Setting Up Requirements

  1. Create or define a requirement definition that can be assigned to Members in your league. This will include four Requirement Types: Activities, Forms, Hours and Registrations. See How to Create a Requirement
  2. Assign the requirement to your members. Usually, they are mass assigned to statuses or they can be individually assigned to a member. See the article How to Assign Requirements to Members
  3. Fulfill the requirements completed. See the articles below:

Configuring Requirements based on Attendance vs. Hours

  1. Attendance - Requirements based on credits or attendance can be given through shifts/events/meeting within the registration tool. Credits can be configured at the registration tool level so it'll apply to all shifts/events/meetings within the tool. 
  2. Hours - Requirements based on hours worked can be given through shifts/events/meeting within the Registration Tool. Credits can be configured at the registration tool level so it'll apply to all shifts/events/meetings within the tool. The amount of hours credit received is determined by the length of the shift. For example, if the shift is from 10:00am-12:00pm, then they would receive 2 hours of credits. See the article How to Configure Registrations to Give Requirement Credit Based on Hours
    • If needed, you can override the hours credit given at the shift tool level by using the Override Hours feature when viewing attendees for a registration. You can learn more about this here.
    • If you are setting up requirements based on Hours in the Requirements Manager, you can set the Hours Type to the following options: Administrative, Community Impact, Fundraising, Learning and Development or Volunteering. See How to Create a Requirement for more info. 
      • Take note, combining Hours and Credits (Attendance) is not recommended. If you set a Requirement with the Requirement Type of Hours, Show in Registration Tool should be set to No. There is no need to display the Hours requirement for a calendar to avoid double credits.


Removing Requirements

  1. If you need to update a member's requirement, you can remove a requirement for an individual member. See the article Removing a Requirement for a Member

  2. To update multiple members' requirements, you can remove a batch of requirements for multiple users. See the article Removing Batch Requirements

  3. To batch undo Bundles, see you would have to individually undo it per requirement. See Batch Undo Requirements for Bundles

Testing Requirements

Test your requirements setup by impersonating a member and accessing the Member Portal page.

  1. Impersonate a member. Make note of the member status of the member you are impersonating. See the article Impersonating a Member.

  2. Scroll down to the bottom of the homepage to view a member's requirements. Click on the quantities under Completed and Required to see more details of the requirement. See the article Checking Fulfillment for Requirements

  3. Repeat this test for a member of each of the member statuses, including any local or custom member statuses you have defined for your League.  


How Members View Requirements

To view requirements, members can log on the Member Portal page and scroll down to the bottom of the page to see a list of requirements assigned to them. Completed requirements will be checked off on the list. The list will show the quantity completed and the required amount to fulfill the commitment. 


Alternatively, they can go to their Profile and the Requirements fragment to view the list.


Tracking Requirements

To track requirements:

  • Search for a member's profile in Admin Directory > Engagement > Requirements. Click on the quantity under Completed or Required to get a more detailed view of each requirement. 
    • If you are not seeing a completed requirement, click on Refresh Account Requirements to display the quantity. When a member attends an event linked to a requirement, sometimes it doesn't automatically fulfill and needs to be refreshed.
    • To see a report of events linked to your requirements that have been credited, click on Possible Shift Requirement Credit

  • View a list of assigned requirements in the Requirements Manager > Assign tab. Filter requirements by name, period span and assigned by.

  • Requirements Reports - To view reports for requirements, go to the Reports tab. 
    • See the article: Requirements Reports for four types of reports:
      • Completed All Requirements - Accounts that have completed all of their requirements.
      • No Requirements Assigned - All accounts that do not have any requirements assigned.
      • Not Completed All Requirements - Accounts that have not completed all of their requirements.
      • Requirements Detailed Report - Amount required and completed for each requirement assigned to accounts.
    • In the Query Tool, there is a Requirement Completion Export report. It will display all the completed or fulfilled requirements per Member, including how it was completed (Completion Type) and any registrations associated with the requirement (if applicable).
      • For the Completion Type, there are three different types:
        1. Manual - manually fulfilled by an Admin
        2. System - Hours - automatically assigned by the system through the setup of the Advanced - Hours in the registration tool or if a Member submits an hours requirement and the system approves it.
        3. System - Credit - automatically assigned by the system through the setup of the Advanced - Requirements in the registration tool or Advanced - Requirements at the event level


Requirements for the Next League Year

The easiest way to copy over the requirements definitions for the next league year is to simply edit the Last Period Span for each requirement to the Next League Year (2021-2022), which means that it will still be available for the upcoming league year. If you click on the edit icon next to each requirement definition, you can update this.  

 


If you would like to rephrase the name of your current requirements, you can either edit the name directly and set the Last Period Span to the Next League Year (2021-2022) so that you can re-use it for the next league year, or you can create a new requirement that will reflect the new name to keep a historical record of the old name. 

  • i.e. Community Impact, Learning and Development > Community Impact