Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

(warning) The file

name 

name must

 be 

be DISTRICT.txt

 for

for this process to work.

 If

If your filename is not DISTRICT.txt, highlight the filename before the .txt extension and type DISTRICT. Then,

click 

click Save.

  1. In the Export Criteria window, choose a designated location on your workstation by clicking the ellipses

Image Removed
  1. button.

  2. Next, click the Edit Layout button.

    Image Modified

  3. In the Setup Export Specification window, locate the first Format column in the Filler row and enter the school site number. Then, click Ok.

    Image Modified
  • Click Ok in the Export Criteria window.

  • Click Ok in the Configure Export window.

  • You should now see the Colorado DC file in the Export window. Click the red "x"

    Image Removed

    to close the export window.

    Image Modified

  • Export Data from Franklin

    1. In the Utilities tab, locate and click on the Advanced button. Then, click Export Data.

    2. Select the Colorado DC file and click Run.

      Image Modified

       


    Password Change

    Excerpt

    Download the Latest Plugin

    Note

    If you have previously imported the Colorado Plugin, you may import the latest version within Franklin.
    Administration and Admin & Maintenance > Advanced Setup > External Plugins >Check > Check for Upgrades

    1. Navigate to the MCS Software Downloads page.

    2. Select the Franklin folder.

      Image Modified
    3. Select the Plugins folder.

      Image Modified
    4. Download the latest Colorado plugin and save it to your local or network drive.

      Image Modified

    Download the Export to State .xml File

    1. Follow Steps 1-2 above or you may click Go Back One Level to be redirected to the previous screen.

      Image Modified
    2. Select the Misc folder by clicking on it.

      Image Modified
    3. Click on the ColoradoDCExportToState.xml file.

      Image Modified
    4. Use your mouse to right-click and choose Save as..

      .

      Image Modified
    5. Choose a location on your local drive or network to save the file. The file should be in .xml format.

      Image Modified

    Establish Export Settings

    1. Login to Franklin.

    2. From the 

      Administration and

      Admin & Maintenance tab, select the Advanced Setup menu, and choose the Exports option.

    3. Click on the Import Settings button and locate the Colorado.xml fileon your local or network drive. Click Open once you have located the file.

      Image Modified
    4. In the Configure Export window, enter a description name. Then, click the Setup button.

      Image Modified
    5. Establish export criteria.

    Note
    titleFilename
    Note

    If this is the first time you are logging into the website, continue with the following instructions. You will need to change your password.

    If you have already logged in and changed your password, skip to the CDE Direct Cert Process section of this document.

    1. Navigate to the CDE Child Nutrition section of the CDE website and click on the Online Claims and Services link.

      Image Modified
    2. Click the Online Claim System button to update your Direct Cert password.

      Image Modified
    3. Sign in using the initial User ID and Password you were sent for Direct Certification.

      Image RemovedImage Added
    4. Click on the Change Password button.

      Image RemovedImage Added
    5. Change the password.

      1. In the Old Password field, type in the initial password you were given.

      2. In the New Password field, type in the new password.

        Notetitle

        (tick) Password Requirements

        - Keep in mind you will need to use both upper and lower case alpha characters as well as at least one

        (1)

        numeric character and one

        (1)

        symbol. The uppercase and numeric characters cannot be the first or last character

        of

        or your password. e.g. State*1 is not acceptable; however, sta*1Te is acceptable.

      3. In the New Password (verify) field, re-enter your new password.

      4. Click Save when you are done.

        Image RemovedImage Added

    Anchor
    CDE Direct Cert
    CDE Direct Cert
    CDE Direct Certification Process

    1. Navigate to the CDE Child Nutrition section of the CDE website and click on the Free and Reduced Processes link.

      Image Modified
    2. Click on the Direct Certification link.

      Image Modified
    3. Click on Online Direct Certification System.

      Image Modified
    4. Log on with your User ID and Password.

      Image Modified
    5. Perform the upload and download procedures.

      1. Click on Upload District File.

      2. Using the Browse button, locate and select the formatted district file named DISTRICT.txt from your workstation. Do not add your district's name to the file name.

      3. Click the Upload File box. You will see processes running in the File Upload Status window.

        Image Modified
      4. If the upload is successful with no errors, you should receive a message stating Congratulations! File upload successful.

        Info

        (info) You will receive a notification message if you have errors. Please refer to your State and District policies for regulations on how to handle this type of issue. If you believe the error is related to MCS Software, please contact Support

        by logging a case in the customer portal

        .

        Image Modified
    6. Once you have successfully uploaded the file, proceed with the download process.

      1. Using the drop-down arrow, select Fixed Length.

        Image Modified
      2. Click on the Download District file button. (This returns the District file with the Direct Certification match codes (1, 2, 3, or 4) in field position #202.

      3. The File Download window will appear asking if you want to Open or Save the file. Save the file and take note where it is saved.

        Image Modified
      4. After you have successfully downloaded the District file, click on the Matches Detail Report and select the Save button.

        Warning

        🔴 This step is required by the State.

        Image Modified
    7. Once the report has been downloaded, you will need to print it for reviewing purposes.


    Importing and Running the DC File

    1. From the Utilities tab, select the Direct Certification menu and choose the 

      Import File 

      Import File option.

      Note

      (tick) If you already have DC Import Configurations established, you may be asked to select which one to use. Choose an Import Configuration and click Ok if this is the case.


      Image Removed

    2. Select the

      ellipsesImage Removed

      ellipsis and locate the DC Filename on your computer or network. Select Ok to begin the import.

      Image Modified
    3. Review Updates and Adds and the types of changes. Then, click Ok to continue.

    4. From the Utilities tab, select the Direct Certification menu and choose the Apply State

      Match 

      Match option.

    5. The Apply Direct Certification State Matching window will appear notifying you the process to match the imported DC file will be run against the student database. There is NO UNDO available.

      1. You should review the settings you have chosen before proceeding. The ID Field to Match is setup in System Settings.

      2. You will be informed that "Letters WILL be queued" or "Letters WILL NOT be queued." Letter printing options are setup in System Settings.

    6. Click Ok when you are ready to proceed with running the state match process.

      Image Modified


      Image Modified
    7.  In the Confirm DC State Match Results window, you will receive a message as to the percentage of correct matches. Questionable matches appear in red. If you are sure a student in red is a match, click the apply box to include the student in the match. When you are done, click Ok.

      (All names have been changed to protect the identity of students.)
      Image Modified


    Print DC Notification Letters

    1. From the Home tab, locate and click on Print Letters in the Letters group.

    2. Choose which letter type to print and how to sort the letters. When you have completed setting up print options, click Ok.

      1. Kinds of Letters to Print - If you have setup a separate template for DC Letters, use the drop-down menu to select the correct letter, otherwise, leave the Normal Letters default selected.

      2. Letter Sort Order - Use the drop-down menu to choose how letters should be sorted for printing.

    3. Selecting Cancel in

      The print batch window will appear notifying you of the number of letters that remain to be printed. Click OK to open the print preview screen.

      Note

      (warning) Selecting Cancel in the Print Next Batch window or clicking Close Print Preview

       prior

      prior to printing letters will leave the unprinted letters in the queue. Letters will only move out of the print queue when a print job is executed.

      Image Modified