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Report: Return Invite Follow-Up

Screen: /dashboard/reports/shoulder-tapUpdated 2026-09-22For: Staff / caseworker, Founder

What this screen is for

Screenshot of the report shoulder tap screen at /dashboard/reports/shoulder-tap, illustrating “What this screen is for”, with numbered callouts: 1. Return Invite Follow-Up.
Figure 1 — What this screen is for.

Return Invite Follow-Up (/dashboard/reports/shoulder-tap) ranks who has fallen off their own rhythm — never raw days off, always how far someone has drifted from their own usual gap between visits.

What you see, in the screen's own labels

Screenshot of the report shoulder tap screen at /dashboard/reports/shoulder-tap, illustrating “What you see, in the screen's own labels”, with numbered callouts: 1. Away much longer than usual; 2. Ratio.
Figure 2 — What you see, in the screen's own labels.
  • H1 "Return Invite Follow-Up." (RUN 192 dropped the parenthetical "(Ranked)" subtitle.)
  • Scorecard tiles: "Away much longer than usual," "Away longer than usual," "Starting to miss," "On their own rhythm," "Not enough history."
  • Table columns: Name · Rhythm · Ratio · Shepherd · Changed.
  • The drift tiers, exactly: - Away much longer than usual — 3.5× their own baseline or worse. - Away longer than usual — between 2.5× and 3.5×. - Starting to miss — between 1.75× and 2.5×. - on-rhythm — inside 1.75× of their own baseline.
  • A hover tooltip on each person's meter reads: "{ratio}× baseline — starting to miss at 1.75×, away longer at 2.5×, away much longer at 3.5×."
  • The Key describes each tier as, for example: "Away between 2.5 and 3.5 times longer than their usual time between visits. Never raw days off — a person who comes monthly is not late at three weeks."

What to do

Screenshot of the report shoulder tap screen at /dashboard/reports/shoulder-tap, illustrating “What to do”, with numbered callouts: 1. Shepherd's Overview's person page; 2. Draft a check-in for Margaret.
Figure 3 — What to do.
  • Read ratio, not days. The whole point of this report is that a weekly attender and a monthly attender are judged against their own pattern, not the same clock.
  • Use the per-row link — "Everything on {name} — Shepherd's Overview's person page →" — to jump straight to that person's full Shepherd's Overview detail.
  • Decide for yourself whether to reach out. The per-row button, "Draft a check-in for {name} — nothing sends," is inert on purpose; its own tooltip says why: "Nothing sends — reaching out is your choice."

What NOT to do

Screenshot of the report shoulder tap screen at /dashboard/reports/shoulder-tap, illustrating “What NOT to do”, with a highlighted region and numbered callouts: 1. DON'T — Away longer than usual — off rhythm.
Figure 4 — What NOT to do.
  • Don't read "off rhythm" as a judgment on the person. It describes scheduling, not character — someone can drift off rhythm for entirely good reasons (a move, a new job, recovery itself going well).
  • Don't expect this report to auto-contact anyone. Nothing in this suite sends a message on its own; every outreach here is a human choice, every time.

When something goes wrong

Screenshot of the report shoulder tap screen at /dashboard/reports/shoulder-tap, illustrating “When something goes wrong”, with numbered callouts: 1. Not enough history yet.
Figure 5 — When something goes wrong.
  • Nobody is off rhythm: "0 of {n} people are off their rhythm as of {date} — that is not a bug. Every one of the {n} people with enough history to read is inside their own usual gap."
  • Not enough history yet for a person: they're counted separately under "Not enough history" rather than silently dropped — with its own honest zero when nobody falls into that bucket either: "0 of {n} people have insufficient history right now — everyone on the roster has enough attendance on file to read a rhythm."