Lists offer a powerful way to customize your experience within Link2Feed effortlessly! By providing tailored labels for various items across the platform, you can ensure that Link2Feed aligns perfectly with your organization’s unique needs and objectives. Customize with confidence and enhance the way your organization interacts with the system!
This article covers the following topics:
- Adding Items to a List
- Editing Items in a List
- Removing Items from a List
- Adding Provisions to a Program
- Additional Resources
Adding an Item to a List
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Navigate to Lists
- Click on Administration in the left navigation pane.
- Select Lists.
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Locate the Desired List
- Use the search box to find the list or scroll through the options.
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Edit the List
- Click the orange edit (pencil) icon in the Actions column next to the list.
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Add Item
- Click + New Option to add one item or + Add Multiple to add several items.
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Fill Out Item Details
- Label: Enter the display name for the item.
- Description (optional): Briefly describe the label.
- Parent Type: Select the applicable parent type; choose Other (Specify) if none match.
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Save Changes
- Click Save to add the item or Cancel to discard changes.
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- Click the red Trash Can icon to discard an entry.
- Click + ADD Another to bring up a fresh field.
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Editing an Item in a List
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Navigate to Lists
- Click on Administration > Lists.
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Find the Desired List
- Search or scroll to locate the list you wish to edit.
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Edit the List
- Click the orange edit (pencil) icon.
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Select Item to Edit
- Scroll through and find the item to edit; click the orange edit button.
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Make Edits
- Update the necessary details.
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Save Changes
- Click Save to apply changes or Cancel to discard.
- Click Save to apply changes or Cancel to discard.
Removing an Item from a List
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Navigate to Lists
- Click on Administration > Lists.
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Find the Desired List
- Search or scroll to locate the list you wish to modify.
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Edit the List
- Click the orange edit (pencil) icon.
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Select Item to Remove
- Find the item you want to remove and click the red trash can icon.
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Confirm Deletion
- A text box will appear; click Delete to deactivate the item.
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Reactivation
- Deleted items can be reactivated by clicking the orange Activate button next to the item.
- Deleted items can be reactivated by clicking the orange Activate button next to the item.
Adding Provisions to a Program
Provisions are a list item that allow your programs to capture the type and quantity of food, items, or services provided to clients. Provisions can be configured with two parent types—Food Provided or Item/Service Provided—and once added, can be assigned to programs for tracking with a variety of measurement options, including count, weight, currency, or checkbox.
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Go to the Program Settings
For network-wide tracking: Administration > Network Programs
For agency-level tracking: Administration > Agency Programs
Edit the program where you want to track provisions.
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Enable Provision Tracking
Open the Food and Items Provided section.
Check Require Food or Item Provisions to require the program to track provisions; or keep unchecked to keep optional.
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Activate Program Provisions
Under Program Provisions, toggle any provision from Inactive (grey) to Active (green).
Choose the Tracking Type: Count of Items, Currency, Weight, or Checkbox.
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Acknowledge Program Disclaimer
Review the program disclaimer and confirm that you take full responsibility for program adjustments.
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Save Changes
Click Save to apply your provision settings to the program.
Important Notes
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Locked Lists: Lists that do not have an edit (pencil) icon are locked and cannot be modified. They are required for regional or national reporting.
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Renaming Labels: If you rename a label, clients currently using that item will continue with the old label. Manual reassignment is needed for any clients using a deactivated item.
Additional resources
Network & Agency management : Settings, Fields and Lists
Adjusting Program Settings