When receiving an alert to a volunteer concern note, as either a Engagement and Support Team Leader (ESTL) or Head of Engagement & Church Relationships (HECR), there are a number of options available to you to manage the flag.
Click on the flag icon alongside the note to respond.
Changing the type of concern
In the pop up that appears, you can change the type of concern. You can use the drop down to change the recorded concern to what you deem appropriate. None is the option to pick when you don't think the information warrants a concern but we want to record that something has been flagged.
Recording actioning of the concern
There are also two date boxes. The first is to record the date that you discussed the concern with the appropriate staff member and agreed actions. The second is for the date that these actions were completed.
It might be that you discuss it and there are no actions, put the same date in both boxes.
It might be that you are the appropriate staff member, you can put a date in the box to show it was "discussed" albeit internally.
Any addition or removal of dates is recorded in the log underneath the note.
The fact that these two steps are completed, or not, is reflected with a tick in the discussed and actioned columns of the Volunteer Concern Notes view. The note detail column is prefixed with the category in bold.
Comments
On the first update of a flag you'll be asked to add a comment. This comment will remain visible but can also be changed as your management of and response to the flag continues.