Field briefing notes

Help Center

Answers organized the way coordinators actually work — intake, triage, routing, resolution. Search across every topic or jump into a category.

Getting Started

Sign up, approval, team setup, and your first intake link.

6 FAQs

  • How do I sign up and get access?

    Create an account at /signup with your organization details. We verify that you operate a humanitarian coordination function (NGO, mutual aid network, government agency, or licensed shelter/clinic). Most teams sign up the lead coordinator first, then invite the rest from Settings → Team.

  • How long does approval take?

    Most organizations are approved within one business day. During active disaster responses we fast-track approvals — email support@aidgrid.org with the incident name and we'll usually clear you in under two hours.

  • How do I set up my resource directory?

    Go to Resources → Add resource. Add each shelter, clinic, food site, or partner with address, capacity, and status. You can bulk import via CSV from Settings → Import. The AI matcher uses this directory the moment it's populated — no extra configuration needed.

  • How do I invite my team?

    Settings → Team → Invite. Enter email and role (admin, coordinator, viewer). They get a sign-in link valid for 7 days. You can revoke access at any time, and revoked members lose access immediately on their next request.

  • What do the roles mean (admin / coordinator / viewer)?

    Admins manage team and org settings. Coordinators triage cases, route, refer, and resolve. Viewers read cases and reports but cannot modify them — useful for partner agencies, board members, or auditors.

  • How do I share the intake link?

    Settings → Intake → copy the public link. It's a hosted form that goes directly into your queue with AI triage. Share via SMS, WhatsApp, printed flyers, or embed on your site. Each org gets a unique URL that survives team changes.

Managing Cases

Triage, urgency, duplicates, routing, referrals, and resolution.

9 FAQs

  • How do cases get triaged?

    Every incoming case runs through the AI triage engine within a few seconds. It returns an urgency score (0-100), a need category, missing-field prompts, a duplicate check against the last 4 hours, a fraud-risk indicator, and up to three matched resources with distance and capacity.

  • What does the urgency score mean?

    0-39 is standard intake. 40-69 is elevated — handle same shift. 70-89 is urgent — handle within the hour. 90-100 is life-safety — page on-call immediately. Scores factor in stated need, vulnerable populations (children, elderly, disability), location risk, and time-of-day.

  • How does duplicate detection work?

    When a new case is created, AidGrid compares it against your org's cases from the last 4 hours using text similarity, geographic proximity, and submitter metadata. If confidence ≥ 75% you'll see a banner suggesting merge. Nothing is merged automatically — coordinators decide.

  • Can I override the AI triage score?

    Yes. Open any case → click the urgency ring → set a manual score with a one-line reason. The override is logged in the case history with your name and timestamp. AI suggestions still display for context, but your override drives queue ordering.

  • How do I route a case to a team member?

    Case detail → Route → pick teammate. They get a notification (in-app + email if enabled) and the case appears in their personal queue. Routing doesn't change ownership — only assignment — so the original coordinator stays in the audit trail.

  • How do I refer a case to a partner organization?

    Case detail → Refer → select partner from your network. The partner receives the case via their preferred channel (email, secure link, or partner API if integrated). Referrals are tracked end-to-end so you know if the partner acted.

  • How do I resolve a case?

    Case detail → Resolve → pick outcome (served, referred-out, withdrawn, unable-to-contact, ineligible) and add a short note. The case moves to Resolved, response duration is calculated automatically, and the resource utilization counter updates.

  • What does "awaiting info" mean?

    Status used when a case is missing critical information (location, contact, need type) and you've requested clarification from the submitter. The case stays in your queue, surfaces in stale-case alerts after 24 hours, and the AI re-triages once new info arrives.

  • How do I merge duplicate cases?

    Open the suspected duplicate → click the duplicate banner → review the side-by-side comparison → confirm merge. Both submissions become a single case with a source trail showing every original submission, channel, and timestamp.

Resources

Shelters, clinics, capacity, status colors, and matching.

5 FAQs

  • How do I add a shelter or clinic?

    Resources → Add resource. Enter name, type, address (we'll geocode), total capacity, current occupancy, services offered, and hours. Save and it's immediately available to the AI matcher and visible on the map.

  • How do I update capacity status?

    Resources → tap a resource → adjust current occupancy or status. On mobile you can tap the capacity number directly to edit. Updates propagate to the AI matcher within seconds, so the next triage uses the new number.

  • What do the status colors mean?

    Green = open with capacity. Amber = open but ≥80% full or limited services. Red = closed, at capacity, or unavailable. Gray = unknown / unverified — usually a resource that hasn't been updated in 24+ hours.

  • How does resource matching work?

    When a case is triaged, the AI ranks resources by need-type match, distance from the case location, current capacity, and operating hours. It returns up to three options with distance and capacity. Coordinators pick — nothing is auto-assigned.

  • How do I remove a resource from the directory?

    Resources → tap the resource → Archive. Archived resources stop appearing in matches and the map but stay in your historical reports. To restore, go to Resources → Archived → Restore.

Troubleshooting

When something doesn't behave the way it should.

6 FAQs

  • My case isn't getting triaged — what do I do?

    If a case sits in 'Triaging…' for more than 60 seconds, the AI Gateway likely timed out. Open the case → click Re-run triage. If that fails twice in a row, the case is marked for manual review and a banner explains the fallback so you can still act.

  • I can't see cases from my team members

    Cases are visible to everyone in your org by default. If you're missing cases, check Settings → Team to confirm you're in the right org, and Settings → Filters to make sure you don't have a saved filter narrowing the queue.

  • The AI suggested a resource that's actually full

    Resource capacity is only as fresh as your updates. Open the resource → set current occupancy and status → save. Then mark the AI suggestion as 'inaccurate' on the case so we can improve matching. We recommend a daily capacity check during active responses.

  • I'm not receiving case alert emails

    Check /email-preferences → confirm the alert type is enabled. Then check your spam folder and add no-reply@aidgrid.org to safe senders. If still nothing after 10 minutes, your domain may be blocking us — email support and we'll send a deliverability check.

  • How do I export my case data?

    Reports → Coordination Summary → Export CSV or PDF. For raw case data, Cases → Filter → Export. Exports are org-scoped and include every field the requesting role is allowed to see.

  • Can I delete a case?

    Coordinators can archive cases (hidden from queue, retained for audit). Only admins can permanently delete, and deletion is logged. For GDPR/CCPA subject deletion requests, use Settings → Privacy → Data deletion request — we handle deletion within 30 days.

Donations and Support

How AidGrid is funded, how to give, and how to volunteer.

5 FAQs

  • Does AidGrid cost anything to use?

    No. AidGrid is free for every responder — coordinators, shelters, mutual aid groups, and field volunteers. There are no plans, tiers, or case limits. Donations and volunteers keep it running.

  • How can I donate?

    Visit /donate to make a one-time gift or set up monthly support. Every amount maps to specific field work — translation, human review, server costs, accessibility improvements. 100% goes to the mission.

  • Is my donation tax-deductible?

    AidGrid is organized as a nonprofit. Tax-deductibility is not yet verified — please consult your tax advisor about deductibility in your country before claiming a deduction.

  • How can I volunteer?

    Visit /volunteer to apply. There are eight roles — translation review, accessibility improvement, guide quality, resource verification, community outreach, correction review, campaign support, and data quality. You choose when and how much you contribute.

  • Will case intake ever stop working?

    No. AidGrid never blocks case intake — humanitarian response can't pause. The AI always works; volunteer review improves quality but is never a bottleneck for basic help.

Security and Data

Who sees what, how data is protected, and your control over it.

5 FAQs

  • Who can see my cases?

    Only members of your organization with an active role. Row-Level Security is enforced at the database level so org isolation is guaranteed — not just a UI filter. AidGrid staff cannot read case content; only metadata for support and abuse investigations.

  • How is my data protected?

    Data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Backups are encrypted and retained for 30 days. We log every access to case data and surface a full audit trail in Settings → Audit log. See /trust for our full security posture.

  • Can AidGrid access my case data?

    Only with your explicit written request (e.g. you ask support to debug a specific case). Support access is logged and time-boxed, and we never use case content to train AI models. AI triage runs through providers under DPA with no training-data retention.

  • How do I delete my account?

    Settings → Profile → Delete account. Personal account deletion is immediate. Org deletion requires admin confirmation and a 7-day cooling-off period so other admins can object. After deletion we retain a minimal record only where required by tax or audit law.

  • How do I export my data?

    Reports → Coordination Summary → Export. For a complete org export (cases, resources, history, audit), Settings → Privacy → Request full export. We deliver a signed download link within 24 hours.

Still need help?

We respond within 24 hours — under 2 hours during active disaster responses. Tell us the incident name and we'll fast-track.