View Benevolence Requests The benevolence features can be found under Finance > Benevolence. The first screen shows a list of benevolence requests that have been entered into the system. This list will quickly grow to be quite long so be sure to use the filters at the top to help you find the specific requests you're working on. Benevolence Types - Click the gear icon to add or manage different Benevolence Types. For instance, you might have a type for "Housing" or "Food Assistance".Benevolence Requests - This is a filterable list of all the Benevolence Requests in your system. New requests can be added by clicking the ti ti-circle-plus button at the top or bottom of the grid.Total Results - At the bottom of the screen, you'll see summary totals for each category of assistance you have provided. These totals are for all of the transactions that match the provided filters. Create Benevolence Requests Rock lets you create Benevolence Types that can be assigned to each Benevolence Request. This is a great way to categorize requests, allowing you to specify the type of benevolence (e.g., Housing, Food Assistance, Utility Bills) that applies to the request. You can create or maintain Benevolence Types by navigating to Finance > Benevolence and clicking the ti ti-settings button near the top-right of the grid. As described below, there are a few features of Benevolence Types that you'll want to know about. Show Financial Results - If this is disabled, then you will not be able to add a Result Type to the request. The Results Summary and Next Steps Provided fields can still be used. See the following sections below for more information.Active - You can make each Benevolence Type Active or Inactive. You might make a type Inactive if it's no longer being used or is only used certain times of the year.Request Lava Template - The template you provide here will appear on the Benevolence Request view screen, below the person's contact information and above the request details. You can personalize this content using Lava. This is a powerful way to add more detail to the request, or to provide buttons or links that the person working the request can click.Maximum Number of Documents - Here you can specify how many documents can be uploaded for each request of this type. If "0" is chosen, then documents can't be attached.Workflows - Workflows can be automatically launched for the Benevolence Request using triggers that you define. You can also select Manual to have a button added to the request page that the person can click to launch the workflow. In this example, the workflow is launched when the request's status changes from Pending to Approved. Add Benevolence Requests The screen pictured below is what you'll see when you access a specific Benevolence Request from the request list. This page lets you view all the details surrounding the request and allows for adding Result Types if Show Financial Results is enabled for requests of this type. Let's break down what you can see and do on this page. Person Information - Near the top of the page, you can see the requestor, their contact information, who the request is assigned to and the age of the request.Available Workflows - In this case a Manual workflow has been added to the Benevolence Type of this request. A person viewing the request can click this button to launch the workflow.Request Lava - If you've provided a Request Lava Template then the output will be displayed here. Each Benevolence Type has its own template.Description of Request - The details about the request itself are shown here. This is typically where you'll see why the person is making a benevolence request.Custom Attributes - This is where attributes with an entity type of Benevolence Request will be displayed. Using custom attributes lets you collect data beyond the items that ship with Rock. In this example we've added an attribute to track whether this is the person's first benevolence request.Related Documents - A link is provided to access any documentation associated with the request. Documents can be added to a request by editing the request.Results Summary - If a summary of the result of the Benevolence Request has been provided it will be displayed here.Next Steps Provided - If a description of any next steps is provided, then it will be displayed here.Result Type - You'll see this section as long as Show Financial Results is enabled for requests of this type. You can add a row here to indicate the actual assistance that was given, as well as a dollar amount and any other relevant details. You can add (or remove) new Result Types under Admin Tools > Settings > Defined Types > Benevolence Result Type.Edit - Click the Edit button to add or edit details for this request. We'll cover editing a request in the next article.Notes - Person Notes can be added directly from the request detail page. By default, the Note Type is "Benevolence Request: Benevolence Request Notes" but this can be changed in the Notes block's settings. Edit Benevolence Requests Adding a new request or editing an existing request lets you provide specifics of the request as well as the results of the request. Note that in many cases you will be selecting a person in the database that the request is for. Since some requestors may not be in the system, you can also simply enter in their name and contact information here. This keeps you from having to enter a new record in the database for them. It's up to you if you would like to have a record or not. Request Type - Each request can be designated as being of a certain type. The Request Type can't be changed after the request has been saved.Request Status - This is the current status of the request. You can manage the options that are displayed in this dropdown under Admin Tools > Settings > Defined Types > Benevolence Request Status.Assigned To - This is the person who will be working with the individual to determine need and what the response should be. This is helpful if there is a team of people working on these requests. The values in this dropdown come from the group members of the 'RSR - Benevolence' security role. You can change this to use a different group in the settings of this block.Person - The person record to tie the request to. Selecting a person here will automatically enter the contact information below and set the campus for the request if one is not already present. Note that campus fields are disabled if you have only one campus.Contact Information - You can also choose not to tie the request to a record in the database and simply enter the person's name and contact information instead.Description of Request - This is where you'll document what the person is seeking in terms of help.Request Attributes - If you've added custom attributes to your benevolence request, they would display here. For our example we've added a single attribute. This won't be in your database. We'll cover how to add custom attributes to benevolence requests below.Related Documents - Here you have the ability to attach documents to the request. You can add up to six documents. These documents are stored in the database. If you'd prefer to use a different storage medium be sure to update the file type for the 'Benevolence Request Document'.Result Summary - This field allows the person working the request to enter notes about what was given, including background information on the decision.Provided Next Steps - Often times the results of a benevolence request will have associated next steps. For instance, you may suggest they take a specific class. You can keep these notes in this field.