Tools & outreach

Plan and operate a blood drive

Set organizers and appointment slots, build the signup form, publish a public booking flow, and work the day-of donor roster.

Everyone in a unit; organizers where assigned22 minute readTools → Blood drivesVerified against the live product · August 2026

Guide at a glance

How to use this guide

Start with

Identify the audience, publication state, owner, dates, and data that may safely be made public.

By the end

The tool has a clear lifecycle from draft through operation to closure, with public exposure deliberately controlled.

1.Creation permission and drive ownership differ
2.Set the drive basics
3.Build the signup form
4.Publish the public signup
5.Work the day-of roster
6.Close rather than erase history

On this page

1. Creation permission and drive ownership differ
2. Set the drive basics
3. Build the signup form
4. Publish the public signup
5. Work the day-of roster
6. Close rather than erase history

Creation permission and drive ownership differ

Can manage blood drives allows a Cadet to start a drive. The creator selects organizers, and those named Cadets may manage that specific drive without holding the unit-wide creation permission.

Instructors can manage every drive. Drafts are hidden from people who cannot manage them.

Set the drive basics

Name, date, location, and donor goal.
Cadet organizers responsible for the drive.
Appointment slots and capacity.
Invitees already expected to participate.
The custom public signup questionnaire.

Build the signup form

The blood-drive form uses the shared form engine and can show later questions based on earlier answers. The appointment slot is supplied automatically rather than added as a custom question.

The editor warns about incomplete or risky form configuration before publication. Intermediate edits remain local until explicitly saved.

Publish the public signup

A Running drive exposes its signup URL and QR flow. Visitors do not need an All Cadets account. The page handles unavailable drives, missing slots, and full appointment inventory explicitly.

A successful signup produces a booking receipt with a bearer token so the visitor can return to their own appointment without an account.

Work the day-of roster

The operational roster combines invited and self-registered people. Managers can mark arrival, donation outcome, resting state, or nonattendance and can edit the individual record.

Summary tiles show signed up, arrived, roster size, gave blood, resting, and did not make it. These are derived from the live roster.

Close rather than erase history

Closing stops new public signups while preserving appointments and outcomes. A drive with meaningful roster history should not be treated like an empty draft.

Restrict exported or printed donor information according to school and partner policy.

Key terms in this guide

Registration: The request to create or connect a sign-in identity. It is not itself an active roster record.
Change history: The attributable sequence of previous values, new values, actors, and times behind official changes.

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