Role Overview - Volunteer Management

The Volunteer Management role will give the user the ability to do the majority of activities that can be done against a volunteer record. For example the user will be able to create a new volunteer and upload new documents or notes against a volunteer record. 

Important Information: This role can be assigned by someone with the Account Administrator Role. Once assigned the user granted the role will have access to the Volunteer Management module. This action may result in additional licence fees being charged to your account. 

NB: a user can have multiple roles at once. Thus it will often be the case that to give a user the correct access controls they will need to be given selection of roles. 

The below table indicates what a user with this role can access in term of document type, module, record type and tab.

Document Types	approve	create	delete	update	upload	view
Capability
Other Document
License
Medical Qualification
Confidentiality Agreement
Plan
Procedure
Professional Registration / Membership
Qualification
Skill
Training Document
Application (APP)
Checks (Checks)

 

Modules	access
Volunteer Management

Record Types	access Checklists	access Docs	convert	create	delete Notes	transfer	update	update Notes	view	view Notes	view Training
volunteer
volunteerCandidate

Tabs	show	upload
Volunteer: /Candidates (V)
Volunteer: /General Volunteer Docs [enablehr]
Volunteer: /Volunteer Resources [enablehr]
Volunteer: /Volunteers

 

Document Tracking	tasks
Permission

 

• Role Overview - Account Admin
• Role Overview - EmployeeManagement
• Role Overview - ContractorManagement
• Role Overview - TrainingManagement
• Role Overview - WHS
• Role Overview - eSS Candidate
• Role Overview - eSS Candidate (V)
• Role Overview - eSS Employee
• Role Overview - eSS Person
• Role Overview - eSS Volunteer