This feature works for:
Account: All accounts
Plan subscribed: All plans
The feature 'Digital Participation Records' on Workspace helps you to download a compiled report on your Contact's profile and his or her contributions to your organisation.
Before you begin:
Things to take note:
- This feature only includes data from Timeslots that were attended.
- All Projects, Roles, and Hours data automatically do not include Timeslots that were not attended (i.e. no attendance marked).
- This PDF document can be multiple pages – depending on the contribution of the individual i.e. the more the contribution the more number of pages the document has
Instructions:
- View the Profile of a Contact
- Click 'Download Profile'
- An export of the Digital Participation Records in PDF format will automatically start
Sample File of how a downloaded Participation Record looks like:
First Section: Basic Profile Information
- Your Organisation Name, Contact Email and Contact Number is reflected here
- Contact's Full Name (First name + Last name)
Second Section: Quick Statistics
- Total Completed Hours: This is the total number of hours that the individual contributed to your organisation's activities and projects
- Total Completed Projects: This is total number of projects that the individual was involved in your organisation across time
- Total Roles: This is total number of roles that the individual took on in your organisation across time
- Date of Export: This is the date that this document was exported on – this helps to increase the document's validity and relevancy as the more updated it is the better for verification
Third Section: Contribution Records
For each Project, a new sub section is created with the following data points:
- Role
- Project Name
- Location of Project
- Number of Hours contributed
- Date and Time of Timeslot(s) that were attended
This section is duplicated depending on the number of Projects that the individual was involved in
Fourth Section: Endorsement
- Organiser Name: The Main Organiser's Full Name will be reflected
- Organisation Name