Update a volunteer's certificate information

Update the details or remove a certificate from a volunteer's record:

  1. From the list of volunteers (either your organisation 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 edit icon next to the certificate
  4. Update the required fields, then select the Save button at the bottom of the modal to finalise the update.

Note: If you are using certificate file storage, uploading a new certificate will replace the old one. The old version will be kept as a historical version and can be viewed from the files tab.

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.

✋🏼 Careful: We recommend not uploading certificate files to increase the security of their personal data. Use the reference field instead to store either the certificate number or where you stored it offline.

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