# Recovery Needs & Tasks ### Introduction *Needs & Tasks* track the general needs for the people in the Recovery Case and any follow up tasks required to help with their relief and recovery. This playbook will provide tips and ideas to get the most out of this function in Crisisworks. It helps you manage Needs & Tasks workflow effectively, working with external agencies and your own departments to refer Tasks for follow up.

Need & Task Workflow

## **Need & Task Categories** Identify the immediate needs you are likely to require in this emergency and check that they exist in your system. Make sure they align with your council's arrangements for emergency relief. Rural councils might need categories like water tank cleaning and stock feed that urban councils do not. Crisisworks comes with several pre-loaded categories. Review and deactivate any irrelevant to your council and community. Manage Need & Task Categories via system Lookups under **Recovery - Immediate Need Category**.
## Referral Pathways Consider who will provide these services, will they be provided by Council or an external provider? * **Council services** can be referred to a Position (eg Waste Officer, MRM Deputy). Any users on duty as those Positions will receive notification of assignments (in accordance with their communications preferences in their profile). * **External providers** can either receive referrals via report or they can be set up as Crisisworks Users to receive and manage their assignments directly. **Assigning to External Provider** DRAFT UP TO HERE Need/Tasks can be assigned to external service providers can be set up with a **Crisisworks User account**, enabling them to receive direct notifications for referrals. This allows them to access and update the assigned Need & Task records, and update the provision status as the task progresses. **Note:** External users can only view and edit the specific parts of the record assigned to them. They will not have access to the full Case record. | ***Setting up an External Provider as a Crisisworks User*** | | | ----------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- | | *Step 1* | **Create an** **Organisation** **record for the Agency:** Add the external agency as an **Organisation** in Crisisworks. | | *Step 2* | **Create a Resource** with the Type set to *Service,* link the *Organisation*. | | *Step 3* | **Create a Position** for the external agency. Copy the JSON from an existing external user to ensure they have suitable access permissions. | | *Step 4* | **Create a Contact** **and Enable User Account**, select the *Organisation* from the drop down list, add the *Position.* Fill in the rest of the user’s details. | **Assigning an External Provider via report** If the service provider/agency will not be using Crisisworks, you can still assign a Need & Task to them. However, you will need to manually send referrals and coordinate progress updates. | ***Steps to set up an External Service Provider*** | | | -------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | *Step 1* | **Create an** **Organisation** **record:** Add the external agency as an **Organisation** in Crisisworks. | | *Step 2* | **Create a Resource** with the Type set to *Service,* link the *Organisation*. | | *Step 3* |

Generate and send referral reports:

This report can be run as often as needed. You can arrange with the service provider to send progress updates when they complete the task.

| ### Help from Crisisworks KnowledgeBase * [Recovery Case (People & Property)](https://docs.cw.crisisworks.com/modules/recovery/cases) * [Modifying lists using Lookups](https://docs.cw.crisisworks.com/system-administration/configuring-the-system/lookups) * [Managing Users, Positions and Organisations](https://docs.cw.crisisworks.com/system-administration/user-and-contact-administration) * [Working with Resources/Service Providers in Recovery Cases](https://docs.cw.crisisworks.com/modules/operations/resources/service) ### Players Tip: Write the names of the people in this team here to personalise it before distributing this playbook. | **Role** | **Description** | **People** | | -------------------------------------- | --------------- | ---------- | | MRM | | | | Internal service providers - list here | | | | External service providers - list here | | | | | | | ### Jobs to be done Tip: write the specific services offered as part of this event below before distributing this playbook. | **Job to be done** | **Workflow Method** | **WHO… is responsible** | | ------------------ | ------------------- | ----------------------- | | | | | | | | | | | | | | | | | | | | | ### Training and exercises The following training injects can be used to train users on this playbook. These should be localised to be realistic. | **#** | **For** | **Scenario** | **Crisisworks Action** | | ----- | ------- | ------------ | ---------------------- | | 1 | | | | | 2 | | | | | 3 | | | |