HELPLINE SHIFT REPORT – Intake Volunteer
Your Name
*
First Name
Last Name
Date
*
-
Month
-
Day
Year
Date
Hours volunteered today
*
Select nearest half-hour increment.
Callers/clients served
Name of 1st caller/client served
Step(s) completed for or with the caller/client (mark all that apply)
Completed pre-intake
Conflicts screening performed
Intake call attempted, unsuccessful
Completed intake call
Court records checked & recorded in HelplineCMS
Read legal information to client from script(s) in appendix of Volunteer Manual
Name of 2nd caller/client served
Step(s) completed for or with the caller/client (mark all that apply)
Completed pre-intake
Conflicts screening performed
Intake call attempted, unsuccessful
Completed intake call
Court records checked & recorded in HelplineCMS
Read legal information to client from script(s) in appendix of Volunteer Manual
Name of 3rd caller/client served
Step(s) completed for or with the caller/client (mark all that apply)
Completed pre-intake
Conflicts screening performed
Intake call attempted, unsuccessful
Completed intake call
Court records checked & recorded in HelplineCMS
Read legal information to client from script(s) in appendix of Volunteer Manual
Name of 4th caller/client served
Step(s) completed for or with the caller/client (mark all that apply)
Completed pre-intake
Conflicts screening performed
Intake call attempted, unsuccessful
Completed intake call
Court records checked & recorded in HelplineCMS
Read legal information to client from script(s) in appendix of Volunteer Manual
Name of 5th caller/client served
Step(s) completed for or with the caller/client (mark all that apply)
Completed pre-intake
Conflicts screening performed
Intake call attempted, unsuccessful
Completed intake call
Court records checked & recorded in HelplineCMS
Read legal information to client from script(s) in appendix of Volunteer Manual
Name of 6th caller/client served
Step(s) completed for or with the caller/client (mark all that apply)
Completed pre-intake
Conflicts screening performed
Intake call attempted, unsuccessful
Completed intake call
Court records checked & recorded in HelplineCMS
Read legal information to client from script(s) in appendix of Volunteer Manual
Name of 7th caller/client served
Step(s) completed for or with the caller/client (mark all that apply)
Completed pre-intake
Conflicts screening performed
Intake call attempted, unsuccessful
Completed intake call
Court records checked & recorded in HelplineCMS
Read legal information to client from script(s) in appendix of Volunteer Manual
Name of 8th caller/client served
Step(s) completed for or with the caller/client (mark all that apply)
Completed pre-intake
Conflicts screening performed
Intake call attempted, unsuccessful
Completed intake call
Court records checked & recorded in HelplineCMS
Read legal information to client from script(s) in appendix of Volunteer Manual
Name of 9th caller/client served
Step(s) completed for or with the caller/client (mark all that apply)
Completed pre-intake
Conflicts screening performed
Intake call attempted, unsuccessful
Completed intake call
Court records checked & recorded in HelplineCMS
Read legal information to client from script(s) in appendix of Volunteer Manual
Questions, suggestions, or additional information.
MORE: Questions, suggestions, or additional information.
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