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Handle Requirement Completions

Goal: Process the requirement completions volunteers submit — review documents, confirm training, mark completions valid — so volunteers become eligible for the events that gate on those requirements.

What lands in front of you​

Volunteers complete requirements in different ways:

  • Document upload — the volunteer uploads proof (a signed waiver, a certification card, a background check report); you review it
  • Coordinator-recorded — you mark the completion directly after observing or confirming offline (e.g., they attended an orientation in person)

Document-bearing requirements are the ones that demand active review. They sit pending until a coordinator decides.

Reviewing a document upload​

Open the submission and check:

  • Is this the correct document for this requirement?
  • Is it current (date hasn't expired)?
  • Is the name on the document a match?
  • Are signatures and identifying information present and legible?

Then approve or reject. Rejection should include a clear reason — "wrong document type, please upload the OSHA-10 card" — so the volunteer can fix it without back-and-forth.

Recording completions for offline work​

When a volunteer completes a requirement in the real world (attending an orientation, finishing a safety class), record the completion against their profile. Capture:

  • The date completed
  • Who confirmed it (you, by default)
  • Optional notes (the trainer's name, the location of the class)

Expiration and renewal​

Requirements that expire (background checks, certifications) should have their expiration date recorded. As the date approaches, the volunteer's status reflects the upcoming expiration; renew before the expiration to keep them eligible.

Revoking a completion​

If a completion was recorded in error, or a credential was found to be invalid, revoke it. The history of revocations is preserved for audit.

Volunteer-side experience​

Volunteers see what's required, what's pending, and what's complete on their My Requirements page. See Meet Event Requirements for their view.