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:
- Login to your CERVIS account.
- Click on the "Advanced Search" link under the "Volunteer Management" section of the Main Dashboard.
- 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:
- CERVIS Account Status Options:
- Volunteer 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
- 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:
- 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:
- 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:
- 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:
- 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:
- 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 checks that are older than [6 - 60 months] old
- 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
- Volunteer Liability Waiver/Medical Release Status Options:
- Volunteer Terms & Conditions Options:
- Terms & Conditions date missing or present
- Terms & Conditions date is greater than [6 - 60 months] old
- Volunteer Note Search Options:
- Volunteer DoD/Military Installation Access Options:*
- Volunteer Age Options:
- Age group match:*
- Age search*
- Birthday search*
- Birth Date field missing or present*
- Volunteer Gender Options:*
- Volunteer E-mail Address Options:
- E-mail Address is missing or present
- E-mail address keyword search
- Volunteer Phone Number Options:
- Primary or Alternate Phone number search (using partial or full number)
- Phone number is text enabled or not text enabled*
- Volunteer Address Search Options*
- Zip code match*
- City/Town match*
- State/Territory/Province match*
- 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" between specific dates
- Find volunteers who completed their registration between specific dates
- Volunteer Profile Photo Options*
- Volunteer File Attachment Options
- 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.
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