User Guide

ALCSI Live is the technology that powers ALCSI's volunteer network — the people having conversations every day that lead to life-saving lung cancer screenings.

There are two places you might be reading this from:

• ALCSI Live (mobile app) — your main day-to-day tool. This is where you log outreach, browse your chapter and initiatives, check the directory, and run the GEDI screening calculator.
• Volunteer Portal (web) — a companion site for a smaller set of tasks: completing your certification (Learn), managing your account, the chapter outreach tracker, and — for admins and approvers — approvals, the org calendar, announcements, and certifications.

Most volunteers will spend almost all of their time in the mobile app. The web portal is mainly used for certification and for a handful of leadership/admin tools.

This guide is organized so you can use it however you think:

• Start Here (you are here) — checklists to get oriented based on your role.
• Learn — the mental model: how ALCSI is structured, what the roles mean, and how the core systems (outreach, Plus-One, GEDI, certifications) work conceptually.
• Do — step-by-step instructions for specific tasks, grouped by who you are.
• Troubleshoot — what to do when something isn't working or doesn't look right.
• Reference — an exhaustive, feature-by-feature description of every screen and setting.
• Advanced — deeper explanations of the logic behind the scenes, for power users.

Use the search bar at the top of the table of contents to jump straight to what you need.

Everything a brand-new volunteer needs to do, in order:

1. Download ALCSI Live (or open the Volunteer Portal) and create your account.
2. Complete onboarding: choose your chapter, your role/title, and write a short bio (and add a profile photo). You can optionally request to join one or more Initiatives here too. If your chapter doesn't exist yet and you've been cleared by national leadership to start one, you can register it here — see [Register a New Chapter (Founder Flow)].
3. Wait for approval. Your account status starts as pending — you'll see a locked-down view of the Dashboard/Home until a chapter or national admin approves you. This is normal and usually quick.
4. Once approved, take the App Tour from the Home screen ("How it Works") to get a guided walkthrough of the app.
5. Complete the ALCSI Certification module under Learn (about 25-35 minutes). This unlocks Initiatives and Chapter Goals.
6. Log your first Outreach Record — even a practice one helps you learn the form.
7. Fill out your profile: add a photo and a short bio so other volunteers and leadership recognize you.
8. Browse Initiatives and apply to any that match your interests — there's no limit on how many you can join.

For new Presidents, Vice Presidents, and E-Board members.

1. Confirm your role/title is correct. This was set during onboarding — if it's wrong (e.g., you're actually President but show as Member), submit a role-change request.
2. Review your chapter roster — see who's in your chapter and what roles they hold.
3. Check your chapter's annual and quarterly goals (New Records, People Eligible, People Screened, Events Held, New Members). If goals haven't been set yet, set them.
4. Post a welcome announcement to your chapter and add any upcoming events to the chapter calendar.
5. Review your chapter's outreach activity so far this quarter/year.
6. If your chapter has been assigned a IC Director, read any notes they've left for you (shown on the Chapter Goals and Chapter Docs pages).
7. Know how to submit a role-change or member-removal request — you'll need this if a member's title changes or someone needs to be removed from the roster.
8. If your chapter is building an Outreach Plan, start filling it out — this is a structured template covering screening logistics for your area.

For volunteers who manage an organization-wide Initiative.

1. Open your Initiative and review its annual goals — if none exist yet, add at least one (the first goal you add becomes the "primary" goal shown on the Initiatives list).
2. Fill out the About description so members understand the initiative's purpose.
3. Add a Google Drive link if your initiative has shared resources.
4. Pick an icon for your initiative from the icon picker in Settings.
5. Review pending applications — approve or reject volunteers who've applied to join.
6. Post a welcome announcement to your initiative's members.
7. Add any known events (calls, meetings) and tasks to get the team moving.
8. Bookmark how to remove a member in case someone needs to be taken off the roster later.

For volunteers who oversee a network of chapters.

1. Open the IC Director dashboard and review the list of chapters assigned to you.
2. For each chapter, check their annual goals and progress — members, people talked to, eligible, screened, and events held.
3. Review any pending outreach plans submitted by your chapters and provide feedback (approve or request revisions).
4. Drill into individual chapters to review their roster and recent check-ins.
5. Post an IC-wide announcement introducing yourself to the chapters you oversee, and add any upcoming IC-level events to their calendars.
6. Leave notes for chapter leadership where helpful — these show up on their Chapter Goals page.

For ALCSI's national administrative team.

1. Review pending volunteer approvals — new signups wait here until approved or rejected.
2. Review pending requests — role changes and member removal requests submitted by chapter presidents.
3. Set up the Org Calendar with any upcoming national events.
4. Post any org-wide announcements that need to go out (target specific audiences: everyone, presidents, IC directors, etc.).
5. Check the Certifications directory to see who has completed the ALCSI Certification.
6. When approving a new volunteer, remember that their initial permissions only include Learn and Account. Additional access (Outreach, etc.) is granted via the permissions you set on their profile.

ALCSI (the American Lung Cancer Screening Initiative) is a volunteer organization focused on lung cancer screening advocacy and awareness. Volunteers across the country have conversations with members of the public about whether they qualify for a lung cancer screening, and help guide eligible people toward getting screened.

ALCSI Live is the mobile app built for that work. It's where volunteers:

• Track conversations with community members (the "Outreach" tracker)
• See their chapter's progress toward its annual goals
• Join and participate in organization-wide Initiatives
• Look up other volunteers in the Directory
• Run the GEDI screening-eligibility calculator
• Complete training and certification

The Volunteer Portal (the website you're reading this guide from) is a companion to the mobile app. Every volunteer uses it for Learn (certification) and Account (profile settings). The chapter Outreach tracker is also available here. A smaller set of leadership and admin tools — approvals, the org calendar, announcements, and the certifications directory — live here as well, visible only to the people who need them.

Nothing about your data is different between the two — they're the same accounts, the same chapters, the same outreach records. Use whichever is more convenient for the task at hand.

ALCSI's volunteer structure has three layers:

Chapters are the local/regional unit — usually tied to a university or city. Every approved volunteer belongs to exactly one chapter (set during onboarding). A chapter has:
- A roster of members, each with a role/title
- Annual and quarterly goals (people talked to, people eligible, people screened, events held, new members)
- A calendar of chapter-specific events
- Its own outreach records (the conversations that chapter's members have logged)

Initiatives are organization-wide programs that cut across chapters — things like a Social Media team, a Fundraising team, or a Lung Health Education team. Any approved volunteer can browse and apply to join any active initiative, regardless of which chapter they belong to. There's no limit on how many initiatives a volunteer can be part of. Each initiative has its own goals, calendar, tasks, and announcements, and is run by one or more managers.

National oversight sits above chapters:
- An IC Director ("IC" stands for Intercollegiate — these directors coordinate across multiple chapters) is assigned to oversee a group of chapters — reviewing their goals, progress, and outreach plans, and posting announcements/events to all the chapters they oversee.
- Admins have organization-wide access: approving new volunteers, managing chapters and initiatives at a high level, posting org-wide announcements and calendar events, and managing certifications.

Most of what you do day-to-day happens at the chapter and initiative level. The national layer exists to support chapters, not to micromanage them.

Every volunteer has a title within their chapter, which forms a hierarchy:

1. Member — the base role every approved volunteer starts with.
2. E-Board — chapter executive board member.
3. VP — Vice President of a chapter.
4. President — leads a chapter.
5. IC Director — oversees a group of chapters.
6. Admin — organization-wide administrative access.

On top of your title, a few independent flags can apply to your account:

• Approver (`does_approvals`) — lets you review and approve pending volunteers, requests, and certifications, even if you're not an Admin.
• Certified — you've completed the ALCSI Certification module.

Generally speaking:
- Members can log outreach, use Plus-One, browse/join initiatives, view their chapter, use GEDI, and manage their own profile.
- E-Board / VP / President additionally get chapter leadership tools — roster management, chapter goals, chapter announcements/events, insights, and the ability to request role changes or removals.
- Initiative Managers (a per-initiative role, separate from chapter title) get management tools for the initiatives they manage — approving members, editing goals, posting announcements/events/tasks.
- IC Directors get an overview of every chapter assigned to them, with the ability to post IC-wide announcements/events and review outreach plans.
- Admins can do everything above, plus org-wide management: approvals, audit log, certifications directory, org calendar, and announcements.

For the complete breakdown of exactly what each role can see and do, see [Reference → Permissions Matrix].

Every volunteer goes through the same lifecycle:

1. Sign up. Create your account with your name, email, phone, and a password.

2. Onboarding. Right after signup, you'll choose:
- Your chapter — or, if your chapter doesn't exist yet, register a new one (the "founder" flow; see below)
- Your role/title within that chapter
- A short bio (and a profile photo)
- (Optional) any Initiatives you'd like to apply to join

Submitting onboarding sets your account status to pending and notifies admins that a new volunteer is waiting for approval.

Founding a new chapter. If you don't see your chapter in the list, you can register it during onboarding. ALCSI asks that you confirm you've already been approved to start a chapter with national leadership first. A registered chapter is created in a pending state — hidden from everyone except you and admins — and is activated automatically when a national admin approves you as its founder (your role defaults to President). If the admin rejects your application, the pending chapter is rejected too, so it never becomes visible.

3. Pending. While pending, you'll see a locked-down Home/Dashboard with a friendly "Almost There!" message. You don't have access to outreach, initiatives, or chapter tools yet. This is expected — approval is usually handled quickly by chapter or national admins.

4. Approved. Once approved:
- Your status becomes approved
- You're added to your chapter's roster
- Any initiatives you requested during onboarding are added as pending applications for those initiative managers to review
- On the web Volunteer Portal, your default sidebar permissions are set to Learn and Account (additional sections are added by an admin as needed)
- On ALCSI Live (mobile), you immediately have access to Home, Directory, Outreach, Initiatives, Chapter, GEDI, Research, and Settings

5. Getting Started. Before you can access Initiatives or Chapter Goals, you'll need to complete the "Getting Started" learning module (this requirement is waived for Admins). This is a quick orientation that makes sure you understand the basics before diving into chapter-level data.

If your application is rejected instead of approved, you'll see a clear notice explaining that, with the option to sign up again.

The single most important thing volunteers do is log outreach — recording a conversation with a member of the community about lung cancer screening.

Eligibility. ALCSI's screening eligibility criteria are based on USPSTF guidelines for lung cancer:
- Age 50–80
- 20+ pack-years of smoking history
- Current smoker, or a former smoker who quit within the last 15 years

"Pack-years" is calculated as (packs of cigarettes smoked per day) × (number of years smoked). When you log a record, the app calculates eligibility automatically from the answers you give — you never need to do this math yourself.

The journey. Once someone is logged, their record moves through a simple journey tracked with four checkpoints:
- Contacted — you've had the initial conversation
- Scheduled — they've booked a screening appointment
- Screened — they've completed the screening
- Verified — the screening has been confirmed

You can mark each of these as complete from the record's expanded view as the person progresses. These four checkpoints are also what feed your chapter's annual goal progress (New Records, People Eligible, People Screened).

Logging communications. Every time you call, text, email, or meet with someone on your outreach list, you can log that communication (type + outcome + notes) so the next person who looks at the record — or future-you — has full context.

Archiving. If a record is no longer active (e.g., the person asked not to be contacted again), you can archive it. Archived records are hidden from your main list but not deleted, and can be unarchived later.

Sometimes the person you talk to isn't eligible for screening themselves — but they know someone who might be (a parent, a friend, a coworker). That's where Plus-One comes in.

When logging an outreach record, if the person mentions someone else who might be eligible, you can add that person as a Plus-One referral — capturing their name and a phone number or email. This creates a linked referral record without requiring you to start a whole new outreach entry from scratch.

Later, referrals can be converted into full outreach records once you're ready to start tracking that person's own journey.

Becoming a Plus-One Chapter. Once a chapter has logged enough conversions through this referral pipeline (3 rows in the conversation tracker), it becomes eligible to apply for Plus One Chapter status. This is a partnership with the Lung Cancer Research Foundation (LCRF): enrolled chapters receive a complimentary banner and tablecloth co-branded with ALCSI and LCRF, plus an LCRF portal login for ordering as many outreach flyers as they need — with no fees at any point. The chapter president applies via a short Google form, then emails the LCRF/program contacts to confirm submission. The full step-by-step process is taught in the "Becoming a Plus One Chapter" module under Learn (about 10 minutes, with a short quiz), and the application form and ordering-portal links live on the Plus One Program page under Outreach Materials.

GEDI is an interactive screening-eligibility calculator built into ALCSI Live, based on USPSTF (U.S. Preventive Services Task Force) guidelines. While ALCSI's core mission is lung cancer screening, GEDI goes further — covering the major cancer screenings most adults should know about:

• Lung cancer — age 50–80, current or former smoker, 20+ pack-years (Grade B: recommended)
• Colorectal cancer — age 45–75 (recommended), 76–85 (discuss with a doctor)
• Breast cancer (for women) — age 40–74, biennial screening (Grade B: recommended)
• Cervical cancer (for women with a cervix) — age 21–65, every 3–5 years
• Prostate cancer (for men) — age 55–69, shared decision-making with a doctor

A volunteer enters basic information (age, sex, smoking history, etc.) and GEDI shows which screenings are recommended, which are worth discussing with a doctor, and which are not indicated at this time — each with a brief reason.

GEDI exists to help volunteers have informed, broader conversations — someone who isn't eligible for lung screening might still benefit from knowing about other screenings they're due for. It's available to every volunteer at any time, with no approval or chapter requirement.

The Learn section (in both the web portal and the mobile app's Home screen) is where training modules live.

The flagship module is the ALCSI Certification — about 25-35 minutes, covering the fundamentals of lung cancer screening advocacy and how to have effective outreach conversations. Each module shows a status: Available, In Progress, Completed, or Coming Soon.

Completing the ALCSI Certification matters for two reasons:
1. It satisfies the "Getting Started" requirement that unlocks Initiatives and Chapter Goals (admins are exempt from this requirement).
2. It marks you as a certified volunteer, which is tracked in a directory that approvers and admins can view and export.

Other modules currently in Learn:

• Becoming a Plus One Chapter (~10 min, with a quiz) — how your chapter can partner with LCRF to receive free co-branded tabling materials. Available now; not required.
• Event Planning — planned for the future and currently shows as "coming soon."

This is the core action in ALCSI Live — every conversation about lung cancer screening gets logged here.

On the mobile app:
1. From Home, tap the Log Interaction quick action — or go to the Outreach tab and tap + Add Record.
2. At the top of the Add Record sheet, choose a record type using the Screening Lead / Community Partner toggle (see below) — most of the time you'll leave this on Screening Lead.
3. Step 1 — Eligibility: enter the person's age and smoking status (Current / Former / Never).
- If Former, enter years since they quit. They're only screening-eligible if that's 15 years or less.
- If Current or a recently-quit Former smoker, enter years smoked and cigarettes per day — the app calculates pack-years for you.
- The app shows an eligibility result automatically (age 50–80 and 20+ pack-years required).
4. Step 2 — Contact Info: enter the person's full name (required) and at least a phone number or email address.
5. Step 3 — Notes & Plus-One: add any notes from your conversation. If they mentioned someone else who might be eligible, expand the Plus One section and add that person's info (see [Add a Plus-One Referral]).
6. Save. The record appears in your chapter's Outreach list, grouped by journey stage. If you filled in Notes, that text is automatically saved as the first entry in the record's communication log.

Screening Lead vs. Community Partner:
- Screening Lead is the default — a person who might personally get screened. This is the full flow described above, with the eligibility wizard and Plus-One section.
- Community Partner is for logging an organization, clinic, or contact you're building a relationship with for outreach purposes (not a person you're trying to get screened). Choosing this shows a simplified single screen — just Name, Phone/Email, and Notes — with no eligibility questions and no Plus-One section. Partner records don't show a "Not eligible" label, and they're excluded from your chapter's "people talked to" / "people eligible" goal counts (see [Outreach Tracker]).

On the Volunteer Portal (web): open Outreach in the sidebar (under your chapter) to view, search, sort, and filter your chapter's records.

Plus-One lets you capture a referral to someone else who might be eligible for screening — even if the person you're talking to isn't eligible themselves.

While logging a new record:
1. On Step 3 (Notes) of the Add Record form, expand the Plus One section.
2. Enter the referred person's name and a phone number or email.
3. Save the record as normal — this creates a linked referral.

Managing existing referrals:
1. From the Outreach tab, tap the Plus One button.
2. You'll see a list of referrals — people who were mentioned but don't have their own outreach record yet.
3. Tap Convert on a referral to turn it into a full outreach record, so you can start tracking their own journey (eligibility, contact info, communications).

Initiatives are organization-wide programs you can join regardless of which chapter you're in. This is available in ALCSI Live (mobile).

1. Open the Initiatives tab.
2. Tap Browse Initiatives.
3. Use the search box if you're looking for something specific, or scroll through the list. Tap a card to expand its description.
4. Tap Apply on any initiative you'd like to join.

Your application appears under Pending Applications on the Initiatives page with an "Awaiting approval" label, and the initiative's managers are notified. Once a manager approves you, the initiative moves to My Initiatives and you'll have full access to its calendar, tasks, and announcements.

There's no limit on how many initiatives you can join. If you've already applied to or joined everything currently active, you'll see "You're all caught up!"

1. Open Learn — on the web Volunteer Portal it's in the sidebar; on mobile it's the Training section on Home.
2. Find the ALCSI Certification module (about 25–35 minutes) and tap it to start.
3. Work through the lesson. Your status updates from Available → In Progress → Completed as you go.

Completing this module matters for two reasons:
- It satisfies the "Getting Started" requirement, which unlocks Initiatives and Chapter Goals (Admins don't need to complete it).
- It marks you as a certified volunteer in the certifications directory that approvers and admins can view.

Learn also includes a "Becoming a Plus One Chapter" module (~10 minutes, with a short quiz) — optional reading that walks chapter presidents through partnering with LCRF for free co-branded tabling materials. An "Event Planning" module is planned and currently shows as "coming soon."

On mobile: go to Settings → tap your profile section → edit your Full Name, Phone, and Bio. Tap your avatar to upload a new photo from your camera or photo library.

On the web Volunteer Portal: go to Account to edit your name, bio, avatar, and phone number, and to manage email verification.

Your chapter and role/title are shown for reference but aren't self-editable — if either is wrong, see [Request a Role Change or Member Removal] (chapter leadership submits this on your behalf) or contact your chapter president.

Notification preferences (push notifications, in-app notifications, email digests) are also managed from Settings on mobile.

Events you might see come from several calendars: the org-wide calendar, your IC Director, your chapter, and any initiatives you've joined. They all surface together on Home, and also within each Chapter/Initiative page's Calendar section.

1. Tap an event to open its details: date, time, location or video-call link, and description.
2. If there's a link, tap Join Meeting to open it. If there's a physical location, tap Get Directions.
3. Tap Add to Calendar to add the event to your phone's personal calendar.
4. Open the event's Photos section to view photos from it, or — for chapter events — to add your own (see [Add Photos to a Chapter Event]).

Past events for a chapter or initiative can be reviewed from the Past events link in the same Calendar section. For chapter events, tapping a past event also shows its impact — how many new outreach records, eligible people, and Plus-One referrals were logged around the time of the event.

Every time you reach out to someone on your outreach list, log it so the conversation history stays up to date.

1. From the Outreach tab, find and expand the record.
2. If they have a phone number or email, you'll see quick-action buttons to Call, Text, or Email them directly.
3. Tap Log Communication.
4. Choose the type (call, text, email, or in-person) and the outcome (reached, no answer, left voicemail).
5. Add any notes from the interaction, then save.

This updates the record's "last contact" indicator (color-coded: green if recent, amber if it's been a while, red if it's overdue) and adds to the communication history other volunteers can see if they pick up the same record.

If your account hasn't been approved yet, you don't need to go looking for your status — it's shown automatically:

• On mobile, you'll land on a Pending screen that says your application is under review, with a Refresh button to check again.
• On the web Volunteer Portal, your Dashboard shows an "Almost There!" message with a locked preview of the full dashboard.

If your application was rejected, you'll see a clear notice explaining that, along with the option to sign up again.

Approval is handled by chapter or national admins and is usually quick. If it's taking longer than expected, see [Troubleshoot → I'm Stuck on "Pending Approval"].

1. From the Chapter tab, tap Insights.
2. This opens an analytics view scoped to your chapter — similar in spirit to the org-wide insights admins see, but limited to your chapter's own numbers (conversion from conversations → eligible → screened, progress toward goals, and trends over time).

This is available to every member of the chapter, not just leadership — use it any time to spot where your chapter's outreach pipeline might be slowing down — for example, lots of "Contacted" records that aren't progressing to "Scheduled."

Any approved member of a chapter can attach photos to that chapter's events — upcoming or past — so the team has a shared record of tabling events, screenings, and meetings. This lives in ALCSI Live (mobile).

1. From the Chapter tab, open the Calendar (or Past events) and tap an event.
2. In the event's Photos section, tap Add Photos and pick one or more images from your photo library.
3. The app uploads them (you'll see a progress bar) and they appear in the event's gallery. Tap any photo to view it full-screen, swipe between them, or save one back to your camera roll.

Privacy: event photos may show identifiable community members, so they're stored privately and only loaded through short-lived secure links — they're never publicly accessible. Deleting: you can delete a photo you uploaded; chapter leadership and admins can delete any photo on their events.

If you're starting a brand-new chapter and it doesn't appear in the chapter list during onboarding, you can register it yourself. Only do this if you've already been approved to start a chapter with ALCSI national leadership — unapproved requests are declined.

1. During onboarding, on the chapter step, tap "Don't see your chapter? Register it here."
2. Confirm the prompt that you've been approved by national leadership to found a chapter.
3. Enter your new chapter's name and time zone, then continue.
4. Your role defaults to President. Finish onboarding (photo, bio, optional initiatives) and submit.

Your new chapter is created in a pending state — invisible to everyone except you and admins — and your own account goes pending for approval. When a national admin approves you, your chapter is activated in the same step and becomes visible/joinable for others. If your application is rejected, the pending chapter is rejected too.

1. Open the Chapter tab and expand the Roster section.
2. You'll see every member of your chapter with their avatar, name, and role (President, VP, E-Board, Member — with a "You" badge on your own entry).
3. For members who've shared a phone number, a quick SMS button lets you message them directly.
4. If your chapter has an assigned IC Director, they appear in their own section below the roster.

The roster itself is view-only — to actually change someone's role or remove them from the chapter, submit a request (see [Request a Role Change or Member Removal]). Those requests are reviewed by Admin before taking effect.

Your chapter's annual goals appear as progress cards on the Chapter tab:

• New Records — total new outreach conversations logged
• People Eligible — how many of those were screening-eligible
• People Screened — how many completed a screening
• Events Held
• New Members (if enabled for your chapter)

The current numbers are calculated automatically from your chapter's outreach data and events — you don't enter those manually. Only the targets are editable.

To set or update targets:
1. From the Chapter tab, tap Settings.
2. Open the Annual Goals section.
3. Enter target numbers for New Records, Eligible, Screened, Events, and (optionally) New Members.
4. Tap Save.

This is available to Presidents and Admins. If your chapter has an assigned IC Director, any notes they've left for your chapter appear at the top of the goals area.

Announcements:
1. From the Chapter tab, tap Announce.
2. Write a title and message.
3. Tap Send — this posts the announcement to your chapter's Home feed and sends a push notification to every chapter member.
4. Previously sent announcements appear under Sent Announcements, where you can Edit or Delete them.

Events:
1. From the Chapter tab, expand the Calendar section.
2. Tap + Add event.
3. Fill in the title, date, start/end time, and either a location or a video-call link, plus a description.
4. Toggle public-facing if this event should count toward your chapter's "Events Held" goal once the date passes.
5. To log something that already happened, use the Add past event option in the same form.

Both of these are available to chapter leadership (President, VP, E-Board) and Admins.

Photos & impact for past events: Any chapter member can attach photos to an event (see [Add Photos to a Chapter Event]) — useful for documenting tabling events and screenings. Once an event is in the past, opening it shows its impact: how many new outreach records, eligible people, and Plus-One referrals were logged around the time of the event. Because the app ties this to the timestamps on outreach records, this is a great way to prove which events actually drive screenings — real data for planning your next calendar.

Chapter leadership can't directly edit a member's role or remove them — instead, you submit a request that Admin reviews and approves.

1. From the Chapter tab, tap Settings.
2. To change someone's role: open Request Role Change, choose the member, choose their new role, and write a short reason. Tap Submit.
3. To remove someone from the chapter: open Request Member Removal, choose the member, write a reason, and tap Submit.

Both actions create a request that's sent to Admin for review (visible to admins under Approvals → Requests). You'll be able to see the status of your submitted requests — pending, approved, or rejected — along with any admin notes.

A third request type, chapter transfer, exists for moving a member to a different chapter — this is initiated the same way if your chapter's settings screen offers it.

An Outreach Plan is a structured template (currently in Beta) that documents exactly how your chapter runs a screening event — so anyone on the team can step in and follow the same playbook. It's available to Presidents and Admins.

The plan has four sections, each with guided prompts:
1. The Local Roster — the screening facility's name and address, your inside contact, the PCP (primary care provider) involved, and a backup PCP in case your main contact falls through.
2. The Play-by-Play — the PCP check-in process, how you prep patients, the script you use to give the clinic a heads-up, and a failsafe for scheduling issues.
3. The 24-Hour Countdown — your reminder checklist, transportation plan for patients, and a day-of failsafe.
4. The Victory Lap — your process for the celebration/verification call after a screening, and how you pitch the person on referring others (tying back into Plus-One).

You can Save Draft at any time, or Submit once every field is filled in — submitting changes the plan's status to Pending Approval. Your assigned IC Director reviews submitted plans and either approves them or sends them back with rejection notes explaining what needs revision. A progress bar shows how many of the fields are complete.

1. Open your initiative from the Initiatives tab.
2. Expand the Roster section — any pending applicants appear in a Pending Approvals subsection at the top.
3. Tap Approve to add the volunteer to the initiative, or Reject to decline.

Approved members move into the Members (or Managers) list. The volunteer is notified either way.

1. Open your initiative and tap Settings (only visible to managers).
2. Goals: add, edit, or remove annual goal cards — each has a title, a target, and a current progress value. The first goal you add becomes the "Primary" goal, which is the one highlighted on the Initiatives list.
3. About: edit the initiative's description.
4. Progress: a free-text "what's new" update — recent wins, milestones, or what the team is working on right now. It's highlighted to members in the browse and detail views, so keep it fresh.
5. Google Drive: add or update the link to your initiative's shared folder — this appears as a quick-action tile on the initiative's main page.
6. Icon: pick from 15 available icons (Sparkles, Globe, Landmark, Users, Megaphone, Heart, Target, Rocket, Lightbulb, Flag, Award, Book, Briefcase, Zap, Star) to represent your initiative.
7. Tap Save Settings — this updates the initiative and replaces its goals in one step.

Announcements:
1. From your initiative's page, tap Announce.
2. Write a title and message, then Send — members get a push notification.
3. Manage past announcements (edit/delete) under Sent Announcements.

Events:
1. Expand the Calendar section and tap + Add event.
2. Fill in title, date, start/end time, location or video-call link, and description.
3. Toggle public-facing if it should count toward the initiative's goals once it passes.
4. Use Past events to review what's already happened.

Tasks:
1. Expand the Tasks section and tap + Add task.
2. Fill in a title, description, an assignee, and a due date.
3. Members can check off tasks assigned to them; you (or any manager/admin) can delete completed tasks.

1. Open your initiative and tap Settings.
2. Open the Remove Member section — this lists every member except yourself.
3. Tap the member you want to remove.
4. Confirm in the dialog that appears.

The member loses access to the initiative's calendar, tasks, and announcements immediately. They can re-apply later if appropriate.

1. Open the IC Director tab — this is only visible if you've been assigned as a IC Director.
2. You'll see a list of every chapter assigned to you, each with a quick summary of progress toward its annual goals (members, people talked to, eligible, screened, events held).
3. Tap a chapter to open its detail view, which shows:
- The full member roster
- Annual goals and current progress
- Recent check-ins from chapter members
- The status of that chapter's Outreach Plan, if one has been submitted

This is your main view for spotting which chapters need support — whether that's a chapter falling behind on goals or one with an outreach plan awaiting your review.

From the IC Director tab, you can post announcements and calendar events that go out to every chapter assigned to you (not just one chapter at a time).

When creating one, you'll choose an audience:
- All members across your chapters
- All presidents
- Presidents only
- Presidents + VPs
- Presidents + VPs + E-Board

The announcement or event then appears on Home for everyone in the chosen audience, across all of your assigned chapters — useful for things like a region-wide training session or a reminder that applies to every chapter you oversee.

IC Directors can't directly reassign a chapter to a different director — instead, you submit a request that Admin reviews.

1. Open the IC Director tab and go to IC Director Settings.
2. To transfer one of your chapters to a different IC Director:
- Tap Transfer Chapter.
- Select which of your chapters you want to transfer.
- Select the volunteer who should become its new IC Director.
- Tap Submit Transfer Request.
3. To request oversight of an additional chapter that doesn't currently have an IC Director (or that you'd like to take on):
- Tap Request New Chapter.
- Select the chapter — chapters that already have a director are labeled accordingly.
- Tap Submit Request.

Both actions create a request (an "IC Director Transfer" or "IC Director Request") that Admin reviews under Approvals → Requests before it takes effect.

Available to anyone with approver permissions (`does_approvals`), not just full Admins.

On mobile: open the Admin tab. The Approvals section at the top shows a live count of everything waiting on you. Under New Members, tap a pending volunteer to expand their onboarding details (chapter, requested role, bio, requested initiatives), then Approve or Reject.

On the web Volunteer Portal: open Approvals in the Admin sidebar section, and use the Users tab.

When you approve someone:
- Their status becomes approved and they're added to their chosen chapter's roster.
- Their web permissions default to Learn and Account — if they need access to the Outreach tracker or other sidebar sections, set that on their profile afterward.
- Any initiatives they requested during onboarding become pending applications for those initiatives' managers.
- The volunteer gets a "Welcome to ALCSI!" notification.

If you reject someone, they see a rejection notice and can sign up again if appropriate.

Chapter presidents and IC Directors submit several kinds of requests that need Admin review:

• Role change — a member's title should be updated (e.g., promoted to VP)
• Remove member — a member should be taken off a chapter's roster
• Chapter transfer — a member should move to a different chapter
• IC Director request — a director is asking to take oversight of an additional chapter
• IC Director transfer — a director is asking to hand off one of their chapters to someone else

On mobile: open the Admin tab → Approvals → the Requests tab. Each request shows who submitted it, the type, the reason given, and the relevant member(s)/chapter(s). Approve or reject with optional notes — the submitter can see your notes and the resulting status.

On the web Volunteer Portal: open Approvals in the Admin sidebar and use the Requests tab.

Approving a role-change or removal request updates the chapter roster immediately. Approving an IC Director request/transfer updates which director is assigned to that chapter.

Org Calendar:
- Web: open Org Calendar in the Admin sidebar to create and manage organization-wide events, including recurring events and target-audience settings.
- Mobile: open the Admin tab → Manage → Calendar.

These events appear on every volunteer's Home/Dashboard, filtered by the audience you set (everyone, chapter presidents, IC directors, or admins).

Announcements:
- Web: open Announcements in the Admin sidebar.
- Mobile: open the Admin tab → Manage → Announcements.

When creating an announcement, you can set:
- A variant (info, warning, success, urgent) that controls its color/icon
- A target audience (everyone, approved members, pending members, E-Board and above, presidents, IC Directors)
- Optional expiration and scheduling

Announcements appear in the "Updates" feed on Home for everyone in the target audience, and members can dismiss them individually.

Open Certifications in the Admin sidebar (also visible to any approver, not just full Admins) to see a directory of every volunteer who has completed the ALCSI Certification module, along with the date they completed it.

Use the export option to download this list — useful for reporting on training completion across the organization.

When someone submits the public eligibility checker (web) or the mobile app's visitor flow, it's saved as an inbound lead — see [Public Eligibility Checker & Inbound Leads]. Whoever should call these people back needs the `does_call_log` flag set on their profile.

This flag isn't exposed as an in-app toggle yet — set it directly on the profile record, the same way `is_admin` and `is_ic_director` are set. Only approved profiles with the flag set receive the "New inbound lead" push notification, so double-check both before relying on it.

Worth checking periodically: if nobody currently has `does_call_log` set, inbound leads are still being saved, but nobody is being notified to follow up — there's no error or alert when this happens, since the notification step just silently has no recipients.

Beyond approvals and the org calendar, the Admin tab on mobile has a Manage grid of additional tools:

• Members — browse, filter, and search every volunteer in the organization
• Initiatives — oversee all organization-wide initiatives
• Chapters — view and manage every chapter
• Financials — track initiative/chapter finances
• Events — manage public-facing events
• Insights — organization-wide analytics: conversion funnel (talked → eligible → screened), Plus-One pipeline, and goal progress by quarter, with a CSV export
• Audit Log — a chronological record of admin actions (approvals, rejections, role changes, etc.) for accountability

Each opens as a full-screen tool from the Admin tab. Use Insights as your first stop when checking org-wide health, and the Audit Log when you need to trace who made a particular change and when.

After onboarding, your account status is pending until a chapter admin, approver, or national admin reviews it. While pending:

• On mobile, you'll see a screen explaining your application is under review, with a Refresh button.
• On the web Volunteer Portal, your Dashboard shows a locked "Almost There!" preview.

This is normal and usually doesn't take long. If it's been more than a few days:

1. Double-check you completed onboarding fully (chapter, role, and bio) — an incomplete onboarding won't appear in the approval queue correctly.
2. Reach out to your chapter president or another chapter leader — they may have approver access and can approve you directly.
3. If you don't know anyone in your chapter yet, use the Contact page on the public ALCSI website to reach the national team.

If your application was reviewed and not approved, you'll see a clear "Application Not Approved" notice (on mobile) or a rejection message on your Dashboard (on web).

• This isn't necessarily permanent — reasons for rejection vary (e.g., incomplete information, chapter capacity, duplicate accounts).
• You can sign up again from the rejection screen if you believe the information was incomplete or has changed.
• If you're unsure why you were rejected, reach out via the Contact page on the public ALCSI website for clarification before reapplying.

What's missing usually comes down to one of these:

On the web Volunteer Portal:
- Newly approved volunteers only have Learn and Account in their sidebar by default. Other sections (like the Outreach tracker) are enabled individually by an admin on your profile's permissions. Ask your chapter admin or an approver to update your access.

On ALCSI Live (mobile):
- Initiatives and Chapter Goals require completing the "Getting Started" module under Learn first (Admins are exempt). If you don't see these yet, finish that module.
- IC Director and Admin tabs only appear if your account has been flagged as a IC Director or Admin, respectively. These aren't self-service — they're set by Admin.
- Chapter leadership tools (editing goals, posting announcements, etc.) only appear if your role/title is E-Board, VP, or President. If your title is wrong, see [Do: Most Common Tasks → Update Your Profile] and [Do: Chapter Leadership → Request a Role Change or Member Removal].

For everyone:
- Make sure your account status is approved — pending accounts have very limited access (see [I'm Stuck on "Pending Approval"]).

A few common causes:

• Missing required fields. Every record needs a name and at least one of phone or email. Age and smoking status are required for the eligibility calculation.
• No chapter assigned. Outreach is scoped to your chapter — if your profile doesn't have a chapter set (rare, usually only during onboarding edge cases), you won't be able to log records. Check your profile, or contact an admin.
• Looking in the wrong place. Records are grouped by journey stage (Contacted, Scheduled, Screened, Verified) — a record you just added should appear under the earliest stage. Use the search/sort tools to find it by name.
• It's archived. If a record was previously archived, it won't show in the main list — check the Archived Records view and unarchive it if needed.
• Connectivity. If you were offline when saving, double-check your connection and try again — unsynced changes aren't saved until the app can reach the server.

1. On mobile, open Settings and check your notification preferences — push notifications, in-app notifications, and email digests can each be toggled independently. Make sure the ones you care about are on.
2. Check your phone's system settings to confirm ALCSI Live has permission to send push notifications — this is a device-level setting outside the app.
3. Remember that announcements and events are targeted to specific audiences. If something was posted for "Presidents only" or for a different chapter/initiative than yours, you won't see it — this isn't a bug.
4. Announcements you've already dismissed won't reappear — use "View past announcements" on Home to see anything from the last 90 days you may have missed or dismissed.

1. From the login screen, use Forgot Password — enter the email you signed up with, and you'll receive a password reset email.
2. Double-check you're using the same email you signed up with — if you're not sure, try the email recovery flow or contact support (see [Who Do I Contact for Help?]).
3. If you never received a reset email, check your spam folder and confirm your email address is correct on file (an admin can verify this from the Members tool if needed).
4. If you're confident your credentials are correct but still can't get in, this may indicate an account issue (e.g., a duplicate account) — contact support for help.

Your chapter and role/title are set during onboarding and aren't self-editable afterward — they're shown read-only on your Account/Settings page.

• If your role/title is wrong (e.g., you're actually a VP but show as Member), ask your chapter president to submit a [role-change request]. If you ARE the president and your own title is wrong, contact your IC Director or Admin directly.
• If your chapter is wrong, this requires a chapter transfer request — again, your chapter president or an IC Director/Admin can submit this on your behalf.
• All of these requests go through Admin approval before taking effect, so there may be a short delay.

Announcements and events are filtered by audience and membership status, so a missing item is often expected behavior rather than a bug:

• Chapter events/announcements only show to members of that specific chapter.
• Initiative events/announcements only show to members whose initiative membership status is approved — if your application is still pending, you won't see initiative-specific content yet.
• IC-wide and org-wide announcements are targeted to specific audiences (e.g., "Presidents only," "E-Board and above") — if you're not in the target audience, it won't appear for you, by design.
• Expired or scheduled announcements won't show outside their active window.

If you believe you *should* be seeing something and aren't, confirm your chapter, role, and initiative membership statuses are all correct first (see [My Chapter or Role Looks Wrong]).

Inbound leads come from the public eligibility checker (web) or the mobile app's visitor flow — see [Public Eligibility Checker & Inbound Leads]. They're always saved to the national chapter's outreach records, but the push notification that alerts the national team to call back depends on the `does_call_log` profile flag.

If leads are piling up with no follow-up:

1. Check whether any approved profile has `does_call_log` set — if not, the notification step has no recipients and fails silently (no error, no alert).
2. Ask an Admin to set the flag on whoever is responsible for calling back leads — see [Set Who Gets Notified About Inbound Leads].
3. Once the flag is set correctly, new submissions will trigger notifications going forward — this doesn't retroactively notify anyone about leads that already came in, so check the Outreach Tracker for any inbound leads that piled up while the flag was unset.

1. Start with your chapter leadership (President, VP, or E-Board) — they can resolve most account, roster, and role issues directly or escalate on your behalf.
2. Your IC Director can help with chapter-level issues that need national visibility.
3. For anything else — technical issues, account problems, or general questions — reach out to Isaac Wilkins directly by texting (801) 386-2463 or emailing isaacjwilkins@gmail.com.

When reaching out, include: your name, the email you signed up with, your chapter, and a brief description of what you're seeing (a screenshot helps if you're able to share one).

What it is: Your personal volunteer record — name, contact info, chapter, role/title, bio, and notification preferences.

Where to find it:
- Mobile: the Account tab (sometimes labeled Settings).
- Web: Account in the sidebar — available to every approved volunteer regardless of other permissions.

What you can edit yourself:
- Profile photo/avatar
- Bio
- Contact info (phone, email — note: changing your login email may require email verification)
- Notification preferences (push, in-app, email digest — each toggled independently)

What you can't edit yourself (read-only):
- Chapter — set during onboarding; changes require a chapter transfer request submitted by your chapter president, IC Director, or Admin.
- Role/title (Member, E-Board, VP, President) — changes require a role-change request, same submitters as above.
- Flags like `is_admin`, `is_ic_director`, `does_approvals`, `does_call_log` — set only by Admin, not visible as editable settings.

Account status is one of:
- pending — awaiting approval, very limited access (see [I'm Stuck on "Pending Approval"])
- approved — full access appropriate to your role and permissions
- rejected — application was not approved; can typically reapply

What it is: Your landing screen after logging in — a snapshot of what's relevant to you right now.

Mobile (Home tab):
- An Updates feed of active announcements targeted to you, each showing its variant (info/warning/success/urgent) and a dismiss option.
- A "View past announcements" link showing anything from the last 90 days you've dismissed or missed.
- Upcoming calendar events relevant to your chapter, initiatives, and the org.
- Quick-glance stats relevant to your role (e.g., chapter goal progress for leadership).

Web (Dashboard):
- For pending volunteers, the Dashboard shows a locked "Almost There!" preview explaining that your account is under review.
- For approved volunteers, the Dashboard summarizes your sidebar sections (Learn progress, Account, and any additional sections enabled for you — e.g., Outreach).

Permission note: Newly approved volunteers see only Learn and Account on the web Dashboard/sidebar by default. Additional sections (like Outreach) are enabled per-profile by an admin — see [I Can't See a Feature or Page].

What it is: The core tool for logging conversations with members of the community about lung cancer screening, and tracking them through a multi-stage journey toward getting screened.

Where to find it:
- Mobile: the Outreach tab (visible to all approved volunteers).
- Web: Outreach in the sidebar — only visible if enabled for your profile (see [Account & Profile]).

Adding a record:
A record requires a name and at least one of phone or email. For the eligibility calculation, also collect:
- Age
- Pack-years (packs per day × years smoked)
- Smoking status — current smoker, or former smoker and (if former) how long ago they quit

Eligibility: A person is flagged screening-eligible when they are age 50–80, have 20+ pack-years, and are either a current smoker or a former smoker who quit within the last 15 years. This mirrors USPSTF lung cancer screening guidelines (see [The GEDI Concept]).

Record types — Screening Lead vs. Community Partner (mobile): When adding a record, a toggle at the top lets you choose between:
- Screening Lead — the standard flow described above: full eligibility wizard, age/smoking/pack-years, and an optional Plus-One referral.
- Community Partner — a simplified record for an organization, clinic, or contact (not a person being screened). Only Name, Phone/Email, and Notes are collected — no eligibility wizard, no Plus-One section, and no age/smoking data is stored. Partner records are marked with a teal Partner badge, don't show a "Not eligible" label, and don't show journey checkboxes (since `is_eligible` is false for them).
- Partner records are excluded from the chapter's "people talked to" and "people eligible" goal counters, and from event-impact statistics — they exist for relationship-tracking, not for screening pipeline metrics.
- Because partner records have `is_eligible = false`, the "Eligible Only" filter (on by default) hides them automatically; turn that filter off to see partner records alongside everyone else.
- The web Outreach view doesn't yet show the Partner badge or special-case these records — they currently display there as ordinary "not eligible" entries.

Journey stages: Every record moves through four stages:
1. Contacted — initial conversation logged
2. Scheduled — the person has a screening appointment
3. Screened — the screening took place
4. Verified — the screening result/completion has been confirmed

Move a record forward by updating its stage as you learn more. Each record can also have a communications log — a running history of follow-up calls/texts/visits with notes and dates.

Searching & sorting: Use the search bar to find a record by name, and sort/filter by stage. Records are scoped to your chapter — you'll see records logged by anyone in your chapter, not just your own.

Archiving: Records that are no longer active (e.g., the person declined further contact, or the information was a duplicate) can be archived. Archived records are hidden from the main list but available under Archived Records, and can be unarchived later.

Chapter Insights (available to every chapter member) aggregates this data into a conversion funnel — see [Chapter] and [Admin Tools].

What it is: A no-login eligibility check that lets anyone outside the volunteer org self-report a lung cancer screening eligibility check. Submitting it automatically creates a lead for the national team to call back.

Where it lives:
- Web: the public eligibility check page (no account needed).
- Mobile: ALCSI Live's "visitor" flow, for app users who haven't logged in.

What happens behind the scenes: The form runs the same eligibility logic as the volunteer [Outreach Tracker] (age, pack-years, smoking status) and saves a record into the national chapter's outreach data, flagged as an inbound lead. A Plus-One mentioned in the form is logged the same way a volunteer-submitted referral would be.

Call-log notifications: Profiles flagged `does_call_log` (and approved) get a push notification — "New inbound lead" — every time someone submits the form. This flag is set per-profile by Admin (see [Account & Profile]) and should be enabled on whichever national team members are responsible for calling back inbound leads.

Once saved, inbound leads show up in the Outreach Tracker like any other record (under the national chapter), so the national team can move them through the normal journey stages as follow-up happens.

What it is: A referral program that encourages people who've already been screened (or are otherwise engaged) to refer one additional person — their "Plus-One" — for screening.

Where to find it:
- Mobile: the Plus-One tab or section (available to all approved volunteers).
- Tracked via the community_referrals data model behind the scenes.

Logging a Plus-One:
1. Add a new referral with the referred person's name and contact info.
2. Link it to the person who made the referral, if known.
3. Track its progress the same way as outreach records — through the conversation → screening journey.

Conversions: A Plus-One referral that results in the referred person actually completing a screening counts as a conversion.

Plus-One Chapter status: A chapter that reaches 3 Plus-One conversions earns recognition as a Plus-One Chapter — this is reflected in chapter-level insights and is a milestone worth celebrating with your team.

Where this fits in: The end of an [Outreach Plan] ("The Victory Lap") explicitly includes pitching a newly-screened person on referring someone else — this is the moment a Plus-One referral is typically created.

What it is: A searchable directory of ALCSI volunteers.

Where to find it:
- Mobile: the Directory tab or section (availability may vary by role).
- Web: if enabled for your profile, a Directory section in the sidebar.

What you can do:
- Search for a volunteer by name.
- View their chapter and role/title.
- If they've shared a phone number, use a quick SMS action to message them directly (the same pattern used in the [Chapter] roster).

This is primarily a "find a person" tool — for managing roster membership itself, see [Chapter] (for chapter rosters) or [Admin Tools] (for the org-wide Members tool).

What it is: Organization-wide programs that volunteers can join and contribute to, each with its own goals, roster, calendar, tasks, and announcements.

Where to find it:
- Mobile: the Initiatives tab. Requires completing the "Getting Started" module under Learn first (Admins are exempt) — see [I Can't See a Feature or Page].
- There is no equivalent page on the web Volunteer Portal — initiatives are a mobile-only feature.

Browsing & joining:
- The Initiatives list shows every active initiative, each with an icon (chosen by its managers from 15 options) and its Primary goal's progress as a quick highlight.
- Tap an initiative to view its full description, goals, calendar, tasks, and roster.
- To join, submit an application — it appears as a pending entry in the initiative's roster until a manager approves or rejects it (see [Approve or Reject Applications]).

Membership statuses: pending → approved (or rejected). Only approved members see initiative-specific announcements and events (see [An Announcement or Event Isn't Showing Up]).

Goals: Each initiative can have multiple annual goal cards (title, target, current progress). The first goal added is the Primary goal, highlighted in the initiatives list. Only managers can edit these (see [Edit Initiative Goals & Settings]).

Progress update: Managers can also set a free-text Progress note ("what's new" — recent wins, milestones, current focus). It's surfaced to members in the browse list and on the initiative's detail page, separate from the structured goal cards.

Google Drive link: Managers can attach a shared folder link, shown as a quick-action tile on the initiative's page — useful for shared documents/resources.

Calendar, Tasks, Announcements: Each initiative has its own:
- Calendar — upcoming and past events, with a "public-facing" flag for events that count toward goals
- Tasks — assignable to-dos with due dates that members can check off
- Announcements — sent to approved members with push notifications, manageable under "Sent Announcements"

Managers: A separate tier within an initiative's roster (Members vs. Managers) — managers get access to Settings (goals, description, Drive link, icon, removing members) and can approve/reject applications. See [Do: Initiative Managers].

What it is: Your local chapter's home base — roster, goals, announcements, events, insights, and (in Beta) an Outreach Plan.

Where to find it:
- Mobile: the Chapter tab (all approved volunteers can view it; editing tools are limited to leadership).
- Web: there is no general chapter page — chapter management lives on mobile. (Chapter-scoped data may surface read-only in web Outreach if enabled.)

Roster: View-only list of every chapter member with avatar, name, and role (President/VP/E-Board/Member), plus your assigned IC Director if any. SMS quick-action for members with phone numbers on file. Changing roles or removing members requires a request (see [Request a Role Change or Member Removal]).

Annual Goals: Progress cards for New Records, People Eligible, People Screened, Events Held, and (if enabled) New Members. Current values are calculated automatically from outreach and event data; only targets are editable, by Presidents and Admins, under Chapter → Settings → Annual Goals. If your chapter has an assigned IC Director, their notes appear at the top of this section.

Announcements & Events: Chapter leadership (President/VP/E-Board) and Admins can post chapter-wide announcements (with push notifications) and calendar events (with a "public-facing" toggle that counts toward the Events Held goal). See [Post a Chapter Announcement or Event].

Insights: A chapter-scoped analytics view (conversion funnel, goal progress, trends) — available via Chapter → Insights to every member of the chapter, not just leadership. See [View Chapter Insights].

Outreach Plan (Beta): A four-section structured playbook (Local Roster, Play-by-Play, 24-Hour Countdown, Victory Lap) for running screening events consistently. Presidents and Admins can draft and submit it; your assigned IC Director reviews and approves or sends it back with notes. See [Build an Outreach Plan].

Settings: The hub for chapter-leadership actions — Annual Goals, Request Role Change, Request Member Removal, and (where applicable) chapter transfer requests.

What it is: Oversight tools for IC Directors, who are each responsible for a set of assigned chapters.

Where to find it:
- Mobile: the IC Director tab — only visible if your profile has `is_ic_director` set (see [Account & Profile]).
- Web: there is no general-purpose IC Director page in the Volunteer Portal; these tools live on mobile.

Assigned Chapters view: A list of every chapter assigned to you, each summarizing progress toward annual goals (members, people talked to, eligible, screened, events held). Tapping a chapter opens its detail view: full roster, annual goals/progress, recent member check-ins, and the status of its Outreach Plan (if submitted). See [Review Your Assigned Chapters].

IC-wide Announcements & Events: Post announcements/events that go out across all of your assigned chapters at once, targeted to one of: everyone, all presidents, presidents only, presidents + VPs, or presidents + VPs + E-Board. See [Post IC-Wide Announcements & Events].

IC Director Settings — reassignment:
- Transfer Chapter — hand off one of your assigned chapters to a different IC Director. Submits an "IC Director Transfer" request.
- Request New Chapter — request oversight of a chapter that doesn't currently have a director (or one you'd like to take on). Submits an "IC Director Request."

Both create requests reviewed by Admin under Approvals → Requests before taking effect — see [Reassign a Chapter's Director].

Outreach Plan review: When a chapter you oversee submits its Outreach Plan, you review it from that chapter's detail view — approve it, or send it back with rejection notes describing what needs revision.

What it is: The national administrative toolkit — approvals, org-wide communications, certifications tracking, and management tools for members, initiatives, chapters, finances, events, insights, and the audit log.

Where to find it:
- Mobile: the Admin tab — only visible if your profile has `is_admin` set.
- Web: an Admin section in the sidebar, visible to Admins (and some sub-tools, like Approvals and Certifications, to anyone with `does_approvals`).

Approvals:
- Users tab — review and approve/reject pending volunteer applications. Approving sets status to approved, adds the volunteer to their chosen chapter, defaults web permissions to Learn + Account, and carries over any initiative applications from onboarding. Founder applications: if the volunteer registered a brand-new chapter during onboarding, that chapter is still pending and hidden — approving the founder activates their chapter in the same action; rejecting the founder marks the pending chapter rejected so it stays hidden.
- Requests tab — review role-change, member-removal, chapter-transfer, IC-Director-request, and IC-Director-transfer requests submitted by chapter/IC leadership. Approve or reject with optional notes; approving updates rosters/assignments immediately.

Org Calendar & Announcements:
- Org Calendar — organization-wide events (including recurring events) with audience targeting (everyone, presidents, IC directors, admins). Appears on every volunteer's Home/Dashboard per the targeting.
- Announcements — org-wide announcements with a variant (info/warning/success/urgent), target audience (everyone, approved, pending, E-Board and above, presidents, IC Directors), and optional scheduling/expiration.

Certifications: A directory of every volunteer who has completed the ALCSI Certification module and when, with a CSV export. Also visible to non-Admin approvers.

Management Toolkit (mobile Admin tab → Manage grid; corresponding sidebar sections on web where available):
- Members — browse, filter, and search every volunteer org-wide.
- Initiatives — oversee all organization-wide initiatives.
- Chapters — view and manage every chapter.
- Financials — track initiative/chapter finances.
- Events — manage public-facing events.
- Insights — org-wide analytics: conversion funnel (talked → eligible → screened), Plus-One pipeline, and goal progress by quarter, with CSV export.
- Audit Log — chronological record of admin actions (approvals, rejections, role changes, etc.) for accountability.

What it is: The Learn section is both an onboarding gate and an ongoing knowledge base — concept modules explain how ALCSI's programs work, and a final certification module marks a volunteer as fully trained.

Where to find it:
- Mobile: the Learn tab.
- Web: Learn in the sidebar — available to every approved volunteer by default (one of the two default sidebar sections, along with Account).

"Getting Started" module: New volunteers should complete this first. Until it's done, the Initiatives and Chapter Goals areas on mobile remain hidden (Admins are exempt from this gate) — see [I Can't See a Feature or Page].

Available modules today:

• ALCSI Certification (~25–35 min) — the capstone module (see below).
• Becoming a Plus One Chapter (~10 min, with a quiz) — how a chapter partners with LCRF for free co-branded tabling materials; optional, aimed at chapter presidents.
• Event Planning — shown as "coming soon."

Each module displays a status of Available, In Progress, Completed, or Coming Soon.

Concept modules: Cover the organization's core programs in depth — what the Outreach pipeline is and how eligibility is calculated, how Plus-One referrals work, what GEDI is and how its multi-cancer screening guidance works, and how certifications fit into volunteer development. These are reference material you can revisit any time.

ALCSI Certification: A capstone module. Completing it:
- Records your completion date, visible to Admins via [Manage Certifications].
- Is one of the markers of a fully onboarded, trained volunteer.

Progress through Learn modules is tracked per-volunteer and persists across devices (mobile/web).

What it is: GEDI is ALCSI's multi-cancer screening eligibility reference, based on USPSTF (U.S. Preventive Services Task Force) guidelines. It covers five cancer types and helps volunteers understand (and explain to community members) who should be getting screened for what, and when.

The five cancer types and their general USPSTF-based criteria:
1. Lung cancer — adults aged 50–80 with a 20+ pack-year smoking history who currently smoke or quit within the past 15 years (this is the same logic used by the [Outreach Tracker]'s eligibility flag).
2. Colorectal cancer — adults aged 45–75, via stool-based tests, sigmoidoscopy, or colonoscopy depending on the option chosen.
3. Breast cancer — women aged 40–74, via mammography every two years (recommendations vary by age band and risk factors).
4. Cervical cancer — women aged 21–65, via Pap smear and/or HPV testing depending on age and prior results.
5. Prostate cancer — primarily men aged 55–69, framed as a shared decision-making conversation with a clinician rather than a blanket recommendation.

How it's used in the app: GEDI is primarily an educational/reference module under Learn — it doesn't generate a saved record the way the Outreach Tracker does. Volunteers use it to:
- Quickly check whether someone they're talking to falls into a screening-eligible group for any of the five cancers.
- Frame outreach conversations accurately, especially when someone doesn't qualify for lung cancer screening but may benefit from a different screening.

What it is: The system that keeps volunteers informed — in-app announcements, push notifications, and (optionally) email digests.

Notification preferences: Set per-volunteer under [Account & Profile] → notification preferences. Push, in-app, and email are toggled independently — if you're missing notifications, check these first (see [I'm Not Getting Notifications]).

Announcements: Created by chapter leadership ([Post a Chapter Announcement or Event]), initiative managers ([Post Initiative Announcements, Events & Tasks]), IC Directors ([Post IC-Wide Announcements & Events]), and Admins ([Manage the Org Calendar & Announcements]). Each announcement has:
- A variant — info, warning, success, or urgent — controlling its color/icon in the feed.
- A target audience — varies by who's posting; ranges from a single chapter/initiative's members up to org-wide with role-based filters (everyone, approved, pending, E-Board and above, presidents, IC Directors).
- Optional scheduling and expiration.

Where announcements appear: The Updates feed on Home (mobile) / Dashboard (web). Volunteers can dismiss announcements individually; dismissed/expired announcements remain visible for 90 days via "View past announcements."

Push notifications: Sent for announcements (when targeted to you), and other events like approval/rejection of your application or requests. Delivery requires both your in-app preference and your device's OS-level permission to be enabled.

Targeting reminder: If an announcement or event doesn't appear for you, it's most often because you're not in its target audience, or your chapter/initiative membership status doesn't qualify (e.g., pending initiative membership) — see [An Announcement or Event Isn't Showing Up].

What it is: Calendar events exist at several scopes — chapter, initiative, IC-wide, and organization-wide — and surface together on each volunteer's Home/Dashboard based on their memberships and the event's audience.

Scopes and who manages them:
- Chapter events — managed by chapter leadership (President/VP/E-Board) and Admins, from the Chapter tab's Calendar section. Visible to chapter members.
- Initiative events — managed by initiative managers, from an initiative's Calendar section. Visible to approved initiative members.
- IC-wide events — managed by IC Directors, posted across all of their assigned chapters with audience targeting (all members, all presidents, presidents only, presidents + VPs, presidents + VPs + E-Board).
- Org Calendar events — managed by Admins, org-wide with audience targeting (everyone, presidents, IC directors, admins), including support for recurring events.
- Public Events — a separate Admin-managed tool for public-facing, community-facing events (distinct from internal volunteer calendars).

Event fields: title, date, start/end time, and either a physical location or a video-call link, plus a description.

"Public-facing" toggle: Available on chapter and initiative events. When an event is marked public-facing and its date passes, it counts toward the relevant "Events Held" goal (chapter annual goals, or an initiative's goal cards).

Past events: Each calendar view has a way to review events that have already happened, and (for chapter events) to log an event retroactively via "Add past event."

Event photos (chapter events, mobile): Any approved chapter member can attach photos to a chapter event — upcoming or past. Photos are stored in a private bucket and displayed via short-lived signed URLs, because they may show identifiable community members at screening events; they're never publicly accessible. A photo can be deleted by whoever uploaded it, by chapter leadership, or by admins; admins can also view photos on public-facing events. (Initiative and org events don't currently have photo galleries.)

Event impact (past chapter events): Opening a past chapter event surfaces its impact — the number of new outreach records, eligible people, and Plus-One referrals logged around the time of that event, plus an attendee count. This works by matching the timestamps on outreach records to the event's time window, which is also why logging people on the spot at events matters. Community Partner records are excluded from these counts (see [Outreach Tracker]).

This table summarizes typical access by role/title. Two important caveats:

1. Several capabilities are gated by flags that are independent of title — `does_approvals` (approver access), `is_ic_director`, and `is_admin`. A Member could in principle hold `does_approvals` if granted by an Admin, though in practice these flags track leadership roles.
2. On the web Volunteer Portal, every approved volunteer starts with only Learn and Account visible — additional sidebar sections (like Outreach) are enabled per-profile regardless of title.

For the underlying flags and how they're set, see [Account & Profile] and [Org Structure & Roles, in Depth].

ALCSI's structure has three layers:

1. National — sets org-wide policy, runs the Admin toolkit, approves all leadership-change requests.
2. IC Directors ("IC" stands for Intercollegiate — these directors coordinate across a set of chapters spanning multiple schools/regions) — each oversees a set of assigned chapters, providing guidance and reviewing each chapter's Outreach Plan and goal progress. A chapter may have zero or one assigned director at a time.
3. Chapters — the local unit. Each chapter has a roster of members with a title (Member, E-Board, VP, President) representing their level of responsibility within that chapter.

Chapter status & the founder flow: Chapters themselves carry a status of pending, approved, or rejected, plus a `created_by` founder reference. Almost all chapters are approved and publicly listed. The exception is the founder flow: a new volunteer whose chapter doesn't exist yet can register one during mobile onboarding, which creates it as pending and hidden from everyone except its founder and admins (enforced by RLS). Approval is combined — when an admin approves the founding volunteer (the standard user-approval action), that same action activates their pending chapter; rejecting the volunteer marks the chapter rejected so it never becomes visible. This means a brand-new chapter and its first President come into existence together, in one approval.

Titles vs. flags: A volunteer's title (Member/E-Board/VP/President) is chapter-scoped and determines local leadership permissions (goals, announcements, roster requests, Outreach Plan). Separately, three flags on a profile grant org-wide capabilities regardless of title:

• `does_approvals` — can review pending volunteer applications and requests (Approvals → Users/Requests).
• `is_ic_director` — the authoritative flag for IC Director tools and assigned-chapter oversight.
• `is_admin` — full Admin tab/sidebar access, including the management toolkit and org-wide communications.

Initiatives sit outside this chapter hierarchy entirely — they're org-wide programs with their own membership (via the `user_initiatives` junction table) and their own manager tier, independent of a volunteer's chapter title. A President of one chapter might be a regular member of an initiative, or vice versa.

Requests as the change mechanism: Almost no structural change happens instantly. Role changes, member removals, chapter transfers, and IC Director (re)assignments are all submitted as requests and require Admin approval — this creates an audit trail (visible in the Admin Audit Log) and prevents unilateral changes to the org chart.

Eligibility formula: A logged contact is flagged screening-eligible for lung cancer when all of the following hold:

• Age is between 50 and 80 (inclusive).
• Pack-years (computed as packs-per-day × years smoked, or entered directly) is 20 or greater.
• Smoking status is either:
• Current smoker, or
• Former smoker who quit within the last 15 years.

This mirrors the USPSTF 2021 lung cancer screening recommendation and is the same threshold referenced in [The GEDI Concept] for lung cancer specifically.

Journey stage model: Every outreach record (and every Plus-One referral, which uses the same underlying model) progresses through four ordered stages:

1. Contacted — a conversation happened; basic info and eligibility inputs captured.
2. Scheduled — the person has booked a screening appointment.
3. Screened — the screening appointment took place.
4. Verified — the result/completion has been confirmed (e.g., via follow-up with the person or the clinic).

There's no automatic progression — volunteers manually advance a record's stage as they learn new information, typically logged alongside a note in the communications log.

Archiving vs. deleting: Records are never silently lost — "removing" a record from the active list means archiving it (status flag), not deleting it. Archived records remain queryable (e.g., for insights/exports) and can be unarchived.

How insights are computed: Chapter Insights and the org-wide Admin Insights both derive from the same underlying outreach records, aggregated by chapter (or org-wide) and by time period:

• Conversion funnel — counts of records at each stage (Contacted → Scheduled → Screened → Verified), and the eligible subset specifically, showing where the pipeline narrows.
• Goal progress — current values for "New Records," "People Eligible," and "People Screened" on chapter Annual Goals are live counts against these same records, not manually entered — only the targets are stored separately.
• Plus-One pipeline — community_referrals records aggregated the same way, including the count toward a chapter's Plus-One Chapter status (3 conversions).

Community Partner records: Records marked as a Community Partner (rather than a Screening Lead — see [Outreach Tracker]) are stored with `is_partner = true`, `is_eligible = false`, and no age/smoking data (`smoking_status` is nullable to support this). They're intentionally excluded from the "people talked to" and "people eligible" goal counters and from the event-impact statistics (chapter, org, and admin event-impact reporting) — they represent relationship-building with organizations/clinics, not progress toward screening-pipeline goals.

Outreach Plan ↔ pipeline relationship: The Outreach Plan's "Victory Lap" section is explicitly the hand-off point into Plus-One — a successfully Verified screening is the natural moment to ask for a referral, which then enters the pipeline as a new community_referrals record at the Contacted stage.

Module structure: The Learn section is organized as a sequence of modules, with two having special significance:

• "Getting Started" — acts as a gate. Until a volunteer completes it, the Initiatives tab and Chapter Goals areas remain hidden on mobile (see [I Can't See a Feature or Page]). Admins are exempted from this gate so they can access management tools immediately upon being granted `is_admin`.
• "ALCSI Certification" — the capstone module. Completing it records a completion timestamp on the volunteer's profile.

Concept modules (Org Structure, Outreach Pipeline, Plus-One, GEDI, Certifications themselves) are informational and don't gate anything — they exist so volunteers understand *why* the tools work the way they do, which is also why this user guide's "Learn" section mirrors them closely.

Tracking completion: Progress is stored per-volunteer and is the same regardless of whether a volunteer accesses Learn from mobile or web — there's a single source of truth, so switching devices doesn't reset progress.

Admin visibility: The [Manage Certifications] tool (Admin sidebar/tab, also visible to any `does_approvals` approver) lists every volunteer who has completed the ALCSI Certification module along with their completion date, and supports a CSV export — useful for reporting training compliance at the chapter or org level.

Why this matters for onboarding: A volunteer's overall "fully ramped" status is effectively: approved account status + completed Getting Started (unlocks Initiatives/Chapter Goals) + completed ALCSI Certification (appears in compliance reporting). None of these are hard requirements to *use* the app, but each unlocks something or is tracked somewhere.

GEDI's five screening categories are each modeled on a specific USPSTF recommendation. The thresholds below are the ones the module teaches volunteers to recognize:

Relationship to the Outreach Tracker: Only the lung cancer criteria are wired into the Outreach Tracker's automatic eligibility flag — the other four categories are educational only within GEDI. The reasoning: ALCSI's outreach mission centers on lung cancer screening, but volunteers are trained via GEDI to recognize when someone they're talking to might benefit from raising a *different* screening with their doctor, even if it's outside ALCSI's direct outreach focus.

Why "shared decision-making" for prostate: Unlike the other four, USPSTF doesn't issue a simple age/criteria recommendation for prostate cancer screening (PSA testing) — it explicitly frames it as a conversation about individual risks/benefits. GEDI preserves that nuance rather than reducing it to a yes/no eligibility flag, which is why it's the one category that can't be "calculated."

Maintenance note: USPSTF guidance is periodically revised. The criteria above reflect the guidance in place when this module was written — if USPSTF updates a recommendation (as happened with the lung cancer age range and pack-year threshold in 2021), the GEDI module and the Outreach Tracker's eligibility formula should be updated together to stay consistent.

Data model: Plus-One referrals are stored in a community_referrals table — structurally similar to outreach records (name, contact info, journey stage), but with an additional link back to the referring person (the volunteer's outreach contact who made the referral), where known.

Lifecycle: A Plus-One referral moves through the same four-stage journey as outreach records (Contacted → Scheduled → Screened → Verified). A referral that reaches Verified counts as a conversion.

Plus-One Chapter status: When a chapter accumulates 3 conversions, it earns Plus-One Chapter recognition. This status is:
- Surfaced in chapter-level and org-wide Insights as a milestone.
- A point of pride/recognition for the chapter, intended to reinforce the referral behavior as part of normal outreach practice rather than a one-off ask.

Where referrals originate: While a Plus-One referral can in principle be logged any time, the Outreach Plan's "Victory Lap" section is the designed entry point — it prompts the volunteer to ask a newly-screened (Verified) person if they know someone else who should get screened, turning a successful outcome directly into pipeline growth.

Reporting: The Admin Insights tool aggregates community_referrals org-wide as the "Plus-One pipeline," alongside the main outreach conversion funnel — giving national leadership visibility into referral-driven growth separately from first-contact outreach.