M-T1-CP-22-SD-02 — Volunteer Registration Form
Release control
| Field | Controlled value |
|---|---|
| Status | REVIEW — configured derivative; privacy, safeguarding and role-system approval required before collection |
| Supporting-document code | M-T1-CP-22-SD-02 |
| Exact derivative title | Volunteer Registration Form |
| Source initiative | M-T1-CP-22 - Community Volunteer Recruitment Event |
| Source initiative code | M-T1-CP-22 |
| Source initiative title | Community Volunteer Recruitment Event |
| Initiative disposition | Canonical retained with new title |
| Canonical parent | M-T1-CP-22 - Volunteer Discovery and Recruitment Session |
| Canonical parent code and title | M-T1-CP-22 - Volunteer Discovery and Recruitment Session |
| Named overlay or migration label | Daytime, evening and online modes |
| Redirect or tombstone route | Permanent title alias from Community Volunteer Recruitment Event to M-T1-CP-22 — Volunteer Discovery and Recruitment Session; retain M-T1-CP-22-SD-02 as the stable asset code |
| Family master | Playbook_F05_Registration_Contact_Tracking_Master.md |
| Family / master version | F05 / 1.0 |
| Recorded master SHA-256 | 1d4fc47ca320db79141cefabddea504db96e871c731ad7e210086b0e0680a5cd |
| Authoritative index | Playbook_Supporting_Documents_Master_Index.md v1.1 |
| Configured master variant | Section 18 — M-T1-CP-22-SD-02 Volunteer Registration Form overlay |
| Derivative version | v0.1 |
Adaptation note
Use for daytime, evening or online Volunteer Discovery and Recruitment Sessions. Offer only current opportunities with a real purpose, task, location, schedule, time commitment, accessibility, role owner and approved screening/training path. Match each expression of interest to one defined opportunity, acknowledge it within two business days and provide a concrete role, next screening/briefing step or honest progress update within five business days.
Instructions
- Select one approved delivery mode and opportunity set. Do not publish obsolete or speculative roles.
- Complete the privacy, safeguarding, accessibility, safety and role-owner review before opening registration.
- Collect skills or licences only when the selected role genuinely requires them. Do not request evidence copies in this general form.
- Keep date of birth/age evidence, guardian information, background checks, emergency contact, health information, licence copies and safeguarding records in the authorised specialist process when required—not in F05.
- Keep expression of interest, role acceptance, screening, training, attendance and membership enquiry as distinct statuses/outcomes.
- Separate volunteer administration, optional future service updates and membership-information choices; no option is preselected.
- Close unmatched interests respectfully, record the reason and retain future-opportunity contact only when the approved choice supports it.
Controlled configuration fields
| Field | Completion instruction | Evidence |
|---|---|---|
| {{ACCOUNTABLE_ENTITY}} | Enter the club or District unit responsible for volunteer intake. | Initiative approval |
| {{SESSION_NAME}} / {{DELIVERY_MODE}} | Enter the approved public title and daytime/evening/online mode. | Session brief |
| {{CURRENT_OPPORTUNITIES}} | Insert only current approved role options with stable opportunity codes. | Opportunity register |
| {{ROLE_INFORMATION_ROUTE}} | Enter the tested route to purpose, task, location, time, access and conditions for each role. | Role briefs and link test |
| {{NOTICE_VERSION}} / {{PRIVACY_URL}} / {{PRIVACY_CONTACT}} | Enter approved notice, privacy information and correction/withdrawal routes. | Privacy review |
| {{INTAKE_OWNER}} | Enter the person who validates and acknowledges expressions of interest. | Workflow approval |
| {{ACKNOWLEDGEMENT_TARGET}} | Enter the approved target; overlay default is within two business days. | Service-level approval |
| {{DECISION_UPDATE_TARGET}} | Enter the approved target; overlay default is within five business days. | Service-level approval |
| {{SPECIALIST_TRANSFER_ROUTE}} | Enter the authorised process for safeguarding, screening, credentials and restricted data. | Safeguarding/privacy approval |
| {{ACCESS_CONTACT}} | Enter the monitored route for participation adjustments. | Accessibility review |
| {{RETENTION_TRIGGER}} | Enter the close/review/disposal trigger for unmatched or completed intake records. | Retention schedule |
Controlled public fields
| Public field | Required only when | Control |
|---|---|---|
| Preferred name | Every personal expression of interest | Do not require legal name unless later specialist process needs it |
| One preferred contact route/detail | Acknowledgement and next step are promised | Ask for one channel by default |
| Selected current opportunity | Every actionable record | Use stable opportunity code/current list |
| Availability | Required by the selected role | Offer actual dates, shifts or frequency options |
| Relevant skill/licence statement | Role requires it | Ask whether held and relevant detail only; no document upload here |
| Access/support arrangement | Person chooses to request it | Ask for arrangement, not diagnosis; restrict access |
| Role-information acknowledgement | Every expression of interest | Confirm role conditions and next-step process were available |
| Volunteer-administration choice | Every expression of interest | Covers only this opportunity/application process |
| Future service-opportunity choice | Optional and approved | Separate, unselected and scoped |
| Membership-information choice | Person separately requests it | Separate, unselected and not a selection criterion |
| Notice acknowledgement/date | Personal information is collected | Record notice version and method |
Configured volunteer registration form
{{SESSION_NAME}}
Delivery mode: {{DELIVERY_MODE}} Supporting-document code: M-T1-CP-22-SD-02 Collection notice: {{NOTICE_VERSION}}
Before you register interest
Current opportunity details—including purpose, tasks, location, time commitment, eligibility, access, safety, screening and training steps—are available at {{ROLE_INFORMATION_ROUTE}}. Registering interest does not guarantee placement and does not require Rotary membership.
How we will use your information
{{ACCOUNTABLE_ENTITY}} will use the information you choose to provide to respond about the opportunity selected below and complete the volunteer-administration steps you request. Optional future service updates and membership information are separate choices. Privacy information is at {{PRIVACY_URL}}. For correction, withdrawal or a privacy concern, contact {{PRIVACY_CONTACT}}.
Your interest
Preferred name: ______________________________________________
Choose one current opportunity: {{CURRENT_OPPORTUNITIES}}
Availability for the actual dates, shifts or frequency shown for that role: __________________________________________________________________
Role-relevant skill or licence, only if requested in the role information: __________________________________________________________________
Do not upload certificates, identity documents, checks or licence copies through this form. The authorised owner will explain any later specialist process.
How we can contact you
Choose one preferred route:
- [ ] Email: ______________________________________________
- [ ] Mobile/SMS: _________________________________________
- [ ] Telephone call: ______________________________________
Optional access or support arrangement needed to participate: __________________________________________________________________
Describe the arrangement that would help; a diagnosis is not requested. You can also contact {{ACCESS_CONTACT}}.
Acknowledgements and choices
- [ ] I have reviewed or had explained the role information and understand that further screening, briefing, training or selection may apply.
- [ ] Contact me to administer my expression of interest in the selected opportunity.
- [ ] Optional: I would also like future Rotary service-opportunity updates relevant to this interest.
- [ ] Optional: I would also like information about visiting or learning more about Rotary membership.
Preferred optional-update channel: Email / SMS / Telephone / None
Collection-notice acknowledgement: I have read or had explained the notice above. Participant confirmation: ______________________________ Date: ______________________________
Internal opportunity and action record
| Intake ID | Opportunity code | Availability match | Relevant skill indicator | Restricted access/support indicator | Intake owner | Acknowledgement due | Status | Concrete next step/update due | Specialist transfer ID | Final outcome | Close reason |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yes / No — no details here | {{INTAKE_OWNER}} | {{ACKNOWLEDGEMENT_TARGET}} | New | {{DECISION_UPDATE_TARGET}} |
Use {{SPECIALIST_TRANSFER_ROUTE}} for age evidence, guardian details, checks, emergency contacts, health information, credential copies and safeguarding records. F05 stores only the minimum transfer indicator and authorised owner.
Status and follow-up controls
Track these as distinct outcomes: expression received; acknowledged; opportunity match under review; waiting on participant; referred to specialist screening/briefing; role offered; role accepted; role declined; unmatched/closed; training completed; attendance recorded; separate membership enquiry.
Release and workflow checklist
- [ ] Canonical title and selected daytime/evening/online mode are correct.
- [ ] Every advertised opportunity is current and has purpose, tasks, dates/frequency, time, access, conditions and an owner.
- [ ] Public fields are minimised; skill/licence questions are role-specific.
- [ ] Restricted safeguarding, screening, credential and health records use {{SPECIALIST_TRANSFER_ROUTE}} only.
- [ ] Volunteer administration, future service updates and membership information are separate and unselected.
- [ ] Digital, private paper and assisted routes show the same notice and role information.
- [ ] Acknowledgement within {{ACKNOWLEDGEMENT_TARGET}} and concrete next step/update within {{DECISION_UPDATE_TARGET}} are staffed and escalated when overdue.
- [ ] Expression, offer, acceptance, training, attendance and membership enquiry remain distinct records.
- [ ] Access/support details are restricted and not copied into general contact lists.
- [ ] Unmatched interests receive a respectful closure and approved retention review.
- [ ] Correction, withdrawal, suppression and no-further-contact routes pass end-to-end tests.
- [ ] {{RETENTION_TRIGGER}} is configured before collection opens.
Review record
| Review domain | Reviewer | Outcome / required change | Date |
|---|---|---|---|
| Initiative, mode and opportunity accuracy | |||
| Privacy and data minimisation | |||
| Safeguarding and specialist process | |||
| Accessibility | |||
| System, security and retention | |||
| Follow-up service levels | |||
| Final approval |
