This article is part of Donations and covers using Donation Logs in the R365 App.
From their mobile device, users can view a listing of all 'In Progress,' 'Complete,' and 'Approved' donation logs from 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 donation log entry
This article covers the following:
The permissions listed here are associated with donations. These permissions can be added to custom user roles or single users. Learn more about managing permissions and custom user roles here.
Permissions related to donations are found in the permission tree as follows:
Learn more about User Setup and Security here.
To navigate to the Donations Log, open the left navigation menu, then tap 'Donation Logs' from under 'Inventory.'
Donation Logs List
When 'Donation Logs' is tapped from the mobile navigation menu, Users will be directed to the Donation Logs List screen, which lists all Donation Logs that have been entered.
|Tap to view all Donation Logs that have a status of 'In Progress.' These Donation Logs may still be missing information and can be edited as needed.
|Tap to view all Donation Logs that have been marked as 'Completed' but are still waiting for Approval. These can be 'Unlocked' to return to 'In Progress.'
|Tap to view the list of all Donation Logs that have been completed and approved.
|Tap and type keywords into the search bar to search for a specific Donation Log.
|Tap to open the Filter options to Filter the Donation Logs list.
|Donation Log Entry
|Tap to open a Donation Log or view the individual Donation Log entries, which lists the following information:
|+New Donation Log Entry Button
|Tap this button to open and create a new Donation Log entry.
New Donation Log Entry
When users create a new donation log entry, they will be prompted to first complete Step 1: Basic Info before adding items to the entry.
- Note: When a donation template is selected, the items from the template will be added to the entry.
Once items are added, users can save the donation log.
Existing Donation Log
Users can open an existing donation log of any status by tapping the individual entry from any donation list. This will open the donation log with two tabs:
- Basic Info
- Items List
- Note: Tapping an individual Item will open the 'Item Details' Screen
When a donation log has a status of 'In Progress,' users can edit the donation log entry. Otherwise, users can elect to complete/unlock or approve/unapprove from the donation log screen.
Entering a Donation
Users with the appropriate permissions can create, save, complete/unlock, and approve/unapprove donation logs from their mobile device using the R365 App. To read more about entering a donation, click here.
Barcode Scanning for Donation Logs
Users can utilize barcode scanning to scan items onto new donation logs. To read more about using barcode scanning for donation logs, click here.