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Role Offer - Accept Form

Confirm Volunteer availability and agreement to assigned responsibilities by collecting formal role acceptances.

📌 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.

The Role Offer - Accept form collects formal acceptance from a Volunteer who has been invited to fill a specific role, confirming their availability and agreement to assigned responsibilities.

💡Tip: The Role Offer - Accept form cannot be used simulatenously with the Role Offer Application form.

IN THIS ARTICLE:

Prerequisite Settings

The following setting must be disabled for the form to display:

  1. Click Headcount > Role offers.
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  2. Click the More Actions menu on the Role Offer you wish to attach a form to.

  3. Click the Update button. The Update Role offer screen appears:

  4. Uncheck the Allow Users to Self-apply option.

  5. Click the Save button.

Where to Assign the Form

The Role Offer - Accept form can be applied in the following locations of the Rosterfy application:

  1. Click Headcount > Role offers.

  2. Click the More Actions menu on the Role Offer you wish to attach a form to.

  3. Click the Update button. The Update Role offer screen appears:

  4. Click the Settings tab.

  5. Click the Accept Form field dropdown to select a form.

  6. Click the Save button.

Where the Form Appears

The form must be assigned be assigned to a Volunteer for it to be visible in the User Portal. See the Add a Volunteer to a Role Offer article for more information.

  1. Click the Role Offers option in the left-hand menu of the User Portal.

  2. Click the View Role offer button.

  3. Click the Accept button.

Duration and Availability

The Role Offer - Accept form is available while a Role Offer remains open and unaccepted.

Form Rules

See the following supported and unsupported features:

  • ❌ No shareable link.

  • ❌ Tab breaks not supported.

  • ❌ Page breaks not supported.

  • ✅ Add Content supported.

  • ✅ Add Referees supported.

  • ✅ Add Availability supported.

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