Log Book Basics

The Log Book grid contains data regarding specific shifts and hours a volunteer has served.

Overview

The three main profile grids - Volunteers, Opportunities, and Organizations - each provide columns specifically related to their category.

The Log Book grid contains columns from each of the main profile grids, as well as columns only available in the Log Book (i.e. hours served and waiver/survey/training responses).

Volunteers, Opportunities, and Organization Log Books

  • The Log Book grid can be accessed by clicking Log Book from the left navigation column from any of the three profile tabs, and it will be slightly different depending on which tab it is accessed from.
  • Which Log Book you need depends on how you want to look at the data. The Volunteer Log Book organizes information by volunteer, the Opportunity Log Book by opportunity, and the Organization Log Book by organization.
  • All Log Books allow a user to add columns from the Log Book column group to a grid via the Grid Settings feature, just as with the three main profile tabs. Each Log Book also allows the user to add columns from column groups associated with whichever tab it was opened from (Volunteer, Opportunity, or Organization).
    • The Log Book column group includes some frequently used columns from each of the three tabbed grids, such as Volunteer name, Opportunity Title, and Organization name. Depending on which Log Book you are in, some columns may be available in both the Log Book group and other column  groups.

Note: The Log Book features two frequently used date columns, Start Date and Date Entered. Start Date will always refer to the date a service (shift/training/survey/waiver/etc) occurs, or if the service spans multiple dates, the first day. Date Entered will often be the same as Start Date, but may vary in cases where service is reported after the occurrence. If using sign in stations, Start Date and Date Entered will always be the same.


Detail Mode vs Summary Mode

  • Unlike the three main profile tabs, Log Book grids offer the ability to view information in detail or summary mode, and to toggle back and forth between the two
  • Grids will summarize based on which of the main profile tabs the Log Book is associated with. For example, the Volunteers Log Book will summarize grids by volunteer.
  • In detail mode, each shift logged will show up as its own row in the grid, and the hours column will reflect individual hours per volunteer, per shift. Summaries appear at the bottom of the grid, even in detail mode.
  •  In summary mode, hours are summed by volunteer, opportunity, or organization (depending which log book you are in). This allows users to view total hours served while suppressing the individual rows included in the calculation.