Human Essentials User Guide

This user guide is meant for users of Human Essentials at essentials banks.

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. Inventory
   4. Customization and other organization-level info
   5. Adding your staff
      1. Levels of access
      2. User management
   6. Partner Agencies
   7. Donation sites
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. Partner statuses (what partners can do when)
   3. Importing partners
   4. Adding a partner
   5. Partner Groups
   6. Editing a Partner
   7. The partner approval cycle
      1. Inviting a partner
      2. Partner profiles
      3. Approving a partner
      4. Requesting recertification
   8. Making a partner inactive
   9. Reactivating a partner
   10. Administering partner users
   11. Other partner information
   12. Announcements
   13. Partner reminder emails
5. Inventory
   1. Items
   2. Storage Locations
   3. Audits
   4. Kits
   5. Barcodes
   6. Inventory Adjustments
   7. Transfers
6. Your community
   1. Product Drives
   2. Product Drive Participants
   3. Donation Sites
   4. Vendors
   5. 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
         5. History
8. User management
9. Account Management
10. But I need to do something different!
11. Special Topics
    1. Custom Units
12. Emails
    1. Distribution Mailer
    2. Organization Mailer
    3. Partner Mailer
    4. Reminder Deadline Mailer
    5. Request Mailer
    6. Requests Confirmation Mailer
    7. User Mailer