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In My Outreach Assignments, group leaders can accomplish a number of things.They can:

  • view a list of outreach contacts assigned in the last seven days 
  • change the date range to include assigned contacts over seven days old
  • include completed assignments
  • sort View connections for the last 12 months, the 10 most recent connections, or all connections. You can also view connections by date range.
  • Include completed assignments
  • Sort the contact list
  • view View the contact details

Unless you select Include Completed Connections, only Overdue, Incomplete and Pending Complete contacts display. If a contact is incomplete and the current date is after the Contact Due Date, it is Overdue. The text color of the word Overdue will display in red. A contact is Pending Complete if it has been marked complete in Access ACS but has not been accepted by the Administrator.

Tasks

On the My Connections tab, click a column heading to sort the assignment list, or click the contact name to view details about the contact.

Expand
titleTo change the date rangeview connections
  1. Point to Home, then click My Profile.
  2. Click the My Connections tab.Enter new dates in the From and To fields, then click Go.
  3. Under My Assigned Outreach Connections, select the time period.
    • Last 12 Months - Displays connections assigned in the last 12 months. The date range is today's date minus 12 months. Connections assigned with a Contact Due Date beyond today's date do not display. 
    • 10 Most Recent Connections - Displays the 10 most recent connections. Connections with a Contact Due Date beyond today's date do not display. 
    • Show All - Displays all assigned connections up to today's date. Connections with a Contact Due Date beyond today's date do not display. 
    • During Date Range - Displays all assigned connections based on the set date range. 
  4. If necessary, select Include Completed Connections to view all assignments for the date range.


Expand
titleTo complete an assignment
  1. Point to Home, then click My Profile.
  2. Click My Connections.
  3. To complete an assignment, click a Contact Name.
  4. Under Enter Results, enter the date you contacted the individual.
  5. Select a response from the Possible responses column. Click a response to select it, then click to move the response to the Actual column.
  6. If necessary, enter any additional comments.
  7. Click Save to send the completed contact to the administrator as a change request, or Cancel to return to the previous page.
Tip

Unless you select Include Completed Connections, only OverdueIncomplete and Pending Complete contacts display.

If a contact is incomplete and the current date is after the Contact Due Date, it is Overdue. A contact is Pending Complete if it has been marked complete in Access ACS but has not been accepted by the Administrator.



Expand
titleTo view connection history
  1. Point to Home, then click My Profile.
  2. Click My Connections.
  3. Click a Contact Name.
  4. Click Connection History to view all Connection Activity for this individual.

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