How Do I Create a CSFP Kit Issuance List? (US Only)

Created by Stephanie McLean
Last updated: 25 Nov, 2021 by Len Payne

Step-by-Step Guide

This list creates a more detailed list of the client's CSFP ID, Status, Proxy, Last Visit Date and Location, Kit Size along with the client's contact information. For a list of general list of client information, including their name, status and contact information, please see How Do I Create a CSFP Client List? (US Only)


The CSFP Client Kit Issuance list will display a list of clients who have the organization the user is logged into as their "Official Location" despite where they have visited.

  • Click on the "Clients" heading on the left-hand side of the screen. Then click on "CSFP Kit Issuance". 


  • Enter the dates for the reporting period by clicking in the "Start Date" and then enter the "End Date".
    • If dates are not input, the dates that will be used are one-month-ago to today.
    • The dates impact the list of clients shown if you select "Only Clients With No Visits" or "Only Clients With Visits" in the Households Visits section.
    • If you select All Clients, it will show you your full CSFP roster regardless of which dates are selected.
    • The date range also impacts the "Last Visit Date" and "Location" column in the Kit Issuance List. That column will only include data if the client had a visit during the selected date range.

  • Select the organization(s) or group(s) of organizations you want to report on.
    • If you are logged into the Network, you will see all CSFP locations in the section.
    • If you are logged into an Agency, you will only see that one agency.
    • The organization is the "Location" on the CSFP tab of the client's profile. 

Choose your filter:

  1. Only Clients With No Visits: clients who have not visited between the chosen dates
  2. All Clients: all CSFP registered clients
  3. Only Clients With Visits: clients who have visited between the chosen dates


Click on the "Create List"  button:

List

Clients must have all the fields on the CSFP tab completed to appear on this list. Clients with the "Closed' status will not appear on this list.

A list of column options will be shown. Default options will be checked off, but you can check off additional sections or remove the existing ones.

Column Descriptions

  • Official Location: the location selected on the client's CSFP tab of their profile
  • CSFP ID: the ID number entered on the client's CSFP tab of their profile
  • Status: CSFP status of the client. See CSFP Tab for a list and description of the statuses
  • Status Change Date: the date that CSFP status was changed. See CSFP Tab for a list and description of the statuses

    • If users have the “Inactive Status” setting enabled, the reason will be shown in brackets on this list (e.g. “Inactive (Moved)”

  • Last Name: the client's last name (Personal tab of their profile)
  • First Name: the client's first name (Personal tab of their profile)
  • Date of Birth: the client's date of birth (Personal tab of their profile)
  • Caretaker: the name(s) of caretakers listed on the CSFP tab of their profile
  • Proxy: the name(s) of proxies listed on the CSFP tab of their profile
  • Enrollment Date: the enrollment date entered on the client's CSFP tab of their profile
  • Next Recertification: the next recertification date and if it's recertification or renewal 
    • If this column reads "Not Certified" it may mean the client is under a Forced Profile Review or has missed their recertification date
  • Next Check-In Date: the next check-in date
  • Ineligible Reason / Notes: the reason(s), if applicable, why the client is ineligible and any notes created while entering a CSFP visit.
  • Phone Number: the client's phone number (Personal tab of their profile)
  • Languages: languages spoken in the household 
  • Visit Date: the last date entered for a New CSFP Visit
    • NOTE: this will only return a visit date if the client has had a visit during the selected date range
  • Location: the location of the user who entered the visit
  • Total: total amount of kits provided
  • Household Size: all individuals in the household
  • Qualifying Household Members: first name, last name and date of birth of household members over 60 who are not enrolled in CSFP
  • Total Income: total household income of all household members
  • Primary Income: household primary income source
  • Address Line 1: address line 1 of the household's address
  • Address Line 2: address line 2 of the household's address
  • City: city of the household's address
  • State: state of the household's address
  • Zipcode: zip code of the household's address
  • Signature Line: extra column with a line to add signature line
  • Signature Date: extra column to add date of signature

"Deceased" Toggle

The CSFP Kit Issuance List has a toggle button below the column options to decide if they would like deceased clients to show on the list or not. This is off by default.

Export Tools:

  • Enable Scrolling: will allow you to scroll to the right if there are more items in the table that cannot currently be seen
  • Copy will copy the data for the user to paste into a word processing document
  • CSV will download the data for use in Excel
  • Print View will put the data on a white background for printing without gridlines


Adobe Flash Player

Please note: Clicking on "Copy" and "CSV" require the use of Adobe Flash Player and will not work on Android or iOS devices.


Excel Tips:

Adjusting Row Height to Make Rows Larger for Signature: https://support.office.com/en-us/article/Change-the-column-width-and-row-height-72f5e3cc-994d-43e8-ae58-9774a0905f46

Video: