Finding expired or missing certificates

How to know which volunteers are missing certificates

Need to know which of your volunteers are missing their Police Clearance or other certificate?

1. Navigate to your program and select the Volunteer's list. Select the More filters... button to open the filter slide-out panel. Open the certificates section and select the Missing certificate radio button
2. Select the certificate type from the second drop-down.
3. Select the Apply filters button at the bottom of the slide-out panel
4. The results will show volunteers who do not have that certificate on their profiles.

How to know when a certificate has expired

We have made this easy for you by providing a short list in the Overview of each program that highlights volunteers with expired or expiring soon certificates.

1. When you navigate to a program, you should land on the Overview tab.
2. On the Overview tab, below the program brief is a box titled 'Expiring Certificates'. This box has two tabs, each showing a list of volunteers: one for those who are expired and another for those who are expiring soon.
3. The list will show the first four volunteers; if there are more, it will provide a link to a filtered view of the volunteer list.
4. You can quickly bring up the certificate modal by selecting the three-dot icon and choosing "Add New Expiry Date" from the context menu.