Volunteers

PawPlacer keeps volunteer contact details, status, form answers, tags, schedules, documents, notes, email history, and linked adopter or foster roles together.

Open Volunteers

Open More > Volunteers. Volunteer management requires the Volunteer Coordinator permission.

Volunteer Workbench

The roster includes:

• Metrics for all volunteers, applications needing review, inactive records, and current results.
• Status views for All, Pending, Active, Training, Inactive, Denied, Suspended, and Blocked.
• Search by name or email.
• Tag filters.
• Sorting by name, recently updated, recently added, status, or other roles.
• A link to the Schedule calendar.

Rows show volunteer identity, status, linked adopter/foster roles, recurring schedule summary, and updated information. Tags and configured custom-form columns can also be shown.

Volunteer Profile

The profile includes:

• Status, contact and address, tags, notes, and linked roles.
• Metrics for volunteer tenure, upcoming shifts, completed hours this year, and documents.
• Profile highlights for preferred roles, languages, and certifications.
• Recurring availability and one-time shifts.
• Upcoming shifts.
• Custom form details and email history when present.
• Team notes, activity, and a separate Documents view.

Profile actions can edit, email, archive or unarchive, convert to an adopter or foster, and delete, depending on status and permissions.

Related Administration

• Customize volunteer record fields in Settings > Forms.
• Manage volunteer terms in Settings > Contracts.
• Configure messages in Settings > Email Templates.
• Import volunteers in Settings > Data Uploader.
• Export volunteers in Settings > Exports.