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Connect Board

The Connect Board identifies people with needs, and approved providers can claim the needs they're able to help with.

Image showing an example of a list of needs that can be claimed under headings for Prayer, Childcare, Transportation, and House or Yard Cleanup

The Connect Board is available to approved providers and requires authentication. That means they must log in first. To access the Connect Board, go to your Need Connect URL and log in, or click the link from an automated email.

Open Needs

An approved provider can log in to the Connect Board to see needs that are not yet assigned. They can offer to help when the following are met:
  • A Need Type associated Need Campaign record with Is Default is set to Yes.
  • Needs are assigned to them.
  • Needs available for assignment match the approved Need Type Provider they offered to provide.

No one can claim needs with a Need Type of Other on the Connect Board. You must explicitly assign these needs in the Platform. See Need Management.

Available Needs are:
  • Grouped by Need Type.
  • Sorted by age of the request (oldest first).
  • Displayed with Requester's First Name, Postal Code, and a Claim button.

The Connect Board refreshes every five seconds.

Claim a Need

Providers can claim one need at a time from the Connect Board. They can have multiple open needs assigned to them at any given time.

Providers can select a new need to assign to themselves. This removes it from the list for other Providers.

  1. Open Need Connect.
  2. From the Connect Board, review the available needs.
  3. For the need you want, click Claim.
  4. To confirm that you can help with this need, click Yes. To cancel and return to the Connect Board, click No.

When you claim a need, the user that's logged in to Need Connect is set as the Provider and the Assigned Date field reflects today's date. The user can then click View Connect Board to choose another need or go to My Assignments.

Automated Assignment Emails

Providers who claim a need receive a Provider Assignment email that includes the requester's name, phone and email, a link to the Connect Board, and a link to decline.

Note: Assignments made from the Platform do not trigger this email. When you make assignments from the Platform, you'll need to manually send a modified version of the Provider Assignment email, if needed.

Requesters who asked for help receive a Need Assigned email that includes a link to Cancel and a link to the Connect Form.