The best way for volunteers to sign in when they arrive at an event is to use the Sign-in Console or Mobile Sign-in to electronically sign in when they arrive. However, if you aren’t planning to use either of these options, you can print paper sign-in sheets instead.
The sign-in sheet is essentially a roster for the opportunity that will always include the volunteer’s name, phone number, email address, and any registration notes by default, but when you are creating or updating an opportunity, you can also specify other fields that are included on this sheet for that opportunity.
To customize the information that is included on the sign-in sheet for a particular opportunity, follow the steps below:
- Login to your CERVIS Account
- Click on the Search / Manage Existing Opportunities link under the "Opportunity Management" section of the Main Dashboard.
-
Locate the opportunity you want to edit and click on the Update/Edit Opportunity (
) icon to the left of the opportunity name.
- Scroll down to the Additional Organizer Options heading and click on it to expand the section.
- Locate the Display the following items on the event sign-in sheet for this opportunity field.
- Select the checkbox(es) next to the items that you want to include on the sign-in sheet.
- Click the Update Opportunity button to save the changes.
To print a sign-in sheet for a single opportunity, follow the steps below:
- Login to your CERVIS Account
- Click on the Search / Manage Existing Opportunities link under the "Opportunity Management" section of the Main Dashboard.
- Click on the Manage Opportunity icon (
) to the left of the opportunity name for which you want to print a sign-in sheet.
- Click the option to Print Sign-in Sheet.
- Choose the “Document Type” (PDF, Word, or CSV - with or without blanks) from the dropdown in the dialogue box.
- Click the Open Document button and your download will begin immediately.
To print separate sign-in sheets for multiple opportunities at the same time, follow the steps below:
- Login to your CERVIS Account
- Click on the Search / Manage Existing Opportunities link under the "Opportunity Management" section of the Main Dashboard.
- Select the checkbox(es) next to the opportunity/opportunities for which you want to print sign-in sheet(s).
- From the Opportunity Management Bulk Actions dropdown, choose Print Sign-In Sheet in the format you desire, (PDF, Word, or CSV - with or without blanks).
- If desired, indicate your specific date in the optional calendar field located next to the dropdown menu.
- Click the button to the right with the same name to prompt a download of a .zip file that will include one file for each opportunity that you selected.
To print one spreadsheet with the sign-in information for multiple opportunities, please see our knowledge base article linked HERE.