Thanks Giving Dinner _4_.png

Using Tags in Your System

The easiest way to label and categorize your

Volunteers, Groups, & Opportunities

Tags are an attribute in your system that allow you to easily catalog and sort profiles, groups, and opportunities. They also provide a great way to visually denote or designate these items. Tags are completely customizable and provide robust options when reporting and searching. In just a few quick clicks, you can easily create and assign Tags, then simply remove them when you no longer need them.


Here are a few ways organizations are utilizing this tool:


  • Designate opportunities for grant purposes
  • Identify new volunteers or mark users with specialized experience
  • Categorize various types of Groups or indicate their location
  • Temporarily assign Tags for short-term events, projects, or roles


To learn more about using Tags in your system, click here! Or, for a deeper-dive training on all the best tips and tricks for using Tags, join us at our upcoming Webinar on May 17th! 

Register for Webinar

How to Cancel an Opportunity

Step-by-step instructions when you need to cancel

While we know it's never ideal to have to cancel an opportunity, we also know it's an unavoidable reality. When those instances occur, we want to make sure you are equipped to seamlessly notify your volunteers and make the proper changes in CERVIS. We have compiled and outlined the steps, removing any guesswork on your end and freeing you up to focus on other pressing matters! Click here for step-by-step instructions on canceling an opportunity.

View It Here

Using the Sign-in Console

Tracking volunteer attendance & hours made easy

The Sign-in Console is a stand-alone kiosk that allows volunteers to quickly sign in and out of an opportunity. It can be opened on any of your internet-connected devices such as a tablet, laptop, PC, or even a smartphone - making it a versatile tool to fit your needs and spaces!

Using the Sign-in Console provides you with many options to customize volunteer interaction with your organization upon arrival and completion of shifts.


Here are just a few of the available options when using the Sign-in Console:


  • Custom Sign-in Console Questions asked at time of sign-in
  • Contactless Sign-ins/outs with QR Codes
  • Sign-in Verification Method requiring volunteers to enter last four digits of their phone number
  • Display Terms & Conditions for acceptance and/or digital signature
  • Walk-in Opportunities displayed for day-of registering
  • Log Impact Activity data at time of sign-out


To learn more about using the Sign-in Console with or without any of these additional features, click here!

From beginning to end, track your volunteer background checks directly within your CERVIS console. Our exclusive partnership with Backgrounds Online provides you with special discounted pricing and the freedom to choose from a range of packages to fit your needs.


PLUS! 

  • Pay only for checks that are completed - no startup or annual fees
  • Choose whether the organization or volunteer covers the cost
  • Automatically send a direct link, so volunteers can complete everything online
  • Use background checks for searches & registration restrictions within CERVIS


Want to learn more? Check out our most recent webinar on Integrating Background Checks here.

Click Here to Get Started!

Additional Questions? Contact our Customer Support Team by emailing them at support@cervistech.com or by opening a Support Ticket on the CERVIS Main Dashboard.

Facebook  Twitter  YouTube