SanctuaryDOCS
Open App
Care Items

Getting Started

Introduction

Care Items

Care
Access:Super AdminLead PastorPastorCare MinisterFLOCK_LEADERElderReporting Only

The Care Items page is the centralized registry of every pastoral care need in your church. It supports both a filterable list view and a Kanban board view where items can be dragged between status columns. Bulk assignment, inline reassignment, and snoozing are available directly from this page.

Getting Here

Navigation: Care → All Items

Overview

Care items are created from the “New Care Item” form, from other modules (Gather, Circles, Serve), or automatically by system jobs (e.g., absence alerts, milestone scans). Each item tracks a person, a care type, status, urgency, assignee, due date, and privacy level. The list page provides filtering, search, pagination, and export capabilities.

Views

List View

The default view displays care items as rows in a table-like layout. Each row shows the member avatar, care type icon, title, source chip, assignee, status badge, urgency dot, and relative due date. Click any row to open the item detail page.

Kanban View

Toggle to Kanban mode to see items arranged in columns by status: Open, In Progress, Resolved, and Closed. Drag and drop items between columns to change their status. Each card shows the member name, care type, and assignee.

Fields & Controls

Filters

FieldTypeDescription
SearchText inputSearch by member name or care item title.
TypeFilter chipsFilter by care type (e.g., Prayer, Hospital, Bereavement, Follow-Up, Counseling). "All" shows all types.
StatusMulti-selectFilter by one or more statuses: Open, In Progress, Resolved, Closed, Snoozed.
AssigneeDropdownFilter to items assigned to a specific staff member. Only care-assignable roles are listed.
Prayer CategoryDropdownWhen viewing prayer items, filter by category (Healing, Salvation, Family, etc.) from the system dictionary.
View ToggleButton groupSwitch between List and Kanban views.

Item Fields

FieldTypeDescription
MemberDisplayAvatar with initials and the member name for the person receiving care.
TypeBadgeCare type icon and label (e.g., hospital, prayer, bereavement).
TitleTextShort description of the care need.
SourceChipOrigin module: From Gather, From Circles, From Serve, Manual, or System.
AssigneeAvatarInitials and colour of the assigned care staff member.
StatusBadgeCurrent status: Open (blue), In Progress (amber), Resolved (green), Closed (gray), Snoozed (purple).
UrgencyDotColour-coded urgency indicator: Low (green), Medium (amber), High (orange), Urgent (red).
Due DateTextRelative due date with colour coding for overdue and due-today items.

Actions

Create a New Care Item

  1. Click the + New Item button in the page header
  2. Search for and select the member who needs care
  3. Choose the care type (hospital, prayer, bereavement, counseling, follow-up, etc.)
  4. Enter a title and optional description
  5. Set privacy level, urgency, due date, and assignee
  6. For prayer items, select a prayer category and optionally show on the prayer wall
  7. For type-specific items (hospital, bereavement, counseling), fill in the additional details section
  8. Click Create to save the item

Bulk Assign Items

  1. Select multiple items using the checkboxes (list view only)
  2. A bulk action bar appears at the bottom of the page
  3. Click Assign and select a staff member
  4. All selected items are reassigned simultaneously

Inline Reassign

  1. Click the assignee avatar on any item row
  2. Select a new assignee from the dropdown
  3. The item is reassigned and the timeline records the change

Inline Snooze

  1. Click the snooze action on an item row
  2. Select a snooze-until date
  3. The item status changes to Snoozed and disappears from active queues
  4. A background job automatically wakes the item on the snooze date

Export

  1. Click the export dropdown in the page header
  2. Choose Export CSV or Print / Save as PDF

Related Pages

PreviousDashboard
NextItem Detail