DRAFT USER GUIDE

This user guide is meant for users of the human essentials app at essentials banks. As of July 21, 2024, it is a work in progress. If you are interested in helping out, please reach out to @cielf.

1. Introduction
   1. Is Human Essentials right for you? (what we help with and what we don’t)
   2. Support
2. Getting started
   1. Some choices you’ll want to think about at the start.
   2. Storage Locations
   3. Partner Agencies
   4. Donation sites
   5. Inventory
   6. Customization and other organization-level info
   7. Adding your staff
      1. Levels of access
      2. User management
3. Everyday essentials
   1. Your dashboard
   2. Donations
   3. Purchases
   4. Requests
   5. Distributions
   6. Pick Ups and Deliveries
4. Partner Management
   1. The request/distribution cycle
   2. Importing partners
   3. Adding a partner
   4. Partner Groups
   5. Editing a Partner
   6. The partner approval cycle
      1. Inviting a partner
      2. Partner profiles
      3. Approving a partner
      4. Requesting recertification
   7. Making a partner inactive
   8. Reactivating a partner
   9. Administering partner users
   10. Other partner information
   11. Announcements
5. Inventory
   1. Items
   2. Storage Locations
   3. Audits
   4. Kits
   5. Barcodes
   6. Inventory Adjustments
   7. Transfers
6. Your community
   1. Product Drive Participants
   2. Donation Sites
   3. Vendors
   4. Manufacturers
7. Getting information out of the system
   1. Exports
   2. Reports
      1. Summary reports
      2. Itemized reports
      3. Trends
      4. Specialty reports
         1. Annual Survey
         2. Distributions by county
         3. Manufacturer donations
         4. Activity graph
8. User management
9. Signing out, and other things you can access by clicking on your name But I need to do something different!