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| − | ''Location in standard build:'' '''''Volunteering Options > Volunteering Reports > Job Card Report'''''
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| − | '''Please note - this page uses the word "Volunteers" throughout, but Job Cards can be used to assign Staff as well as Volunteers. Similarly, "Client" is used in this guide, but Staff or Volunteers can be assigned to any organisation/person Type, even other Staff or Volunteers.'''
| + | [[File:vol_time.jpg|250px|alt="a screenshot of the volunteer time report button highlighted in the reports menu"]] |
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| − | The Job Card Time Report shows data from timesheet records linked to [[Job Card Details|Job Cards]]. The reporting output shows timesheet times against the description of work to be done on the Job Card itself.
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| | + | The Job Card Time Report shows details of timesheet records linked to [[Job Card Details|Job Cards]]. |
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| − | [[File:JCTR_1.png|border]] | + | [[File:vol_time1.jpg|500px|alt="a screenshot of the volunteer time report, displaying the fields listed below."]] |
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| | + | * '''Start date''' - Specify the start date of the reporting period. |
| | + | * '''End date''' - Specify the end date of the reporting period. |
| | + | * '''Project''' - Specify 'All Projects' or a single project. |
| | + | * '''Staff, Volunteer or Carer''' - Select all or an individual person. |
| | + | * '''All Job Cards, Incomplete Only, Completed Only?''' - Specify the status to be used for the report. |
| | + | * '''List Order''' - The display or of the report. |
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| − | ==Filters==
| + | Click the 'Display in Browser to view or print the report, or 'Export to Spreadsheet'. |
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| − | * '''Start date and end date''' - enter a range of dates; the system will return all Job Cards where:
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| − | ** the "Start Date" field on the Job Card is between these dates (If you pick "Incomplete Only" below;
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| − | ** the "Completed Date" field on the Job Card is between these dates (if you pick "Complete Only" below;
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| − | ** either of the above (if you pick "All Job Cards" below)
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| − | * '''Project''' - the Project of the Job Card's linked Referral
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| − | * '''Staff or Volunteer Member or Carer''' - the Volunteer on the Job Card
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| − | * '''All Job Cards, Incomplete Only, Completed Only?''' - taken from the "Completed Date" field on the Job Card (Job Cards with a date entered here are taken to be complete)
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| − | * '''List Order''' - choose from listing by Job Card number, Client (alphabetical by surname), Staff/Volunteer (alphabetical by surname), or Postal Districts (District of the relevant organisation/person)
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| − | ==Output==
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| − | Example reporting output:
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| − | [[File:JCTR_2.png|790px|border]]
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| − | '''Job Cards with no timesheet records attached do show in this report, but with blanks in the "Time", "Travel Time" and "Mileage" fields.'''
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| − | The following columns are displayed on the reporting output:
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| − | * '''Volunteer ID''' – System ID number of the volunteer
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| − | * '''Volunteer''' - Name of the volunteer
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| − | * '''Client ID''' – System ID number of the client
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| − | * '''Client Name''' - Name of the client
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| − | * '''Referred Date''' - the start date of the referral that the job card in question links to
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| − | * '''Started Date''' - the "Start Date" on the [[Job Card Details]] screen. The time shown is the time that the Job Card was created.
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| − | * '''Complete Date''' - the '''Completed Date''' on the [[Job Card Details]] screen.
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| − | <!-- see bug 35504. -->
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| − | * '''District''' the Postal District of the client.
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| − | * '''Project''' - the Project of the Job Card's linked Referral
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| − | * '''Subcategory''' - the [[Project Subcategories|Project Subcategory]] on the Job Card's linked Referral
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| − | * '''Job Card''' - the Job Card number
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| − | * '''Referral No''' - the ID number of the Job Card's linked Referral
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| − | * '''Job Details''' - shows the text from the "Job Description" field on the Job Card (if the Job Card has been completed manually from the [[Job Card Details]] page) or the text entered in the "Description of Work Done" field on the [[Follow Up Details]] screen (if [[Automatic Follow-Ups]] are being used).
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| − | * '''Time''' - work time spent on each timesheet record; taken from the "Duration" field on the [[Job Card Details]] page or the "Time Spent (minutes)" field on the [[Follow Up Details]] page
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| − | * '''Travel Time''' - taken from the "Travelling Time" field on the [[Job Card Details]] page or the "Travelling Time (minutes)" field on the {{Follow Up Details]] page
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| − | * '''Mileage''' - taken from the "Travelling Mileage" field on the [[Job Card Details]] page or the "Mileage" field on the [[Follow Up Details]] page
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| | + | [[File:rep_vol_jc.PNG]] |
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| | ---- | | ---- |
| − | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 12:24, 19 August 2016 (BST)
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| | [[File:helpheader_small.png|right]] | | [[File:helpheader_small.png|right]] |
Click the 'Display in Browser to view or print the report, or 'Export to Spreadsheet'.
