Processing Volunteer Applications

Find Pending Applications

1. Open More > Volunteers.
2. Select the Pending status view.
3. Open an applicant's profile.

The Needs Review metric also shows how many pending records are waiting.

Review

Use the profile to check:

• Contact and location.
• Preferred roles, languages, and certifications.
• Custom application answers.
• Availability.
• Documents.
• Team notes and activity.

Profile search can narrow content in longer records.

Approve

Click Approve in the pending application alert. The status becomes Active, normal profile management becomes available, and an enabled auto-send approval confirmation is queued when the volunteer has an email address.

Decline

Click Decline in the alert. The status becomes Suspended. No decline email is sent automatically.

Request Information

Use the contact links or an available Send Email action to ask a question. Save internal context in Team Notes. The pending record remains restricted until it is approved or declined.

After Approval

An active volunteer can be tagged, scheduled, edited, given documents, emailed, archived, or converted to a linked adopter or foster role.