About this feature: Client Reporting Fields allow your volunteers to record information to a volunteer profile after an interaction. The fields that a volunteer is prompted to fill can be customized by administrators.
In order for a volunteer to log a client encounter report for a client, they must be connected.
Add New Client Reporting Field
Go to: Configuration, then click on “Client Reporting Fields” found in the sidebar under Connections
Click the [+] button in the “Reporting Field” header (or click the [+ New Client Reporting Field] button at the bottom of the list)
Display on reports as: Enter the name you want displayed on your reports (maximum 50 characters)
Display to volunteers as: Enter the name you want displayed to volunteers (maximum 200 characters). Be very precise here about what you want to ask
Select whether or not the Client Reporting Field is active
If you ever want to stop using a Client Reporting Field but want to keep the data, you can turn it off by making it inactive
Select whether or not a response is Required when logging a Client Encounter using the Client Reporting Field
Select the Type of answer you are looking for:
Number – These are totalled in reports. Valid numbers only with optional decimal place (no leading zero)
Please note: A “Number” field is recommended only for information you will perform mathematical calculations on. For telephone numbers, membership IDs, etc., please use “Short Text”.
Short Text – Reports will show a list of all responses and a list of response for a particular volunteer; Up to 100 characters (a leading zero can be used)
Long Text – Reports will show a list of all responses and a list of response for a particular volunteer; Longer text or paragraphs
Drop-Down List – A custom list of choices, displayed in alphabetical order; the number of responses for each option are totalled in reports. Only one value can be selected from a drop-down list feedback field when providing feedback in an hours log entry
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
Click the [Save] button
IMPORTANT: Volunteers will not be able to see or edit the Client Reporting Fields they have submitted for their Client Interactions once they have saved it unless you enable them to do so in the Connection Settings.
View/Print Client Reporting Fields
Go to: Configuration, then click on “Client Reporting Fields” found in the sidebar under Connections
Mouse over the Options icon beside the Custom Field
Click on “View”
To print, click the Print icon in the top left
Click the [Close] button when finished
Edit Client Reporting Fields
Go to: Configuration, then click on “Client Reporting Fields” found in the sidebar under Connections
Mouse over the Options icon beside the Custom Field
Click on “Edit”
Make the desired changes
Click the [Save] button
Delete Client Reporting Fields
Go to: Configuration, then click on “Client Reporting Fields” found in the sidebar under Connections
Mouse over the Options icon beside the Custom Field
Click on “Delete”
Click the [Delete] button to confirm