Job Card Time Report

Location in standard build: Volunteering Options > Volunteering Reports > Job Card Report

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.

The Job Card Time Report shows data from timesheet records linked to Job Cards. The reporting output shows timesheet times against the description of work to be done on the Job Card itself.

File:JCTR 1.png

Filters

• Start date and end date - enter a range of dates; the system will return all Job Cards where:
  • the "Start Date" field on the Job Card is between these dates (If you pick "Incomplete Only" below;
  • the "Completed Date" field on the Job Card is between these dates (if you pick "Complete Only" below;
  • either of the above (if you pick "All Job Cards" below)
• Project - the Project of the Job Card's linked Referral
• Staff or Volunteer Member or Carer - the Volunteer on the Job Card
• 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)
• 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)

Output

Example reporting output:

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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.

The following columns are displayed on the reporting output:

• Volunteer ID – System ID number of the volunteer
• Volunteer - Name of the volunteer
• Client ID – System ID number of the client
• Client Name - Name of the client
• Referred Date - the start date of the referral that the job card in question links to
• Started Date - the "Start Date" on the Job Card Details screen. The time shown is the time that the Job Card was created.
• Complete Date - the Completed Date on the Job Card Details screen.
• District the Postal District of the client.
• Project - the Project of the Job Card's linked Referral
• Subcategory - the Project Subcategory on the Job Card's linked Referral
• Job Card - the Job Card number
• Referral No - the ID number of the Job Card's linked Referral
• 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).
• 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
• 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
• 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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Rob Kay - manual author (talk) 12:24, 19 August 2016 (BST)