Community Focusing on Direct Certification

Point of Service Menus and Menu Items Direct Certification imports Manually adding Directly Certified students Relationships- Building Households Direct Certification and Free Categorical Reports and Exports ***Font Size 40 & 22 - Corbel

Importing Direct Certification files State Student ID, not shown, is provided by some states and is an excellent matching criteria. Add it to your template if provided. Common reasons for converting are un-parsable date of birth formats or cases (SNAP, TANF, etc.) given in multiple columns. As with all imports we build a template to match the contents of the Direct Certification import file Most of you are familiar with importing Direct Certification files provided by your state. We use the matching criteria provided in the file to maximize the number of matches. Once imported, a History of the imports is maintained and the imported file can be downloaded for review. Depending on the contents of that file it can be imported without editing (we call this a dc_raw file) or, if needed, it must be converted (dc_converted example below). The template above contains typical fields for import. Most of you are familiar with importing Direct Certification files provided by your state. As with all imports we build a template to match the contents of the Direct Certification import file Depending on the contents of that file it can be imported without editing (we call this a dc_raw file) or, if needed, it must be converted (dc_converted example below). Common reasons for converting are un-parsable date of birth formats or cases (SNAP, TANF, etc.) given in multiple columns. We use the matching criteria provided in the file to maximize the number of matches. The template above contains typical fields for import. State Student ID, not shown, is provided by some states and is an excellent matching criteria. Add it to your template if provided. Once imported, a History of the imports is maintained and the imported file can be downloaded for review.

Manually processing Directly Certified students Look up the student through Student Records Students can also be manually processed as DC manually Look up the student through Student Records Then Click on More Details Students can also be manually processed as DC manually Then Click on More Details

then click the Relationship tab to review for extended benefits. Check the DC box, then click the Relationship tab to review for extended benefits. Check the DC box, then click the Relationship tab to review for extended benefits.

If not, select Find Students Check under Household Members to verify all student members are included so that appropriate benefits can be extended. If not, select Find Students Check under Household Members to verify all student members are included so that appropriate benefits can be extended. If not, select Find Students

Use the filter criteria to find the household’s students. And Save The search match defaults to Last Name (Yes! We have a lot of Emily Alemu’s in our district!) To change the criteria, use the Match By dropdown and select as needed. When you locate the other household students, check the box Check the box And Save The selected student(s) will be ‘Related’ with Benefits extended The search match defaults to Last Name (Yes! We have a lot of Emily Alemu’s in our district!) To change the criteria, use the Match By dropdown and select as needed. Use the filter criteria to find the household’s students. The selected student(s) will be ‘Related’ with Benefits extended When you locate the other household students, check the box

For a roster of Free Categorical students by Eligibility Go to >Reports>Standard>Community>Roster And pick Status Active and Eligibility Free-Categorical You can use the Case dropdown to drill down to specific case types Your report will display the Eligibility: Free- Categorical For a roster of Free Categorical students by Eligibility Go to >Reports>Standard>Community>Roster And pick Status Active and Eligibility Free-Categorical You can use the Case dropdown to drill down to specific case types Your report will display the Eligibility: Free- Categorical

You can look up your Direct Cert students in Student Records by Adding the Direct Cert column (open the options under the 3 dots and choose Columns), (The DC Only template provided by default includes Inactive DC records.) And switching to Filter view and creating Filters as shown. Save as a New View, named DC Active Records perhaps. You can look up your Direct Cert students in Student Records by Adding the Direct Cert column (open the options under the 3 dots and choose Columns), And switching to Filter view and creating Filters as shown. Your total # of DCs will display on the bottom right of the report. Save as a New View, named DC Active Records perhaps. (The DC Only template provided by default includes Inactive DC records.) Your total # of DCs will display on the bottom right of the report.

Thank you for your time. Please do not hesitate to contact us if you have questions!