How Do I Configure My TEFAP Program?
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
Go to Administration, Network Programs
Click on the orange edit icon beside your pantry program.
See https://link2feed.atlassian.net/wiki/spaces/UserManual/pages/964821113 for a list of program types for pantry programs.
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
____ visit(s) every ____ Day/Calendar Week/Calendar Month/Calendar Year (see https://link2feed.atlassian.net/wiki/spaces/UserManual/pages/1114473169 )
Enforce 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.