Chesed fund requests: approve and give
Record a family's request (e.g. Kimcha d'Pischa), approve it with an amount or say no, and record what was given against it.
Before you start
- The family added in the chesed fund.
- 1
Open the family
Chesed & gemach → "Chesed fund" → click the family.
Open the family from "Families". - 2
Add the request
Under "Applications" type "For" (e.g. "Kimcha d'Pischa 5787"), "Asking $" and "Situation / notes". Click "Add application".
- 3
Decide
The request shows "pending". Type the approved amount and click "Approve", or click "No". Pending requests also show on the main chesed page under "Waiting for a decision".
Pending requests wait under "Waiting for a decision". - 4
Give the money
Under "Given" record the amount and pick the approved request in "For application…". Click "Record".
- 5
See the history
"Given" shows every payment to the family, with the fund and note. The main page shows "Recently given".
"Recently given" on the main page.
Tips
- The committee can decide straight from "Waiting for a decision" on the main page.
- The approved amount fills in from what they asked — change it before clicking "Approve".
If something isn't working
"What is it for? (e.g. Kimcha d'Pischa 5787)"
Fill in "For" before adding the request.
My request isn't in "For application…".
Only approved requests show there. Approve it first.