Get Microsoft Powerpoint - How To Demo Pantrytrak 20140904

This guide provides clear, step-by-step instructions for filling out the Microsoft PowerPoint - How To Demo PantryTrak 20140904 form online. Whether you are new to this process or looking for a refresher, this resource is designed to assist you in navigating the form efficiently.

Follow the steps to effectively complete the PantryTrak demo form.

1. Click the ‘Get Form’ button to access the necessary form and open it in your browser.
2. Log in with the username and password provided by your food bank. Ensure that you enter the credentials correctly and click 'Login' to proceed.
3. Once logged in, click on today's date to navigate to the Service Visit List, where you can view any existing family records or initiate a new entry.
4. Utilize the search bar to find a client by typing in their last name, such as a notable figure's name to test the system. Review the search results that populate beneath the search bar, noting important details like 'Last Served' and 'Address'.
5. If you find a client, hover over their Family ID to view a summary of their record without clicking. If everything is accurate, proceed to the client record by clicking the Family ID.
6. In the client information screen, verify the details provided. If any correction is needed, click on the respective fields to make adjustments. If no changes are necessary, navigate to the 'E-Signature' tab.
7. On the E-Signature screen, the volunteer should click in the initials box and then have the client type their initials. Follow the prompts to complete this process.
8. After successfully signing, you will be redirected back to the previous screen. The record will now reflect that the family has been served, allowing you to close the window or continue with other entries.
9. If the family you are searching for does not appear, select 'Add New Family and Reservation' to create a new entry. Fill in all essential information including names, address, phone number, and other required fields.
10. When adding a new client, ensure that all fields are completed accurately, and then click 'Next' to proceed to add family members and additional details.
11. After completing all required sections, review your entries and click on 'Submit' to finalize the process. You will then have the option to save, download, or share the completed form.

Start filling out your document online today to experience the PantryTrak demo effectively.