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Feature: retrospective claiming

Becky
by Becky

Occasionally, you may need to make a claim for something that has been redistributed previously.

Often this is because the items were claimed outside of the Warp It system, or a charity may have turned up on site and taken extra assets that you want to account for. 

Here's a guide to show you have to make a retrospective claim on behalf of an internal party. 

This is fairly straightforward.

If you want to account for the savings, you can:

1) Add the assets using your own standard user account.

2) Put in the additional info box. DO NOT CLAIM!

3) Once all the assets have been added, click the search magnifying glass in the top right and search for the term. DO NOT CLAIM!

4) You'll be presented with all of the items. Click into each one and claim them.

If you need to link the transaction to a claim to a specific person, ask them to carry out points 3 and 4. 

Sometimes a charity has already collected the assets outside of the Warp It environment.

This is often because the charity is not familiar with the platform and it was quicker just to take the items at the time.

Here's how to retrospectively claim so that you can track your metrics. 

  • Get the charity to sign up to the system. Here.

  • When you list your item make sure the deadline matches the share days.

  • The asset is shared internally, which is why you must put a note on the listing saying ‘Please do not claim. This is for external claimants only’.

  • Tag the item in the additional info box with 'Do not claim charity only' or similar to discourage internal claims.

  • Get the charity to log in and click the search magnifying glass in top right and search for the term 'Do not claim charity only'.

  • This will present all of the items. Get the charity to click into each one and claim them.

  • You'll now see your records are updated and items accounted for.   

Need help? 

To book a screen share session to go over this feature, or any other Warp it features, please get in touch and email becky@warp-it.co.uk.


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Becky

Becky

Reuse is a simple solution for a big problem. I am here to help you understand the story and participate!

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