Introduction to the System Configuration

The System Configuration contains all of your global settings. Ranging from back-end settings or options to the information you want to collect from volunteers, and what you want your system to look like. To access your System Configuration, click on the “Edit System Configuration” option under the “System Management” heading of the Main Dashboard. For more information about how to locate this, please refer back to the previous Getting Started Article HERE.

Organization Information

The Organization Information section contains your organization name and general contact information that will be displayed in different areas of the system.

To read about each item in this section, see the article linked HERE.

System Settings

The System Settings section includes most of the basic settings for your console. 

There are a few settings that are particularly helpful. One of those settings is receiving a notification for a new volunteer. "Auto Assign Follow-up for new Volunteers" allows you to select to automatically identify each new volunteer for follow-up contact after they have made a profile in the system. This notification can be assigned to any individual in your system with an Administrator, Leadership Team, or Group Leader access level. 

To read about each item in this section, see the article linked HERE.

Security & Privacy Settings

The Security & Privacy Settings section mostly has to do with passwords.

There are six main password settings broken up into two sets of three so that you can make them stronger for your administrators, if you’d like. They are explained in the info boxes next to the field name if you need more clarification.

To read about each item in this section, see the article linked HERE.

Information Collection & Custom Volunteer Profile Fields

The Information Collection & Custom Volunteer Profile Fields sections are where you determine and create the fields that will be included in the volunteer accounts in your system. This includes the volunteer application. 

In Information Collection, you can choose which of the built-in fields you would like to enable. Then if there is additional information you want to track about your volunteers, you can add custom fields.

Once you have configured the built-in fields, you can click on the “Reorder Volunteer Profile Fields / Configure QuickReg Fields” button at the top of the Information Collection section to drag and drop fields to determine the order that they will appear in the application.

To read about each item in the Information Collection section, see the article linked HERE.

In our next “Getting Started” article you will learn about setting up your volunteer application. You can skip that article by clicking HERE.

To read about the Custom Volunteer Profile Fields section, see the article linked HERE.

Sign-in Console / Kiosk Options

The Sign-in Console / Kiosk Options section is where you will determine the global settings that apply to your Sign-in Console and Mobile Sign-in.

The Sign-in Console is a kiosk that you can open on any device with an internet connection where volunteers can sign-in when they arrive and sign-out when they leave. One notable setting is to “Allow Walk-in Registration via Sign-in Console” which would allow your volunteers to register for opportunities when they arrive and use the sign-in console instead of needing to be pre-registered. To learn more about the Sign-in Console, refer to the article linked HERE.

Mobile Volunteer Sign-in is a setting you can enable on certain opportunities to allow volunteers to sign in using their own smartphone. To learn more about Mobile Sign-in, refer to the article linked HERE.

In this section, you can enable settings that will affect one or both of the sign-in methods mentioned above. A few of these settings include a questionnaire that you can present to volunteers when signing in or whether or not you want to allow volunteers to create a profile and register for an opportunity onsite using the sign-in console.

Group Management Settings

The Group Management Settings section contains all of the global settings regarding groups in your system. The options include different settings for the Group Contacts in your system and setting up the Group Request Form for your system. To read more about Group Management options see the article linked HERE.

Page Content & E-mail Message Content

The Page Content & E-mail Message Content sections allow you to edit information that is displayed to your volunteers throughout CERVIS as well as the automated emails that are sent out.

The Page Content section primarily contains editable text fields that are welcome messages throughout the system.

The E-mail Message Content section allows you to edit the introductory paragraphs of automated emails. One important field to note in this section is the “Profile Creation Confirmation Message”. This is a confirmation message that is sent to volunteers when they successfully create a profile, and it includes a temporary password by default.

To read about each item in the Page Content section, see the article linked HERE.

To read about each item in the E-mail Message Content section, see the article linked HERE.

System Appearance

The System Appearance section provides you with options to modify the way your system appears by changing things like text colors, page colors, system-wide font, form styles, and more.

To read about each item in this section, see the article linked HERE.