My Assignments
Providers can view their assignments in Need Connect and see all the details related to each need.
The My Assignments page is available to approved providers and requires authentication. That means the person must log in first.
To access My Assignments, go to your Need Connect URL and log in, or click the link from an automated email.
To see their assigned needs, providers can log in and click My Assignments. The Due Date shown is calculated by: Date_Assigned (from the Needs record) + Expected_Days_to_Complete (from the Need Campaign record).
If there aren't any needs assigned to a provider, the My Assignments page lists the Need Types they're approved for.
Add a Note to a Need
A provider can leave a note related to their assigned need.
- Open Need Connect, and go to My Assignments.
- On the appropriate need, add or update a note.
- Click outside of the Notes field to save your note.
When you add or update a note, the Need record is updated in the Platform. Notes added by a previous provider remain on the record even if the assignment is declined and later reassigned.
Cancel an Assignment
- Open Need Connect, and go to My Assignments.
- On the appropriate need, add or update a note if you need to give details about why you're canceling your assignment.
- Click Cancel.
- Click Cancel Assignment to confirm you can no longer help with this need.
- Click Back to cancel and return to My Assignments, or follow the link to the Connect Board.
When you cancel a need, the Need's Provider and Assigned Date are cleared. This makes the need available to other approved providers to claim.
Complete a Need
- Open Need Connect, and go to My Assignments.
- On the appropriate need, add or update a note if you need to give details about how you completed your assignment.
- Click Complete.
- To confirm you fulfilled this need, click Yes. To cancel and return to My Assignments, click No or follow the link to the Connect Board.
When you complete a need, the Complete field is set to Yes on the Need record.
Automated Follow Up Email
You can send a Provider Follow Up email to providers assigned to a need that hasn't been completed within the campaign's expected days to complete. This email can include a link to the Connect Board, a link to complete the need, and a link to decline the need.
To send this email automatically, create an Item Notification based on the Follow Up Today view on the Needs page. For our recommendations, see the Item Notification section of Email Templates.