The Service Categories show up in the Reporter in the Jobs section, because Service Categories are specific to individual jobs. They are defined by the Corporation. Service Categories are editable, but we never recommend editing them except for updating to the Corporation's changes. In January of 2012, CNCS revised the Service Categories and Focus Areas. In the Reporter v5.9 the Focus Areas are still called Issue Areas which correspond to the formerly called Service Category Groupings. They become Focus Areas in v6.0. To update Service Categories in v6.0, access its utility on the File menu.
We updated the Data Utilities to automatically update all service categories and Issue Areas to the new ones. The utility is posted on the web at www.volsoft.com/support/utilities.htm. Running it will upgrade your Srvice Categories to match the new official list from the CNCS.
You can check and/or update your Service Categories by using the Utility.
It's fairly automatic. It will work so fast you'll think it didn't do anything.
Warning! datautil.exe MUST be saved to the Reporter's Program folder. To locate the Reporter's Program folder, in the Volunteer Reporter click on the Help menu | About the Volunteer Reporter.
Note the path to the Reporter\Program Folder.
After downloading, Click Run to start the datautil.exe. Follow the instructions on each screen.
Click Check Service Categories.
Click the second Check Service Categories button.
You will receive a message like either of these.
Click Convert Service Categories.
If you haven't already, please stop and make a backup of your data before continuing.
Stop and make a backup? Choose: [Yes | No]
Finished. I'll show you the results now.
The "To Do" List should automatically open a file named BHNConversion.txt in NotePad or other text editor. Or you can click: View "To Do" List to open it. (Otherwise, look for it inside the Reporter's Program folder.)
Each "To Do" List will be different.
Reassign every job's Service Category on your list:
Jobs/Clients | Info tab | Edit | Select new Service Category.
When you are finished, delete the Service Categories with ZZZ prefixed to their titles.
If the Reporter will not let you delete a Service Category after you have reassigned all your jobs, the job is probably terminated. Check your terminated jobs and reassign all those. Then you can delete all the obsolete Service Categories.
At the end a section tells you to delete up to 3 left over issue areas once you have deleted all of the ZZZ service categories. There are 3 issue areas that are no longer used, but they won't be automatically deleted during the process if some of the ZZZ codes still refer to them. They are "Human Needs," "Homeland Security," and "Housing."
At the end of your custom report, the To-Do List, the following section refers to the 3 obsolete Issue Areas:
----------------------------------------- Lastly, delete any of these left over Issue Areas (Focus Areas). Out-of-Date Issue Areas Human Needs Homeland Security Housing ----------------------------------------- End of "To Do" List
Reference Codes | Job/Client Codes | Issue Areas