Question:
My organization requires that all volunteers are assigned to at least one interest category. How can we search to find volunteers that are not a part of any interest categories?
Answer:
The best way to find this information is by using the Advanced Volunteer Search. You can access this menu by following the steps below:
- Login to your CERVIS account.
- Click on the "Advanced Volunteer Search" link under the "Volunteer Management" section of the Main Dashboard.
To display a listing of volunteers with NO INTEREST CATEGORIES assigned, please follow the steps below:
- Follow the steps at the top of the page to access the Advanced Volunteer Search.
- Scroll down to the "Volunteer Interest Category Options" section and click on the heading to expand the section.
- Click on the "CLICK HERE to find Volunteers with NO matching categories" link (located below the Interest Category listing field) to display a listing of volunteers with no assigned Interest Categories.
To display a listing of volunteers with NO GROUPS assigned, please follow the steps below:
- Follow the steps at the top of the page to access the Advanced Volunteer Search.
- Scroll down to the "Volunteer Group Options" section and click on the heading to expand the section.
- Click on the "CLICK HERE to find Volunteers with NO matching groups" link (located below the group listing field) to display a listing of volunteers with no assigned Groups.
To display a listing of volunteers with NO SKILLS assigned, please follow the steps below:
- Follow the steps at the top of the page to access the Advanced Volunteer Search.
- Scroll down to the "Volunteer Skill Options" section and click on the heading to expand the section.
- Click on the "CLICK HERE to find Volunteers with NO matching skills" link (located below the skill listing field) to display a listing of volunteers with no assigned Skills.
To display a listing of volunteers with NO EQUIPMENT assigned, please follow the steps below:
- Follow the steps at the top of the page to access the Advanced Volunteer Search.
- Scroll down to the "Volunteer Equipment Options" section and click on the heading to expand the section.
- Click on the "CLICK HERE to find Volunteers with NO matching equipment" link (located below the group listing field) to display a listing of volunteers with no assigned Equipment.
To display a listing of volunteers with NO AVAILABILITY assigned, please follow the steps below:
- Follow the steps at the top of the page to access the Advanced Volunteer Search.
- Scroll down to the "Volunteer Availability Options" section and click on the heading to expand the section.
- Click on the "CLICK HERE to find Volunteers with NO matching availability " link (located below the group listing field) to display a listing of volunteers with no assigned Availability.
CLICK HERE to reference the knowledge base article for a listing of available options that can be completed with the returned search results.