---
title: How to Assign an Assistance at Organization Level
description: Add organization-level assistances to track services delivered across your organization, support VOCA reporting, and maintain accurate service records.
---

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1. [Coming Home Knowledge Base](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en)
2. [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances?hsLang=en)

# How to Assign an Assistance at Organization Level

## Learn how to record organization-level assistances to track services delivered across your organization, even when they are not tied to a specific client or program.

### What this feature does

The **Organization-Level Assistances** dashboard allows users to track and manage all services delivered across the organization in one centralized location. This view provides a comprehensive overview of assistance records, regardless of whether they are linked to a specific client or program.

Organization-level tracking is especially useful for capturing services such as outreach, advocacy, or support provided to individuals who may not be formally registered as clients, as well as for organization-wide reporting and leadership visibility.

 

#### **When to use organization-level assistances**

Use organization-level assistances when:

- Services need to be tracked across multiple programs
- Staff provide support outside structured program enrollment
- Services are delivered to external individuals not formally registered as clients
- Organization-wide reporting is required
- Leadership needs visibility into overall assistance activity

 

#### **Who can use this feature**

- **Organization Administrators** – Full access to create, view, edit, archive, and unarchive assistance records.
- **Team Members** – Can add and view assistances and edit records they own.
- **Interns / Volunteers** – Can add and view assistances and edit records they own.
- **Law Enforcement / Advocates** – Can add and view assistances and edit records they own.

 

### How to add an assistance at the organization level

#### **Step 1: Navigate to Assistances**

1. From the left-hand sidebar, click **Assistances**.

![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-00-07-2207-AM.png?width=288&height=350&name=undefined-Apr-14-2026-01-00-07-2207-AM.png)

2\. The **Organization-Level Assistances Dashboard** will open.

 

#### **Step 2: Create a new assistance**

 1.Click **+ Add Assistance** in the upper-right corner.

![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-01-42-0691-AM.png?width=401&height=100&name=undefined-Apr-14-2026-01-01-42-0691-AM.png)

2.The **Add Assistance** panel will open.

![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-02-00-0611-AM.png?width=496&height=350&name=undefined-Apr-14-2026-01-02-00-0611-AM.png)

#### **Step 3: Complete the assistance details**

Fill in the required and optional fields:

- **External Individual Assisted** – Toggle this option if the service was provided to someone not registered as a client or if you are tracking group sessions or any kind of external services.

![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-02-59-2287-AM.png?width=305&height=42&name=undefined-Apr-14-2026-01-02-59-2287-AM.png)

- **Client** – Select a client if the assistance is associated with an individual (optional).
- **Program Enrollment** – Select a program if the assistance is related to a specific program (optional).
- **Assistance Type** – Choose the service provided from prebuilt or custom categories and items.
- **Provided On** – Enter the date the service was delivered.
- **Amount (USD)** – Record any financial value associated with the assistance.
- **Quantity** – Track the number of service instances delivered.
- **Duration** – Record the time spent providing the service.

 

### VOCA Reporting Fields

#### **Overview**

**![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-05-20-6351-AM.png?width=382&height=385&name=undefined-Apr-14-2026-01-05-20-6351-AM.png)**

The **VOCA Reporting Fields** section enables organizations to capture additional data required for Victims of Crime Act (VOCA) reporting and similar grant-based compliance frameworks. Even for organizations not reporting under VOCA, these fields support structured service tracking and outcome evaluation. **We encourage all organizations to fill these fields.**

#### **VOCA fields explained**

- **Delivery Method**  
  Specifies how the assistance was provided (e.g., individual, phone, hotline, group session, outreach, or other).
- **Interpreter Provided**  
  Indicates whether language interpretation services were used, supporting accessibility and equity reporting.
- **Victimization(s) Addressed**  
  Identifies the type of victimization related to the assistance (e.g., domestic violence, sexual assault, human trafficking, stalking, or child abuse).
- **Outcome Collected**  
  Indicates whether a measurable outcome resulted from the assistance. 
    - **Outcome Type** – Defines the category of outcome (e.g., Safety Planning, Protection Order).
    - **Outcome Result** – Describes the specific result or status achieved.

 

#### **Step 4: Add notes**

**![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-07-28-4450-AM.png?width=670&height=242&name=undefined-Apr-14-2026-01-07-28-4450-AM.png)**

The **Notes** section allows users to document additional context related to the assistance, such as:

- Observations or follow-up actions
- Internal context for team members
- Details not captured by structured fields
- Information for future reference or audits

Notes enhance collaboration, service continuity, and reporting clarity.

 

#### **Step 5: Save the assistance**

1. Click **Create Assistance** to save the entry.
2. Return to the **Organization-Level Assistances Dashboard** to confirm that the assistance has been successfully recorded.

**![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-08-20-4125-AM.png?width=443&height=100&name=undefined-Apr-14-2026-01-08-20-4125-AM.png)**

#### **Result**

Once saved:

- The assistance will appear in the **Organization-Level Dashboard**.
- It will contribute to organizational reporting and analytics.
- The record can be edited or archived later based on user permissions.

![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-09-02-4139-AM.png?width=670&height=312&name=undefined-Apr-14-2026-01-09-02-4139-AM.png)

### Tips / Best Practices

- Use the **External Individual Assisted** toggle when the recipient is not registered as a client.
- Complete **VOCA fields** whenever possible to support compliance and outcome measurement.
- Record **quantity and duration** to capture the full impact of services.
- Add **clear notes** to provide context for future reference and collaboration.
- Ensure **assistance types** are standardized for consistent reporting.

 

#### **Related Articles**

- [Overview of Assistances](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-assistances?hsLang=en)
- [How to Create Custom Assistance (Categories and Items)](https://knowledge.cominghome.ai/en/knowledge-base/how-to-create-a-new-assistance-categories-and-items?hsLang=en)
- [How to Assign an Assistance at the Program Level](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-an-assistance-at-program-level?hsLang=en)
- [How to Assign an Assistance at the Client Level](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-an-assistance-at-client-level?hsLang=en)
- [How to Manage Linked vs. Unlinked Assistances](https://knowledge.cominghome.ai/en/knowledge-base/how-to-manage-linked-vs.-unlinked-assistances?hsLang=en)

---

### Need more help?

If you need assistance with recording organization-level assistances, please contact your **Organization Administrator** or reach out to our **Support Team** through the in-platform chat and select **“Report an issue.”**

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    - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record)
    - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments)
    - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level)
    - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment)
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