Course curriculum

    1. Understanding the Volunteer Systems

    2. VMS & VES User Manual

    3. Training Environment Only

    4. Current Automated Emails through the VMS/VES

    5. How the VMS & VES Communicate

    1. Registration on the VES

    2. Onboarding VES: Completing Intake Checklists

    3. Navigating the HOME Page on the VES

    4. Enrolling in Multiple Volunteer Programs

    5. Activating Volunteer and Managing Service Requests

    6. Connecting with a Mentor: Submitting a Service Request via Client Portal

    1. VMS Dashboard Navigation

    2. Utilizing Daily Dashboard-Pending Participant

    3. Managing an Existing Volunteer Program

    4. Creating an Engagement Opportunity in a Volunteer Program

    5. Creating Volunteer Shifts

    6. Manually Adding Volunteers to a Shift

    7. Creating an Action Step

    8. Creating a Questionnaire

    9. Create a Workplan and Checklist

    10. Navigating and Managing Volunteer Checklist/Workplans

    11. Viewing Background Check Status

    12. Enrolling an Applied Volunteer

    13. Approving Volunteer Engagement Opportunities

    14. Manually Adding a Volunteer to an Engagement Opportunity

    15. Creating & Managing Screening Call Events

    16. Checking In Volunteers for Screening Calls

    17. Bulk Approvals

    18. Managing Service Requests

    19. Submitting a Volunteer Request in Dynamics

    20. Approving Volunteer Hours

    21. Sending Email & SMS to Volunteers

    22. Email Template Creation & Use

    23. Assigning a Volunteer Coordinator in the VMS

About this course

  • Free
  • 34 lessons
  • 1.5 hours of video content

Discover your potential, starting today

Enroll today