Case Worker Guide

Your role

Case workers create and manage needs, coordinate with volunteers, and make sure help is completed.

Daily checklist

• Review new and urgent needs
• Follow up on claims waiting for details
• Update status on active needs
• Close completed needs and add any notes

Create a need

1. Go to your organization’s admin area
2. Create a new need with a clear title and description
3. Choose the area and category
4. Set any deadlines or special requirements
5. Publish

Tips:

• Be specific about what’s needed, where, and by when
• Add helpful context so volunteers can decide quickly

Manage claims

• When a volunteer clicks “I can help,” you’ll get their details
• Reach out to confirm timing and next steps
• Mark the need In Progress when work is scheduled
• Move to Completed when complete

Keep things moving

• If a need isn’t getting claims, adjust the description or category
• Share urgent needs with your coordinator
• Close or update stale needs to keep listings current

Working with volunteers

• Confirm expectations (location, time, items to bring)
• Share a backup contact if you’ll be unavailable
• Thank volunteers and offer feedback after completion

Troubleshooting

• Can’t publish? Check required fields (area, category, description)
• Duplicate needs? Close the older one to avoid confusion
• Not enough volunteers? Ask your coordinator for support

Need help?

Contact your coordinator or an admin if you’re blocked.