Status List

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.

Active

This represents a person whom is an active volunteer or staff member, and can log into the system if their account is enabled. They can be added to the roster for events, and will be emailed notifications, reminders, etc based on their preferences & group settings.

Active volunteers are counted as a 'user' for billing purposes.

Archived

Archived volunteers & staff members are those which are no longer part of the organisation, but their information has been saved for reporting or later reference if needed. They cannot log into the system, even if their account is enabled, and will not receive notifications or reminders whilst they are archived.

To access archived volunteers, you can search for their information using the search box in the top right of the screen, or via the 'Archived' tab when viewing the list of people (via the 'List all' link in the 'People' menu).

On leave

Staff and volunteers placed 'On leave' are temporarily archived, until their 'date returning from leave' arrives. The person 'On leave' will be emailed 7 days prior to their return date, and again on the date they are due to return from leave. They will not receive reminders & notifications from the system.

On the date they are due to return from leave, the person's status will automatically be switched back to 'Active'.

People 'On leave' will still be able to login to the system if their account is enabled.