System Configuration: Page Content

The majority of the Page Content section of the System Configuration is where you can customize the introductory paragraphs or “Welcome Messages” to different sections throughout CERVIS. See below for more details about each of the options in this section.

• Event Listing Page Heading: Custom page heading which is displayed at the top of the Event Listing Page for your organization.
• Event Listing Page Welcome Message: Custom welcome message which is displayed at the top of the Event Listing Page for your organization. The Event Listing Page is where your volunteers will most likely be interacting with CERVIS so you may want to include instructions or next steps for your volunteers here.
• Service Project Listing Page Heading: Custom page heading which is displayed at the top of the Service Project Listing Page for your organization.
• Service Project Listing Page Welcome Message: Custom welcome message which is displayed at the top of the Service Project Listing Page for your organization. By default, your Events and Service Projects are listed on the same page, but you can change this setting (in the System Settings section) if you would like to utilize this page.
• Volunteer Application Submission Mode: Select whether or not to allow a Volunteer to access the system after initial application submission.
  • By selecting “Submit & Login”, after a volunteer fills out the Volunteer Application, they will automatically be logged in to CERVIS and have the ability to register for an event and update their profile.
  • By selecting “Submit & Exit”, volunteers will submit their Volunteer Profile, receive an on-screen message thanking them for submitting their profile and then they will arrive back at the webpage where they first clicked submit their Volunteer Profile.
  • By selecting “Submit & Exit (All)”, no matter how a volunteer creates a profile (even by going through event registration), once they submit it, they will receive an on-screen message thanking them for submitting their profile and then they will arrive back at the webpage where they first clicked submit their Volunteer Profile. This option will prevent a first-time registration from taking place, if the volunteer does not already have an account.
• Volunteer Application Page Welcome Note: Custom welcome note that is displayed at the top of the Volunteer Application Page for your organization. This Welcome Note will be displayed when a volunteer creates a new Volunteer Profile in CERVIS via the stand-alone version of the application.
• Volunteer Application Submission Message: Custom message which is displayed when a Volunteer submits a volunteer application to your organization.
• Volunteer Profile Creation Page Welcome Note: Custom note which is displayed at the top of the Volunteer Profile Creation Page for your organization when creating a new account while registering for an event.
• Service Project Application Profile Creation Page Welcome Note: Custom note which is displayed at the top of the Volunteer Profile Creation Page for your organization when creating a new account while applying for a Service Project.
• Contact Us Page Welcome Note: Custom note which is displayed at the top of the Contact Us page for your organization. You may use this to include more details than basic contact information and instructions.
• Account Check Page Welcome Note: Custom note which is displayed when your users are registering for an event and are asked to enter their first name and email address to check whether or not they already have an account in CERVIS. Note that the ##track_as## variable will insert what you chose in the System Settings to track your users as in CERVIS (volunteer, user, etc.). This variable is only applicable in this field.
• Allow Project Requests to be Submitted Online: Select whether or not you would like to allow project requests to be submitted online to your organization. If you enable this option, you will also select the staff member to whom you would like to initially assign the request. The assigned person must have ‘Leadership Team’ or ‘Administrator’ access to the system. This would allow community members, staff members, volunteers, etc. to submit an idea for a service project using an open form and your staff members can either create an event with the suggested information or delete it.
• Project Request Notes/Instructions: Custom welcome message which is displayed at the top of the Project Request Page for your organization.
• Allow Group Requests to be Submitted Online: Select whether or not you would like to allow group requests to be submitted online to your organization. If you enable this option, you will also select the staff member to whom you would like to initially assign the request. The assigned person must have ‘Leadership Team’ or ‘Administrator’ access to the system. This would allow groups to submit their information to you using an open form and your staff members can use that information to create a new group in your system.
• Group Request Notes/Instructions: Custom welcome message which is displayed at the top of the Group Request Page for your organization.
• Group Request Custom Question Type: Select the type of question that you would like to ask as a part of the Group Request Form.
  • Disabled: The field is not in use.
  • Text (Required): The field must be answered via a line of text.
  • Text Box (Required): The field must be answered via a text field with a higher character limit than “Text”.
  • Selection Box: The field must be answered by selecting one of the items provided in the “Group Request Custom Question Options” field.
  • Text (Required): The field may be answered via a line of text.
  • Text Box (Required): The field may be answered via a text field with a higher character limit than “Text”.
• Group Request Custom Question Text: This is the question that will be presented on the Group Request form, that can be answered following the Question Type above.
• Group Request Custom Question Options: This defines the Selection Box Question Type responses that volunteers can elect between.
• Display System Information Message: Select whether or not to enable a system information message for display when users log in to the system. This could be used to alert volunteers that there is a new policy or item of interest. Javascript must be enabled for the message to display.
  • The default setting is “No” so that no system information message will be displayed.
  • Select “Yes – All Logins” if you want a system information message to be displayed to all Volunteers, Event Leaders, Group Leaders, Leadership Team and Administrators on both the volunteer login page and the administrator login page.
  • Select “Yes – Normal Login Only” if you want a system information message to be displayed to only users with Volunteer, Event Leader, or Group Leader access.
  • Select “Yes – Privileged Login Only” if you want a system information message to be displayed to only users with Leadership Team or Administrator access.
• System Information Message: The informational message that will be displayed in a pop-up when a user logs in to the system. This can be used for seasonal announcements such as clothing drives around holidays.
• Display Terms & Conditions: Select whether or not you would like to display the Terms & Conditions for your organization. If displayed, this would allow you to have your volunteers electronically agree to any “terms” that you have when a volunteer creates or updates their profile. For more information on this functionality, please see the knowledge base article linked HERE.
  • Select “No” if you would not like to use this field.
  • Select “Yes - Must Accept” if you would like to require your volunteers to accept the Terms & Conditions before they can create a profile. With this option, in order to read the terms, they must click on a link below the Intro Text then a pop-up window will appear.
  • Select “Yes - Must Accept (Inline)” if you would like to require your volunteers to accept the Terms & Conditions before they can create a profile. With this option, the terms will appear directly below the Intro Text.
  • Select “Yes - Informational Only” if you would like to allow your volunteers to view your terms, but not require them to agree or accept them.
  • Select “Checkbox Only” to require your volunteers to mark their acceptance by checking a box.
  • Select “Require Typed Signature” to provide a box for your volunteers to type in their name as an electronic signature.
  • Select “Require Typed Signature- Include Parent/Guardian” to include a second line for a parent or guardian signature in the case that a minor is creating a profile with you. The system will automatically require this signature field if the volunteer has input a birthdate that would make them under 18.
• Terms & Conditions Intro Text: This is the intro text for your Terms & Conditions that will display when a Volunteer is creating or updating their profile.
• Terms & Conditions: The Terms & Conditions language for your organization.