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INSTRUCTIONS FOR GETTING STARTED
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Drop-down Menus
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First, click on the worksheet titled "Drop-down Menus".
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The cells highlighted in yellow are the ones you can change.
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For example, you can add Sites by replacing "Site 1" with "Baby Fold" or "PSC" etc.
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Any changes you make will be reflected in the corresponding drop-down menus on other worksheets.
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Other cells should not be changed, as it may affect your Logs Summary page.
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Clients
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Next, enter your clients and their information (including all types of Activities you've done with them) on the sheet titled "Clients".
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You should enter all groups/families/etc. AND each individual within that group separately
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For groups/families, you do not need to complete demographic information, though you can. The Activities are the most important part for groups/families.
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Logs
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When you make logs entries, some cells will be drop down menus and others you must type in.
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Always enter your time in minutes, NOT hours (e.g. "120" for 2 hours). Otherwise, the Logs Summary will be wrong.
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Logs Summary
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The worksheet titled "Logs Summary" will automatically update time as you make entries in your logs.
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However, this sheet does not tally the number of different clients you have worked with. You will need to tally that by hand using the Clients page.
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Because there are numerous formulas, it is highly recommended that no changes are made to this worksheet.
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Other
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Remember to password protect once you enter client names!
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