How to Manage the Checklist for a Volunteer

You can manage Checklist Items for a particular volunteer on their individual profile. Please follow the steps below to locate the checklist for a particular volunteer:

1. Login to your CERVIS Account.
2. Click on “Search / Manage Volunteer Database” under the “Volunteer Management” heading on the Main Dashboard.
3. Search for the volunteer whose checklist(s) you would like to update.
4. Click on the “Manage Checklist” icon () next to the name of the volunteer in question.

From this menu, you can manage each Checklist Item individually or in bulk if they completed multiple items at one time. You can change the status to assigned, completed, or removed. You can also add the date completed and an expiration date or notes.

Note: Checklist items can be bulk updated for multiple individuals at once in the same way as any other field on a volunteer’s profile.