Complete a group task
Completing is done in a different screen: Group Tasks in the main menu. It is shown to users with the Complete Group Tasks permission.
Group Tasks list
Lists the group tasks with the number of assigned Donors, how many Completed (signed) and how many are Pending, the Status and the End date. Use the filter icon to search by name, end date or status.
Figure 6. Group Tasks list with donor progress.
Group Task Details
Select a task to open it. The top shows the task information, and Assigned Donors Progress lists every donor with:
Donor Name, Email and Donor category (Donor or Community Donor).
Signature, Time and Date of the signature, once the donor signed.
Status: See transaction when the donor already signed, or Add signature when it is pending.
Select Download Task to export the task and its donor list in PDF.
Figure 7. Group Task Details with the donor progress.
Collect a signature
Select Add signature on the donor’s row. A window opens with the donor’s name at the top.
Select who receives the products: Please select child for a donor, or Please select center for a community donor. When there is only one option it is already selected.
Figure 8. Signature window for a donor: child, products, limit warning and signature pad.
Figure 9. For a community donor the window asks for a center instead of a child.
Review the Products. Each product gets the task’s Maximum quantity. To change it, turn on Modify quantities and use − / + or type the quantity. It must be between the product’s Min required and the task’s Maximum.
Figure 10. Modify quantities turned on: the quantity can be lowered down to the Min required.
If a product goes over a daily, weekly or monthly limit for that child, a yellow warning shows it, for example: “The maximum amount (10) for product “Harry Potter Book” exceeds the daily maximum of 5”. The warning does not block the signature: lower the quantity if needed.
The donor signs in the signature pad. Under the pad, Clear signature erases it, Restore signature brings back the last one, and Save submits it.
To leave without signing, close the window with the X. Nothing is saved and the donor stays pending.
When the signature is saved, a transaction is created for the donor with the task’s products and the selected child or center. The row changes to See transaction.
Figure 11. Transaction created by a group task: the product details include the child and the task name.
When the task has ended
After the End date, the details show Task ended: This task has already ended. No more signatures can be received. and Add signature is disabled for the pending donors. The signed donors can still be reviewed with See transaction. To collect the missing signatures, edit the task in Tasks and extend the End date: Add signature becomes available again.
Figure 12. Ended task: Add signature is disabled.