The CSFP Dashboard is a powerful tool designed to help you manage and understand the status of participants within your organization. This article outlines the key features and functionalities of the CSFP Dashboard in PantrySoft's CSFP module.
The CSFP dashboard is an essential tool for effective participant management. By utilizing the filters and features outlined above, you can stay organized and ensure compliance with federal CSFP regulations.
Key Features of the CSFP Dashboard
1. Overview of Participant Status
The dashboard provides a clear overview of all participants, allowing you to easily track their current status within the program and any required actions.
2. Filtering Options
At the top of the dashboard, you will find several filters that enable you to:
-
Identify Upcoming Actions: View when the next action is due for a selected group of records.
-
Check Annual Review Dates: Understand when participants are due for their next annual review.
-
Monitor Certification Expirations: Keep track of when certifications are due for renewal and identify when current certifications expire. This ensures that you record new certifications for participants with expired status within the timeline required by the CSFP regulations.
3. Individual Participant Records
From the dashboard, you can access individual participant records to:
-
Dig Deeper into Status: Gain detailed insights into each participant's status and history.
-
Make Updates: Modify participant information or status as needed.
4. Manage Your Waitlist
You can also manage your waitlist directly from the dashboard, making it easy to oversee and update participant status as necessary.