Admin Needs Management FAQ — NeedBridge Documentation

This FAQ covers questions for admins and case workers about filtering, editing, duplicating, and approving needs in the admin area.

How do I filter needs (by area, category, status)?

On Admin > Needs, use the filters at the top (or in a filter panel). You can filter by area, category, status (e.g. open, claimed, completed), and tags. Apply the filters to see only the needs you need. Clear filters to see everything again.

How do I edit a need?

Open the need from Admin > Needs (click the need or use Edit). Update the title, description, area, category, status, or other fields and save. You can edit a need as long as you have permission and it isn't locked or archived.

Can I duplicate a need to save time?

Yes. From the needs list or need detail, use the option to Duplicate (or copy) the need. A new draft is created with the same details; you can change what's different and publish. Useful for recurring or similar needs.

Where do I approve needs that are pending?

If your organization uses need approval, go to Admin > Needs > Pending approval. Review each need and approve or request changes. Once approved, the need is published and volunteers can see and claim it.

I can't find a need. What do I do?

Clear any filters on the needs page and try again. Check that you're not filtering by an area or status that doesn't include that need. If you still don't see it, confirm with your admin that you have access to that need's area or organization.