CHILD GIFT PROCESS

Usage: 

Permissions:

More information included under Permissions in page breakdown

1. US Admin sees all gifts regardless of child or donor location. 

Permission user group noted in page breakdown

2. Country Office Admin sees all gifts given by donors in their country by donor site channel specified in CRM

• Three permissions needed for caseload manager to work correctly

1.  SGC Country Office Admin (DB)

2.  Dashboard Access - Office Staff

Under Site Channel Administrators there is a list of site channels

3. Add user to the site channel they should see donors from

3. Field Worker sees all gifts given to children in their country based on child country specified in CRM default address

• Three permissions needed for caseload manager to work correctly

1. SGC Field Worker (DB) 

2. Dashboard Access - Office Staff 

Under SGC Field Worker (DB) there is a list of countries

3. Add the user to the country they should see children from 

Navigation

1. You can quickly navigate between the Primary caseload manager & camp caseload manager using links at the top of the screen

1. 1. Camp - <group>

2. 1. Primary - <group>

Filters

1. Drop down filters for quick filtering of your caseload manager

1. Selecting an option will limit the caseload manager to line items including that option

[](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151080637551/original/HqGprqDFRCHierZfdy3jlwlrCv4S2iQLeQ.png?1715713226)

1. After selecting ‘Tracking Number’ - ‘205-64’ the caseload is limited to that tracking number

2. Advanced filters for specific filtering

1. 1. Click filters button (top right of caseload manager)

2. 1. Click the plus button beside ‘Apply Filters’

3. 1. Add Conditions

4. 1. Click Apply Filters

5. 1. Caseload will conform to the filters

1. Now only Male Children will be in the caseload manager

2. Multiple conditions can be added with the plus 

6. These stack on top of quick filters

Caseload Manager

1. The caseload manager is a dynamic table including pertinent information for child gifts with the ability to quickly edit statuses & view child or donor information

2. The caseload manager includes additional columns if you scroll right or left

3. Gift is the most important column - it is where you can edit gift status

1. 1. Clicking the blue highlighted gift name will open up the gift status editor

= > 

2. Here you can edit or add new information, then click submit updating the gift

4. If you are an admin you will have access to the following two columns buttons:

1. 1. Sponsor Name - Opens Sponsor Profile 

 = > 

Includes more information and CRUD for many aspects of the donor profile

2. Child name - Opens Child Profile

= > 

Includes more information and CRUD for many aspects of the child profile

Thanks Yous

1. You can download thank you template for one or many gifts based on the case load filters

1. 1. Set your criteria to show only the gifts you want to export in caseload manager

[](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151080637627/original/DYb6tTCw23c6dkXBG10-cGu9MafZCS1N_w.png?1715713234)

2. Click the ‘Download Thank You’ Button at the top right of the page

3. A new PDF is generated based on the items in the caseload manager

[](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151080637615/original/wg6aRN5SdbxKuxNWAzVzQA_maWpN6fpTeA.png?1715713234)

US Admin View

View / Permission:

All Children & Donors from all locations - Full CRUD Permission

(User Groups):

Columns:

1. #### Tracking Number ((Contributions Transaction id) - (Motion Engagement Id))

2. #### Origination Date

3. #### Gift (Links To Edit Status)

4. #### Sponsor Id

5. #### Sponsor Name (Links to Donor Record Detail)

6. #### Amount

7. #### Status

8. #### Release Date

9. #### Occasion

10. #### Gift Type

11. #### Last Update

12. #### Notes

13. #### Sponsor Notes

14. #### Child Name (links To Child Record Detail)

15. #### Child Gender

16. #### Child DoB

17. #### Address

18. #### Child Route Name

19. #### Child Route #

20. #### Child Route Captain

Office Location Admin

View / Permission:

Filtered view to donors by donor country - Full CRUD

(User Groups):

Page Permissions: 

Filtering Permissions

Columns:

1. #### Tracking Number ((Contributions Transaction id) - (Motion Engagement Id))

2. #### Origination Date

3. #### Gift (Links To Edit Status)

4. #### Sponsor Id

5. #### Sponsor Name (Links to Donor Record Detail)

6. #### Amount

7. #### Status

8. #### Release Date

9. #### Occasion

10. #### Gift Type

11. #### Last Update

12. #### Notes

13. #### Sponsor Notes

14. #### Child Name (links To Child Record Detail)

15. #### Child Gender

16. #### Child DoB

17. #### Address

18. #### Child Route Name

19. #### Child Route #

20. #### Child Route Captain

Field Workers View

View / Permission:

Filtered view to children by child country - UPDATE: 

21. Release date

22. Status

23. Notes

(User Groups):

Page Permissions:

Filter Permissions: 

Columns:

1. #### Tracking Number ((Contributions Transaction id) - (Motion Engagement Id))

2. #### Origination Date

3. #### Gift (Links To Edit Status)

4. #### Sponsor Id

5. #### Sponsor Name 

6. #### Amount

7. #### Status

8. #### Release Date

9. #### Occasion

10. #### Gift Type

11. #### Last Update

12. #### Notes

13. #### Sponsor Notes

14. #### Child Name 

15. #### Child Gender

16. #### Child DoB

17. #### Address

18. #### Child Route Name

19. #### Child Route #

20. #### Child Route Captain

US Admin View - Camp 

View / Permission:

All Children & Donors from all locations - Full CRUD Permission

(User Groups):

Columns:

1. #### Tracking Number ((Contributions Transaction id) - (Motion Engagement Id))

2. #### Origination Date

3. #### Gift (Links To Edit Status)

4. #### Sponsor Id

5. #### Sponsor Name (Links to Donor Record Detail)

6. #### Amount

7. #### Status

8. #### Session

9. #### Notes

10. #### Sponsor Notes

11. #### Child Name (links To Child Record Detail)

12. #### Child Gender

13. #### Child DoB

14. #### Address

15. #### Child Route Name

16. #### Child Route #

17. #### Child Route Captain

Office Location Admin - Camp 

View / Permission:

Filtered view to donors by donor country - Full CRUD

(User Groups):

Page Permissions: 

Filtering Permissions:

Columns:

1. #### Tracking Number ((Contributions Transaction id) - (Motion Engagement Id))

2. #### Origination Date

3. #### Gift (Links To Edit Status)

4. #### Sponsor Id

5. #### Sponsor Name (Links to Donor Record Detail)

6. #### Amount

7. #### Status

8. #### Session

9. #### Notes

10. #### Sponsor Notes

11. #### Child Name (links To Child Record Detail)

12. #### Child Gender

13. #### Child DoB

14. #### Address

15. #### Child Route Name

16. #### Child Route #

17. #### Child Route Captain

Field Workers View - Camp

View / Permission:

Filtered view to children by child country - UPDATE: 

1. Status

2. Session

3. Notes

(User Groups):

Page Permissions:

Filter Permissions: 

Columns:

1. #### Tracking Number ((Contributions Transaction id) - (Motion Engagement Id))

2. #### Origination Date

3. #### Gift (Links To Edit Status)

4. #### Sponsor Id

5. #### Sponsor Name (Links to Donor Record Detail)

6. #### Amount

7. #### Status

8. #### Session

9. #### Notes

10. #### Sponsor Notes

11. #### Child Name (links To Child Record Detail)

12. #### Child Gender

13. #### Child DoB

14. #### Address

15. #### Child Route Name

16. #### Child Route #

17. #### Child Route Captain

Updated on: 14/04/2026