đ Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
Reference check and parental consent configurations allow administrators to standardise how referee or guardian details are gathered across volunteer and organisational programs. By building a configuration first, the required information and settings are defined, creating a reusable setup that can then be inserted onto your forms.
Submitting referee contact details does not automatically trigger a reference or parental consent check. Once you create a configuration, see the following Add a Reference Check to a Form or Add Parental Consent to a Form articles. From there, administrators must ensure the necessary communications and automations are set up to send initial requests, notify admins upon completion, and deliver follow-up reminders.
IN THIS ARTICLE:
Create a Configuration
Click Users > User Checks.
Click the Settings tab.
Click the Create button. The Create Configuration screen appears:
Enter a Name for the reference check configuration. The Code field automatically populates based on the entry in the Name field.
Edit the Code field, if desired.
Click the Mode field dropdown to select one of the following options:
Perform reference check on Users: Collect background feedback from external referees to confirm a user is suitable for a role.
Perform a parental consent check on a user: Confirm that a minor or dependant has legal permission from a parent or guardian to participate.
đĄ Tip: The Code and Mode fields cannot be edited after the reference check configuration is created.
(Optional) Enter the Number of references required for the check.
(Optional) Enter a Success threshold number for how many references are required to be successful.
(Optional) Enter the number of the reference check is valid for in the Days until reference check expires field.
(Optional) Check the Auto Approve Reference Checks option to bypass manual administrator review for submitted checks.
đĄTip: This setting is only available for Reference Checks.
(Optional) Click the referee Contact method dropdown to select one of the following options:
Email: Collects the referee's email address.
Email and phone: Collects the referee's email address and phone number.
(Optional) Add Form Welcome Text to the start of a form to guide users and explain information, if desired.
(Optional) Add Form Submitted Text to show a message shown after submission to confirm the form was received and share any next steps, if desired.
(Optional) Click the Add Field button to add custom fields to the reference check. Custom fields created in a reference check are limited to Text (Single or multiple line) and Options (select one or multiple) field types.
Click the Save button.
Update a Configuration
Click Users > User Checks.
Click the Settings tab.
Click the More Actions menu on the configuration you wish to update.
Click Update. The Update Configuration window appears:
Update the information desired.
Click the Save button.
Delete a Configuration
â ď¸ Warning: Deleting a reference check configuration is a permanent action and data cannot be restored.
Click Users > User Checks.
Click the Settings tab.
Click the More Actions menu on the configuration you wish to delete.
Click Delete. The following window appears:
Click Yes.