Member Performed Activities allow organizations to share specific tasks or forms directly with members, enabling them to provide information at their own pace or prior to a scheduled visit. This feature streamlines data collection by allowing members to complete assessments or intake forms independently via a unique, secure link.

Step 1 – Configure the activity template

1. Navigate to the Templates section and select the Activities tab to create a new activity.
2. While in the Activity Builder, locate the Allow member to perform this activity directly checkbox.
3. Check this box to enable the self-completion feature for this specific template.
   • Note: If you need the ability to complete the same activity both with the member and independently, you should create two separate versions of the template.
4. Save the template to make it available for member outreach.

Step 2 – Schedule and share with the member

1. Open the specific Member Profile and click the + Activity button.
2. Select the template you configured for member self-completion from the dropdown menu.
3. Choose whether to schedule the activity for the current time or a future date.
4. The platform will generate a unique link once the activity is created.
5. Share the link with the member via Email or SMS (if your organization has the call center feature enabled).
   • Tip: You can manually copy and resend this link at any time from the activity’s action menu.

Step 3 – Track completion status

1. Monitor the activity directly from the member’s profile; these activities will appear highlighted in green to distinguish them from staff-led visits.
2. Observe the status updates as the member interacts with the link:
   • Scheduled: The link has been sent but the member has not yet opened it.
   • In Progress: The member has clicked the link and begun filling out the form.

Step 4 – Review member submissions

1. Once the member submits their responses, the activity status will update to reflect completion.
2. Open the activity and select View Summary from the actions menu to review the collected data.
3. Use the gathered information to inform your next visit or to trigger necessary follow-up goals and referrals.