Rock U - Finances - Benevolence v13

Transcribed Video Content

Benevolence is a way of people making requests for certain needs that they have, usually financial, and then a whole system of accountability for providing for those needs. Let's take a look at how benevolence works in Rock. Okay. So to start with benevolence, we're gonna go here to the finance menu, and then over to benevolence. And what we see here is a list of the benevolence requests currently in the system. Near the bottom of the page, down towards the right here, you'll notice that there's a total section, which gives you a grand total of how much has been given in benevolence as well as a breakdown by result type, which we'll take a look at in a minute. But for now, let's create a new benevolence request to, just walk through how this works. So we'll go ahead and add a request from here. So the request date is pretty obvious. , you can put in the date of the request. The request type. Okay. Here you can set up different types of benevolence requests instead of grouping them all together as just benevolence. In this example, we have a type for pastoral care for use in cases where someone has asked for help and maybe money isn't the answer or something that. But we have benevolence and pastoral care as our two types, and we'll just pick benevolence. Then, of course, you have the request status, which is either pending, approved, or denied. This is a new one, so we'll pick pending. Then you have assigned to, and this is the person who's responsible for the request. You can kind of think of this person a connector on a connection request. It's who it's assigned to. We'll go ahead and assign it to Alicia Marble here. Okay. Next, we have the requester section. And you can tie the request to an existing person in Rock, and you can do that by picking the person here from the person picker. But you don't have to. If the person isn't in your database, just fill out the other fields that you see here with first name, last name, and connection status being the minimum required. And then you can choose to, if you want, create a record from those fields. And that's what that'll do. So you can pick an existing person or type somebody new in and create a record for them or not. Okay. So moving down, we have the request details. And this is where you're gonna type in, of course, the actual details of the request. And it goes along with any supporting documents or any related documents that they might have. If you have any entity attributes of the type benevolence request, you'll be able to set the value for those attributes here in this area. But we don't have any benevolence request attributes, so we would just type in the request, , needs assistance with rent. Maybe we have a document that we can upload. It just it works that. And then at the very bottom is the results area. Here, you can provide a summary of the outcome of the request, , or if the person was simply directed to take a class or something that, you might fill out the next steps provided field, or you could use both. Okay. So let's go ahead and save this. Oh, I didn't pick a person. Alright. Let's get we'll get Ben Jones. There we go. Okay. So as soon as we save the request, we're brought to the benevolence detail page. Most of this page comes from the fields that we just filled out, but there's an additional section at the bottom, where you can add result types. Okay? So, if we go ahead and add a result type, first you'll pick what type of result. So you could pick, , provided financial assistance, referred to counseling, unable to make contact, maybe. We'll say provided financial assistance. And since he was looking for help with rent, we can just say, , we gave him $950 for rent. And then you can optionally provide any associated details, , something that, just to just to have something in there for your own records. And then you can save it. And then here we have the result down here. Now you can have multiple results. So maybe if you gave them a check for rent and you also provided services or referred them to counseling. In that case, you'd have a zero amount. It's not really financial, and you could just save that. And you can say that, we provided financial assistance and referred to counseling. So real quick while we're here, let's take a look at the block settings, for the benevolence request detail block. And in particular, what we want to look at is the caseworker role. So if you fill this out, which you'll probably wanna pick the role of, , benevolence, then it's Rock is gonna use this list of people, whoever is assigned to this role, to pull who can be assigned to the benevolence request. So that's one way to to restrict down, who can be assigned to the request by security rule. So we just wanted to point that out. So now, let's go back to the main benevolence page, again, under, finance and benevolence. So here now we've got a few benevolence requests stacked up. And don't forget that you can filter on these. Right? So if we just wanna filter on those that have, I don't know, a status of approved, we can apply the filter, and it'll just show us the approved. And, and these totals will get updated according to your, filtered selection. So, again, if we filtered this further down to provide a gift card, then you can see our total down here gets updated as well. So as you use those filters, it's filtering both parts of the page here. Also, this page, we want to note the gear icon up here near the top right of the block. If we click that, okay, this is where, you'll come to add new benevolence types or look at the types that are already there. So let's add a new one just to see what options we have for benevolence types. So the first thing that you'll do is give it a name. That's pretty that's pretty obvious. We'll just give it a name. Then you have this show financial results option. And, basically, if that's disabled, then you will not be able to add a result type, which which we just looked at, , provided a gift card, something that. You won't be able to add those to the request. All you'll be able to do, if show financial results is disabled is provide a result summary and or next steps provided. And then, of course, whether or not the, type is active, we can set that. And then, of course, there's a description, which, especially if you have multiple types, you might add a description to make it clear, , maybe when to use which type, something that. Down below, we have a request Lava template. And this gives you a lot of options and flexibility for additional custom content that you might want on the benevolence request page. And because this is Lava, you can pretty much do whatever you want. So, between Lava and HTML, you can add all kinds of functionality and buttons and things that to the request page. And then down below, last but not least, we have workflows. So you can trigger workflows off of various events related to the request. ? So for example, we can launch a workflow when the request is started. , maybe when the status gets changed from pending to approved, you can launch a workflow. You can have it be manual, which will just provide a button that the person can click to manually launch the workflow, and different options that. Okay. So that's how you create a new benevolence type. And so that's how you can enter new benevolence requests, look at your list of existing requests, and also configure and maintain benevolence types. For more information, check out our Rock solid finances guide posted to the community website, and thanks for watching.