How to Commit & Claim Resources as a Connecting Church

Overview

When resources have been made available by the community, usually through a community champion or responder funding a specific item, Connecting Churches must go through a process called "Commit & Claim" to take the lead on the request. This article includes step-by-step instructions for how to go through that Commit & Claim process.

Intended Audience

Connecting Church Leaders

Included In This Article

• Getting to the Commit & Claim Tab
  -  From Email:
  -  From Dashboard:
• How to Commit & Claim: Step-by-Step

Getting to the Commit & Claim Tab

From Email:

1. Connecting Church Leader(s) receive an email that there are resources available to commit and claim on a request
   
   
2. The Connecting Church Leader clicks the 'Commit & Claim' button in the email
   
   
   
3. The button will take you to the 'Commit & Claim Resources' section of the 'Leader Actions' tab on that specific request

From Dashboard:

1. Connecting Church Leader logs in to their CarePortal Dashboard and go to Request Management > Requests
   
   
2. Click the View Totals button to find the filter for Open Requests Not Committed (this filter shows requests that have been resourced, either partially or fully, but have not been committed and claimed by a Connecting Church yet)
   
   
3. Find the request you want to commit and claim and click on the 'Leader Actions' tab, then the 'Commit & Claim Resources' section
   

How to Commit & Claim: Step-by-Step

• Commit and Claim Resources (Required)
  This step confirms the resources you are committing to and that you understand what it means for your church to "take the lead" on this request.
• Send a Message to Responders (Required if items have been "Provided")
  This step only shows when the community has provided item(s) for this request, giving you a chance to kick off the logistics of getting the items/services they've committed to and setting up a connection with the family. You will automatically receive these responders' contact information in a follow-up email, so it's best to leave out any personal contact information in your message.
• Respond to Agency Worker (Required)
  There is a pre-filled response you can use or make changes/additions to in this step. This message will be sent to the Caseworker and posted publicly on the Responses tab of the request. Clicking 'Respond & Continue' officially completes the "Commit & Claim" process, alerts the caseworker, and begins the process of transferring any donated money onto your CarePortal Card. 
• Engage the Community (Optional)
  If there are additional needs for this request, this step allows you to write a personalized message to others in your community who may be able to provide additional resources on this request. If all needs have been met, you can easily skip this step.
• Thank Your Funders (Optional)
  This step only shows when the community has offered funding toward this request, as an opportunity to thank any responders that contributed funding. This message will be visible publicly on the Responses tab of the request.

You've successfully committed and claimed! Now you can expect an email confirmation, which will also include the Caseworker's contact information. You'll receive a separate email (usually within a few minutes) confirming that the money is available on your CarePortal Card, which will also be reflected in the Transactions tab of your dashboard.

The video below provides a simple screen recording (no sound) of what each of the steps described above look like: