Combined Opportunity Sign-in Sheet

If you aren’t planning to use the Sign-in Console or Mobile Sign-in for your volunteers to sign-in when they arrive at an event, you can print paper sheets instead. If you want to print a sign-in sheet for just one event, please see our knowledge base article linked HERE.

If you have multiple events occurring on the same day, you have the option to print a combined sign-in sheet. This spreadsheet will include the sign-in information for multiple events that you can use as a master roster.

Follow the steps below to print a Combined Event Sign-in Sheet:

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. Search for and select the checkboxes next to the opportunities that you want included in the sign-in sheet.
4. In the dropdown labeled “Opportunity Management Bulk Actions”, select "Print Combined Sign-in Sheet (CSV)".
   • To the right of this option, you can select a specific date for which you would like to run the report.
5. Click the button on the right with the same name to download the document.

In order to change the fields that are included on the sign-in sheet, you will need to change them for each opportunity individually by following the steps in the knowledge base article linked HERE.