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Contact Made with Member

When the exact date and time of a service request is flexible, the volunteer and member need to agree on a time. This is use when the volunteer reports the agreed upon time to the office. The procedure changes a request's status from "pending" to "confirmed" and is followed when either:

a) the call manager receives a call from a volunteer indicating that they have made contact with the member requesting the service and have arranged the details of the service

b) the call manager contacts the member and lets them know that a volunteer will be performing the service which has a fixed time.

Bring up the Service and Service Requests calendar screen.
If the calendar is too crowded reduce the number of items by going to a week view or by filtering on either the status of "pending", the member who requested the service, the service provider, the service category or any combination.
Select the service request on the calendar for the day of the request.
Normally the only change that needs to be made is to change the status (last row) from "pending" to "confirmed". However, if the service provider tells you that the date of service has changed, that will need to be modified so that confirmation emails contain the correct information.

The fact that the volunteer was expected to call back should be in the shift notes. Once the volunteer has called back, update the item in the shift notes.