Optima Training Module #5: Volunteer Record Entry and Management

Optima Training Series

Join us for an essential virtual training series designed to enhance your proficiency with Optima, the cornerstone platform for managing volunteer records and case files within CASA programs. Across nine modules, you'll delve into critical aspects of Optima usage, from setting up user permissions and managing volunteer records to initiating and closing cases seamlessly. Ideal for program personnel involved in user administration, case management, volunteer recruitment, and reporting, each one-hour session offers practical insights and hands-on guidance. Equip yourself with the skills needed to optimize Optima's functionalities and streamline your CASA program operations effectively. Secure your spot today through our training calendar links provided for each module.

Volunteer Record Entry and Management

What you will learn:

• A more detailed and in depth understanding of the volunteer’s record
• Understanding the “recertification” notification in Optima for background checks, and
• uploading volunteer documents,
• How to discharge a volunteer from the program.
• Sharing the volunteer record with supervisors.

Who should attend?

• Program personnel who maintain volunteer files and records.

Session 5 Duration:

• 1 hour