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Set co-leads to confirmed automatically, and updated test and documents.

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Pen Anderson 2026-03-05 16:51:39 -06:00
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docs/USAGE.md
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@ -83,7 +83,7 @@ In **Settings**, the "Volunteer Signup" card controls:
In **Settings**, the "Shift Signups" card has an open/close toggle:
- **Opening** signups generates kiosk codes for all confirmed volunteers and emails them their shift signup links. A confirmation dialog warns before sending.
- **Opening** signups generates kiosk codes for all registered (email-confirmed) volunteers and emails them their shift signup links. A confirmation dialog warns before sending.
- **Closing** signups prevents new kiosk links from being issued on confirmation, but existing links continue to work.
If a volunteer confirms their email while signups are already open, they receive their kiosk link immediately in the confirmation response and via email.
@ -92,9 +92,9 @@ If a volunteer confirms their email while signups are already open, they receive
Under **Volunteers**, you can:
- Create volunteers manually (name, email, department)
- Assign volunteers to departments
- Mark volunteers as co-leads
- Create volunteers manually (name, email, department, co-lead, note)
- Edit existing volunteers (department, co-lead, note) via the inline Edit button
- Confirm registered volunteers (admin, staffing, colead)
- Mark volunteers as ready (briefed at the volunteer station)
### Volunteer statuses
@ -106,7 +106,7 @@ Under **Volunteers**, you can:
| **Confirmed** | Staff has verified the volunteer is assigned and ready to be scheduled | Admin, staffing, or co-lead |
| **Ready** | Briefed at the volunteer station, cleared to report for shifts | Gate staff at check-in |
**Confirmation** is a deliberate staff action — it signals that a volunteer has been assigned to a department and you're expecting them. Only volunteers who have been assigned a department can be confirmed. Use the **Confirm** button on a registered volunteer's row.
**Confirmation** is a deliberate staff action — it signals that you're expecting the volunteer for shifts. Use the **Confirm** button on a registered volunteer's row. Marking a volunteer as a co-lead (`is_lead`) automatically confirms them.
Volunteers are separate from participants. A person can be both a ticket holder and a volunteer. When a volunteer signs up via the public form, they are automatically linked to their participant record by email.
@ -135,7 +135,7 @@ The Volunteer Kiosk is the public-facing flow for volunteers: signup, email conf
Kiosk links are generated and distributed automatically through the volunteer signup flow:
1. Volunteers sign up via the public signup form (`/volunteer-signup`) and confirm their email.
2. In **Settings**, open shift signups. This generates kiosk codes for all confirmed volunteers and emails them their links. A confirmation dialog warns before sending.
2. In **Settings**, open shift signups. This generates kiosk codes for all registered (email-confirmed) volunteers and emails them their links. A confirmation dialog warns before sending.
3. If a volunteer confirms their email while signups are already open, they receive their kiosk link immediately.
**Set base URL** — in Settings, set the public base URL (e.g., `https://turnpike.example.com`). Kiosk links use this URL.