Review forms, missing documents, offers, and schedule changes.
PROPOSED WORKFLOW
A clear path from
donation to a furnished home.
Explore each handoff, see who owns the next action, and walk through a sample service request.
SAMPLE SCENARIO
Try the workflow
Illustrative walkthrough. No veteran or donor records are collected.
CONNECTED PROCESS
Two intakes. One coordinated service.
Select a step to see its owner, required information, and completion checkpoint.
Donations & inventory
Veteran requests
Choose a service arrangement
The two delivery paths continue below.
Take-home shopping goes directly to receipt and closeout.
Take-home shopping goes directly to receipt and closeout.
OPERATING RHYTHM
Keep the handoffs moving.
Review the veteran pipeline, reserve items, and confirm assignments.
Donation pickups and scheduled loading or deliveries.
Scheduled shopping, loading, and deliveries.
Reconcile records and report services, expenses, and volunteer contributions.
Every handoff has a checkpoint.
One owner and next action
Each active record has an owner, status, next action, and due date. Holds and cancellations include a reason.
Reserve before scheduling
Reserved items leave available counts. A canceled appointment triggers a reservation review.
Reconcile before closing
Record actual items received, receipts, volunteer time, miles, and eligible expenses. Count veterans, deliveries, and items separately.
Volunteer pathway: Application → Executive Director contact → Orientation and role → Assignment → Hours and miles → Review.