Advanced Volunteer Search

Question:

How do I perform an advanced volunteer search and what are my options?

Answer:

To conduct a detailed search of your volunteer database using the advanced search options, please follow the steps below:

1. Login to your CERVIS account.
2. Click on the "Advanced Search" link under the "Volunteer Management" section of the Main Dashboard.
3. Specify the criteria that you are looking for and click on the "Search Volunteer Database" button. This will display a listing of all volunteers that match your search criteria.

The available options for an advanced volunteer search are listed below. You can search based on just one item or combine any of the options available to create very specific searches.

1. CERVIS Account Status Options:
   • Volunteer Account Status
   • CERVIS Account Status 
   • CERVIS System Access Level
   • E-mail Subscription Status
   • Confirmation E-mail Subscription Status
   • Reminder E-mail Subscription Status
   • Thank You E-mail Subscription Status
   • Account activity
   • New Volunteers entered into CERVIS in a date range
   • Volunteer Anniversary in CERVIS
   • Date of last profile update
   • Team leadership preference
2. Volunteer Interest Category Options:
   • Match volunteers assigned to ANY of the selected Interest Categories:
   • Match volunteers assigned to ALL of the selected Interest Categories:
   • Match volunteers assigned to NONE of the Interest Categories:
3. Volunteer Group Options:
   • Match volunteers assigned to ANY of the selected groups:
   • Match volunteers assigned to ALL of the selected groups:
   • Match volunteers assigned to NONE of the groups:
4. Volunteer Skill Options:
   • Match volunteers assigned to ANY of the selected skills:
   • Match volunteers assigned to ALL of the selected skills:
   • Match volunteers assigned to NONE of the skills:
5. Volunteer Equipment Options:
   • Match volunteers assigned to ANY of the selected equipment options:
   • Match volunteers assigned to ALL of the selected equipment options:
   • Match volunteers assigned to NONE of the equipment options:
6. Volunteer Availability Options:
   • Match volunteers assigned to ANY of the selected availability options:
   • Match volunteers assigned to ALL of the selected equipment options:
   • Match volunteers assigned to NONE of the availabilities:
7. Volunteer Background Check Options:
   • Volunteers that match any of these selected background check options: (“Yes - Passed”, “Yes - Failed”, “Yes - Pending”, “Yes - More Info”, “Yes - Expired”, No)
   • Background check date between a date range
   • Background check date is missing or present
   • Background checks that are older than [6 - 60 months] old
8. Volunteer Checklist Options:
   • The status of certain checklist item between a date range
   • A certain checklist item’s completed date was greater than [6 - 60 months] old
9. Volunteer Liability Waiver/Medical Release Status Options:
   • Liability waiver/medical release completion status is set to yes or no
10. Volunteer Terms & Conditions Options:
    • Terms & Conditions date missing or present
    • Terms & Conditions date is greater than [6 - 60 months] old
11. Volunteer Note Search Options:
    • Volunteer note keyword search
12. Volunteer DoD/Military Installation Access Options:*
    • Volunteer DoD/military installation access is set to yes or no
13. Volunteer Age Options:
    • Age group match:*
    • Age search*
    • Birthday search*
    • Birth Date field missing or present*
14. Volunteer Gender Options:*
    • Find volunteers that match a selected gender
15. Volunteer E-mail Address Options:
    • E-mail Address is missing or present
    • E-mail address keyword search
16. Volunteer Phone Number Options:
    • Primary or Alternate Phone number search (using partial or full number)
    • Phone number is text enabled or not text enabled*
17. Volunteer Address Search Options*
    • Zip code match*
    • City/Town match*
    • State/Territory/Province match*
18. Volunteer Participation Options:
    • Find volunteers who have served a specific number of times/hours between specific dates
    • Find volunteers who have participated in specific events
    • Find volunteers with "No Shows" or cancellations between specific dates
    • Find volunteers who completed their registration between specific dates
19. Volunteer Profile Photo Options*
    • Volunteer profile photo is missing or present
20. Volunteer File Attachment Options
    • Volunteer file attachment is missing or present
21. Custom Field Search Options*
    • Perform advanced searches based on custom field values. This will be different for each organization.*

For a listing of actions that can be completed once a search has been performed, please refer to the knowledge base article HERE.

*Option may not be available because of configured options or purchased CERVIS edition.