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 clients, and need to report on the time spent doing transportation, you could record both staff and volunteer time to get a complete picture of the hours being spent on transportation.

            Before using Time Dockets, you need to specify programs. Programs identify areas where people perform the work being recorded: e.g. transportation, office work, kitchen work, outreach. 

            Your Sumac Administrator can navigate to Utilities > Customize Database > Lookup Lists. Choose the Area: Volunteers and the Lookup List: Programs. Click New to add new Programs.

            Once you've set up the appropriate Programs and recorded Time Dockets, at the end of the year or month, you can produce reports that break down time by program. 

            Updated: 04 Jan 2019 02:39 AM
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