Author Topic: Volunteer matching and basic time tracking (Read 3262 times)

matthewboh · February 02, 2009, 06:46:44 am

I've been looking through the documentation and I'm getting a good feel for CiviCRM, but just want to check with someone knowledgeable. Basically, I see how most of this can be answered, but I'm really wondering about tracking hours for specific projects. I've seen the cases and activities, but is that what it's made for?

We are working to get a volunteer management database going and what we would like is:

A list of all unmatched projects or unmatched volunteers and associated data
Ability to store documents with projects and volunteers - for example, store a resume for a volunteer and a project requirements document with a project
A list of actions required on any given date - for example, dates for follow-ups of engaged or unmatched projects and or volunteers
A way to mark inactive volunteers - preferably automatically
Basic time reporting - for example, a volunteer works 18 hours on a project - we would just like to track that
Statistical informational reports as needed

Is this all possible?

Donald Lobo · February 02, 2009, 09:23:25 am

i suspect you can tweak the below to fit under the CiviCRM model using custom groups/fields and other concepts. However if you have the developer skills / resources, you might want to consider packaging the below and building it as a CiviVolunteer module. We have most of the building blocks in the core already.

Answers to your specific questions:

1. we dont have a "model" for a project, That will probably be the biggest hurdle. You can model "unmatched volunteer" as a custom group/field.

2. you can use custom fields for this

3. activities will work for this

4. i assume business rules dictate what constitutes an "inactive" volunteer. You will need some custom code for this to automate it

5. reporting will need to be custom

lobo

matthewboh · February 03, 2009, 09:20:25 am

One more question about time tracking - I looked at Activities - is it fairly easy to associate an Activity with an Event? For example, just add an additional field that looks up Events? That way, I could allow people to sign up for Events (or volunteer opportunities) with a limit to the number of people that sign up for it and then track the hours with Activities - does that muck up the system too much?

Dave Greenberg · February 03, 2009, 11:02:04 am

The activity record has a source_record_id column which is used as an implicit foreign key to transactional records. For example, when a contact makes a contribution, we also insert an activity record - since one use of activities is to provide an overview of engagement of various types. The contribution record primary key is written to civicrm_activity.source_record_id.

Soooo - it MIGHT make sense to use this field for the Event ID in this use case? Curious what others think of this idea...

dwilliu1 · February 06, 2009, 06:00:41 pm

I think this is one idea that should definitely be implemented...

Activities and events go together naturally.

It would be cool if you could create an Agenda when creating an event, and the agenda would consist of a set of activities which the user would define.

xavier · February 06, 2009, 11:59:00 pm

Hi,

We have developped a time tracking based upon the activities (being able to work more than one shot on each activity). Few things to improve but we are using it internally already.

http://wiki.civicrm.org/confluence/display/CRM/CiviTime+timesheet+timetracking+specifications

matthewboh · February 12, 2009, 09:15:44 am

If there's anything I can do to help - please let me know. I'll be meeting with the Volunteer management folks next week and I would love to get them over to CiviCRM - right now they're using four different databases

ryeradio · June 12, 2012, 08:40:09 am

I know this is a really old topic, but this would probably work for us. How do we go about assigning the civicrm_activity.source_record_id on an activity with an event id?

matthewboh · June 12, 2012, 09:39:15 am

Not sure what you're asking - but what we ended up doing was to just create several activities and track their time through those activities.

We've also been able to create a campaign and then tie events and Activities to that Campaign and do reporting.

Hope this helps...

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Author Topic: Volunteer matching and basic time tracking (Read 3262 times)

matthewboh

Volunteer matching and basic time tracking

Donald Lobo

Re: Volunteer matching and basic time tracking

matthewboh

Re: Volunteer matching and basic time tracking

Dave Greenberg

Re: Volunteer matching and basic time tracking

dwilliu1

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xavier

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matthewboh

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ryeradio

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matthewboh

Re: Volunteer matching and basic time tracking