Question:
Is it possible to allow a volunteer to select their attributes such as groups and interest categories as part of the initial profile creation process so they will not have to manually go in and select their groups and interest categories after they have finished creating their profile?
Answer:
To allow a volunteer to select their Groups, Interest Categories, Skills, Equipment, and/or Availability as part of the initial volunteer profile creation process, please follow the steps below:
- Login to your CERVIS account.
- Click on the "Edit System Configuration" link under the "System Management" section of the Main Dashboard. Please note, this option will only be available to CERVIS users with the "Administrator" access level.
- Scroll down to the "Information Collection" section of the System Configuration, and locate the "When Creating or Updating a Volunteer Profile:" group of fields.
- Specify the desired settings for each of the following:
- Include Group Selection Options: No/Yes-Optional/Yes-Required
- Include Interest Category Selection Options: No/Yes-Optional/Yes-Required
- Include Availability Selection Options: No/Yes-Optional/Yes-Required
- Include Skill Selection Options: No/Yes-Optional/Yes-Required
- Display Skill Codes: No/No-Sort Alphabetically/Yes
- Display Skill Level Options: No/Yes
- Include Equipment Selection Options: No/Yes-Optional/Yes-Required
- Display Equipment Codes: No/No-Sort Alphabetically/Yes
- Click the "Update Configuration" button to save the configuration.
After initially creating a volunteer profile, volunteers are able to update their Groups, Interest Categories, Skills, Equipment, and/or Availability by following the instructions in the knowledge base article here: How Do Volunteers Specify Groups and Interest Categories If They Already Have a Profile?