Mobile Volunteer Sign-in [VIDEO]

Mobile Volunteer Sign-in allows your volunteers to use their personal mobile device to sign in and out of an opportunity. This is an option that you can enable for each opportunity individually. Once enabled for an opportunity, a direct link will be included in all confirmation emails, reminder emails and reminder SMS messages (if enabled) that is specific to each volunteer for that opportunity. In the email (or SMS), the volunteer will be instructed to click the link when they arrive at the opportunity and then click the button that says, “Sign In”. The volunteer can also follow the same process to sign out. 

Follow the steps below to enable Mobile Sign-in for a specific opportunity:

1. Login to your CERVIS account. 
2. Click on “Search / Manage Existing Opportunities” under the “Opportunity Management” heading on the Main Dashboard. 
3. Locate the opportunity for which you would like to enable this feature and click the “Update Opportunity” icon () to the left of the opportunity name.
4. Locate the option to “Allow Mobile Volunteer Sign-in” and set it to one of the “Yes” options.
   • You can choose the radius (between 0.1 and 2.0 miles) within which the volunteer must be relative to the meeting location in order to sign-in for the opportunity.
     • The system uses the “Meeting Location Address” field to verify volunteers are at the opportunity site, so that field must be filled out.
   • "Yes - Any Location" will allow volunteers to sign-in and out regardless of their location and will record their GPS coordinates when they do so as a note on their registration.
     • Note that the “Meeting Location Address” field must be filled out to utilize this option as well, but you can list any location. 
   • "Yes - Ignore Location" will allow volunteers to sign-in and out regardless of their location and will not track or record the volunteer's location.
     • Note that the “Meeting Location Address” field must be filled out to utilize this option as well, but you can list any location. 

You can also choose to post a QR code at an event for volunteers to scan with their phones which will send them directly to a page where they can sign-in for any shifts set up for mobile sign-in and occurring today. That link is below, but you will need to replace the "xxxx" with your Organization ID number. You can find this number by viewing the first item in your System Configuration under the Organization Information section.

https://www.cervistech.com/acts/console.php?console_id=xxxx&console_type=check&source=reg_view_direct&ht=1

You can also generate a QR code using any URL by copying and pasting the link into the universal search bar on the Main Dashboard and then clicking Generate QR Code when it appears.

In order for a volunteer to be able to sign in, it must be the day of the opportunity and the volunteer must be within the radius of the location address that you have determined (if applicable). This is to help ensure that volunteers are present at the opportunity that they sign-in for, but in case there is a volunteer who is misusing the feature, you can disable it for their profile.

Follow the steps below to disable this feature for a specific volunteer:

1. Login to your CERVIS account. 
2. Click on “Search / Manage Volunteer Database” under the “Volunteer Management” heading on the Main Dashboard. 
3. Enter the name of the volunteer in the search box at the top of the page and click the “Search Volunteer Database” button.
4. Click the “Update Volunteer” icon () to the left of their name.  
5. Locate the “Allow Mobile Sign-in” field near the bottom of the page and set it to “No”.
6. Click “Update Volunteer Information” to save your changes.

To provide volunteers with information about how they can use this functionality, refer to the Knowledge Base article here: Volunteer Resource: How to Sign-in Using Your Smartphone [VIDEO]