Opportunity Sign-in Sheets / Rosters

The best ways 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 specify the fields that are included on the sign-in sheet for that opportunity. 

To customize the information that is included on the sign-in sheet for a particular opportunity, follow the steps below:

1. Login to your CERVIS Account
2. Click on the "Search / Manage Existing Opportunities" link under the "Opportunity Management" section of the Main Dashboard.
3. Locate the event you want to edit and click on the "Update/Edit Opportunity" button to the left of the event name ().
4. Scroll down to the "Additional Organizer Options" heading and click on it to expand the section.
5. Locate the "Display the following items on the event sign-in sheet for this opportunity" field.
6. Select the checkbox(es) next to the items that you want to include on the sign-in sheet.
7. Click the "Update Opportunity" button to save the changes.

To print a sign in sheet for a single opportunity, follow the steps below:

1. Login to your CERVIS Account
2. Click on the "Search / Manage Existing Opportunities" link under the "Opportunity Management" section of the Main Dashboard.
3. Click on the “Manage Opportunity” button () to the left of the opportunity name for which you want to print a sign-in sheet.
4. Click the option to “Print Sign-in Sheet”.
5. Choose the “Document Type” (PDF, Word, or CSV) from the dropdown in the dialogue box.
6. 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: 

1. Login to your CERVIS Account
2. Click on the "Search / Manage Existing Opportunities" link under the "Opportunity Management" section of the Main Dashboard.
3. Select the checkbox(es) next to the opportunity/opportunities for which you want to print sign-in sheet(s).
4. In the selection list menu under the “Opportunity Search Result Listing”, select “Print Sign-in Sheet” in your desired format (PDF, Word, or CSV).
5. Click the button to the left 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.