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Tracking Volunteers in empowOR

 

You can track volunteer hours in empowOR using an aggregate Non-Program (NP) service record, either monthly or by individual households.

Steps to Set Up Volunteer Tracking

  • Create a Community Participant
    • Name it after your agency or another appropriate identifier.
    • If tracking volunteer demographics, use household-based non-program service records.
  • Create a Non-Program Service Record
    • Name it Volunteer Hours.
    • Add relevant service groups, such as:
      • Volunteer Type (e.g., parent, senior)
      • Volunteer Event Type (e.g., daycare assistance, VITA tax prep, board event, senior activity)
    • Include any necessary outcomes, using the Community NPI.
  • Set Up a Work Template
    • Name it Volunteers.
    • Include the NP service record in the template.
  • Entering Volunteer Hours
    • Access the community participant through the work template.
    • Choose one of the following tracking methods:
      • Single Record per Month: Create one NP service record per month, recording:
        • Total volunteer hours in the Time with Participant field.
        • Total number of volunteers in the # of People Served field.
      • Separate Records by Volunteer Type: Create a record for each type of volunteer (e.g., Tax Prep, Classroom Assistance), logging corresponding hours and volunteer counts.
  • Record Outcomes
    • Enter volunteer hours in the Outcome tab.
  • Reporting
    • Use the Core Service Report and Outcomes Summary Report to retrieve volunteer data.