Item Detail
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CareThe Care Item Detail page is the primary workspace for managing an individual care case. It displays the full interaction timeline, member context, and provides controls for updating status, urgency, assignee, and due date. You can add notes and log pastoral visits directly from this page.
Getting Here
Navigation: Care → All Items → Click any item row
You can also reach this page from the Dashboard queue, My Queue, or any specialized page (Follow-Ups, Hospital Visits, etc.) by clicking on an item.
Overview
The page is split into two sections. The left panel shows the item header (title, type, status, urgency) and the interaction timeline below it. The right sidebar shows the member context card, item metadata, and action controls. On mobile devices the layout stacks vertically.
Fields & Controls
Item Header
| Field | Type | Description |
|---|---|---|
| Title | Text | The title of the care item describing the need. |
| Care Type | Badge | Icon and label for the care type (e.g., Hospital, Prayer, Bereavement). |
| Status | Badge | Current status with colour coding: Open (blue), In Progress (amber), Resolved (green), Closed (gray), Snoozed (purple). |
| Urgency | Badge | Urgency level: Low (green), Medium (amber), High (yellow), Urgent (red). |
| Privacy Level | Display | The visibility scope: Pastoral Confidential, Staff, or Prayer Team. |
| Source | Chip | Origin of the item: From Gather, From Circles, Manual, System, etc. |
| Created | DateTime | When the care item was first created. |
| Last Updated | DateTime | When the item was last modified. |
Sidebar Controls
| Field | Type | Description |
|---|---|---|
| Assignee | Dropdown | Select or change the staff member responsible for this care item. Only care-assignable roles are listed. |
| Due Date | Date picker | Set or update the due date. Changes are saved immediately. |
| Status Actions | Buttons | Update the item status: Mark In Progress, Resolve, Close, or Snooze. |
| Urgency Selector | Dropdown | Change the urgency level. The change is recorded in the timeline. |
| Prayer Category | Dropdown | For prayer-type items, the category from the system dictionary (Healing, Salvation, Family, etc.). |
Member Context Card
| Field | Type | Description |
|---|---|---|
| Attendance | Text | Recent attendance summary for this member. |
| Last Seen | Date | When the member was last checked in to a service. |
| Circles Groups | Number | How many small groups this member belongs to. |
| Open Care Items | Number | How many other open care items exist for this member. |
| Other Items | List | Summary of other active care items for context (icon, title, status). |
Interaction Timeline
The timeline is a reverse-chronological feed of every interaction on this care item. It is not a messaging thread — it is a structured record of care activities. Timeline entries include:
- Notes — Free-text notes added by staff with a privacy level
- Visits — Logged pastoral visits with date, duration, location, and notes
- Status Changes — Automatic entries when the status is updated (e.g., “Status changed from Open to In Progress”)
- Assignment Changes — Entries when the item is assigned or reassigned
Each entry shows the author's avatar, name, timestamp, and content. Notes with a non-default privacy level display a privacy badge.
Actions
Add a Note
- Click the Note tab in the compose area below the timeline
- Type your note content
- Optionally toggle the Private checkbox to mark the note as Pastoral Confidential
- Click Add Note to save it to the timeline
Log a Visit
- Click the Visit tab in the compose area
- Enter the visit date (defaults to today)
- Enter the duration in minutes (defaults to 45)
- Enter the visit location (e.g., hospital name, home address)
- Add visit notes describing the conversation and observations
- Optionally check Schedule Next Visit and set a date
- Click Log Visit to save
Change Status
- Use the status action buttons in the sidebar
- Click Mark In Progress, Resolve, or Close
- For closing, a modal appears to add a closing note (optional)
- The change is recorded in the timeline automatically
Snooze an Item
- Click Snooze in the sidebar
- Select a snooze-until date in the modal
- The item moves to Snoozed status and will auto-wake on that date via a background job
Reassign
- Click the assignee dropdown in the sidebar
- Select a new staff member
- The reassignment is recorded in the timeline