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 event. This is an option that you can enable for each event individually. Once enabled for an event, 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 event. In the email (or SMS), the volunteer will be instructed to click the link when they arrive at the event 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 event:

1. Login to your CERVIS account. 
2. Click on “Search / Manage Existing Events” under the “Event / Project Management” heading on the Main Dashboard. 
3. Locate the event for which you would like to enable this feature and click the “Update Event” icon () to the left of the event 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 event location in order to sign-in for the event.
     • The system uses the “Event Meeting Location Address” field to verify volunteers are at the event 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 “Event 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 “Event Meeting Location Address” field must be filled out to utilize this option as well, but you can list any location. 

In order for a volunteer to be able to sign in, it must be the day of the event 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 event 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]