This article is for staff and volunteers. It shows how to work a Care Check Connection Request in Rock RMS. Click this link to review the Care Check Follow-up Call Guidance.
1. Go to my.life.church/carecheck. You will see a list of attenders who have been assigned to you for follow-up. Click on any name to begin.
In this list you will see the Name of the person, Age and Serving Ministry Name. You can sort it by clicking on the title of each column.
If the addender does not answer, see steps below in step #3
2. After you've contacted one of the attenders from your queue, set the engagement status attributes in the connection request that best reflects your conversation.
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Engagement Status
- Locally Engaged: A person who is consistently attending a physical location and committed to making church a priority.
- Digitally Engaged: A person who is consistently attending through Life.Church Online or another digital platform, but isn't currently attending a physical location due to preference or circumstance.
- Limited Engagement: A person who considers themselves part of Life.Church, but has only been marginally engaged and probably hasn't realized how long it has been since they've attended church in any way.
- No Engagement: A person who hasn't engaged in any way since the doors closed and who isn't likely motivated to reconnect.
3. Add an activity to show indicate if you were able to make contact with the attender or if you had to leave a voicemail. Then add any relevant notes and click "Save Activity"
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Activity
- Assign to Pastor
- Contacted
- Left Voicemail
- No Contact Made
If you discover that the attender needs to be contacted by a pastor, use the Assign to Pastor activity, enter your notes, then click 'Save Activity'.
DO NOT click the green connect button - click the 'Back' button in the upper right-hand corner of the page to go back to your queue.
4. Finally, when you've completed your follow-up and pastoral follow-up is not needed, click the green Connect button to close this request.
5. After hitting the green connect button, click the Back button in the upper-right hand corner of the page to go back to your queue.
