Self-Scheduling & Calendar: View this training to learn how to send an appointment link to a neighbor for self-scheduling, to adjust the calendar view, block out calendar dates, and integrate the Oasis appointment calendar into your Outlook and/or Google calendar(s).

Neighbor Scheduling & Appointments: View this training to learn how to create and manage appointment types and schedule neighbor appointments.

Adding Additional Barcodes: Learn how to add additional barcodes to a neighbor’s case.

Barcodes Toolkit: Learn about a general overview of using barcodes in Oasis.

Create Custom Assistance Barcodes: View this training to learn how to create custom assistance barcodes in Oasis.

Case Toolkit: Learn about a general overview of case entries in Oasis.

Search For a Case: View this training to learn how to search for a case or a neighbor in Oasis.

Add A Case: If you search for someone in Oasis and do not find them, you will need to create a new case to record the assistance they receive. View this training to learn how to add a case.

Add Relationships: View this training to learn how to add a relationship to a case and how to edit the relationship if the household member moves out.

Collect ROI Signatures: View this training to collect ROI Signatures.

Merging Duplicates: View this training to learn how to merge duplicates in Oasis.

Practicing confidentiality is significant in your management of sensitive neighbor information as you use Oasis Insight. Using the following tools, you can ensure that you are maintaining professionalism and confidentiality while engaging with neighbors.

Generate Your Monthly CSFP Distribution Count in Oasis: View this training to learn how to generate your monthly CSFP Distribution Count in Oasis.

Recording CSFP Distribution Printable: Print out this document to serve as a guide during CSFP Distribution on Oasis.

Recording Food Pantry & CSFP Distribution Printable: Print out this document to serve as a guide during Food Pantry & CSFP Distribution on Oasis.

Add a CSFP Application for a New Participant: View the training to learn how to add a CSFP application for a new participant.

Add CSFP Recertification/Extension: View the training to learn how to add a CSFP recertification and/or extension form.

Add CSFP Verification of Certification Form: View the training to learn how to add a CSFP Verification of Certification Form.

Add CSFP Closure Notification Letter: View the training to learn how to add a CSFP Closure Notification Letter.

Add CSFP Disqualification Notice: View the training to learn how to add a CSFP Disqualification Notice.

Add CSFP Recertification Letter: View the training to learn how to add a CSFP Recertification Letter.

Utilize this toolkit to find answers to common questions surrounding Oasis Insight and its different functionalities.

Kiosk Toolkit: Learn about a general overview of the Oasis Kiosk feature.

Kiosk Mode: View this training to learn how to set up kiosk mode in Oasis.

Reporting Toolkit: Learn about a general overview of reports in Oasis.

Generate Your Monthly Assistance Report in Oasis: View this training to learn how to generate your monthly Assistance Report. Additionally, this training provides guidance on how to save your report as a template, and how to run your report each month.

Recording Assistance on Oasis Printable: Print out this document to use as a guide in recording assistance on Oasis.

Recording CSFP Distribution Printable: Print out this document to use as a guide during CSFP Distribution on Oasis.

Recording Food Pantry & CSFP Distribution Printable: Print out this document to use as a guide during Food Pantry & CSFP Distribution on Oasis.

Recording Assistance (With Barcodes): Learn how to record assistance in Oasis using barcodes.

Generate Your Monthly TEFAP Report in Oasis: View this training to learn how to generate your monthly TEFAP Report in Oasis. Additionally, this training provides guidance on how to save your report as a template, and how to run your report each month.

Generate Your Monthly GNAP Report in Oasis: View this training to learn how to generate your monthly GNAP Report in in Oasis. These directions will generate two templates. You will need to reference both templates to accurately report your GNAP distribution in eHarvest each month.

TEFAP – Marking Eligible in Oasis: View this training to learn how to determine if a neighbor is eligible to receive TEFAP food using the income guidelines on the TEFAP 832 Household Eligibility Criteria Form, and how to mark eligibility in Oasis.

TEFAP – Assistance: View this training to learn how to learn more about how to add TEFAP assistance in Oasis.

TEFAP – Monthly Report & Compliance: View this training to learn how to create TEFAP report templates for monthly eHarvest reporting and for compliance visits.

GNAP – Marking Eligible in Oasis: View this training to learn how to determine if a neighbor is eligible to receive GNAP food using the income guidelines on the GNAP Eligibility Form, and how to mark eligibility in Oasis.

GNAP – Assistance: View this training to learn how to learn more about how to add GNAP assistance in Oasis.

GNAP – TANF Monthly Report: View this training to learn how create monthly GNAP reports showing neighbors that received assistance and Temporary Assistance for Needy Families (TANF).

GNAP – At Risk Monthly Report: View this training to learn how create monthly GNAP reports showing neighbors that received assistance and have been determined to be “At Risk.”

GNAP – Compliance Visit Report: View this training to learn how to create monthly GNAP reports for compliance visits.

Collecting & Printing Signatures for TEFAP/GNAP: Learn how to collect signatures for TEFAP/GNAP. Additionally, learn how to print TEFAP/GNAP forms for Compliance visits.

To first begin using Oasis, you will need to ensure that you have access to the standard required equipment for this software. Acquiring additional equipment is one option of optimizing your use of Oasis.