Understanding the Main Dashboard

When you first login to CERVIS using the link provided in your new account email, you will see the Main Dashboard, which is the home screen from which you can navigate to all other areas of the system. Here’s a look at the different options on this screen.

Console Navigation Dropdown

The Console Navigation Dropdown is intended for Admin-use only and should be hidden otherwise. Using this dropdown Administrators can easily maneuver between these links: CERVIS Admin Login, CERVIS Event Listing, Service Project Listing, Volunteer Application, Submit Project Request, Submit Group Request, Contact Us, Log out. Multiple browsers are recommended when maneuvering back and forth between these areas. 

Navigation Bar & Profile Menu

The navigation bar is a replication of the main headings below and is visible on any page in the system. It allows you to navigate to any specific section of the system directly without going back to the Main Dashboard first. The profile icon on the right opens up a menu with various information and options associated with your account, including the option to view the system from the volunteer perspective, change your password, or log out. 

Search Bar

The universal search bar allows you to search using a keyword through multiple sections in the system at once, from opportunities to volunteers to system settings. You also have the ability to input any URL in the universal search bar and generate a QR Code by selecting the  Generate QR Code option that will appear after pasting the URL.

Dashboard Charts

The two interactive dashboard charts display a snapshot of your organization’s volunteer activity over the last year. These dashboard charts are intended for a general program overview and identifying trends, rather than real-time monitoring, as they only update once per day. 

The "Total Values by Month" chart reflects three pieces of data: Hours , Active Volunteers, New Volunteers. You can click on these items to toggle them on/off from being included in the chart display.

The "Top Categories by Hour (Last 12 Months)" chart shows up to the top 25 Interest Categories based on hours served in the last 12 months. You can also click on Primary and Secondary to toggle whether or not to display these categories on the chart.

Main Headings

There are four main headings in CERVIS. The top two sections, Volunteer Management and Opportunity Management, are where you manage the daily functions of CERVIS. From here, you can add new volunteers and opportunities, search for and edit your volunteers and opportunities, send emails, run reports, and manage registrations.

The bottom two sections, Attribute Management and System Management, are the back end of the system. Using the options under these two headings, you can edit global settings, establish your volunteer application/data collection, and change the way the system looks. In the next Getting Started article we’ll explore the System Configuration. You can jump ahead to that article HERE.

Customer Support Tool

This “Need Help” button will appear on every page in CERVIS so that you always have easy access to our Customer Support Team. By clicking on this button, you can search through our robust Knowledge Base of articles and reach out directly to our Customer Support Team for priority email assistance.

If you don’t have the link to login, you can contact our Customer Support team at support@cervistech.com.