Reference Check Setup Guide: Part Two

Rosterfy facilitates reference checks, enabling administrators to gather essential information from referees for their volunteer and workforce programs. This article will take you through Part Two: Setting up the Referee Information Forms.

Reference Check Module Setup Guide

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.

There are a number of steps that need to be completed for the reference check module, check out the Reference Check - Overview article for more information. 

In this article we will be going through setting up Referee Information forms.

If you have not enabled the Reference Check module in your Rosterfy instance, check out Reference Check Module Setup Guide - Part One, before continuing with the steps below.

Step Two: Setting up the Referee Information Forms

The Reference Check can be added to a number of forms for different stages of the volunteer journey:

User Interaction Form: This is an adhoc form type that can be used at anytime. The answers to the form will be stored against the User. Each time the form is submitted, answers will override any previously submitted data on this form. 

• User Data Collection Form
  
  

Role Offer User Interaction Forms: This form type is for collecting information from Users during a step in a Role Offer journey. The answers to the form can be stored against the Role offer application itself or against the User.

• Role Offer Application Form
• Role Offer - Accept Form
• Role Offer Interaction Form (not stored against the User)
  
  

Event User Interaction Form: This form is used to capture interest in an Event. The answers to this form can be stored against the User or Event User record.

• Event Expression of Interest Form
  
  

Event Shift Signup Form: This form will be presented to the User in a popup and is used to display or collect information before a User is able to apply to a Shift. The answers to this form can be stored against the User or Shift User record.

• Shift Application Form

Below are the steps to incorporate the referee collection custom field into a form, whether by modifying an existing form or by creating a new one.

Add to Existing Form

These simple steps will guide you on how to add the Reference Check to an existing form:

1. Navigate to Forms > List.
2. Select which form you want to add it to, select More Actions menu > Update. 
   (For this example we will be using a User Data Collection Form)
3. Add the Referees custom field, from the Extras menu. Either select the arrow next to the field or drag and drop to the desired location on the form builder.
4. Make any other changes you would like, then select Save.

The form is now set up ready to be used for the Reference Check module.

Add to New Form

These simple steps will guide you on how to add the Reference Check to a new form:

1. Navigate to Forms > List.
2. Click Create. The form type selection page will be displayed.
3. Select which form you want to use, you can use the search bar or filter at the top to narrow the options. 
   (For this example we will be using a Shift Application Form)
4. Rename the form in the top left corner, to aid in future searches.
5. Add the Referees custom field, from the Extras menu. Either select the arrow next to the field or drag and drop to the desired location on the form builder.
6. Make any other changes you would like, then select Save.

Check out the Reference Check - Overview article for more information and next steps.