self-paced eLearning series Direct Certification Imports

Direct Certification Imports Steps to take Before, During and After your Direct Certification imports.

Learn the steps to take Before, During and After your Direct Certification imports, including: Previewing the state file and your current # of Directly Certified students. Importing the file and verifying results. Reclassifying based on Submission Date.

Please study these eLearning lessons first! Prerequisites Please study these eLearning lessons first! Importing and Exporting and Direct Certification Import File Preparation They cover setup and configuration steps prior to your 1st DC import, including Map and Job creation and Import File manipulation. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed

Browse to Admin>Definitions/Setup and click on Integration maps. Before you Import After receiving your state Direct Certification (DC) file, open it and compare it to the Map created for the import. Browse to Admin>Definitions/Setup and click on Integration maps. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Open the Map that was created to match your DC file (double-click it) and verify the field order still matches.

Browse to Reports>Standard and under Community click on Roster. Before you Import Browse to Reports>Standard and under Community click on Roster. Use the dropdown next to Run and select Breakout Eligibilities. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed

You can also export or print the report as needed. Before you Import Record the Direct Certified count, as well as the Free and Reduced Medicaid if these are used by your state. You can also export or print the report as needed. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed After the import, you will compare these counts to your post-import counts.

Browse to Admin and click on Integration. During the Import Browse to Admin and click on Integration. A progress bar will display. Using the dropdown next to Save, Launch Job. Be sure that your DC Map is selected. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Click on the Job created for your DC Import.

If the import completed without errors, click on the History tab. During the Import If the import completed without errors, click on the History tab. If you see an ‘Import Failed’ message, the import file may not match the Map or translations on the Map are missing. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed

You will see information about each import. During the Import You will see information about each import. Download File to your \Downloads folder as needed. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Click the blue triangle to review Error Messages. (This import had none.)

From the dropdown next to Save, Run DC Exceptions Report. After the Import From the dropdown next to Save, Run DC Exceptions Report. Return to Details Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Review the list of names that did not match. It may be that your file contains students not in your district OR your matching criteria needs review. (For example, you included Middle Name and it’s not on the Solana import.)

Return to the Roster Report (choose Breakout Eligibilities) and After the Import Return to the Roster Report (choose Breakout Eligibilities) and note the new Direct Certified count and determine if that was (roughly!) the increase you expected. Export or print the report as needed. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed

Reclassifying Transactions If your DC file contained, and you imported, the Submission ( Effective) Date you can change the eligibility type of reimbursable Meals purchased by the newly DC students to Free (or Reduced if you import Medicaid-Reduced). Browse to Community>Free & Reduced Applications Use the dropdown next to Print Letters to select Reclassify Households. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Before choosing OK, know that this may affect Claim numbers and Financials in preceding months. Let’s review how to control it.

Reclassifying Transactions To limit how far back Transactions are reclassified, browse to Admin> Schools. For EACH SCHOOL, input the date you want the Transaction reclassified to.

Congratulations, You’re Import(tant!) You can now: Preview and update you’re DC file. Import and verify results. Reclassify transactions based on a data you choose.

Thanks for your time and effort. It’s appreciated!