System Configuration: Information Collection

There are four default fields that every volunteer must enter when creating a profile (First Name, Last Name, E-mail Address, and Primary Phone Number), and there are several more fields built-in to CERVIS that you can require your volunteers to complete, make optional, or not show at all. This section of the System Configuration allows you to choose the additional fields that you will track on each volunteer profile. See below for more details about each of the fields in this section. Note that additional Custom Fields can also be added to your application. For more information about these fields click HERE.

• Volunteer Profile Field Order: Specify the order that volunteer profile fields are displayed on the volunteer application and QuickReg forms by dragging and dropping the fields to their desired location. You can also choose which fields are included in the QuickReg form using the checkboxes on the right.
• Track Volunteer Address: You are given the option to answer this question with “No”, “Yes – Optional”, or "Yes – Required”. Based on what you select, volunteers will/will not have to fill in their address when creating an account. Volunteer Address can be used to run searches for local volunteers as well as to download mailing labels. The format for accepted addresses is dependent on the “Locale Setting” in the “System Settings” section.
• Track Volunteer Alternate Phone: Select whether or not you would like to track an alternate phone number in addition to the Primary Phone number. Since Primary Phone is required, this field can only be tracked as optional.
• Track Volunteer Gender: Select whether or not you would like to track gender for people registered in the CERVIS system for your organization. If enabled, this setting will require volunteers to choose either “Male” or “Female” by default. Additional options can be added in the following field.
• Additional Gender Selection Options: You can include additional gender options for your volunteers to choose from here in a comma separated list (e.g. Other,Non-binary,Prefer not to say).
• Track Volunteer Birth Date: You are given the option to answer this question with “No”, “Yes – Optional”, or “Yes – Required”. Based on what you select, volunteers will/will not have to fill in their birthday when establishing an account. This option is required in order to limit event registration to a specific age range.
• Track Volunteer Age Group: Select whether or not you would like to track age groups for people registered in CERVIS for your organization. By default, the  age groups include: 0-5, 6-10, 11-17, and 18 and older.
• Age Group Selection Options: You can change the age groups that you are tracking by including them in a comma separated list (e.g. 0-18,18+)
• Track Volunteer Background Check: Select whether or not you would like to track background check status for people registered in CERVIS for your organization. This field is never visible to your volunteers, only your staff members on the back end.
• Track Volunteer Access to DoD/Military Installations: Select whether or not you would like to track access to DoD (Department of Defense)/Military Installations for people registered in the CERVIS system for your organization. This information would be useful in communities that host military bases or for organizations that support military bases or personnel.
• Track Volunteer T-Shirt Size: Select whether or not you would like to track the T-Shirt size for each volunteer in CERVIS. This is a required field when enabled.
• T-Shirt Size Selection Options: This allows you to change the t-shirt sizes that are tracked in the system. By default, the system tracks YS, YM, YL, S, M, L, XL, 2XL, 3XL, and 4XL. You can track more or less sizes by editing the comma separated list.
• Track Volunteer Profile Photo: Select whether or not you would like to store a photo for each volunteer in CERVIS. The photo can be uploaded by the Volunteer or by an Administrator. These photos are never visible to other volunteers, only to your staff.
• Track Volunteer Event Leader Preference: Select whether or not you would like to ask if a volunteer is interested in being an event team leader with your organization when they create a volunteer profile. If this option is set to “No”, the information will still be tracked in the system, but not be visible to the volunteer.
• Track Emergency Contact Information: Select whether or not you would like to require volunteers to provide emergency contact information (name and phone number) when creating a profile.

When Creating or Updating a Volunteer Profile: This section of options contains fields which can be edited from the administrative perspective regardless what is selected here, and these selections only affect the visibility of these fields for volunteer self-selection.

• Include Profile Photo Upload: Select whether or not you would like to allow volunteers to be able to upload a profile photo when initially creating their profile. Volunteers will still be able to upload a profile photo after initial profile creation regardless of this setting. Please note: the “Track Volunteer Photo” setting must be set to “Yes” to use this feature.
• Include Group Selection Options: Select whether or not you would like to allow Volunteers to be able to select that they are members of available groups when initially creating or updating their profile.
• Include Interest Category Selection Options: Select whether or not you would like to allow Volunteers to be able to select available interest categories when initially creating or updating their profile.
• Include Availability Selection Options: Select whether or not you would like to allow Volunteers to be able to select availability options when initially creating or updating their profile.
• Include Skill Selection Options: Select whether or not you would like to allow Volunteers to be able to select available skills when initially creating or updating their profile.
• Display Skill Codes: Select if you would like to sort by and display the code for volunteers to see (“Yes”), if you would like to sort by the code but not display it, (“No”), or completely ignore the code and sort alphabetically while not displaying the code (“No - Sort Alphabetically”).
• Display Skill Level Options: Select whether or not you would like to allow volunteers to be able to select skill levels for all skills selected when creating or updating their profile. These skill levels would include: “Amateur”, “Professional” or “Unskilled”.
• Include Equipment Selection Options: Select whether or not you would like to allow volunteers to be able to select available equipment when initially creating their profile. Volunteers will still be able to select these options after initial profile creation regardless of this setting.
• Display Equipment Codes: Select if you would like to sort by and display the code for volunteers to see (“Yes”), if you would like to sort by the code but not display it, (“No”), or completely ignore the code and sort alphabetically while not displaying the code (“No - Sort Alphabetically”).