What is the wellbeing watchlist, and who sees it?
The watchlist gathers people who may need a pastoral conversation – after a low check-in, a long silence or a flagged HCLA area. Here is who sees it, what puts someone on it, and how an administrator gives duty of care.
- Pastoral care
- Supervisors
- Mentors
- Administrators
- Web
- iPhone
- iPad
Read the transcript
The wellbeing watchlist shows people in your care who may need a conversation. It draws on daily check-ins and the Health of a Christian Leader Assessment, or HCLA. Select View full watchlist. The most urgent group comes first. In Danger means the last check-in they shared with their mentor was one or two. Needs Attention means an HCLA area is flagged, such as PW for psychological wellbeing. Needs Care means someone who checked in before has gone quiet for thirty days. Nathan Fox has been quiet for nearly three months, but his HCLA flag puts him in Needs Attention. Mentors see their own mentees. A mentor of mentors also sees the mentees of the mentors they supervise. Confidants, mentors with duty of care, and Verve Lead’s platform administrators see everyone flagged in the organisation. Organisation administrators see a note instead. On the Members page, they can give duty of care to a mentor, master mentor or mentor of mentors. The watchlist never shows check-in notes or HCLA answers. Only their mentor, or that mentor’s supervisor, sees their check-ins and results.
Narration is AI-generated. Every screen is from our demo environment – an invented organisation and people.
The wellbeing watchlist is a short list of people who may need someone to get in touch. It draws on the daily check-in and the Health of a Christian Leader Assessment (HCLA). That makes a quiet decline less likely to slip past.
Whichever group a name sits in, treat it as a prompt to reach out, gently and soon.
Who sees the watchlist?
What you see depends on your role in the organisation.
| Your role | Who you see on the watchlist |
|---|---|
| Intern Mentor, Mentor or Master Mentor | Your own mentees. |
| Mentor of Mentors | Your own mentees, and the mentees of the mentors you supervise. |
| Confidant | Everyone in the organisation who is flagged. |
| A mentor given duty of care | Everyone in the organisation who is flagged. |
Verve Lead’s own platform administrators can see the watchlist too.
The watchlist only covers people whose role is Member or Intern Mentor. Mentors, administrators and other roles do not appear on it.
If you belong to more than one organisation, your watchlist covers each one where your role gives you access. Each name then shows which organisation it belongs to.
What about administrators?
Organisation administrators do not see the watchlist. On the Watchlist tab, they see a note explaining who it is for. They see figures for the organisation as a whole on its dashboard instead. An administrator cannot be given duty of care.
What puts someone on the watchlist?
The watchlist sorts people into 3 groups, most urgent first.
| Group | What puts someone there |
|---|---|
| In Danger | Their latest check-in was 1 or 2. |
| Needs Attention | At least one of the 3 areas in their latest completed HCLA is flagged. |
| Needs Care | They have checked in before, but not in the last 30 days. |
Someone who fits more than one group appears once, in the most urgent. On iPhone and iPad, their row lists every reason.
People who have never checked in are not flagged for going quiet. The watchlist only notices a silence once someone has started.
Where do I find it?
On the web
If anyone in your care is flagged, a Wellbeing watchlist panel appears at the top of your Dashboard. It shows how many people are flagged, and up to 5 names for each organisation. If nobody in your care is flagged, the panel does not appear.
Select View full watchlist to open the Wellbeing Watchlist page. It groups people under the 3 headings, with a count for each.
Each row shows the person’s name and email address. It also shows their latest check-in level and how long ago it was, and any HCLA area that is flagged, with its percentage.
On iPhone and iPad
The Verve Lead app for iPhone and iPad is in testing.
- Tap Mentoring. If you have watchlist access but no mentees of your own – as a confidant might – this tab still appears.
- Look at the Wellbeing watchlist card at the top. It says how many people need attention, or Nobody flagged.
- Tap the card to open the list. It groups people under In danger, Needs attention and Needs care.
On iPad, the same screens sit beside a sidebar.
What does the watchlist never show?
- Notes. It never shows the notes people add to their check-ins.
- Answers. It never shows how someone answered the HCLA, or their full results.
- A link to their page. You cannot open a person from the watchlist, on the web or in the app. You see someone’s check-ins and results only if you are their mentor, or supervise their mentor.
The watchlist does not send emails or notifications. When someone checks in at 1 or 2, the only email goes to their own mentor. See low check-in alerts.
How does someone get duty of care?
Duty of care widens a mentor’s watchlist from their own mentees to everyone in the organisation. An organisation administrator turns it on in the Duty of Care column of Organisation, then Members. Only a Mentor, Master Mentor or Mentor of Mentors can hold it – see managing members and roles.
A few rules apply:
- An administrator can turn it off at any time, but cannot change their own.
- If someone’s role changes to one that cannot hold duty of care, we turn it off.
- The Audit log records every change, under Duty of care.
Duty of care changes what the watchlist shows. It does not open anyone’s check-ins or results.
And confidants?
A confidant is a pastoral role that Verve Lead sets up with an organisation. It comes with the organisation-wide watchlist. Organisation administrators cannot give someone the Confidant role.
Every screenshot here is from our demo environment – an invented organisation, invented people.