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:
Location Filters
At the top of the dashboard, you'll find filters related to client locations:
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Location Group: Typically represents your food bank.
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Location: Refers to specific sites within your organization.
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Site/Subsite: Refers to the distribution point. May be either a site or subsite depending on your state's program structure.
Applying these filters first can enhance the responsiveness of the dashboard when using additional filters.
Status Filters
These filters help you track and manage client statuses:
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Status: Select specific statuses such as "Application Pending," "Discontinued," or "Disqualified" to identify clients requiring attention.
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Waitlisted: Filter clients currently on the waitlist.
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Templisted: Identifies clients temporarily approved to receive distributions while on the waitlist.
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Notification Completed: Ensures you've marked clients as notified for required action.
Date Filters
Monitor key dates to maintain compliance:
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Effective Date: View clients with upcoming expirations.
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Due Date: Identify actions that are due, such as reviews or notifications.
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Next Review Date: Track upcoming annual reviews.
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Certification Expiration: Find clients who require upcoming recertification.
3. Individual Participant Records
From the dashboard, you can access individual participant records to:
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Dig Deeper into Status: Gain detailed insights into each participant's status and history.
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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.