Overview: This article is intended to provide a series of steps for a Zone or Regional Contact to review, approve, or remove a Volunteer submitted experience. 

 

Type of Administrative Access:The minimum Access Level needed to follow this article: Zone.

 

A screenshot of a computer

Description automatically generated

 

 

Review Pending Experiences

 

Step 1 From the Navigation Panel, click on Experiences.

 

A screenshot of a calendar

Description automatically generated

 

 

 

Step 2  Select the date range tor search by the Title of the experience or the experience ID number. 

 

  • Select the From and To dates to retrieve experiences between those dates. Click the Search Icon.
  • To search for just the Title or ID of the experience, enter information and click on the Search Icon.

 

A screenshot of a computer

Description automatically generated 

 

Step 3 Select the Pending Review Tab to display experiences that have been submitted and need to be reviewed. Select the experience to review. 

 

 

 

Step 4 From the Content card, review the Title and the Description of the submitted experience. Determine if the experience should be approved, or revised. 

 

A screenshot of a computer

Description automatically generated

 

Step 5  From the Review card click on the Status dropdown menu and select the appropriate status.

  • If a revision is needed, select Revision Requested. 
    1. Enter comments about the experience into the Reviewer Notes field. 
    2. Enter details about the revision needed into the Comments to Volunteer field. 
    3. The volunteer will see a Revision Requested notification on the My Ministry Experiences Tab.

 

A screenshot of a survey

Description automatically generated

 

 

  • If approved, select Approved. 
    1. Enter comments about the experience into the Review Notes field.

 

 

A screenshot of a survey

Description automatically generated

 

  • Select the Public Information Desk (PID) Rating for the experience. The reviewer would select between a 1-to-5-star rating.
    1. One star – Very Common / Bland
    2. Two stars – Average / Typical
    3. Three stars – Interesting
    4. Four stars – Unique / Motivating
    5. Five stars – Exceptional

 

 

A screenshot of a computer

Description automatically generated

 


  • The Details card provides details about the submission, including the volunteer who submitted the experience, the congregation assigned, the date the experience happened, the date the experience was submitted, the facility where the resident is located, and the assigned experience ID number.

 

Step 6 Click Save to save any changes.

 

  • After saving, the Review card displays any revision requested including the date and time. 

 

A screenshot of a computer

Description automatically generated

 

A screenshot of a computer

Description automatically generated

 

 

  • The Review History card will show the history of the experience. After submitting a review, this card will update with the date, the Action Taken, and the Action By.

 

A screenshot of a computer

Description automatically generated

 

  • The experience will then be moved to the Revision Requested Tab. This tab shows all the experiences that are waiting for revisions to be made by the volunteer.

 

A screenshot of a computer

Description automatically generated

 

 

  • After the volunteer submits the revision, the experience will be returned to the Pending Review Tab.  

 

A screenshot of a computer

Description automatically generated

 

 

 

 

  • Once approved, the experience will be found under the Approved Tab. 

 

A screenshot of a computer

Description automatically generated

 

 

 

Delete an Experience

 

Any experience that is pending approval or has been approved, and needs to be removed from Gate Access, can be deleted.   

 

Step 1 On the applicable Tab, select the experience. 

 

 

Step 2  Within the experience, click on the Delete Icon

 

 

A screenshot of a computer

Description automatically generated

 

  • A confirmation box will open confirming that you want to delete the experience. To confirm, click Delete.

 

A screenshot of a computer

Description automatically generated

 

 

Last Updated: October 23, 2023