Question:
Is there a way to change the information that is collected from volunteers when they create a profile within CERVIS?
Answer:
There are four categories of volunteer information collection fields within CERVIS.
1. Required Information Fields: These fields are required within the system and cannot be added, changed, or removed. The required fields for each volunteer are: First Name, Last Name, Email Address, and Primary Phone. Note: when a volunteer profile is created from the admin side, email address isn’t a required field in case a volunteer does not have an email address, but it should be treated as such otherwise because it is what allows volunteers to log in to their profile and register for events.
2. Toggle Information Fields: These fields are already defined within CERVIS and are common to many organizations. These fields can be either turned on or off in the Information Collection section of the System Configuration by Administrators, but the fields themselves cannot be altered.
3. Custom Information Fields: These fields allow you to ask volunteers any questions that you would like to ask. These are configured in the System Configuration by Administrators and can consist of selection list questions or open input questions. To learn more about these fields, see the article linked HERE.
4. Attributes: Attributes are a way to collect additional information regarding volunteer Groups, Interests, Skills, Equipment, and Availability. Attributes allow you to create an inventory of items that you would like the volunteer to self-select or that you can assign to their profile. Each of these inventories can be created and customized so that you can collect the information that is relevant to your organization. For more details on how to edit each inventory review the support knowledge base articles linked below for each topic.