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.
Many of the settings and options found in your System Configuration have an info box next to the field name to provide explanation. As always, if you need further clarification please contact our helpful and eager Customer Support Team.
Organization Information
The Organization Information section contains your organization name and general contact information that will be displayed in different areas of the system.
For a tour of each item included in the Organization Information 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.
For a tour of each item included in the System Settings section, see the article linked HERE.
Security & Privacy Settings
The Security & Privacy Settings section has a variety of settings, primarily having to do with passwords and profile options.
Your password settings and options are all listed here, with the option to make password requirements stronger for your Administrators.
For a tour of each item included in the Security & Privacy Settings 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 profiles in your system. This includes the volunteer application.
In the Information Collection section, 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, as well as determine which fields to include on your QuickReg application.
For a tour of each item included in the Information Collection section, see the article linked HERE.
For a tour of each item included in the Custom Volunteer Profile Fields section, see the article linked HERE.
Opportunity Management Settings
The Opportunity Management Settings section is where you will find many of the settings that apply to your opportunities. Here you can determine how you track and manage Normal Events, Time Slot Events, and Service Projects. You will also find settings to configure how and where your opportunities are displayed, as well as apply permissions related to creating and editing your opportunities.
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, as well as various display options that can be configured when using the Sign-in Console.
Group Management Settings
The Group Management Settings section contains all of the global settings regarding groups in your system. Options include different settings for the Group Contacts in your system and setting up the Group Request Form.
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.
For a tour of each item included in the Page Content section, see the article linked HERE.
For a tour of each item included 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.
For a tour of each item included in the System Appearance section, see the article linked HERE.
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