Bulk program information (description & how to add, edit, delete and review bulk entries)

This article provides an overview of what a bulk program is, how to edit or delete bulk entries, and how to add a bulk entry to a generic program. 

This article covers the following topics: 

• What is a bulk program?
  • Program name
  • Program types
• How do I add, edit or delete a bulk entry to a generic program
  • Adding a bulk entry to a generic program
  • Editing a bulk entry to a generic program
  • Deleting a bulk entry to a generic program
  • How do I review my bulk entries?

What is a bulk program?

A bulk program is a non-pantry program that can be used to track aggregate information. By default, the program can track the total number of children, adults and seniors, but this can be customized to whatever label(s) the organization wants to track. 

As an example, if it's a Snack Program, you can choose to record just Snacks. If it's a Meal Program, you can choose to record Households and Individuals. 

A bulk program should not be confused with our inventory program. A bulk program is a program directly being run by the specific location, not food or services being provided to another location for their program.

Program Name

You can choose to name your bulk program whatever you would like to. Every program needs a Program Name and a Program Type. 

Program Types 

A Program Type is a categorization of the type of programs in an organization. A site can have more than one program with the same Program Type. 

When running reports, keep in mind that they can only be filtered by Program Type, not Program Name. If you need two programs within one organization to be reported on separately, consider assigning them to different program types.

Here is a list of generic program types that can be bulk recorded on: 

• Backpack Program- Providing backpacks.
• Breakfast Program- Providing breakfast meals to clients.
• Case Management- Tracking non-food activities.
• Clothing Program- Providing clients with clothes, footwear, professional attire, blankets, etc.
• Financial Assistance- Providing some type of financial assistance to a client.
• Furniture Equipment- Providing furniture to a client.
• Meal Program- Providing some type of meal to clients.
• Multi-Service Program- Providing more than one type of service to a client.
• School Supplies- Providing school supplies and uniforms to students.
• Service- Providing a non-financial, non-food type of service to a client (e.g. classes, referrals).
• Snack Program- Providing snacks to clients.
• Social Assistance- Support applying to social assistance.
• Turned Away- Providing numbers of how many clients could not be served that day.

How do I add, edit or delete a Bulk Entry to a generic program

Adding a Bulk Entry to a generic program: 

1. On the left-hand side of the screen select Programs.
2. Click on Record Data.
3. Find the program you wish to record under and click on the Record Data button.
4. Choose the date by typing it in the date field.  

Editing a Bulk Entry to a generic program: 

1. On the left-hand side of the screen select Programs.
2. Click on Record Data.
3. Find the entry that you need to edit. 
4. Click on the Edit (pencil) icon to edit your entry. 
5. Update bulk entries, notes, or items provided. 
6. Click on the Save button to save your changes or Cancel to discard them. 

To enable bulk program notes you will need to select Enable Notes For Bulk Recordings within the program settings.

Deleting a Bulk Entry to a generic program

1. On the left-hand side of the screen select Programs.
2. Click on Record Data.
3. Find the entry that you need to delete. 
4. Click on the red Trash icon to edit your entry. 
5. A notification will appear asking if you're sure you want to delete your entry. 
6. Click Delete to delete your entry or Cancel to cancel the deletion. 

How do I review my bulk entries?

All recorded bulk entries will populate in the table labelled Logs. You can use the filter to select Location, Program Type, Start and End dates; ensure you click the dark blue Filter button when filtering the table.

To view the logs of bulk entries, you will need a Network Manager core role:

1. On the left-hand side of the screen select Programs.
2. Click on Review Data.