Log Encounter by an Administrator
Click the person icon at the top of the screen and type the client's name into the Quick Search bar
Click on the person’s name from the list that appears
Click on the “Connections” tab
Click on the “Encounters” sub-tab
Click the [Log a Client Encounter] button
In the “Log a Client Encounter” dialog:
Select the name of the associated Volunteer from the drop list
Enter the Encounter Date
If applicable, in the Details section, enter the desired responses to the Client Reporting Fields
Click the [Save] button, or [Save and Log Another] to continue logging additional Encounters
Note: You can only log a Client Encounter within the profile of a Client that is associated with a Volunteer.
Log Encounter by a Volunteer
When a volunteer has associated clients, the “HOURS” tab is replaced with a “LOGGING” menu that has “Hours” and “Connections” as the options. Volunteers can log their own interactions by following the instructions below:
Log on to MyImpactPage.com
Click on the “LOGGING” tab and select “Connections”
If you volunteer in multiple organizations, select the desired organization from the dropdown list and click the [Select Organization] button
Select the Client name you interacted with from the dropdown list
Enter the Encounter Date
In the “Details” section, enter the responses to the client reporting fields listed
Click the [Save] button
View Client Interactions
View Interactions for One Client
Click the person icon at the top of the screen and type the client’s name into the Quick Search bar
Click on the person’s name from the list that appears
Click on the “Connections” tab
Click on the “Encounters” sub-tab Optional: Filter the list of encounters
Mouse over the Options icon beside the encounter
Select “View”
View Multiple Client Interactions
Go to People, then click on “Client Encounters” found in the sidebar under Connections
Optional: Filter the list of encounters
Mouse over the Options icon beside the encounter
Select “View”
Edit Client Interactions
Edit Interactions for One Client
Click the person icon at the top of the screen and type the client’s name into the Quick Search bar
Click on the person’s name from the list that appears
Click on the “Connections” tab
Click on the “Encounters” sub-tab Optional: Filter the list of encounters
Mouse over the Options icon beside the encounter
Select “Edit”
Make the desired change(s)
Click the [Save] button
Edit Multiple Client Interactions
Go to People, then click on “Client Encounters” found in the sidebar under Connections
Optional: Filter the list of encounters
Mouse over the Options icon beside the encounter
Select “Edit”
Make the desired change(s)
Click the [Save] button
Delete Client Interactions
Delete Interactions for One Client
Click the person icon at the top of the screen and type the client’s name into the Quick Search bar
Click on the person’s name from the list that appears
Click on the “Connections” tab
Click on the “Encounters” sub-tab Optional: Filter the list of encounters
Mouse over the Options icon beside the encounter
Select “Delete”
Click the [Delete] button to confirm
View Multiple Client Interactions
Go to People, then click on “Client Encounters” found in the sidebar under Connections
Optional: Filter the list of encounters
Check the box beside each person requiring a status change (or check the “Select All” box at the bottom)
Scroll to the bottom and select “Reject/Delete” from the Change Selected dropdown list
Check the box to confirm that you understand that this process cannot be undone
Click the [Reject/Delete] button