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  • CiviCRM Community Forums (archive) »
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  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Best way - capture volunteer Consent & Release form?
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Author Topic: Best way - capture volunteer Consent & Release form?  (Read 644 times)

TheDonald

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Best way - capture volunteer Consent & Release form?
May 05, 2013, 06:05:58 am
Our volunteers are required to sign a Consent and Release form before they volunteer with us. I'm trying to find the best way to capture this info. We will need to create a report showing who has, and who has not signed this document. What is best practice for this?
Thank you

xavier

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Re: Best way - capture volunteer Consent & Release form?
May 05, 2013, 09:34:55 am
Hi

I'd
1) create a contact subtype "volunteer"
2) create a custom field set for the volunteer with a c&r form signed boolean field
3) create a profile with this field

you can then use advanced search and display the volunteers with that "signed" form in the search result and send an email to those that haven't signed yes, batch update to update when they have signed...

X+
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Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Best way - capture volunteer Consent & Release form?

This forum was archived on 2017-11-26.