Require a Liability Waiver / Medical Release for an Opportunity

Question:

We have updated the System Configuration to include the URL of our liability waiver/medical release for our volunteers. How do we mark an opportunity to show that it requires them to complete the paper waiver/release when they register for an event?

Answer:

To update an opportunity to show that it requires a liability waiver/medical release, please follow the steps below:

1. Login to your CERVIS account.
2. Click on the Search/Manage Existing Opportunities link under the "Opportunity Management" section of the Main Dashboard.
3. Locate the opportunity in question in the list of opportunities in the bottom section of the page and click on the  Update Opportunity () icon to the left of the opportunity name.
4. Locate the Require Liability Waiver/Medical Release field and set the value to ‘Yes’. Please note that this option will not be available unless the System Configuration has been configured to use a liability waiver/medical release. CLICK HERE for details on how to do this.
5. Click the Update Opportunity button to save your changes. 

When this option is enabled on an opportunity-by-opportunity basis, the system will check to see if a volunteer's profile has been marked as having a current Liability Waiver/Medical Release on file when they register for an event. If they have not already completed a liability waiver, the system will allow them to register for the event, but will send them a link to download the waiver in the confirmation and reminder emails. They will be instructed to print it out, sign it, and bring it with them to the event.