Configuring the Volunteer Profile

The next step in setting up your console is ensuring you are collecting the necessary information from your volunteers when they create a profile with you. Below is a short video tutorial introducing the rest of the content in this article.

There are four required fields in CERVIS: Last Name, First Name, Primary Phone Number and Email Address. In addition, there are three different types of fields that you can add to the application.

Default Standard Fields

There are several commonly used information fields that are already defined within CERVIS, including Volunteer Address, Birth Date, and Gender. These can be enabled or disabled in the Information Collection section of the System Configuration by Administrators, but for the most part cannot be modified (there is an exception to this for the Gender, Age Range, and T-shirt Size fields). To read about each item in this section, see the article linked HERE.

Custom Information Fields

These fields allow you to create additional questions which can be added to the volunteer application or are visible only to Administrators. These are configured in the Custom Volunteer Profile Fields section of the System Configuration by Administrators and can consist of drop-down menu type questions or open text fields. To learn more about these fields, see the article linked HERE.

Attributes

Attributes are a way to collect additional information regarding items like volunteer Groups, Skills, or Availability. Attributes allow you to create an inventory of items that you would like the volunteer to self-select or that you can assign to their profile. Each of these inventories can be created and customized so that you can collect the information that is relevant to your organization. For more details on how to edit each inventory, review the knowledge base articles linked below for each topic.

• Group Management
• Interest Category Inventory Management
• Skill Inventory Management
• Equipment Inventory Management
• Availability Inventory Management
• Checklist Item Inventory Management
• Award Inventory Management

After you have enabled your desired application fields, you can rearrange the order they are listed by going back to the Information Collection section of the System Configuration and clicking on the “Reorder Volunteer Profile Fields / Configure QuickReg Fields” button. You will use the drag and drop menu to place the items where you would like them to be listed.