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 that is specific to each volunteer for that opportunity will be included in all confirmation emails, reminder emails, and reminder SMS messages (if enabled). 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 / Edit 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.
   • ‘Yes - within XX mile radius’ allows you to 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 within this specified mile radius, so this 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 any location can be listed. 
   • ‘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 any location can be listed. 

In addition, you can 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 that have Mobile Sign-in enabled and are occurring that day. An example of that link is below, but you will need to replace the "xxxx" with your CERVIS 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 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 using Mobile 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 when they sign in. For cases when a volunteer is misusing this 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 / Edit 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 the Mobile Sign-in functionality, refer to the Knowledge Base Article here: Volunteer Resource: How to Sign-in Using Your Smartphone [VIDEO]