Mobile Donation Logs

Users can create and manage donation logs from the R365 app. Donations allow users to track and debit any donated items from inventory to an account specific to donations.

From their mobile device, users can also view a listing of all 'In Progress,' 'Complete,' and 'Approved' donation logs on the donation list screen.

A donation template that has been created for the selected location can be used when creating a donation log for more efficient entry.

Security

Permissions related to donations are found in the permission tree as follows:

Food
- Donations
  - View Donations
  - View Donations Distributions
  - Edit Donations Each Amounts
  - Edit Donation Reason Types
  - Edit Donations
  - Create Donations
  - Complete Donations
  - Unlock Donations
  - Approve Donations
  - Unapprove Donations
  - Delete Donations

The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned.

Learn more about User Setup and Security here.

Navigation

Navigation Menu

Select More from the bottom tab bar.
Select Donation logs.

Donation Logs Screen

The Donation logs screen is organized into three tabs. Each tab will display a list of donation logs based on their status: In progress, Completed, or Approved.

	Field	Description
1	Back button	Returns to the previous screen.
2	In progress	Displays all donation logs that have a status of 'In Progress.' These donation logs may still be missing information and can be edited as needed.
3	Completed	Displays all donation logs that have been marked as 'Completed' but are still waiting for approval. These can be unlocked to return to ‘In Progress.'
4	Approved	Displays all donation logs that have been completed and approved.
5	Search	Filters the list for donation logs with the location or number entered in the search bar.
6	Filter	Filters the displayed list by location or date range. Filters added will only be applied to the tab in view.
7	Donation Log Entry	Opens a donation log and displays donation log entries and the following information: Donation Log Number Location Date of Donation
8	Create button	Creates a new Donation Log entry.

New Donation Log Entry

Users with the appropriate permissions can create, and manage donation logs. Learn more about entering a donation log.

The new donation log entry form requires users to first complete ‘Step 1: Basic info’ before adding items to the log.

When a donation template is selected, the items from the template will be added to the entry.

Once items are added, users can save or complete the donation log.

Click a section to expand for additional information and images.

Step 1/2: Basic info

	Field	Description
1	Template	The donation template selector. If no template is selected, users will be prompted to add their items manually.
2	Date	The date of the donation. The default date is 'today' or the date of entry.
3	Location	The location of the donation entry. For users assigned to multiple locations, the default location is the default selection.

Step 2/2: Add items

	Field	Description
1	Back button	Return to the previous screen.
2	Edit	Tap to change the list to edit mode. This enables users to remove items from the entry.
3	Search	Filter the list for entered characters and keywords.
4	Item entry	Individual item to edit the quantity, change/add reasons, or add/edit a comment.
5	Add item button	Tap to add another item to the donation log. When tapped, a new Add item form will open for users to complete.
6	Save	Tap to save and close the donation log.
7	Complete	Tap to mark the donation entry as complete.

Add Item Form

	Field	Description
1	Back button	Return to the previous screen.
2	Barcode scanner	When barcode scanning is enabled, opens the device camera to add an item by barcode scanning.
3	Select item	The item being added to the entry.
4	Unit of measure	The unit of measure (UofM) of the item.
5	Quantity	The number of units of the item being donated.
6	Each amt	The current cost of the item per unit.
7	Total	Total cost based on quantity and each amt.
8	Reason	The reason for the donation. Reason types can only be created in web. Learn more about reason types.
9	Comment	Comments or notes added to the donation.
10	Add Item	Completes adding the item to the donation log.

Barcode Scanning for Donation Logs

Users can utilize barcode scanning to scan items onto new donation logs. Learn more about using barcode scanning for donation logs.