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- | ====== Request/Aid Management ====== | ||
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- | ===== Introduction ===== | ||
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- | Sahana Request/Aid Management System is a central online repository where all relief organizations, | ||
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- | {{ doc: | ||
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- | ===== Main Features ===== | ||
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- | * Add Requests and Pledges | ||
- | * Searching and listing | ||
- | * Fulfilling requests | ||
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- | ===== Actions ===== | ||
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- | By default, Request// | ||
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- | ==== Make Request ==== | ||
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- | Make Request manages requesting items ( ex: | ||
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- | * Select **Requests** in module menu and select **Make Request** | ||
- | or Click **Make Request** in module home page. | ||
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- | If security has been disabled by administrator person who does the request should give his personal details to identify the validity of the request. | ||
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- | {{doc: | ||
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- | If security has been enabled no need if identifying the requester. So can be directly move to the requesting.Then location for the request should be given. Request location can be a shelter or a organization . | ||
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- | {{doc: | ||
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- | Note :- Shelters and Organizations should be already added using [[doc: | ||
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- | Then on the top of the same page selected locations are shown. But user in a security disabled Sahana system has only one location at attempt. Select the location and click **Next** | ||
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- | {{doc: | ||
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- | Then in next page item detail will be asked .In steps by steps item has to be given with quantity and priority. Category/ | ||
- | * select the category | ||
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- | {{doc: | ||
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- | Then it display relevant sub categories for the category. | ||
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- | {{doc: | ||
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- | Then it display a combo box with items of selected sub category. | ||
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- | {{doc: | ||
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- | Select a item and unit type and give quantity and priority. Ascending order of priorities are **immediate**, | ||
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- | ==== New Pledge ==== | ||
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- | New Pledge handles online donations/ | ||
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- | * Select **Pledges** in Request/Aid module menu and then select **New Pledge** | ||
- | or Click **New Pledge** int Request/Aid home page. | ||
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- | Then it asks Category/ | ||
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- | Then it will show the new pledge details with above form to add new pledges. | ||
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- | {{doc: | ||
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- | If more pledges to be added, do the previous steps recursively and click **Finish** to add pledges. If a pledge need to be removed click **Remove Item** in the pledge list. | ||
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- | ==== List Requests ==== | ||
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- | View list of requests with requester, Location, Date, status of the request and a link to detailed version of a request. A form will be in above of the page to filter the request list using requester, status. By selecting parameters of that form listing data can be filtered and searching can be done. Changing the value of combo-box records number of records per page can be changed. | ||
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- | {{doc: | ||
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- | By clicking on the **Details** link for the a request expanded details are viewed. Number of items for a request, requested quantity, Priority is shown. Fulfilling can be done clicking **select** on the request fulfillment list and the status can be set. | ||
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- | {{doc: | ||
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- | Note :- Status is open for any request which is not fulfilled. Status is closed only when all requested items are fulfilled. | ||
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- | ==== Search Requests ==== | ||
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- | Search Request gives a report of requests by filtering using searching criteria given by the user. Data can be filtered by using one or more searching criteria like requester, location, priority, category and the status. By default all a set to **All** which will do the listing. Using this action user can search requests with high priority or open requests efficiently. | ||
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- | * Select **Request** in Request/Aid Management module menu and select **Search Requests** | ||
- | or Click **Search Request** in module home page. | ||
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- | {{doc: | ||
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- | Select a searching criteria and click **Search**. It will show a filtered list of requests same as in [[doc: | ||
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- | ==== List Pledges ==== | ||
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- | This produce a list of all pledges done through the system including donor, date and the status. Result can be filtered by donor, status and records per page can be changed using form appears in the top of list. | ||
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- | * Select **Pledges** in module menu and select **List Pledges** | ||
- | or Click **List Pledges** in module home page. | ||
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- | {{doc: | ||
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- | By clicking on the **Details** list items and quantities of the relevant donation is shown with the status of the donation. Status can be change by selecting the status from the combo box. Initial status of a pledge is **Not Confirmed**. When it confirmed status should change to **Confirmed** and change the status to **Delivered** when the pledge is delivered. To cancel or discard the pledge change the status to **Discarded**. | ||
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- | {{doc: | ||
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- | ==== Search Pledges ==== | ||
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- | This produce a list of pledges filtered by one or more searching criteria. User can filter data using donor, category | ||
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- | {{doc: | ||
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- | * Click **Search**. Then it will produce a list of pledges which matches searching parameters. It includes donor, Item , quantity, status and the location ( a inventory ) where the donation is placed. | ||
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- | {{doc: | ||
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- | ==== Fulfill Requests ==== | ||
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- | This action helps to manage the fulfillment of requests. | ||