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            Attendance and Benefit Disbursement Tracking

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            Attendance and Benefit Disbursement Tracking

            Track attendance and the benefits delivered to participants to know what services were delivered. Also track walk-in, anonymous, or program enrollee benefit disbursements in bulk. Enter this information in Salesforce so that you can report and analyze session attendance. Use this information to determine the participants' engagement and identify trends, adjust upcoming sessions, and consider changes for similar benefits.

            Required Editions

            Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            • View Additional Benefit Disbursal Fields
              To view additional fields when you track attendance and create ad hoc benefit disbursements, select a field set that includes the fields that you want captured on the benefit disbursement for a specific benefit. For example, create a field set that includes the fields to assess the mental health of the participants or to verify whether a participant completed their homework that day. The fields from the field set appear on the Attendance tab on a benefit session and when creating a new ad hoc benefit disbursement.
            • Track Attendance from the Attendance Tab
              Track the attendance status and disbursed quantity of benefits for participants from the Attendance tab on a benefit session record. Salesforce updates these benefit session values in the corresponding benefit disbursement records. Track attendance in the field with the Salesforce mobile app.
            • Track Attendance of Programs and Benefit Sessions
              Quickly understand participant engagement by viewing attendance rates for benefit sessions and program enrollments. These metrics provide valuable insights into the success of programs and benefit sessions.
            • Track Benefit Disbursements
              Many benefits or services are delivered outside of sessions, but you can track these as benefit disbursements, just like you track delivery via attendance. In Salesforce, these are considered ad hoc benefit disbursements. For example, when a case manager visits a client, she gives the client a bus pass, an hour of job coaching, and 30 minutes of resume review. Anonymous benefit recipients can be people from a flood-affected area who receive emergency help kits as part of a one-time kit distribution benefit. Create individual benefit disbursements from the New Benefit Disbursement page or by using a quick action on an account, contact, or case page. You can also create many disbursements at once using the New Ad Hoc Bulk Disbursement functionality.
             
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