- From Volunteers, click Screening Plans, and set up the screening plan
- Then, from Volunteers, click Volunteer Types, and either Add a new volunteer type or Edit an existing volunteer type to Add the screening plan
- Navigate to the constituent record who is already has the Volunteer constituency
- Click on the Volunteer tab, and look for Volunteer types under the General subtab
- Click Assign, and assign the Volunteer type (with screening plan already attached) to the constituent
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