---
title: "Steps to Care"
canonical: "https://docs.kingdomfirstsolutions.com/space/RPD/47480833/Steps%20to%20Care"
format: markdown
---
## Overview
---
Steps to Care was designed to allow your church to care for the physical, emotional, mental and spiritual needs of your church body. You can truly be the hands and feet of Jesus by coming alongside people in your church as they go through life.
Care Needs are entered, assigned to Care Workers and the Care Dashboard helps you track everything. The Care Dashboard gives your Care Workers an easy way to see what is assigned to them and to record their interactions with the Care Recipient. Care Needs are automatically flagged for follow up by a Rock job, but can also be manually flagged so that someone can reach out to them after the initial need has been cared for. It's all very customizable to allow it to fit into your church's culture.
## Configuration
---
### Care Configuration Page
Clicking the gear in the upper right corner of the Care Dashboard will get to you the Care Configuration Page.
### Care Workers
Care Workers are the people assigned to reach out for this care need. They can be auto assigned based on category, campus or geofence. You can also manually assign care workers to a care need. People do not need to be an assigned Care Worker to do a Care Touch but the assigned people are the ones that will be notified.
In addition to the Care Workers created here, you have the option to auto assign workers from a group type and role. For instance, if you wanted the requestor's serving team leader or small group leader to be assigned to their care need. The settings for group type and role are found in the Care Entry block settings.
| | |
| --- | --- |
| [1] | Name of Care Worker who can be assigned to a care need |
| [2] | Category(ies) of cares selected Care Worker can be assigned |
| [3] | Campus that Care Worker can be assigned from |
| [4] | Geofence location that Care Worker can be assigned |
| | |
| --- | --- |
| [1] | **Person***:* Choose the care worker you want to add through a person picker. |
| [2] | **Category***:* Care Category(ies) you want care worker to be pre-assigned. |
| [3] | **Campus***:* Campus you want care work to be pre-assigned. |
| [4] | **Geofence Location***:* If geofence is set, it is used for auto assignment of care needs based on where the person's home is located. Only name Polygon/Geofence locations are supported to minimize where you can create the area for use in multiple entities such as groups. **NOTE:** Geofence Locations must be set up in General Settings>Name Locations prior to adding a care worker. |
| [5] | **Age Range***:* If using "Include Family" checkbox on on Care Entry it will take into account age ranges for appropriate family members. |
| [6] | **Gender***: *If using "Include Family" checkbox on on Care Entry it will take into account Gender for appropriate family members. |
### Care Note Templates
Care Note Templates are used for the Quick Notes section of the Care Dashboard. They allow your Care Workers to log a note with just one click.
| | |
| --- | --- |
| [1] | Icon to represent note type |
| [2] | Type of interaction with person in need |
| [3] | Notates if interaction type is active |
### Care Need Categories
Care Categories can be used to auto-assign Care Workers. They are also available as a data view filter for reporting purposes.
| | |
| --- | --- |
| [1] | Type of care need |
| [2] | Short description of the need |
| [3] | Notates if care type is active |
| [4] | If groups are selected, one member from each group will be assigned in a round-robin fashion for any new Care Need in this category. |
| [5] | When you add a new category, you will want to choose a color for your new type |
| [6] | Will repeat the notification and change the follow up status the provided number of days after the status has changed to “Snoozed.” |
| [7] | If “Follow Up After” is chosen when entering a need with this category, this will pre-fill the **Number of Times to Repeat** field of the need. |
| [8] | Care Touch templates are used to build specific minimum amount of Care Touches of a specific template within a set amount of time before it will show as a “flagged” need on the dashboard and generate an associated notification |
| [9] | The Steps to Care Note Template entity or specific note to look for. |
| [10] | Minimum number of touches for this particular note template before the need gets ‘flagged’. |
| [11] | Number of hours of hours for this particular note template before the need gets ‘flagged’. |
| [12] | You may choose whether to **Notify All Assigned** or by default it will only notify the “follow up worker”. (which is the primary/first Care Worker assigned to the need). |
| [13] | Mark this touch template as recurring if you wish to have this check happen every X number of hours after the last occurrence of this touch. (i.e. You would like to ensure a need that is not “closed” still has someone reach out with this particular type of touch every x number of hours). |
| [14] | If a group is selected, a member or members of that group will be assigned a new Care Need, based on the number added to Minimum Care Touches. |
### Care Need Status
| | |
| --- | --- |
| [1] | Status of care need |
| [2] | Short description of the status |
| [3] | Notates if care status is active |
## Block Settings
---
### Care Dashboard Block Properties
| | |
| --- | --- |
| [1] | **Detail Page***:* Page used to modify and create care needs. |
| [2] | **Configuration Page***: *Page used to configure care workers and note templates. |
| [3] | **Minimum Care Touches***:* Minimum care touches in specified hours before the need gets “flagged” on the Dashboard. |
| [4] | **Minimum Care Touch Hours: **Number of hours before the need gets “flagged” on the Dashboard. |
| [5] | **Minimum Follow Up Care Touch Hours: **Minimum hours for the follow up worker to add a Care Touch before it gets “flagged” on the Dashboard. |
| [6] | **New Care Need Uses Edit Permission: **Select “yes” if the “Add Care Need” buttons should be protected by edit permissions. |
| [7] | **Outstanding Care Needs Statuses***:* Select the status values that count towards the 'Outstanding Care Needs' total. |
| [8] | **Categories Template***:* Lava template that can be used to customize what is displayed in the last status section. Includes common merge fields plus Care Need Categories. This includes ability to customize the 'Assigned to You' category. |
| [9] | **Target Person Mode Include Family Members: **When used on a Person Context/Target person mode, such as Person Detail pages, should we include family member needs or just show the target person only. |
| [10] | **Threshold of Days for Scheduled Needs: **The number of days a scheduled need can be set in the future before it shows up on the dashboard by default. If you would like them to appear on the dashboard before the set number of days, activate the “Include Scheduled Needs” filter. |
| [11] | **Touch Needed Tooltip Template: **Using lava, customize the information that will show when users hover over Care Needs. |
| [12] | **Quick Note Status Template: **Lava template that can be used to customize what is displayed in the “Make Note” dialogue. |
| [13] | **Quick Note Auto Save:** Selecting “Yes” will automatically save Quick Notes when clicked from the Care Dashboard. |
| [14] | **Enable Launch Workflow***:* Allows the ability to launch a workflow for the Care Dashboard. |
| [15] | **Prayer Detail Page***:* Page used to add needs to prayer needs. (If not set, the action will not show) |
| [16] | **Benevolence Detail Page***: *Page used to add needs to benevolence requests. (If not set, the action will not show) |
| [17] | **Care Need History Page:** Page used to view history of Care Needs (if not set, the action will not show). |
| [18] | **Benevolence Type:** The Benevolence type used when creating benevolence requests from Steps to Care 'Actions'. |
| [19] | **Enable Add Connection Request***:* Enable Add to Connection Request Action. |
| [20] | **Filter Connection Types***:* Filter down the connection types to include only these selected types. |
| [21] | **Complete Child Needs on Parent Completion:** Will also “complete” any child needs when the parent need is completed. |
| [22] | **Complete Action Text:** The message displayed when a custom follow up need is completed. |
| [23] | **Snooze Action Text:** Text used for the 'Actions' item to Snooze a custom follow up need. |
| [24] | **Snooze Child Needs on Parent Completion:** Will also “snooze” any child needs when the parent need is completed. |
| [25] | **Automatic Snooze Enabled:** Allows any Care Need to be moved to “Snoozed” status when a Note or Care Touch is performed on a Care Need with Custom Follow Up enabled. |
| [26] | **Display Type***:* The format to use for displaying notes. Can be either 'Full' or 'Light'. |
| [27] | **Use Person Icon***:* Show the person icon of the person who is writing the note. |
| [28] | **Show Alert Checkbox***: *Allow the ability to mark a note created to have an alert. |
| [29] | **Show Private Checkbox**: Allow note to only be shown to the person who wrote it. |
| [30] | **Show Security Button**: Allow the ability to set security on notes. |
| [31] | **Allow Backdated Notes***:* Allow the ability to set a past date for a note. |
| [32] | **Close Dialog Box on Save***:* When creating a note from the Care Follow-up block, this option will allow you to choose to close the notes block after you save the note you are writing. |
| [33] | **Note View Lava Template:** The lava template to use when rendering the view of the notes. |
### Care Entry Block Properties
| | |
| --- | --- |
| [1] | **Allow New Person Entry***: *Gives someone the ability to enter a new person from the care entry form and use person matching. If no is selected, a new profile would not be created in Rock when creating a care need. |
| [2] | **Auto Assign Worker (load balanced)***: *Allows workers to be auto assigned to Care Need (by default it will prioritize same category workers with category of need.) |
| [3] | **Auto Assign Worker with Geofence***: *Care need workers can have Geofence locations assigned to them. If there are workers with geofences and this block setting is enabled it will auto assign workers to this need on new entries based on the requestor home being in the geofence. |
| [4] | **Care Need History Page:** Page used to display history details. |
| [5] | **Complete Button Text:** Update the text on the button to move any Care Need status to “Closed.” |
| [6] | **Enable Custom Follow Up:** Enable the ability to set custom follow up settings per need. |
| [7] | **Follow Up Worker Assignment:** Provides options for the Follow Up Worker to be assigned instead of automatically assigning the first worker added to the need. |
| [8] | **Group Type Roles***: *Select the group type and role(s) of the leader(s) you would like auto assigned to the Care Need. If none are selected, it will not auto assign the group member to the need. **Note:** The requestor must already be in the group before the Care Need is entered in order for the member with the role to be notified automatically. |
| [9] | **Load Balanced Workers assignment type***:* How should the auto assign worker load balancing work?
[1] **Prioritize: **It will prioritize the workers being assigned based on campus, category and any other parameters on the worker but still assign to any worker if their workload matches.
[2] **Exclusive:** If there are workers with matching campus, category or other parameters it will only load balance between those workers. |
| [10] | **Newly Assigned Need Notification***: *Allows one the ability to select the system communication template for the new assignment notification. |
| [11] | **Preview Assigned People: **Should you see a preview of who is going to be assigned before the care entry is saved? This will add a bit of processing up front compared to on save. Workers may be duplicated if multiple people are entering care needs at the same time. |
| [12] | **Snooze Button Text:** Customize the button text that moves a need from “Follow Up” to “Snoozed” status. |
| [13] | **Threshold of Days before Assignment: **The number of days before a scheduled need is assigned to workers. Default: 3. This setting can be used to schedule Future Care Needs. If, for example, someone had a surgery scheduled for an upcoming date, the threshold can be set to the number of days until or after the scheduled surgery. This Care Need would then be assigned to workers at the appropriate time of that specific need. |
| [14] | **Verbose Logging***: *Enable Verbose Logging to help in determining issues with adding needs or auto assigning workers. Not recommended for normal use. |
| [15] | **Adults in Family Worker Assignment: **How should workers be assigned to spouses and other adults in the family when using 'Family Needs'. Normal behavior, use the same settings as a normal Care Need (Group Leader, Geofence and load balanced), or assign to Care Workers Only (load balanced). |
| [16] | **Complete Child Needs on Parent Completion:** Will also “complete” any child needs when the parent need is completed. |
| [17] | **Enable Family Needs: **Show a checkbox to 'Include Family' which will create duplicate Care Needs for each family member with their own workers. |
| [18] | **Snooze Child Needs on Parent Snooze:** Will also “snooze” any child needs when the parent need is completed. |
### Care Dashboard Block Security Permissions
We have added three new permission types to the block security.
| | |
| --- | --- |
| [1] | **View All***: *The roles and/or users that have access to view all care needs minus 'Care Worker Only' those are protected by 'Care Workers'. |
| [2] | **Care Workers***: *The roles and/or users that have access to view 'Care Worker Only' needs. |
| [3] | **Complete Needs:** The roles and/or users that have access to view 'Complete Needs.” |
### Care Workers Permissions
| | |
| --- | --- |
| [1] | When you create a Care Need, below the care need you will notice a block like this. Here you can select "Workers Only" and only people with Care Workers permissions on the block security will be able to see this need. |
## Job Settings
---
| | |
| --- | --- |
| [1] | **Care Dashboard Page: **Page used to populate 'LinkedPages.CareDashboard' lava field in notification. |
| [2] | **Care Detail Page:** Page used to populate 'LinkedPages.CareDetail' lava field in notification. |
| [3] | **Care Touch Needed Notification Template: **Allows one the ability to select the system communication template for the Care Touch Needed notification. (Two communications are now included one without built in actions and one with.) If no communication is selected this job will not send out the notification, useful to be able to run multiple jobs with different schedules for the varying notifications. |
| [4] | **Follow Up Days: **Days after a Care Need has been entered before it changes status to Follow Up. |
| [5] | **Follow Up Notification Template: **Allows one the ability to select the system communication template for the Follow Up notification. (Two communications are now included one without built in actions and one with.) If no communication is selected this job will not send out the notification. |
| [6] | **Minimum Care Touch Hours: **Minimum care touches in this time period before the Care Touch needed notification gets sent out. |
| [7] | **Minimum Care Touches: **Minimum care touches in 'Minimum Care Touch Hours' before the Care Touch needed notification gets sent out. |
| [8] | **Outstanding Needs Include Snoozed: **Decide how snoozed needs should be handled in the Outstanding Needs Notification. |
| [9] | **Outstanding Needs Notification Template: **Allows one the ability to select the system communication template for the Outstanding Needs notification. If no communication is selected this job will not send out the notification. |
| [10] | **Verbose Logging: **Enable Verbose Logging to help in determining issues with adding scheduled needs or auto assigning workers. Not recommended for normal use. |
| The options below are specifically designed for scheduled needs (where the Date Entered on the need is more than the specified “Threshold of Days before Assignment” Care Entry block setting). |
| [11] | **Adults in Family Worker Assignment: **How should workers be assigned to spouses and other adults in the family when using 'Family Needs'. Normal behavior, use the same settings as a normal Care Need (Group Leader, Geofence and load balanced), or assign to Care Workers Only (load balanced). |
| [12] | **Auto Assign Worker (load balanced)***: *Allows workers to be auto assigned to Care Need (by default it will prioritize same category workers with category of need.) |
| [13] | **Auto Assign Worker with Geofence***: *Care need workers can have Geofence locations assigned to them. If there are workers with geofences and this block setting is enabled it will auto assign workers to this need on new entries based on the requestor home being in the geofence. |
| [14] | **Group Type Roles***: *Select the group type and role(s) of the leader(s) you would like auto assigned to the Care Need. If none are selected, it will not auto assign the group member to the need. **Note:** The requestor must already be in the group before the Care Need is entered in order for the member with the role to be notified automatically. |
| [15] | **Load Balanced Workers assignment type***:* How should the auto assign worker load balancing work?
[1] **Prioritize: **It will prioritize the workers being assigned based on campus, category and any other parameters on the worker but still assign to any worker if their workload matches.
[2] **Exclusive:** If there are workers with matching campus, category or other parameters it will only load balance between those workers. |
| [16] | **Newly Assigned Need Notification***: *Allows one the ability to select the system communication template for the new assignment notification. |
| [17] | **Threshold of Days before assignment: **The number of days before a scheduled need is assigned to workers. Default: 3 This setting can be used to schedule Future Care Needs. If, for example, someone had a surgery scheduled for an upcoming date, the threshold can be set to the number of days until or after the scheduled surgery. This Care Need would then be assigned to workers at the appropriate time of that specific need. |
## Scenarios
---
Following is an example of how to use the Steps to Care Dashboard.
Betty called the church today and let us know that her husband Barney was admitted to the hospital last night for chest pains. We want to make sure that the staff and church members who know Betty and Barney know about this and are able to keep up to date with any new information regarding this situation. In order to do that, we are going to create a new Care Need.
| | |
| --- | --- |
| [1] | The date and time that the Care Need was created. You can change the date based on your preferences. The default is today's date and time. You can also schedule future needs by entering them in advance. They will not be assigned until the threshold number of days specified in the job. |
| [2] | The person who created the Care Need. This is a person picker field. The default is the current person. |
| [3] | Option to note the campus that the requestor attends or the campus the need came from. (This will affect how the need is assigned, if you leave it empty and select a person that has a campus this field will be filled out to match.) |
| [4] | The status of the request, “Open” chosen by default for new entries. |
| [5] | The requestor is the person who has a Care Need. You can choose a person who already has a Rock profile or you can enter their information if they don't have a profile. (Depending on your block settings whether you wish to “Allow New Person Entry” or not.) |
| [6] | Select the worker assigned to this Care Need. |
| [7] | If "Include Family" is checked, individual care needs will be created for each family member and be assigned appropriately. |
| [8] | Workers Only can be toggled to allow only and only people with Care Workers permissions on the block security will be able to be assigned. |
| [9] | Select “View History” to see the previous information and details submitted for this Care Need. |
| [10] | Any Care Notes submitted for this Care Need will be listed here. |
Finally, save the new Care Need. (Note: You need to select a person or enter a First Name, Last Name, Email and/or Phone number to proceed.)
Now, Ted the Connections Pastor has been assigned any care needs with the hospitalization/surgery category selected. In the following screen, you can see ways that Ted can notate how he has cared for Barney.
| | |
| --- | --- |
| [1] | Choose Notification Type: This button allows you to choose how to receive Steps to Care notifications. Your choices are None, Email, SMS, and Email & SMS. Make sure to push Save after you select your choice. **Note:** If your organization decides they don't want "None" as a choice you can delete that option in General Settings>Person Attributes>Steps to Care Notification. |
| [2] | You will notice that Barney's category color is red which is associated with the category need of Hospitalization/Surgery. This is based on the initial care need entry and which care category was selected. |
| [3] | Barney's name is hyperlinked so you can click on it and it will take you to his profile in Rock. |
| [4] | Specific details of Barney’s Care Need are listed so the type of care can be easily administered. |
| [5] | The date shown is when the need was initiated. |
| [6] | Campus associated with the care need requestor. |
| [7] | This shows the number of care touches for this care need. Care touches are calculated based on any note (unique or quick) that are added to the care need. |
| [8] | This shows who has been assigned the care need. |
| [9] | Quick Care Note Touches:
[1] Called
[2] Text Message Sent
[3] Mail Sent
[4] Gift Given
[5] Meeting |
| [10] | You will notice that if Ted wants to write a longer note associated with Barney's care need, he can select "Care Note." |
| [11] | In the actions field, there are a few options to choose from:
[1] Complete: Select this if the care need is no longer applicable.
[1A] Re-open: On the “Care Follow Up” grid you can choose to move it from the follow up section back into “Open” status by choosing this action. This will also dismiss the notification and update the date entered on the need to today’s date, so that follow up will occur as configured again.
[1b] Snooze: Each Care Need has the ability to “snooze” follow up based on the custom follow up settings specified. Use this feature to check in on someone in long-term care every 30 days or schedule your follow up for a future date.
[2] Launch Workflow
[3] Add Prayer Request
[4] Add Benevolence Request
[5] Add Connection Request
[6] View History |
Barney will be in the hospital for a while recuperating and Betty has let the church know she needs helps with some yard work. Thankfully, the church has a Church Needs Connections category that Barney and his family can added to for just this purpose. Below, are the steps to begin this process.
| | |
| --- | --- |
| [1] | Select the "Actions" button |
| [2] | Add Connection Request |
Now you will see a new block pop up showing the different Connections you can select. **Note: ** You can filter what connection types are visible in this block on the Care Dashboard block settings. You can select as many connection opportunities as the situation fits. Also, you will see that the original details from the initial care need are added to the comments section. You can edit or add more notes as you see fit. Then, you can select "Save" to complete the Connection Request.
Finally, you will see a new block that confirms the success of the Connection Request.
A few days later, Betty called Ted about Barney's progress and mentioned that she is struggling with some anxiety about how she is going to deal with Barney's continued health needs. Ted let her know that he will add her to the prayer list, but also will be sending her some resources to help her with her anxiety in the meantime. We have created a workflow that can easily be sent in situations like this. This workflow can be launched from the action menu on the Care Dashboard.
On the screen about you will choose the Launch Workflow action from the menu.
On this block, you will find and select the workflow you would like launched.
This screen shows that that the workflow was successfully launched for the care need noted above. ** **You can also launch another workflow from this screen. **Note: **You can choose which workflows are launched on the workflow launch block settings.
In the scenario below, there was a new baby born into the Kopf household. When this care need was entered, the Include Family box was toggled. As you can see, this has added a + icon before the name of the primary person in need of care.
You can click on the +, and it will show the family members associated with Zach.
As you can see, Gabby has different details by her name. You can click on the line that contains her name and change the need details for each person, including the category need and description of need. You can also change the assigned worker for each family member.
## Appendix
---
### System Communications
Included with Steps to Care there are various notifications that can be sent. We will note the various merge fields to help in customizing these notifications. You can find all of these in **Admin Tools > Communications > System Communications**.
#### Care Need Assigned
| **Merge Field** | **Description** |
| --- | --- |
| LinkedPages.CareDashboard | Linked page to the Care Dashboard block, generated by the Care Entry block/page parent page or a setting in the Job. |
| LinkedPages.CareDetail | Linked page to the Care Entry block, generated by the Care Entry block or a setting in the Job. |
| CareNeed | Properties of the Care Need, including
- DateEntered
- Details
- PersonAlias
- Category
- Status
- Attributes
- and more… |
| AssignedPerson | Properties of the Care Need Assigned Person. |
| Person | The Person entity of the AssignedPerson.PersonAlias. |
| NoteTemplates | An array of Steps to Care Note template objects.
- Note
- Order
- Icon |
#### Care Touch Needed (with and without actions)
| **Merge Field** | **Description** |
| --- | --- |
| LinkedPages.CareDashboard | Linked page to the Care Dashboard block, generated by the Care Entry block/page parent page or a setting in the Job. |
| LinkedPages.CareDetail | Linked page to the Care Entry block, generated by the Care Entry block or a setting in the Job. |
| CareNeed | Properties of the Care Need, including
- DateEntered
- Details
- PersonAlias
- Category
- Status
- and more… |
| AssignedPerson | Properties of the Care Need Assigned Person. |
| Person | The Person entity of the AssignedPerson.PersonAlias. |
| NoteTemplates | An array of Steps to Care Note template objects.
- Note
- Order
- Icon |
| Note | When used with “Care Touch templates” the most recent associated note that is found with the corresponding text will be attached to this merge field. |
| TouchTemplate | As above the touch template will also be attached to this merge field. |
| TouchCount | A total count of “Care Touches” on this need, similar to the dashboard. |
| NoteTouchCount | When used with “Care Touch templates” this will be the amount of specific note template “touches”. |
| HasFollowUpWorkerNote | Specifically with the generic “Not Enough” Care Touch notification, this boolean will provide whether the “Follow up Worker” has provided a Care Touch for this need. |
| HasNoteOlderThenHours | If a “Care Touch Template” is specified as recurring the count will be from the last of this type of touch. Otherwise, it will be from the Care Need Date entered. This boolean allows you decipher which one it is. |
#### Care Need Follow Up (with and without actions)
| **Merge Field** | **Description** |
| --- | --- |
| LinkedPages.CareDashboard | Linked page to the Care Dashboard block, generated by the Care Entry block/page parent page or a setting in the Job. |
| LinkedPages.CareDetail | Linked page to the Care Entry block, generated by the Care Entry block or a setting in the Job. |
| CareNeed | Properties of the Care Need, including
- DateEntered
- Details
- PersonAlias
- Category
- Status
- and more… |
| AssignedPerson | Properties of the Care Need Assigned Person. |
| Person | The Person entity of the AssignedPerson.PersonAlias. |
| NoteTemplates | An array of Steps to Care Note template objects.
- Note
- Order
- Icon |
#### Outstanding Care Needs
| **Merge Field** | **Description** |
| --- | --- |
| LinkedPages.CareDashboard | Linked page to the Care Dashboard block, generated by the Care Entry block/page parent page or a setting in the Job. |
| LinkedPages.CareDetail | Linked page to the Care Entry block, generated by the Care Entry block or a setting in the Job. |
| CareNeeds | An array of Care Need entities.
- DateEntered
- Details
- PersonAlias
- Category
- Status
- and more… |
| AssignedPerson | Properties of the Care Need Assigned Person. |
| Person | The Person entity of the AssignedPerson.PersonAlias. |
| NoteTemplates | An array of Steps to Care Note template entities.
- Note
- Order
- Icon |
### Features and notes when entering a Care Need
| | |
| --- | --- |
| [1] | You will notice this is a screenshot of a “Pending” Care Need, which in reality means it has not been saved yet. |
| [2] | Did you know that Care Need’s can have attributes attached to them via Entity Attributes? This is not a standard field. |
| [3] | This attribute in particular is even narrowed down to only show when “Hospital/Surgery” category is selected using an entity qualifier. |
| [4] | Custom Follow Up is a new capability to be able to edit follow up time even after the need has been entered. |
| [5] | As this is a pending Care Need if you enable “Preview Assigned People” once you select a Person and a Category the “Assign Workers” section will display. Populated by the anticipated people being assigned. You may add additional workers and/or people to this need before even hitting save. |
| [6] | The “Follow Up Worker” column represents the primary/first worker assigned to this care need via the auto assign (load balanced) capability or if you clear all of the workers assigned the first worker you add back to the assignment. |
| [7] | The new Type column helps you understand *why* a person was assigned to this need, whether auto assigned as the worker (the count of needs assigned to that worker in parentheses), the Group Type and Role, Geofence assignment or manually added. |
### Editing a Care Need
| | |
| --- | --- |
| [1] | Each Care Need has the ability to “snooze” follow up based on the custom follow up settings specified. Use this feature to check in on someone in long-term care every 30 days or schedule your follow up for a future date. |
| [2] | You can add/edit/delete people assigned to the need at any time. |
| [3] | Notes can be added to a Care Need display under the “Make a Note” action and on the Care Detail page. Security permissions will need to be adjusted on the Care Need note type under System Settings > Note Types. Anyone adding notes to a Care Need will need to have Edit permissions on the Care Need Note Type. |
### Make Note Dialog
| | |
| --- | --- |
| [1] | Date the Care Need was entered. |
| [2] | Name of the Requestor. |
| [3] | Category of the Care Need. |
| [4] | Status of the Care Need. |
| [5] | Status of Care Touches/Care Touch Templates,
1. Yellow = Warning, X Touches needed by Y Date
2. Red = Danger, Overdue, X of Y Touches overdue since Z Date
3. Green = Success, X touches were made.
4. Example: On a "Birth" need, you may have it setup to have a minimum of 1 "Called" Care Touch to be made within 84 hours and 2 calls within 208 hours (3.5 days and 8.5 days, respectively). |
| [6] | Clicking each of these buttons will create a Quick Note listing the type of Touch that was administered within the Note Dialog.
1. These are the same Quick Notes from the dashboard, but you can add additional information to the note prior to saving it. If you set the "Quick Note Auto Save" setting to No it will open this dialog with this note pre-selected and clicking "Save Note" will add it to the dialog.
2. Choosing "Other" will save any other note unassociated to a note template to this Care Need. |
| [7] | This Note Dialog will display any notes already added or actions performed on this Care Need and by whom. |
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#### Release Notes
Version 2.1.2
- Removed deprecated/obsolete methods as of v16.
- Minor fixes preparing for v19.
- Fix for Campus column on Care Workers grid.
Version 2.1
- Added History support to Care Needs.
*Version 1.8-2.0.3*
- New Multiple Group Type/Role support for "Role" based assignment. (Small Group Leader, Service Team Leader, Coaches, etc.)
- Added ability to preview who is going to be assigned to a care need before submission.
- Added ability to have "Custom Follow Up" per need, with templates on the categories. Including capability to "Snooze" a follow up.
- Fixed an issue of "Actions" counting as "Care Touches" (such as launch workflow, create connection request, etc.)
- Added support for "Care Touch Templates" setup on the categories to be able to flag needs based on specific types of touches within configured times.
- Added ability to add a "Quick Note" via URL parameter to support Note Templates within notifications.
- Filter out snoozed status from notifications and add a setting for Outstanding Needs notification.
- Updated System Communications to include a generic "Take Action" button that opens the Make Note dialog for that particular Care Need. Including person tokens on links.
- Added ability to be able to set who are the follow up workers on needs.
- Added ability to Snooze any Care Need, not just Needs marked with Custom Follow Up.
- Updated Flag tooltip to include more detail on why it is flagged.
- Added lava template to the Make Note dialog to give you the ability to display "Touch Template Status" or other information about the need. (Default lava included.)
- Quick notes can now prompt for additional notes but still count towards particular "touches".
- Added new setting to hide add button based on edit permission.
- Added follow up touch hours setting to dashboard.
- Added support for Alert and Private settings with "quick notes" to match note timeline input.
- Fixed attribute support for Care Entry, Care Dashboard, Care Workers and Note Templates (this includes loading attribute values, attribute filters, grid columns and overall lots of bugs with them).
*Version 1.6.1*
- Updated Care Need requester name popover to include contact information instead of just the name and photo.
*Version 1.6.0*
- Fixed an issue causing round robin assignment to not properly honor "Workers Only" setting.
*Version 1.5.2*
- Fixed an index out of range error when a need is in the follow up grid in a specific scenario.
*Version 1.5.1*
- Minor Bug Fixes.
*Version 1.5.0*
- Added capability to schedule future needs in Steps to Care.
- Added new capability to system job to assign Care Needs that were scheduled for the future.
*Version 1.4.0*
- Released to Rock Shop, previously installed as a single church plugin.