Checklist Items¶

Volunteer Checklists help you track requirements volunteers must complete to serve. These can be steps in the on boarding process, annual requirments such as continuing education classes or flu vaccinations, and more. The Checklist date history shows when items were completed and helps you see who's due.

About¶

• Checklist Overview
• Tracking Training

Set Up¶

• Combine Checklist Items
• Create a Checklist Item
• Delete a Checklist Item
• Make Checklist Items Apply to Only Certain Assignments

Troubleshooting¶

• Checklist Does Not Apply to Every Volunteer
• Checklist Expiration Date Calculation

Using¶

• Compare Volunteers to the OIG LEIE
• Find Volunteers Due for a Checklist Item
• Mark Checklist Items Complete
• Track TB Test Requirements
• Track Vaccine Compliance
• View a Volunteer's Checklist Items
• Filter Reports for Specific Checklist Dates
• Volunteer List Report - Volunteer Checklist Report (stock)
• Volunteer List Report - Volunteer Date History (stock)
• Search Based on Checklist Dates
• Search for Pending Checklist Items