After signing in to VSys Live, your returning volunteer will need one or more applications for updating their information or signing up. Choose the application(s) you want to make available to them. For each:
Allow existing people with the appropriate statuses to use those applications. Just because the volunteer is logged in, doesn't mean that an application available to only Active people will work! In the application's properties,
Under Requirements, ensure that any settings here don't exclude these returning volunteers.
Note that under Options, Default type for new people and Default group for new people are not applicable: this is an existing person in VSys, so these settings won't be used.
Under VSys Live application, Usage: Both new and existing people or Existing people only. Required statuses: Include Inactive, Leave of Absence, Retired, etc. as appropriate.
Optionally create a field visibility rule to show or hide fields. You'd do this to, for example, show special instructions to returning volunteers vs. new or currently active ones. Apply that rule to fields you want to show only to returning volunteers.
Tip: the inverse of this rule - making something visible only if the person isn't logged in as inactive but eligible for return - would be: result := NOT field('inactiveEligible', 'Logged in as inactive but eligible for return')
Tip: if an application is only used for returning volunteers, you won't need a field visibility rule.
Optionally create an application processing rule to change the volunteer's Status when the application is submitted.
The formula used here is the same one used in the field visibility rule.
We're also showing a different thank you message to these volunteers when the application is submitted.
You can set any other actions to be taken here such changing person type, group, adding the volunteer to a list, etc.
Tip: even if this application is only used for returning volunteers, you'll still want to use this processing rule to make them New web applicant or some other non-inactive status.
Save and test the application. Pay particular attention to ensuring that the right people get access to it, and that their Status, Type, etc. are changed appropriately based on your rules.
If you've used an application processing rule to change the person's Status to Active or New web applicant, for example, they remain logged in as "inactive but eligible for return" until they log out. After that when they next log in, they'll be active, which means they're handled as a whatever their current status is. Want to be able to tell who's re-applied? Use that same application processing rule to add the volunteer to a list.
An existing volunteer who's completing an application will see their demographics and most other previous fields filled out already: keep that in mind when deciding what fields to place on the application.
