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fix issue 4986 #4992

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7 changes: 1 addition & 6 deletions app/views/layouts/_lte_sidebar.html.erb
Original file line number Diff line number Diff line change
Expand Up @@ -141,12 +141,7 @@
</li>
<li class="nav-item <%= 'active' if current_page?(product_drives_path) %>">
<%= link_to(product_drives_path, class: "nav-link #{"active" if current_page?(product_drives_path)}") do %>
<i class="nav-icon far fa-circle"></i> All Product Drives
<% end %>
</li>
<li class="nav-item <%= 'active' if current_page?(new_product_drive_path) %>">
<%= link_to(new_product_drive_path, class: "nav-link #{"active" if current_page?(new_product_drive_path)}") do %>
<i class="nav-icon far fa-circle"></i> New Product Drive
<i class="nav-icon far fa-circle"></i> Product Drives
<% end %>
</li>
<li class="nav-item <%= active_class(['product_drive_participants']) %>">
Expand Down
16 changes: 7 additions & 9 deletions docs/user_guide/bank/community_product_drives.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ READY FOR REVIEW
Many banks hold seasonal or one-off events where they are seeking Donations. In Human Essentials, Product Drives help manage those events by providing a way to link specific Donations to the events.

## Product Drives list
To see all your Product Drives, click on "Community", then "All Product Drives" in the left-hand menu.
To see all your Product Drives, click on "Community", then "Product Drives" in the left-hand menu.

![Product Drive navigation](images/community/product_drives/community_product_drives_navigation.png)

Expand All @@ -15,26 +15,24 @@ This presents a filterable list of all your Product Drives, including the follow
- Held Virtually?
- Quantity of Items
- Variety of Items
- In-Kind Value
- In-Kind Value
- Actions (only view at the moment)

The list initially shows all the Product Drives that are at least partly in our default period of 60 days past to 30 days in the future.

### Filtering your Product Drives list
The Product Drives list is filterable by any of the following.
The Product Drives list is filterable by any of the following.
- Product Drive name
- Item Category
- Date range (by starting date)

Provide the information you want to filter by, then click "Filter". Clicking "Clear Filters" will return the list to its defaults.

## Adding a Product Drive
To add a Product Drive, either:
a) click "Community", then "New Product Drive" in the left hand menu, or
b) click "+New Product Drive" in the Product Drives list
To add a Product Drive, click "+New Product Drive" in the Product Drives list
![Navigation to New Product Drive](images/community/product_drives/community_product_drives_add_navigation.png)

Either will bring up this screen, which contains all the fields you can specify for a new Product Drive:
This will bring up this screen, which contains all the fields you can specify for a new Product Drive:
- Name
- Start Date
- End Date (this is optional)
Expand Down Expand Up @@ -73,7 +71,7 @@ You can also make a correction to your Product Drive or delete it from this page
[!CAUTION] DO NOT DELETE your Product Drive if it has Donations in it. It will not go well. We have an outstanding issue to block you doing that.

## Modifying your Product Drive
If you want to edit the base information in a Product Drive, you can do that by clicking "Community", then "All Product Drives" in the left-hand menu, then clicking "View" beside the product drive you wish to modify, and then clicking "Make a correction".
If you want to edit the base information in a Product Drive, you can do that by clicking "Community", then "Product Drives" in the left-hand menu, then clicking "View" beside the product drive you wish to modify, and then clicking "Make a correction".
![Navigation to update Product Drive](images/community/product_drives/community_product_drives_modify_navigation.png)

This will bring up the basic information for your Product Drive, You can rename it, change the dates, or change whether it is a virtual drive.
Expand All @@ -87,4 +85,4 @@ To export your currently filtered Product Drives, click "Export Product Drives"


[Prior: Transfers](inventory_transfers.md)
[Next: Product Drive Participants](community_product_drive_participants.md)
[Next: Product Drive Participants](community_product_drive_participants.md)
137 changes: 68 additions & 69 deletions docs/user_guide/bank/exports.md
Original file line number Diff line number Diff line change
Expand Up @@ -5,7 +5,7 @@ There are several exports available to allow you to use the information from the
These all export files in .csv format, which is importable by all common spreadsheet programs.
Many of these can be filtered down to the information you might need for a specific communication need.

The exports available include (in alphabetical order):
The exports available include (in alphabetical order):
- Adjustments
- Annual Survey
- Barcode Items
Expand All @@ -25,77 +25,77 @@ The exports available include (in alphabetical order):
## Adjustments

### Navigating to export adjustments
Click "Inventory", then "Inventory Adjustments" in the left-hand menu. Then click "Export Adjustments",
Click "Inventory", then "Inventory Adjustments" in the left-hand menu. Then click "Export Adjustments",

### Contents of adjustment export
Creation date, Organization, Storage Area, Comment, # of changes.

[! NOTE] We have improving the adjustments export to include the changes made in each adjustment on our todo list. We'll also remove the organization as redundant information. Please reach out if this is a priority for you.

## Annual Survey
## Annual Survey
### Navigating to export annual survey
Click "Reports", then "Annual Survey" in the left-hand menu. Then click the year of the report you want to export. Then click "Export Report."
### Contents of annual report export

For more information on these, please see the [Annual Survey Report](reports_annual_survey.md)

- Disposable diapers distributed,
- Cloth diapers distributed,
- Average monthly disposable diapers distributed,
- Total Product Drives,
- Disposable diapers collected from drives,
- Cloth diapers collected from drives,
- Money raised from Product Drives,
- Total Product Drives (virtual),
- Money raised from Product Drives (virtual),
- Disposable diapers collected from drives (virtual),
- Cloth diapers collected from drives (virtual),
- Disposable diapers donated,
- % disposable diapers donated,
- % cloth diapers donated,
- Disposable diapers Purchased,
- % disposable diapers Purchased,
- % cloth diapers Purchased,
- Money spent purchasing diapers,
- Purchased from,
- Vendors diapers Purchased through,
- Total Storage Locations,
- Total square footage,
- Largest storage site type,
- Adult incontinence supplies distributed,
- Adult incontinence supplies per adult per month,
- Adult incontinence supplies,
- % adult incontinence supplies donated,
- % adult incontinence bought,
- Money spent purchasing adult incontinence supplies,
- Period supplies distributed,
- Period supplies per adult per month,
- Period supplies,
- % period supplies donated,
- % period supplies bought,
- Money spent purchasing period supplies,
- Other products distributed,
- % other products donated,
- % other products bought,
- Money spent on other products,
- List of other products,
- Number of Partner Agencies,
- Agency Type
- Zip Codes Served,
- Average children served monthly,
- Total children served,
- Repackages diapers?,
- Monthly diaper distributions?,
- % difference in yearly Donations,
- % difference in total money donated,
- Cloth diapers distributed,
- Average monthly disposable diapers distributed,
- Total Product Drives,
- Disposable diapers collected from drives,
- Cloth diapers collected from drives,
- Money raised from Product Drives,
- Total Product Drives (virtual),
- Money raised from Product Drives (virtual),
- Disposable diapers collected from drives (virtual),
- Cloth diapers collected from drives (virtual),
- Disposable diapers donated,
- % disposable diapers donated,
- % cloth diapers donated,
- Disposable diapers Purchased,
- % disposable diapers Purchased,
- % cloth diapers Purchased,
- Money spent purchasing diapers,
- Purchased from,
- Vendors diapers Purchased through,
- Total Storage Locations,
- Total square footage,
- Largest storage site type,
- Adult incontinence supplies distributed,
- Adult incontinence supplies per adult per month,
- Adult incontinence supplies,
- % adult incontinence supplies donated,
- % adult incontinence bought,
- Money spent purchasing adult incontinence supplies,
- Period supplies distributed,
- Period supplies per adult per month,
- Period supplies,
- % period supplies donated,
- % period supplies bought,
- Money spent purchasing period supplies,
- Other products distributed,
- % other products donated,
- % other products bought,
- Money spent on other products,
- List of other products,
- Number of Partner Agencies,
- Agency Type
- Zip Codes Served,
- Average children served monthly,
- Total children served,
- Repackages diapers?,
- Monthly diaper distributions?,
- % difference in yearly Donations,
- % difference in total money donated,
- % difference in disposable diaper Donations
## Barcode Items
### Navigating to export barcode Items
Click "Inventory" then "Barcode Items" in the left-hand menu. Then click "Export Barcode Items."
### Contents of barcode Items export
For each Barcode Item:
- Item Type,
- Quantity in the Box,
- Quantity in the Box,
- Barcode
## Distributions
### Navigating to export distributions
Expand All @@ -110,7 +110,7 @@ Before clicking the export button, you can filter by any of:
- source inventory (i.e. Storage Location)
- status (i.e. scheduled or complete)

Specify the filtration you want, then click "filter".
Specify the filtration you want, then click "filter".

### Contents of distributions export
For each of the distributions in the filtered list:
Expand All @@ -124,10 +124,10 @@ For each of the distributions in the filtered list:
- Shipping Cost,
- State,
- Agency Representative,
- Comments,
- Comments,
- and the quantity in the distribution for each of your bank's Items.

[!NOTE] This includes inactive Items as well as active ones.
[!NOTE] This includes inactive Items as well as active ones.

## Donations

Expand All @@ -154,7 +154,7 @@ For each of the Donations in the filtered list:
- Quantity of Items (the total quantity of Items)
- Variety of Items (the number of different Items)
- In-Kind Value,
- Comments,
- Comments,
- and the quantity of each of your organization's Items in the Donations.

## Donation Sites
Expand Down Expand Up @@ -202,7 +202,7 @@ You can export different groups of partners by clicking the partner filters whic
- Invited
- Awaiting review
- Approved
- Error
- Error
- Recertification required
- Decactivated
- Active
Expand All @@ -224,12 +224,12 @@ For each partner in the filtered list:

## Product Drives
### Navigating to export Product Drives
Click 'Community', then 'All Product Drives' in the left hand menu, then click "Export Product Drives"
Click 'Community', then 'Product Drives' in the left hand menu, then click "Export Product Drives"
### Filtering the Product Drives
The Product Drives can be filtered by
- name,
- Item category, and
- date range.
The Product Drives can be filtered by
- name,
- Item category, and
- date range.

It is defaulted to all drives that overlap the default time period of 60 days back, 30 days forward.
To filter the export, make your selections, then click "Filter" before clicking "Export Product Drives".
Expand All @@ -242,9 +242,9 @@ For each filtered Product Drive, the export will contain:
- Held Virtually?,
- Quantity of Items,
- Variety of Items,
- In Kind Value, and
- In Kind Value, and
- the quantity donated for each Item in alphabetical order.
-
-
## Product Drive Participants
### Navigating to export Product Drive participants
Click 'Community', then 'Product Drive Participants' in the left hand menu, then click "Export Product Drive Participants"
Expand All @@ -269,7 +269,7 @@ The default is all Storage Locations and vendors, and the default period of 60 d
Make your selection and click "Filter" before clicking "Export Purchases"
### Content of Purchases Export
For each Purchase in the filtered list:
- Purchases from (the Vendor name)
- Purchases from (the Vendor name)
- Storage Location,
- Purchased Date,
- Quantity of Items,
Expand Down Expand Up @@ -300,7 +300,7 @@ For each filtered Request,
- Date,
- Requestor (i.e. partner)
- Status, and
- the quantity of each Item requested.
- the quantity of each Item requested.
- Note: If you have packs enabled (upcoming feature), there will be a column for each unit that you have enabled for each Item. Otherwise, one column per Item.

## Storage Locations
Expand All @@ -319,7 +319,7 @@ For each Storage Location in the filtered list:
- Address,
- Square Footage,
- Warehouse Type,
- Total Inventory, and
- Total Inventory, and
- Quantity for each of the organization's Items.

## Transfers
Expand All @@ -329,7 +329,7 @@ Click "Inventory", then "Transfers" in the left-hand menu. Then click "Export St
You can filter the Transfers by:
- From location
- To location
- date range.
- date range.
- Note that this is the date the Transfer was entered in the system, which may or may not be when it happened.

The default is all the Transfers for the period of 60 days prior, 30 days forward from today.
Expand All @@ -355,4 +355,3 @@ Click "Community", then "Vendors" in the left-hand menu. Then click "Export Ven
- address

[Prior: Manufacturers](community_manufacturers.md) [Next: Summary reports](reports_summary_reports.md)

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