Difference between revisions of "Job Card Time Report"

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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.'''
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[[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 [[Job Card Details|Job Cards]].
 
  
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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]]
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[[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.
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* '''End date''' - Specify the end date of the reporting period.
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* '''Project''' - Specify 'All Projects' or a single project.
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* '''Staff, Volunteer or Carer''' - Select all or an individual person.
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* '''All Job Cards, Incomplete Only, Completed Only?''' - Specify the status to be used for the report.
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* '''List Order''' - The display or of the report.
  
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==Filters==
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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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[[File:rep_vol_jc.PNG]]
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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|border]]
 
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The following columns are displayed on the reporting output:
 
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* '''Volunteer ID''' - Charitylog ID number of the volunteer
 
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* '''Volunteer''' - Name of the volunteer
 
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* '''Client ID''' - Charitylog ID number of the client
 
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* '''
 
  
 
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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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Latest revision as of 11:00, 28 March 2024

Helpheader small.png

"a screenshot of the volunteer time report button highlighted in the reports menu"


The Job Card Time Report shows details of timesheet records linked to Job Cards.

"a screenshot of the volunteer time report, displaying the fields listed below."

  • 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.

Click the 'Display in Browser to view or print the report, or 'Export to Spreadsheet'.

Rep vol jc.PNG

Helpheader small.png
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