VSys One: Volunteer Management Software

Eligibility Checklist Rules

For an eligibility checklist to be considered "Completed", all of the rules for that checklist must be met and the person must meet the requirements of that checklist (Groups, Person types, etc.) If a person's properties change, for example her Volunteer type no longer matches the requirements of the eligibility checklist, her checklist's status will come up as "Ineligible".

Some checklist rules can require that the volunteer have more than one qualifying value. For example, you may want to require that a volunteer have two reference check certifications.

Application forms

Requires that the person have one or more application forms of the type that you specify. Filters are:

• Date and Expiration date (you'll almost certainly want to use relative dates here)
• Status (this is the status you set for the application by right-clicking on it and selecting Change status. This isn't a field that the volunteer can edit on the application itself)
• Application form approval status.

Assignments

An assignment-based rule requires that the person have one or more qualifying assignments based on the conditions you define. Note that recurring assignment rules won't match the filters here, only the actual detail assignments generated by that recurring assignment rule can match. Filters:

• Date (you'll almost certainly want to use relative dates here)
• Job group, Job
• Status.

Special rules for assignments:

• If no explicit filter on Status is included, an assignment only passes these rules if it has a Status that is considered active, i.e. Normal, Pending approval, Pending release form approval and Volunteer requests replacement.

Attachments

Attachments rules require that the person have one or more attachments of the type that you've specified.

Special rules for attachments:

• If no explicit filter on Status is included, an attachment only passes these rules if it has a Status that is not Rejected.

Certifications

A certification-based rule requires that the person have one or more qualifying certifications based on the conditions you define. Filters available are Date and Expiration date (you'll almost certainly want to use relative dates here).

Special rules for certifications:

• If no explicit filter is present on Date, and the certification's Effective date is after today's date, the certification is considered to not qualify.
• If no explicit filter is present on Expiration date, and the certification's Expiration date is not blank, and the certification's Expiration date is before today's date, the certification is considered to not qualify.

Filter

These are the same types of filters available in reports and other tools. Select a filter, e.g. "Additional group", then set the options for that filter. (Each filter has its own particular options.)

Interviews

Requires one or more interviews of the selected type. Filters are:

• Date (you'll almost certainly want to use relative dates here)
• Result
• Score
• Status.

Special rules for interviews:

• If no explicit filter on Result is included, an interview only passes these rules if it has a Result of Good or Acceptable.

Job associations

Only available if job associations are enabled; requires one or more job associations meeting your filters:

• Date (you'll almost certainly want to use relative dates here)
• Job group, Job
• Status.

Special rules for job associations:

• If no explicit filter is present on Date, and the job association's Start date is after today's date, the job association is considered to not qualify.
• If no explicit filter is present on Date, and the job association's End date is not blank, and the job association's End date is before today's date, the job association is considered to not qualify.
• If no explicit filter is present on Status, the job association only passes if its status is Active, Substitute, Pending, Preference, Other, Pending volunteer acceptance or Supervisor.

Lists

List rules require that the person be on one or more of the lists that you select. These can be simple lists, Intellilists, or both. Intellilists are particularly powerful here in that they let you define very complex criteria if you need to.

Trainings

Requires one or more trainings in the selected subject meeting your filters:

• Date, Expiration date (you'll almost certainly want to use relative dates here)
• Score.

Special rules for trainings:

• If no explicit filter is present on Date, and the training's Date is after today's date, the training is considered to not qualify.
• If no explicit filter is present on Expiration date, and the training's Expiration date is not blank, and the training's Expiration date is before today's date, the training is considered to not qualify.
• If no explicit filter is present on Status, the training is considered to be qualified if its Status is Registered, Complete, Unconfirmed, Pending, Awaiting payment, Waitlist or Invited.

Complex rules

A complex rule lets you require some number of the basic rules be met, but not necessarily all of them. For example you can require that a volunteer have a background reference check or a criminal background check, but not necessarily both.