Data Entry Demonstration: Client

Clients are the individuals who will be receiving the volunteer service, as coordinated by you.

Contact Info: This tab contains critical information such as client name, address and all other contact information.

Notice the required fields are marked with an asterisk (*):

Special Needs: Designate any special needs the client may have the the volunteer will need to know.

Pickup/Dropoff Info: This tab is used to designate the name and contact information of the person in charge of the client at the pickup location and the drop off location. This tab is used if the opportunity is to transport the client.

User Defined: This tab is  known as the User Defined tab, meaning that you, the user, define what fields appear here. Since this tab is generally administrated by program heads, not all eCoordinator users will have the ability to define their own fields. Training on this tab will be done on a case-by-case basis.

History: The History tab keeps an audit trail of all changes to the profile. This includes placements and referrals, changes to any of the data fields in the profile, and you can even add your own notes. You can generate a history report, and approve profiles from this tab as well. All entries are time and date stamped, and included the name or login of the individual who made the change.

Attachments: eCoordinator has the ability to attach files to different profiles, such as images, documents, etc. Use this tab to attach files, as well as enter notes about the attachments. Note: there is a 2MiB maximum limit for each file.

Please always make sure to click the "Finish" button when completing any profile.