6. Time Dockets Data Preparation Instructions
Type of information that goes in this tab of the template:
- Time spent by a volunteer on a particular task and the reporting categories of the task
- Tenure of members on your board of directors
- Time spent by an individual client of yours, in various programs you offer, eg. support groups
- Time spent by a staff or volunteer in one-on-one support of a client
How the information entered in this tab will be handled:
- Every single row will
be imported as a separate TIME DOCKET record.
- Every column in this
tab represents a field in the TIME DOCKET record in Sumac.
- If you do not track
information that belongs in a particular column in the template, leave that
column blank.
Mandatory Fields
|
Mandatory Field(s)
|
Default Value Imported (If no data present)
|
|
Worker ID (Contact ID)
|
Worker IDs column needs to match Contact ID column
in the Contacts Template. IF THERE ARE
NO IDs THIS TEMPLATE IS NOT APPROPRIATE FOR YOUR MIGRATION.
|
|
Program
|
[pre-sumac]
|
|
Start Date
|
1900-01-01
|
|
End Date
|
1900-01-01
|
Events
If you are tracking time that someone
spent working/volunteering on an event, then in order to import an event into
Time Dockets we will need your data to contain the following:|
Mandatory Field(s)
|
Default Value Imported (If no data present)
|
|
Event Name
|
No EVENT will be
imported
|
|
Event Type
|
[pre-sumac]
|
|
Event Date
|
1900-01-01
|
The above fields are in the template provided.
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