Screening Plans

A screening plan is a list of steps a volunteer must complete in order to work a specific job. If your organization requires volunteers to complete a screening process, you can define multiple screening plans. You can associate screening plans with volunteer types. A screening plan may be very simple and contain only one required step, or it may be very detailed and contain multiple steps. For example, the screening process for a basic volunteer may include only two steps: one, that the volunteer completes an application, and two, that the volunteer attends a basic orientation session.

The Screening Plans page contains a list of all available screening plans. On this page, you can add new volunteer screening plans and define the steps to complete the screening plan. You can edit and delete existing screening plans as needed.