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. Review Upcoming Expirations
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. Manage Your Waitlist
You can manage your waitlist directly from the dashboard, making it easy to oversee and update participant status as necessary.
Use the Waitlisted filter to see who's currently on your Waiting List.
You can select one or more participants to expose available actions, allowing you to add a participant to the Temp List if they're eligible to be served temporarily (for example, if you have extra boxes in a given month) or Enroll them if you have caseload available.
3. Review Your Site's Participants at a Glance
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.
4. Quickly See Required Actions
PantrySoft will also highlight any participants where there's an upcoming action required on your behalf. In this screenshot, I can see that Brad Pitt has completed their application, and a notification of their eligibility is due to them by July 20th. I can click into their client record directly from the blue hyperlink on their name to learn more.
Additional Notes on Filter Options
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.