Add New Feedback Field

About this feature: Feedback Fields are a great way to collect information from your volunteers, regarding their contributions and experience, when volunteers are logging their hours. Data collected can help you gain further insight, into the impact and overall health of your volunteer engagement program, beyond what the hours and total number of volunteers are able to capture. 

  1. Go to: Configuration, then click on “Feedback Fields” found in the sidebar under Activities. 
  1. Click the [+] button in the “Feedback Field” header bar or click the [+ New Feedback Field] button at the bottom of the page. 
  1. Display on Reports as: Enter the name (maximum 50 characters) for the field that you want displayed on the administrative reports you run (e.g. Clients Served) 
  1. Display to Volunteers as: Enter the name (maximum 200 characters) for the field that you want displayed to volunteers when they are logging their hours and feedback. (e.g. How many clients calls did you make on your shift today?) 
  1. Select whether or not the Feedback Field is Active. If you ever want to stop using a Feedback Field but want to keep the data, you can turn it off by making it inactive. 
  1. Optional: Select Required when logging hours using the Feedback Field 
  1. Select the Type of answer you are looking for from the dropdown list:
    • Number: 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: up to 100 characters (a leading zero can be used) 
    • Long Text: Longer text or paragraphs 
    • Drop Down: a custom list of choices, displayed in alphabetical order 
  1. Optional: For numeric Feedback Fields only, select the “Display on Dashboard” checkbox to display data for this Feedback Field on your “Comparisons” Report, and make it display in the Trend Analysis and Comparison Reports in a volunteer’s profile. 
  1. Optional: Enter a Description that is visible to volunteers, if you want to provide more information about how to approach answering the question.  
  1. Click the [Save] button 

Tip: Feedback Fields will be displayed alphabetically when volunteers log their hours for an Activity that uses the Feedback Fields. To display them in a specific order to the volunteers, prefix the “Display to volunteers as” with a number or letter (e.g. a, b, c, or 1, 2, 3, or 01., 02., 03., if you have more than ten fields). To display them in a specific order on reports, prefix the “Display on reports as” with a number or letter. 

Updated on October 1, 2021

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