Serving Interest Form

The volunteer goes to the website or app and clicks on serve at church. They will see a list of ministries that have serving opportunities. The potential volunteer is given a brief summary of the expectations and selects the appropriate serving opportunity. 


Once they click the “I’m Interested” button they will get a workflow form asking for basic information from the potential volunteer. They fill out the information, including communication preference (text, email, phone), and click Continue.


For ministries that offer observation as the next step, the potential volunteer is directed to an additional observation date-selection form. Once submitted the potential volunteer, based on communication preference, receives an email or text confirmation or the connector is notified via email to contact the person by phone. If an observation date has been requested, the connector is notified and given the opportunity to schedule the time, location and person to meet.


A connection request is created with all the information from the workflow form placed in the details section of the Connection Request. The connector receives an email notification with a link to his/her dashboard connection request because of a workflow that fires when the connection request is assigned to him/her.


The workflow also sends an email to the connector which contains a link to a form to schedule the details of the observation time.


A reminder email/text is sent 3 days before the scheduled observation time through the workflow.

Once the observation is completed and the person is determined as a good fit, the connector clicks a manual workflow in the connection request to send the full serving application/ background check to the potential volunteer. An activity is written to the connection request stating that the application was sent.


Serving Application

The applicant is able to update his/her basic demographic information in Rock via the PublicProfileEdit block. Following this block is the workflow entry block where the applicant is asked basic questions needed for all volunteers including the area of ministry where he/she desires to serve. Via a Person Attribute Set action in the workflow, the applicant’s answers are written to person attributes.


Based on the selection from the area of service on the previous page, Rock Workflow filters direct the applicant to additional form(s) to complete for that specific area of ministry. Note that at this point, a user may click save for later which stores the information from the fields to the person attributes and then sends a message to the person’s email with a link back to that same screen.


 For three of the areas, one reference is all that is required. For one area (safety) three references are required. The user then reads the agreement and either agrees or can submit indicating they have questions.


The final screen for users is the background check. Applicants 18 years or over are automatically redirected to the Background Check Release Form. If a current Background Check is on file, the applicant is instructed to simply close this form. Otherwise, the applicant fills out and Submits this form.


***Because the application fields are stored in Person Attributes, this brings to the table the advantage that the applicant can leave and return to the application process without losing all entered values. This also allows us to use multiple workflows and only Persist (Save) the final workflow. This is a much more efficient way of managing the process.

An email is sent to both the applicant and staff worker to let them know the application was submitted.

The staff worker goes to the serving tab on the person profile page to see the whole application.


Once the references have been called and the background check is passed, the worker can go back into the Connection Request to connect them to the Placement Group.

If you would like any of our files for this process, they are stored on github for your convenience.