 'Active' staff & volunteers).

Pending

This represents a person whom is not yet an 'Active' volunteer or staff member, but working through the application process. They will not be able to login to the system until they are set to 'Active', and have their account enabled. Those marked 'Pending' will be displayed along-side 'Active' staff in reports, unless specifically separated by status (eg. when filtered by 'Active' staff & volunteers vs 'Pending' staff & volunteers).

They will be sent reminders & notifications from the system in the same way active staff are sent emails.

...