DRAFT:Create a Decision Tree, Checklist & Training content for Volunteer Validation

[GigiUxR]

Overview
Volunteer validation is a key process for maintaining accurate eligibility and intake data in the FOLA directory. However, inconsistent eligibility entries and lack of structured guidance create validation errors, incomplete data collection, and a frustrating experience for volunteers.

A structured decision tree, checklist, and training content will help volunteers ask the right questions and categorize data correctly during validation calls, improving both data integrity and volunteer confidence.

Problem Statement:
Currently, validation volunteers:

• Struggle to differentiate eligibility, intake requirements, and service notes, leading to misclassified information.
• Lack a structured questioning framework, resulting in missing details (e.g., not confirming specific types of proof of income).
• Are not always aware of filtering implications, impacting the accuracy of the “No Known Eligibility” filter.

Solution-Related Action Items:

• Develop a Decision Tree → Guides volunteers in systematically asking eligibility & intake-related questions.
• Create a Validation Checklist → Standardized form ensuring volunteers collect complete and consistent data.
• Develop Volunteer Training Content → Short slides or documentation clarifying data distinctions and validation best practices.
• Survey Volunteers on Validation Experience → Identify pain points and track improvements in confidence, efficiency, and satisfaction.

Success Metrics:

• % reduction in validation errors due to eligibility vs. intake confusion
• % increase in fully completed eligibility fields after validation calls
• % decrease in “No Known Eligibility” listings that require correction post-validation
• % increase in volunteer satisfaction scores (survey results on clarity, ease, and confidence in validation process)

Related Issues

• Depends on DRAFT: Standardize Eligibility and Define New Related Fields (Data Taxonomy Standardization) #2346 → Defines eligibility, intake, and service note distinctions.
• DRAFT: Improve filter accuracy for "No Known Eligibility Requirements" #2348 → Addresses how eligibility inconsistencies affect users seeking low-barrier food access.
• DRAFT: Implement Field-Level Timestamping for Data Quality Assurance #2349