How Do I Add an Item to a List?

Step-by-Step Guide

  1. Click on the "Administration" heading. Click on "Lists".

  2. Scroll through the lists in the table or type the name into the search box.

  3. When you have located the list that needs to be edited, click on the "Edit" (pencil)  icon in the far right column of the table.

  4. Click on the "New Option"  button.

  5. In the field marked "Label", type in how you want that list item to be shown in the system. 

  6. The Description field will enable you to briefly describe the label. This is optional. 

  7. Where applicable, choose the "Parent" type for that list option.

  8. Click on the "Save" button to save the items or "Cancel"  to discard.

  9. When List items are added, they will need to be enabled by Link2Feed before appearing on the client file; a Network Administrator can submit a support ticket detailing which items in "Lists" need enabling.

  10. List items will not show in the system unless the agency is tracking them; a Network Administrator can submit a support ticket detailing which List items are now being tracked and Link2Feed will enable the tracking.

 

 

Lists that don't have a "Edit" (pencil)  icon beside them cannot be edited. Locked lists and list items are those that are required for regional or national reporting.

Lists that have radio button options will change to a drop down list if more than 16 options are active.

 

Other (Specify)

To add an "Other (Specify)" option where an additional text box appears, you will specifically have to enter the words "Other (Specify)" and it has to match a parent type that says Other Specify. 

 

LIST DEFINITIONS

List Label

Definition of List Label

Required or optional

List Label

Definition of List Label

Required or optional

Appointment Statuses

This is a list of statuses used with the Appointments feature. Appointment statuses can be customized, we recommend setting a minimum of two statuses, with a parent type of Pending and Collected.  This will ensure that your appointments can be recorded and collected.

Required

Bulk Recording Category

This category has three fixed categories of Child, Adult and Seniors, and can be customized to include any label name of choice.

Required

Cities

This is a customizable list of Cities that the Organization wishes to include in report options.

Optional

County

This is a customizable list of Counties that the Organization wishes to include in report options.

Optional

Dietary Considerations

This is a customizable list of dietary considerations that will be generated on the Dietary Considerations tab of the client file is the Organization are tracking them. Parent types align with Feeding America recommendations.

Optional

Education

This is a locked field listing levels of education, cannot be customized

Optional

Employment

This is a field of employment types that defaults to locked types, but can be customizable by adding other types to the list.

Optional

Ethnicity

This is a customizable list of ethnicities. Users can add additional ethnicity options and map to the corresponding parent type.

Required

Expenses

This is a customizable field that lists the types of expenses clients may have.

Optional

Gender Identity

This is a customizable list for gender identities. Users can add additional gender options will map to the corresponding parent type.

 

Housing

This is a customizable list of housing types. Users can add additional housing type options and map to the corresponding parent type.

Required

Identification

This is a customizable list of all identification types used in the client's profile.

Optional

Income

This is a customizable list of client income sources. Networks can opt to collect the Income source and/or $ amount, a single numerical field for the total monthly household income, or the income field can be turned off completely.

Optional

Marital Status

This is a locked list of default marital statuses, it cannot be customized.

Required

Organization Tag

This is a customizable list of organizations that networks can create in order to use a specific group of organizations to report on.

Optional

Pre-Screen Denied Reason

This is a customizable list of reasons a CSFP, TEFAP and SSO application can be denied.

Optional

Provisions

This is a list of customizable list of foods, items and services offered to the client during a visit.

Optional

Racial Identity - (Canada Only)

This is a customizable list of racial identities. Users can add additional racial identities and map to the corresponding parent type.

Required

Referral Agencies ("Referred To")

This is a list of customizable list of agencies that the food bank/pantry refers a client to.

Optional

Referral Sources ("Referred By")

This is a list of customizable list of agencies that have referred the client to the food bank/pantry.

Optional

Relationship

This is a locked list of relationship types used to describe the relationships between household members.

Required

School Pantries

This is a customizable list of pantries that are school pantries.

Optional

School Pantry Current Education

This is a customizable drop down list of the grade the individual is in.

Optional

School Pantry Documents

This is a list of School Pantry Documents that have been made acceptable.

Optional

Security Group

This is a customizable list of agencies that will be assigned to specific security groups.

Optional

Self-Identity

This is a customizable list of how a client self identifies with any particular group, and also allows for customized self-identity options.

Required

SNAP Status

This is a list of status options:
Approved, Denied and Submitted are locked options.
Can also add customized statuses.

Required

Social Program

This is a customizable list of Social Programs available to clients.

Optional

SSO Location

This is a drop down field to indicate the location where the client applied for benefits.

Optional

SSO Programs

These are a list of programs (i.e. SNAP, WIC, etc.) being addressed in the outreach.

Optional

SSO Source

This is the source of the referral to the services.

Optional

Visit Reason

This is a customizable list of reasons why a client may be visiting the food bank/pantry.

Optional