Group Care Needs

Coordinate meals, serving help, and benevolence support right inside your groups in Connection Card Pro.

Care Needs are linked to specific Groups (Departments, Small Groups, Classes, Crews, Divisions, Teams) and appear in both the admin web interface and the Personal Hub for members of that group.

1) Where Group Care Lives

In the Admin Web Interface

1. Go to Groups in the left menu.
2. Open any group (e.g., College & Young Professionals).
3. Use the tabs: Roster – Meeting Times – Files – Care.
4. Click Care to see the Group Care list for that group.

In the Personal Hub (Members)

1. Open the Personal Hub → Groups.
2. Under Your Groups, select the group.
3. Scroll to the Group Care section to view needs and (if allowed) Submit Care Need.

2) Permissions & Who Can Do What

• Admins with Care permissions — Create, edit, approve, hide, remove, mark needs as met for any group.
• Group Members (Personal Hub) — When enabled:
  • Submit Care Needs for themselves or another member of the same group (category must allow member submissions).
  • Sign up to help meet an approved Care Need.

Admin configuration: Groups → Group Settings → Care Need Categories → Add New

3) Care Need Categories (Meals, Serving, Benevolence, etc.)

Categories define the type of care and drive extra fields shown on the form.

• Meals (Type: Meal) — Fields like Start Date, End Date, Meals each Day, plus instructions.
• Serving Needs (Type: Serving) — Fields like Date and People Required.
• Benevolence (Type: Other) — Fields like Date (if applicable) and optional People Required.
• Add your Care Need Categories in: Groups → Group Settings → Care Need Categories → Add New

In Care Need Categories you can add/edit categories, set “Members Can Submit,” and control descriptions.

4) Create a Care Need (Admin / Leader)

1. Go to Groups → select the group → Care tab.
2. Click + Add New (or New Care Need).

Key Fields

• Who is in need of care? — Choose a person from the group roster.
• Care Category — Controls which extra fields appear (e.g., Meals each Day, People Required).
• Describe the care need — Clear summary (e.g., “Meals after surgery”).
• Dates — Meals: Start/End. Serving/Benevolence: Date (or approximate).
• Category-specific fields — e.g., Meals each Day, People Required.
• Additional Instructions — Dietary needs, times, address/directions.
• Instructions for Provider — Notes only visible to caregivers at signup.
• Allow group members to signup… — Shows “I can help!” in the Hub.
• Approve and display in Personal Hub — Publishes the need to the group’s Hub.

5) Approving & Publishing a Care Need

Member-submitted needs arrive unapproved on the group’s Care list.

1. Open Groups → [Group] → Care.
2. Click Edit on the pending need.
3. Check Approve and display in Personal Hub (and optionally Allow group members to signup…).
4. Save.

Result: Status turns green and the need appears in the group’s Personal Hub.

6) Member Flow — Submit a Care Need (Personal Hub)

1. Personal Hub → Groups → select group → Group Care → Submit Care Need.
2. Complete the modal:
   • Who is in need? — Me (default) or another group member (if enabled).
   • Care Category — Only categories with Members Can Submit appear.
   • Description, Dates, Instructions — As required by the category.
3. Submit → They see “Care Need Submitted – pending review.” Admins/leaders get an email notification.

7) Member Flow — Sign Up to Help (“I can help!”)

For approved needs with signup enabled, Group Care cards show:

• Person’s name (& profile image if enabled)
• Category and date(s)
• Short description
• Buttons: I can help! and More Details

Clicking I can help! creates a commitment. Admins/leaders see commitments on the Commitments page for that need (list icon).

8) Track Progress, Mark as Met, Hide or Edit

On the group’s Care list (From: Groups → [Group] → Care):

• Met — Red until fulfilled; green when completed.
• Status — Green when approved/visible; red when unapproved.

Actions:

• ✅ Checkmark — Mark fully met (turns Met to green).
• 📋 List — Open Commitments to view/add commitments.
• 👁 / 👁‍🗨 Eye / Eye-slash — Show/hide in the Hub without deleting.
• ✏️ Edit — Update description, dates, approval, signup settings.
• ❌ Remove — Delete entirely.

You can also toggle Show Past Needs to view completed or older needs.

9) Real-World Examples

Example 1 — Meals After Surgery

1. Create: Group → Care → New Care Need → Who: Alex Danvers; Category: Meals; Dates: Nov 17–30, 2025; Meals each Day: 1; add dietary notes.
2. Enable Allow group members to signup… and Approve and display in Personal Hub; Save.
3. Respond: Members click I can help! to claim dates. When filled, leader marks Met.

Example 2 — Serving Need: Yard Work

1. Create a Serving Need: “Yard needs mowed weekly.”
2. Date: first service date; People Required: 1 (or more).
3. Approve + enable signup. Members volunteer via I can help!. Mark Met or create another instance next week.

Example 3 — Benevolence (No Open Sign-Up)

1. Create a Benevolence need: “Groceries and rent support.”
2. Leave Allow group members to signup… unchecked.
3. Optionally show in Hub without signup, or keep internal only. Track helpers via Commitments; mark Met when done.

10) Summary

• Care Needs live on each group’s Care tab and in the group’s Personal Hub.
• Admins/leaders create/approve/manage; members submit needs and volunteer (when enabled).
• Categories are customizable and control extra fields and member submission.
• Member-submitted needs require approval before the group sees them.
• Use Commitments and Met status to track fulfillment.