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Create Household Care Log Tool

Learn more about the Create Household Care Log tool in MinistryPlatform, including how to log household care using the tool.

With the Create Household Care Log tool, staff and lay leaders can quickly log household care needs without being able to see other household care entries.

  • The tool is available on the Contacts, Participants or Members, or Households or Families pages.
  • You can launch the tool on its own, from a selection of records, or from an open record.
  • When you save, you create a new entry in the Platform with the information provided.
  • If a selected contact does not have a household, the tool creates a household record for them.
  • Using this tool, you can add the following:
    • Care Type – A required drop-down list populated from Care Cases > Care Types.
    • Contact – The contact record associated with the selected household members.
    • Provided By – A required field showing who provided the care. This field defaults to the current date.
    • Action Date – The date the care should be accomplished. This defaults to the current date.
    • Notes – An optional field to add notes related to the care case.
    • Care Case – An optional drop-down list of the care cases associated with the household.
    • Completed – An indication of whether the care has been provided. This defaults to No.

Screenshot of the Create Household Care Log tool displaying the search for households and options for the care log entry

Note: To use this tool, you must have access through your security role. SPoCs can grant user access to this tool.

Log Household Care

  1. Go to the relevant page: Contacts, Participants or Members, or Households or Families.
  2. Open the record or select records, if needed.
  3. Click Tools, then click Create Household Care Log.
  4. If you didn't open or select records, search for the household to create a care log entry for.
  5. In the Care Type field, select the type of care provided.
    Note: The values in this drop-down list come from Care Cases > Care Types.
  6. In the Care Case field, select an associated care case, if applicable.
  7. In the Provided By field, select who provided the care. This defaults to the current user, but you can change it using the drop-down list.
  8. In the Contact field, select the contact record associated with the selected household members.
  9. In the Action Date field, set the date the care should be completed. It defaults to the current date, but you can click the calendar icon to change it.
  10. If the care has been provided, select the Completed checkbox.
  11. In the Notes field, add any notes related to this care log entry.
  12. Click Save.
    A success message displays.
  13. Close the tool.

You created the care log entry with the given information. You can find it under Care Cases > Household Care Log or Family Care Log. If a household for the selected contact does not exist, MinistryPlatform creates a household record using the last name from the contact record.