How Do I Configure My TEFAP Program?

  1. Make sure you’re logged into the correct organization

    • Network: edit a network program

      • Note: TEFAP settings are managed at the network in most cases

    • Agency: edit an agency program

  2. Go to Administration, Network Programs

  3. Click on the orange edit icon beside your pantry program.

Name: the name of the program
Summary: short description of the program (this will appear on the label of the program button)
Type: program type this program has been set up with
Active: is this program currently active

Visit Options

  • Visit Reason: should reason for visit be asked for this program

    • Visit Reason Required

  • Delivery Options: do you want to track a yes/no dropdown list if delivery was needed for this visit

  • Referred To: should options of referrals to the client be tracked

    • Referred To Optional

  • Allow Same Day Visits

  • Visit Frequency

There’s a little question mark icon beside each option. If you hover over it, it will describe what checking off the option would do.

Appointment Options

Off

You do not want to track any appointment options for this program.

Date

Track basic day availability for this program. This would be days of the week that you’re open. The Exceptions section will allow you to block off specific days, like holidays.

Date & Time

Track basic day and time availability for this program. This would be days and hours of the week that you’re open. The Exceptions section will allow you to block off specific time periods, like a lunch hour.

Caseloads

Track day and time availability for this program, but also set a restriction of how many appointments you want to be ale to book within a certain number of minutes. This would be days and hours of the week that you’re open and number of appointments within number of minutes you’d like to schedule (e.g. 5 appointments every 30min). The Exceptions section will allow you to make exceptions where you increase your capacity on certain days or time periods.

 

There’s a little question mark icon beside each option. If you hover over it, it will describe what checking off the option would do.

Operational Options

On top of income guidelines, should the client also meet the following additional requirements:

  • Eligibility by City

  • Eligibility by County

  • Eligibility by State

State-Specific Options

Select a state to set state-specific options for.

TEFAP Options

  • Other Signatory

  • TEFAP Screening

    • Last Name

    • First Name

    • Address Line 1

    • Address Line 2

    • City

    • County

    • State

    • Zipcode

    • Household Size

    • Social Program

    • Household Monthly Income

    • Proof of ID

    • Proxy

    • Proxy Address

    • Certification

    • Eligible Script

    • Ineligible Script

  • TEFAP Social Program Eligibility

    • TEFAP Social Program Eligibility Options (1 Person Household)  - this selection is only applicable to households of 1

    • TEFAP Social Program Eligibility Options (2+ Person Household) - this selection is only applicable to households of more than 1

  • TEFAP Tab

    • TEFAP Proxy

    • TEFAP Proxy Address

    • TEFAP Certification/Recertification Disclaimer

    • Certify with Exception - allow the client to certify even if they don’t meet all of the requirements

  • Restrict TEFAP Visits in Same Month by Agency

  • Restrict TEFAP Visits in Same Month by Network

  • Restrict TEFAP by Eligibility Without Certifications

  • Double Distribution

Income Guidelines

Enter the income amount per household size.

Signature Options

  • eSignature Disclaimer

  • eSignature Allowed Styles 

Food and Items Provided

  • You can select if you’d like either the foods provided or items provided (or both) sections to be required fields.

  • You can also add your own Quantity label to track lbs, kgs or hampers provided.

Program Provisions

  • This list displays all of your active provisions. If you’d like to modify this list, see https://link2feed.atlassian.net/wiki/spaces/UserManual/pages/927957074 for more information on how to do this.

  • Count of Items: whole number count of provisions.

  • Currency: dollar value of provisions.

  • Weight: weight value of provisions.

  • Checkbox: checkbox option

  • Active/Inactive: enabling a provision only does so for this specific program.

There’s a little question mark icon beside each option. If you hover over it, it will describe what checking off the option would do.

Disclaimer

Agreeing to this disclaimer helps the system to keep a long of changes made and the user who made them.

Agency Exceptions List

If any agencies have been assigned this program, but have customized it at their organization in any way, this list will display what those customizations were.

Program Options Change History

This is a log of changes made. It indicates the date, user, field previous and new values of the updates made to that program’s configurations.