Visitor Aware | Singlewire Software

Volunteer Profile Search

To access a volunteer's profile, go under the "People" heading within the lefthand navigation column and click on "Volunteers" and then "All Volunteers". You are then able to click on the associated volunteer's profile that you're looking for or type their name into the search field to find them within a large list of people.

Volunteer search field shown on the right

Example of a Volunteer Profile

Volunteer Profile Quick Buttons

Below the volunteer's photo are buttons supplying options to the user.

"Volunteer Actions" Menu

Unapprove Volunteer:

By clicking this option, you reject this individual's volunteer status. They will no longer be able to volunteer at functions within your facility.

Convert to Visitor:

Select this option to convert the volunteer back to solely being a visitor to your facility.

Contact Volunteer:

If an email was provided for this volunteer, this option will be displayed. Send the volunteer an email directly from their volunteer profile using this option.

Add Note:

By selecting this option, you will be able to add a note to the volunteer's profile for future access and knowledge.

Add Background Check Date:

Select this option to input a date on when the volunteer's background check was completed.

Modify Email Address:

Click this option to update or supply an email for the volunteer.

QR Code ID:

Click this button to generate and send a visitor/volunteer specific QR code that can be used for checking in and out of the district. The options are to print the QR code, text, or email.

Merge:

If at some point there are duplicate profiles for a visitor in the system, this option will allow you to merge duplicate profiles. Please reference this help article: https://visitoraware.freshdesk.com/support/solutions/articles/43000709565-merging-visitor-and-volunteer-profiles

"Security" Menu

Ban:

This will ban this individual from having access to sign in as a volunteer or check in as a visitor.

Re-run Security Checks:

Instantly screen this volunteer against the National Sex Offender Registry, FBI watch lists, and Interpol by clicking this button.

Enable Facial Recognition:

If a volunteer has a photo on file that has not yet been validated, this option will show up in the menu. If clicked, this will validate the volunteer to check-in with facial recognition.

Add Court Order:

This is a quick way to add any active court orders that are directly linked to this volunteer. Once added, the volunteer will be flagged upon check-in attempt.

Run Background Check:

Click this option to run a criminal record check on the volunteer. More information is located here: https://visitoraware.freshdesk.com/support/solutions/articles/43000703514-how-to-run-a-criminal-background-check

Volunteer Profile Tabs

Multiple tabs of information and options also exist within the volunteer profile as shown below.

Profile:

Within this tab, you will see the details associated with the volunteer's ID and will list the email, phone number, and background check date if those details have been specified.

Visits:

By clicking this tab, you will access all the details associated with every visit this volunteer has completed within the facility/facilities that they have access to.

Relationships:

This tab allows users to specify students that have been approved for pickup by this volunteer. Once a relationships has been specified for a student, only approved individuals will be allowed to pickup this specific student going forward.

Volunteer Settings:

Within this tab, you can specify a visitor type for this individual when they check-in as a visitor and you can enable or disable badge printing for this specific individual through this tab as well.

Notes:

Every comment or note that has been recorded for this volunteer/visitor will be displayed within this tab. You are also able to record new notes from this screen as well.

Security Checks:

Click this tab to view the screening results for this individual: National Sex Offender Registry, national international watch list check results. Click "Details" to read the full details associated with the screening result.

Event History:

All user actions that are associated with this particular volunteer/visitor are listed within this tab. Feel free to print a report from this screen on user actions as well.