How to fulfill requirements assigned to your members. (Duration 1:43)
You can manually fulfill requirements for a group of members all at once if needed. The system is set up to have the ability to automatically fulfill requirements based on form submissions, hours submissions, and registration attendance. However, there may be situations where you need to manually fulfill requirements for a batch of members.
Required access:
You will need the Requirements Administrator or Administrator access level.
How to get there:
- Go to Admin > Member Management
- Select Requirements Manager
Steps to be taken:
- Click the Fulfill tab
- To fulfill requirements, you can click on the plus icon on the top right.
- Choose the Period Span in which members will need to fulfill the requirement
- Choose the requirement to fulfill from the Requirement dropdown. To learn more about creating requirements to assign, see How to Create a Requirement
- If you choose an Hours requirement, a new dropdown will appear for you to define how many hours you are fulfilling for this requirement
- If you choose a Registration requirement, a new dropdown will appear for you to define how many shifts/events/meetings credits you are fulfilling for this requirement
- If applicable, add any Admin Notes about the assignment. These will only be seen by Administrators.
- Click Continue
- Next you'll choose which volunteers to fulfill the requirements for. You can filter by a person's name, status, access group, or position. After making a selection, click Filter.
- You'll see all names of people who match your filter. You can pick and choose from this list of names on the next page. Click Continue.
- Next, you'll confirm the assignment and click Fulfill Requirements. This will officially fulfill the requirement amount you chose for the selected users.
- The refresh rate is immediate to fulfill requirements.
