Difference between revisions of "Job Card Time Report"

Revision as of 15:23, 19 August 2016

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 Job Cards.

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:

File:JCTR 2.png

The following columns are displayed on the reporting output:

• Volunteer ID - Charitylog ID number of the volunteer
• Volunteer - Name of the volunteer
• Client ID - Charitylog ID number of the client

Rob Kay - manual author (talk) 12:24, 19 August 2016 (BST)