Time Docket field legend
See below for the list of fields available in a Sumac Time Docket record, what that field allows, and any customization options:
Worker - Mandatory, and Renameable
Worker Count - Renameable, and Hideable; used in cases when a group of volunteers (e.g. Boy Scouts) comes in to help out and you need to track how many volunteers were part of this group
Client - Renameable, and Hideable
Department - Renameable; you can customize the values within this drop-down menu. If you are using the Volunteer add-on, Sumac uses the same "Department" field in both areas.
Program - Renameable; you can customize the values within this drop-down menu. If you are using the Volunteer add-on, Sumac uses the same "Program" field in both areas.
Task Type - Not Renameable or Hideable; you can customize the values within this drop-down menu. If you are using the Volunteer add-on, Sumac uses the same "Task Type" field in both areas, as well as the in the Preferred Task Fact (contact record > Facts tab).
Activity Type - Can be made Mandatory; you can customize the values within this drop-down menu. If you are using the Volunteer add-on, Sumac uses the same "Activity Type" field in both areas.
Event - Not Renameable or Hideable; links to an Event in your database
Start Time - Not Renameable or Hideable; holds a time of day (e.g. 3:00 p.m.)
End Time - Not Renameable or Hideable; holds a day of time (e.g. 4:00 p.m.)
Duration - Not Renameable or Hideable; holds an amount of time, automatically calculated based on the start and end time, if they're entered
Start Date - Not Renameable or Hideable; holds a date
End Date - Not Renameable or Hideable; holds a date
Disbursement - Not Renameable or Hideable; this field is used to hold an amount that should be disbursed to a worker, for example, when reimbursing a worker for mileage or some other expense they incurred
Travel Distance - Not Renamable or Hideable; holds the distance traveled
Travel Rate - Not Renameable or Hideable; holds an amount (you can set a default rate for travel)
Travel Total (distance x rate) - Not Renameable or Hideable; calculates the amount for reimbursement (distance x rate)
Travel Reimbursed by - Not Renameable or Hideable; a text field
Notes - Not Renameable or Hideable; a long text field
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
Related Articles
How do I set up Time Tracking?
Time tracking for Volunteers is part of the Basic CRM – every Sumac installation has as area called Time Dockets that allows you to keep track of time spent by volunteers, or even staff. For example, if you get a grant to provide transportation for ...How to Add and Assign Volunteer Tasks
A Task is a job that you need a volunteer to complete. For example, perhaps you're hosting an event and you need to find a volunteer to run the sign-in desk and greet attendees as they arrive. To do this, expand Time & Scheduling, and open the ...Communication record field legend
See below for the list of fields available in a Sumac communication record, what that field allows, and any customization options: Contact - Mandatory; links the contact with whom you had the communication Contact A - Renameable and Hideable; allows ...Volunteer Add On - Overview
The Volunteer Add-on has three components: • Volunteer Types • Volunteer Facts • Volunteer & Staff Tasks List Volunteer Types Volunteer Types are checkboxes in volunteers' contact records. In the contact record, on the Basic tab, you'll see the ...6. Time Dockets Data Preparation Instructions
Type of information that goes in this tab of the template:Time dockets record the time spent on a particular program by a particular contact. The time can also be related to a client. If you diligently gather time dockets, then Sumac reports can ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.