What is the Phone Tree for Volunteer Check-ins? – HELPFUL VILLAGE

The Phone Tree Feature is a feature that allows Village Volunteers to complete daily Check-Ins for Emergency Campaigns → Making Check-Ins easier to complete for a Village

Village Admins will have to pair Volunteers with Members → Creating a Phone Tree

Villages can have Volunteers complete Check-Ins with as many Members as seen fit → for this training doc. We will be pairing 5 Members for one Volunteer

FOR ADMINS → To pair a Volunteer with a Member

We recommend downloading or printing out an Active Volunteers report to match Volunteers with Members, making sure every member has an assigned volunteer
You could also use (Village Maps) to see and pair Volunteers with Members that live close by

Village {ADMIN}. → To match a Member with a Volunteer → Search desired Volunteer

Once you have searched the desired Volunteer → Scroll down to the bottom of their user profile and under Relationships → Click → New Relationship

This is where you pair the Volunteer with Members → (5 Members for 1 Volunteer)

When Searching a Person, you are searching the Member → The Selected Person is the Volunteer you are assigning to

When choosing Relationship name → Choose “Village Buddy” →THIS BUILDS the Village (Phone Tree)

It is easiest to pair the 5 Members with the Volunteer, from the Volunteers User profile

Once the Volunteer is matched with five Members with the relationship →“Village Buddy” → Volunteers can use the (Phone Tree) Feature to conduct Check-Ins

Volunteers can access the phone tree to conduct Check-ins by selecting → Volunteers → Buddies Check-ins