Volunteer Management / Review
=============================

There are a variety of ways in which you can manage your volunteers, some automated and some manual. In TouchPoint, you get to decide what works best for your church.

User Roles 
----------

ViewApplication
    This role allows viewing (but not editing) volunteer application information. A user with this role will have view rights to the **Application Information** and **Checks & Classes Approval** sections on a person's Volunteer tab.

ManageApplication
    Gives user rights to manage the **Checks & Classes Approvals** on the Volunteer tab of a person's record. Users with this role can also view and edit the notes on that tab. A user with this role will be able to manage all information stored in the **Application Information** and **Checks & Classes Approval** sections on a person's Volunteer tab. User must also have **Access** role.

BackgroundCheck
    Allows the user to request background checks from Protect My Ministry or MinistrySafe. Must also have the **ManageApplication** and **Access** roles.

    .. seealso::
        | :doc:`ProtectMyMinistry-BackgroundCh`
        | :doc:`MinistrySafe-BackgroundCh`

MinistrySafeClasses
    Gives user rights to view and manage the MinistrySafe Training Class section on the Volunteer tab of a person's record.

VolDocs
    Givers user right to view and manage the Documents section on the Volunteer tab of a person's profile.

Administrative Settings
-------------------------

Show Manual Approval Section 
    Set this to *True* if you plan to manage your volunteer approvals manually. When this is set to *True*, it will show the **Checks & Classes Approval** section on the Volunteer tab of a person's profile. None of the fields in this section are automatically updated. This setting is found in the System > Administration section. 

The other administrative settings related to volunteer management specifically pertain to using one of the available integrations with either Protect My Ministry or MinistrySafe.

.. seealso::
    | :doc:`ProtectMyMinistry-BackgroundCh`
    | :doc:`MinistrySafe-BackgroundCh`

.. tip:: 
    If you are using the **Protect My Ministry** or **MinistrySafe** integrations, you do NOT need to use the Application Information or Checks & Classes Approval sections on a person's Volunteer tab. 

How to Upload a PDF File
------------------------

Step 1
    Scan the document (the Volunteer Application) and save it as a PDF file on your computer (or on a disc). Be sure to give it a name that will help you know where to upload it. Example: Vol App-Greta Briggs(ID 38)

Step 2
    Go to the person's people record `Ministry > Volunteer` tab to the `Documents` tab and click `Choose File`. Then, go to the folder where you saved the PDF document, click to highlight it, and then click `Open`.

Step 4
    Click the `Upload` button (the name of the file will display in the text box).

Step 5
    You can view the document by clicking on the document icon.


FAQ About Volunteer Application Documents
-----------------------------------------

#. | Can I upload more than one document per person?
   | Yes.
   | Just follow the same steps as above and be sure to give each file a different name.
#. | Can I remove a document that is no longer needed or that gets uploaded to the wrong person's page?
   | Yes.
   | Just click the red `Delete` button below the Adobe PDF icon.
#. | I have existing documents that do not have file names. Can I add a name to the document?
   | Yes.
   | Just click where you see `Click to Edit`,
     type the file name you want, and then press blue `Check Mark`.
#. | Can I rename a document after I have uploaded it?
   | Yes.
   | Just click the existing name (triple-click to highlight the entire name)
     and type the new name. Click the blue `Check Mark` to accept the new name.

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|

+--------------------+------------------+
| **Latest Update**  | **09/01/2022**   |
+--------------------+------------------+

Updated to include Volunteer tab enhancements and MinistrySafe.