❖ Heads up! This article is intended for Site Managers. Only Site Managers can manage qualifications and waivers. If you're an Agency Manager seeking information about qualifications and waivers, click here.
Now that you've created some qualifications and waivers, it's time to take a look at how they function for your volunteers. Even if you haven't already created the qualifications and waivers, it's a good idea to understand how the process works from the volunteer's perspective—especially if they reach out with any concerns or issues.
One of the most important challenges you face is making sure a volunteer is ready to tackle the Needs they're signing up for—from driving a van to packaging food for families. Your organization or agencies may also welcome young volunteers learning to be civic-minded.
Therefore you must consider the risk of liability for your organization, agencies, and volunteers. Risk can avoided with a carefully drafted waiver. Since both adults and minors must sign the waiver to be qualified, you can set up the qualification with certain permission levels to ensure your waivers are signed! Here we cover:
Signing an adult waiver
Here is how a volunteer responds to a Need with a required waiver attached:
1. Click Respond for the Need.
2. The Submit Qualifications screen appears.
3. In some cases, the When’s your birthday? screen appears.
ⓘ So you know: This screen only appears if the volunteer hasn't entered their date of birth (DOB) on their profile.
- If the volunteer is 18 or older, the site presents them with the Adult Liability Waiver.
- If the volunteer is under 18, the site presents them with the Minor Liability Waiver.
4. Once the DOB is entered, click Submit Birthday.
- The eSign Confirmation window appears—Click Continue.
5. To sign the waiver electronically, the volunteer clicks the fields and enters their name, and initials, and/or selects the date they're signing the waiver.
- Where and which fields appear on the waiver depends on how you set them up when you created the waiver.
6. Click Complete Signing.
- If you have the waiver qualification set to not auto-approve, then its status defaults to Pending until you manually approve it.
- If you have the waiver qualification set to auto-approved, then the status is set to Qualified.
- Click here to learn more about setting up qualifications and waivers.
Signing a waiver as a minor
You may require a parent or guardian to co-sign a liability waiver on behalf of minors before they can respond to a Need. To sign the waiver as a minor:
1. Click Respond for a Need.
2. The Submit Qualifications screen appears:
3. Select the waiver beside the Click to sign option.
4. The When’s your birthday? screen appears if the user’s date of birth is entered in their profile.
5. If the user is under 18, then they're asked to provide Parent or Guardian Information.
- A parent or guardian must fill out the required fields and select Submit Information.
✏️ Quick tip: Parent or guardian didn't receive the email to sign the waiver? Make sure they check their spam folder!
6. The user can then view and sign the Minor Waiver of Liability.
7. Click Complete Signing.
- A popup appears asking Are you sure?—select Yes.
8. After the minor signs the Waiver, an automated email is sent to the parent or guardian with the subject line “The Please Sign This Waiver For <Name>.”
- The email contains a link for them to access the waiver they need to sign.
- Click the link:
9. The eSign Confirmation window appears—click Continue.
10. Follow the waiver screen prompts to eSign and date the waiver.
11. Click Complete Signing.
11. The Are you sure? screen appears—click Yes.
12. After the parent or guardian eSigns the waiver, an automated email is sent to the minor's inbox.
How to resend a minor waiver
Volunteers can resend a request for a parent's signature on a minor waiver right from their profile. Here's how:
1. Have them go to their profile and select Qualifications.
2. In the Completed Qualifications table, they'll click Resend Email under the Response column.
3. From there they can review the information and make any necessary changes to their parent's information as needed.
4. When they're ready to resend, have them click Submit Information. 
ⓘ So you know: You can also assume a user's role to resent the email from their Qualifications area if necessary.