Record a food parcel

You can log food parcels for new/non-clients or for existing clients.

Log a food parcel for an existing client

1 – Navigate to the record of the client you wish to log the food parcel for.

2 – Click on Food parcels in the side navigation.

3 – Click on the + Record food parcel button.

4 – Record the date provided, quantity and the mentor the parcel was provided by.

Note: 

• The Date provided defaults to today’s date. 
• Quantity is up to you to determine how to record based on the way the food parcel is provided. For example, you may have to provide more than one parcel depending on the size of the houshold. 
• Provided by is the person who your reporting should attibute the provisions to. For example, when reports are filtered by mentor, this is how the report will determine how many food parcels you have given clients access to.

5 – Click the Save button.

Record a food parcel for someone who is not yet a client

Food parcels are recorded on a client record. But if there is no record for the person you are giving a food parcel to, then you will need to create one.

Often, the

1 – Navigate to the Client  list.

2 – Click on the + Add client button.

3 – Record the fist name and last name of the recipient.

4 – Click on Partial client record.

Note: Doing this will enable you to save the client record without completing the entire intake form. This is to make it as easy as possible for you to get to straight to recording a the food parcel. It also means you can continue to record food parcels for this person even if they never begin financial mentoring.

5 – Click on the Save client button.

Note: If this person starts financial mentoring in the future, you will need to complete the entire intake form before you can create a client case.

6 – Follow the instructions in Log a food parcel for an existing client above to finally log the food parcel.