Difference between revisions of "Volunteering Diary"
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The Volunteering Diary displays volunteer job cards with the ability of updating visits to a job card. The job cards are created using [[Record A Contact]] and allocates a staff member volunteer who either do not log into the system or only log their field visits on the system. | The Volunteering Diary displays volunteer job cards with the ability of updating visits to a job card. The job cards are created using [[Record A Contact]] and allocates a staff member volunteer who either do not log into the system or only log their field visits on the system. | ||
Revision as of 11:33, 13 June 2018
The Volunteering Diary displays volunteer job cards with the ability of updating visits to a job card. The job cards are created using Record A Contact and allocates a staff member volunteer who either do not log into the system or only log their field visits on the system.
Adjust Appointments Selection (Searching)
At the top of the page you will find the search panel:
- Volunteer or Staff Member - The first name or Surname of the staff member/volunteer.
- Client - The first name or Surname of the service user.
- Diary Reference No. - Allows you a specific referral/case number to search for the exact job card.
- Date to Start From - Specifies a starting point to search from.
- Project - Use to filter by project.
- Completed - Allows you to search for incomplete (still ongoing), complete (closed) or all.
Click the 'List Again' button to perform the search specified.
The results
You will be displayed the results based on the search criteria entered. From here you can:
- View the referral/case - Click on the Ref. No. (or right click to open in a new tab) to view the details.
- View the staff/volunteer record - Click on the name (or right click to open in a new tab) to view the details.
- View the service users names (client) - Click on the name (or right click to open in a new tab) to view the details.
- Update Job Card - This will add a time sheet entry to the job card.
Update Job Card
When you click the 'Update Job Card' lick you will be taken to the time sheet entry page.
Complete the following
- Date Work Done - Date of the visit.
- Recorded By - The person recording the information, not the person doing the visit/call (unless they are the same).
- Description of Work Done - Details of the visit/call.
- Time Spent (minutes) - The length of time of the visit/call.
- Travelling Time (minutes) - Travelling time for the visit.
- Mileage - Travelling mileage for the visit.
- Method - The visit/call contact method.
- Create Next Appointment For Client? - This creates a follow up action on the referral/case which will display as an outstanding action on the service users history tab. This will need to be updated (recording the next time sheet entry) via the update button on the history tab.
- Next Date and Time for Appointment - The date and time of the follow up action above.
Once completed click the 'Save Follow Up' to record the time sheet entry and return to the Volunteer Diary.
