This section contains information that applies to the entire district. There are four tabs: General, Contact Info, Release Categories and Scanning.
Unit Code and Unit Name are established under licensing and cannot be edited here.
Enter an address in the Address text fields to be used for letters. Three lines are provided to enter your district address.
Fiscal Year Begin Date and Fiscal Year End Date will automatically be set to July 1 and June 30.
This tab is used to enter the contact information for the Director and Hearing Officer.
Enter the contact information for the Director and Hearing Officer in the appropriate text fields.
o The names and addresses on this screen may be inserted into notification letters.
Click Save.
This section is optional. It can be used if your application form has a place where the family can give permission to release information to outside agencies.
To use this feature, assign a number to each agency that corresponds to your application forms (for example: 1=Health Dept, 2=Dental Care). The system allows up to nine different release categories.
As applications are processed, mark the Release Categories that apply for each application in the Release Info section of the Household screen. Then you will be able to Filter by Release Category when you print rosters.
Click Save.
This sets your preferences for handling duplicates when scanning applications.
Duplicate Student Numbers will always require review.
Scanned duplicates will need to be reviewed in order to finish processing.
Check the boxes in the Household and Student sections if you would like to add additional criteria to the duplicate review process.
This sets your default preference for some reports. This setting is for the following reports:
Status Change
Master Roster
Demographics
Transfer/Withdrawn
Meal Benefit Expiration
Select CEP/Provision 2 Only, Traditional or Both from the Provision Type section.
o When creating reports, the report will only yield results based on the setting here.
This is where you can add case types to be used on student applications.
Household Categorical Case Types added here will display for selection in the student application wizard.
Medicaid, TANF, SNAP, FDPIR and Other are pre-added by Meals Plus.
Click the green plus to add a Case Type.
o Case Types have a maximum of 15 characters.
o Case Types cannot be edited/renamed once they have been used.
Click the red minus to delete a Case Type.
o Case Types that were pre-added by Meals Plus cannot be deleted but can be disabled if not assigned to any applications.
Click Save.