Add a certificate to a volunteer's profile

The certificate area is a powerful feature in INVOLVE because the dates you add against your certificate will be tracked, alerting you when renewals are due. To add a certificate:

1. From the list of volunteers (either your organisation's volunteers or program volunteers), select the volunteer to bring up their record.
2. Navigate to their Profile tab.
3. In the Certificate box, select the Add new link to open the certificate modal.
4. Select the Certificate type from the options (these will be the default ones, plus any custom-added ones for your organisation)
5. Add the certificate expiry or issue date: This will help INVOLVE identify volunteers who need to update their certifications.
6. You can include a reference number and/or attach a copy of the certificate, but neither is required.

7. Select the Save button at the bottom of the modal to finalise the certificate addition.

   

Storing of certificate files

If you upload a certificate file when adding your volunteer's certificates, it will also appear under the volunteer's files.

1. Navigate to My Volunteers
2. Search and select the volunteer to bring up their profile
3. Select the Files tab to view the volunteer's uploaded certificate.

Older versions of certificates can be viewed from here.