Client Reporting Fields

What is a Client Reporting Field?

At both the organization and enterprise level, you can create a new type of field that enables your volunteers to record more personalized information for interactions (“Client Encounters”) with their clients without having to log hours against an Activity. (Volunteers will still be able to log hours and feedback for Activities associated with their clients.)

IMPORTANT:

Since these fields could contain sensitive information, volunteers will not be able to see or edit the client reporting feedback they have submitted for their Client Encounters once they have saved it.

Add New

  1. Go to: Configuration >> Client Reporting Fields
  2. Click the [+] button in the “Reporting Field” header (or click the [+ New Client Reporting Field] button).
  3. Enter the name you want displayed on your reports (required, maximum 50 characters)
  4. Enter the name you want displayed to volunteers (required, maximum 200 characters). Use this label to be very precise about what you want to ask the volunteer.
  5. Select whether or not the Client Reporting Field is active. Just getting started? Make it active. If you ever want to stop using a Client Reporting Field but want to keep the data, you can essentially turn it off by making it inactive.
  6. Select whether or not a response is required when logging a Client Encounter using the Client Reporting Field
  7. Select the type of answer you are looking for:
    • Number – These are totalled in reports. Only numeric values are permitted.
    • Short Text – You’ll be able to see a list of all responses and a list of response for a particular volunteer. Only up to 100 characters of text are permitted.
    • Long Text – You’ll be able to see a list of all responses and a list of response for a particular volunteer. Large volumes of text are permitted.
    • Drop-Down List – For each of these fields, the number of responses for each option are totalled in reports. You specify the different levels from which your volunteers can select. Only one value can be selected from a drop-down list feedback field when providing feedback in an hours log entry.
  8. Optional: Enter a description that is visible to volunteers. Use this if you want to provide more information about how to approach answering the question. Volunteers will see the description when they are logging a Client Encounter that includes this Client Reporting Field.
  9. Click the [Save] button.

View, Edit, Delete

  1. Go to: Configuration >> Client Reporting Fields
  2. Hover over the options icon beside the Client Reporting Field.
  3. Click on either “View”, “Edit” or “Delete”.

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