Overview |
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This guide will walk you through what needs to be done on a Daily Basis within MSA Client. Note: If these tasks are not performed daily, your online applications will never make their way into your Point of Sale. These are daily tasks that have to happen in order to process apps. Follow the below steps to match & process your online applications. |
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Step 1: Log into MSA Client Software
Open MSA Client by clicking the icon on your Desktop.
Username: firstname.lastname
Password: Admin123
Note: If username/password is not working, please contact Support.
Step 2: Auto Processing
Application Review
Select Application Review from the Home tab.
This will pull up a list of all of the applications waiting for you to process. They will either be Red, Yellow, or Green. If they are green, they have been there less than five days. If they are red, they have been there more than 10 days. You should try to have them gone from this list before they turn yellow.
Select Process All from the Actions tab.
Note: This will automatically process any problem-free applications, which should include most of your applications. If your queue is empty, skip Step 3. If you have applications still in your queue, please continue to the next step.
Step 3: Solving “Problems” or Holds
By default, MSA Client is very restrictive as to what it allows to automatically process. Most schools will allow the application to be processed regardless of what the parent entered.
If an application is still there after processing, you will want to double click on their application to find out why.
Here is a closer look of some the problems section of MSA. Even though they are labeled “problems” it does not mean that there are any errors on the application, but they are just a flag in the system to hold the Application for review.
The following photo and tables are very import to have configured before selecting Process All. If any of the below circumstances are present, the app will be held for review.
Example: The parent entered their income as Annual. If this is okay, Select Admin & Maintenance and then click System Settings. Then, change that setting under Application Review.
Problem | Reason | Options to Resolve |
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Student Not Found | Student Name cannot be found in the MSA Client Student Database, or the parent used a nickname, etc. The spelling could be different. | Double-click to select the Matched check box next to their name to manually match them. If they do not appear, check to see if they are in your SIS/POS system |
Zero Income | Parent stated they made zero income annually. | Double-click to select the check box. Deselect Hold Zero Income Applications for Review. |
Special Circumstances | A special circumstance was selected for a student or household. Example: Homeless, Migrant, Foster. | Double-click to select the check box. Deselect Hold Special Circumstances Application for Review. |
Annual Income | A parent entered their income in as annual income instead of weekly or monthly. | Double-click to select the check box. Change Hold Annual Income to: Do not hold annual income for review. |
Suspicious Income: High/Low | A parent either entered an income below $1,000 a year, or above $100,000 a year. | Double-click to select the check box. High Income: Set to 1 Million, or a higher number then 100,000 Low Income: Set to Zero |
Student is Inactive | The parent put a student on the application that is currently inactive in the Point of Sale system.
They either aren’t supposed to be inactive, or they meant to add them as a household member. | If they are supposed to be inactive, double-click to select the check box. If they should be active, fix the Student in either SIS or POS If student should be a household member, right-click on the student name and Convert to Household Member. |
Emancipated Minor | A student filled out an application and stated they were an emancipated minor on their application. | Double-click to select the check box. Deselect Hold Applications Signed by Emancipated Minors for Review. |
High Total Members | A parent has more than 10 people on the application.
| Double-click to select the check box. Change High Total Members to 100 or a higher number then 10. |
DC Students mixed with Non-DC | A DC student and a non-DC student are both listed on the same application. | You will want to extend the DC benefits to the other students on the app that are not DC via the POS Software, not MSA. After all Students are either DC or Extended DC, the app will then process in MSA when you click Process All |
Step 3: Export to Point of Sale
Getting Applications into Point of Sale
Each Point of Sale handles their export out of MySchoolApps a little bit differently. Please review the following information below to find out how your point of sale handles this. If you have specific questions about how you get your applications into your Point of Sale, call their support number and someone will be able to help.
Note: If you are doing a manual export out of MSAClient, and get an error about overwriting a file, always say no to avoid overwriting the other file.
Product | How to Import |
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Mosaic/Lunchbox | Usually automatic. By default, we set this up to export automatically and import into Mosaic/Lunchbox on a task. If your apps do not show up within Mosaic or Lunchbox within an hour or so, please contact Support and we can look into this for you. |
Nutrikids | Manual. Because Nutrikids is not a cloud-based product, the export has to be done manually. Go to Utilities > Advanced > Export Data, then click Run located at the lower-right, it will export a file for you. Then, open App Scanning Bridge Software and run an import. |
WebSMARTT | Automatic or manual: MSA can be set to automatically or manually export applications. If manual, go to Utilities > Advanced > Export Data, then click Run located at the lower-right, and it will export a file for you. Open EZ-Meal App and do an import. |
Café Enterprise | Manual. You will have to manually export out of MSAClient with Utilities > Advanced > Export Data, then click Run. There is an option within Café Enterprise to import your applications. |