The User Check module with Rosterfy enables admins to create different types of user checks within your account to support diverse organisational needs.

Whether you need separate processes for staff vs volunteers, medical clearances, or age-appropriate checks, you can now tailor user check collection to your specific requirements.

Reference checks or parental consent, the Rosterfy User Check module has you covered.

This article will outline everything from how to setup the User Checks, view checks in progress and approving / rejecting completed checks.

When creating a User Check, you will be presented with two options to select from:

Each option will have slightly different criteria to setup, we take you through those in the steps outlined below.

You are able to set up multiple checks for the different purposes your organisation may have.

The Rosterfy Reference check module allows administrators to request information from referees for their volunteer and workforce programs.

Administrators can create custom questions for the reference check, and referees are able to complete the reference check without the need to create a Rosterfy account.

Admins are also able to create different types of reference checks to support diverse organisational needs. Whether you need separate processes for staff vs volunteers, medical clearances or previous work experiences, you can tailor reference collection to your requirements.

There are a number of steps that need to be completed to have the reference check module set up on the Rosterfy platform, including:

Check out the Reference Check - Overview article and we will step you through these simple steps.

The Rosterfy Parental Consent module allows administrators to set age restrictions throughout the system and obtain parental consent for a minor to have an account and participate in events / activities.

Administrators can create custom questions for the parental consent, parents / guardians are able to complete the consent without the need for a Rosterfy account.

Admins are also able to create different types of parental consents to support diverse organisational needs.

There are a number of steps that need to be completed to have the parental consent module set up on the Rosterfy platform, including:

Check out the Parental Consent - Overview article and we will step you through all required steps.

Using Multiple User Check Types in a Form:

Within a user interaction form, admins can select to add a reference check or parental consent section to the form. The admin will now be presented with the option to select the specific type of check they want to add to the form. This will allow multiple types of checks to be added to a single form (or multiple forms) if needed.

When Referees / Parents complete the User Checks, administrators with applicable permissions will have access to view responses.

There are a number of ways to view the User Checks, below we will show you the following ways:

To view the responses, navigate to Users > User Checks.

A full list of all user checks will be displayed here and can be filtered using Advanced Filters.

To view the responses, navigate to Users, locate the user whose user check you would like to view.

Select More Actions ellipses > View Profile.

The users profile page will be displayed, navigate to User Checks within the profile.

You can also give visibility of the user check to the User within the Portal View by creating a User Interaction Form with the user check module added.

This can be added to the Portal Dashboard or the form URL can be added as a weblink based on a checkpoint.