Log Services and Coordination

1. What Service Logs Are For

Not all of your house's work happens in a session. Helping someone one-to-one, writing a grant application or managing volunteers is real work that funders want counted. A Service Log records that time, so it's included in Total Activity Hours in the monthly report.

The totals themselves are explained in Monthly Reporting.

⚠️ Important: Changes show the next day. The totals update once a night, at about 1:00 AM (Melbourne time). A Service Log added or changed today appears in the totals the next morning.

Where to find it in the menu:

• Reports > Monthly Metrics, Quarterly Metrics or Yearly Metrics: view the totals

• Configuration > Individual Service Types: add the services your house delivers

• Daily Operations > Service Logs > Add Service Log: log service or coordination work

• Daily Operations > Service Logs > My Service Logs or All Service Logs: see saved Service Logs

📘 Note: If any of these menu items aren't visible, your house has a custom navigation. Contact Clevero support and we'll add them.

4.1. Add Your Individual Service Types

The Individual Service Types list holds the one-to-one services your house delivers. You set it up once and add to it when a new service starts.

Watch the guided demo below to add the Individual Service Type.

You can also follow the same steps using the written guide below.

1. Go to Configuration > Individual Service Types.
   The list of Individual Service Types appears.

2. Click + Add Individual Service Type.

3. In the Service Type section, enter the Name of the service, for example Personal Counselling.

4. Click Submit.

5. Repeat for every individual service your house delivers.

4.2. Log Service or Coordination Work

Add one Service Log for each service delivered or coordination task completed.

Watch the guided demo below to learn how to log Service or Coordination work.

You can also follow the same steps using the written guide below.

1. Go to Daily Operations > Service Logs > Add Service Log.
   A new Service Log form opens.

2. Select the Type: Service or Coordination.
   The matching field appears in the Service / Coordination Details section: Service Type or Coordination Type.

3. Check the Date. It decides which month the hours count in.

4. Select the Service Type or the Coordination Type.

5. In the Time section, enter Hours Preparation and Hours Delivered, in hours, for example 0.5 for 30 minutes. Both are mandatory; enter 0 when there was no preparation.

6. In the People section, check the Employee. It's filled in with your name automatically; change it if someone else did the work.

7. Optionally, add Notes and select the Volunteer/Facilitator.

8. Click Submit.

5. View the Report

Your saved logs are listed under Daily Operations > Service Logs > My Service Logs (your own) or All Service Logs (everyone's).

To see the hours in the totals, go to Reports > Monthly Metrics and open the Period for the month. They are in the Services and Coordination section, and they are included in NH Total Activity Hours in the Summary section. For the full walkthrough, see Monthly Reporting.

7. Examples

In October, a staff member logs:

• A 1-hour Personal Counselling session with 0.25 hours preparation (Type Service).

• 2 hours on a grant application (Type Coordination).

October's Total Activity Hours go up by 1 + 0.25 + 2 = 3.25 hours.