Page Comparison

Step 1: From the Administration and Maintenance menu, select the System Settings option.

Step 1: Select the Direct Certification tab.

Step 2: Enter the Direct Certification setup information.

• • Direct Certification Plugin - Select the Direct Certification Plugin from the drop-down menu. Click the icon to the right of the drop-down menu to configure the selected DC import file.

  • Select File Format to setup the DC File export function.

• • Queue DC Letters - Select this option to queue Direct Certification Approval Letters at time of approval.

• • State Match Field - Select the field to be used for a State DC Match from the drop-down menu .

    • Student Number (Exact)
    • Student Number (Exact)
    • SIS Data (Exact)
    • SIS Data (Numeric)
    • SIS Key

• • Eligibility Priority- From the drop-down menu, select the priority of the DC application when other applications or circumstances are available.

    • DC overrides everything (even School Type)
    • DC overrides all special occasions
    • DC overrides special circumstances except Decline Benefits
    • DC overrides Application
    • DC overrides Application only if newer

    • Application overrides DC

Step 1: Select the Application Processing tab.

Step 2:  Select the appropriate Application Processing options.

• • SNAP Case Number Validation Rules - Select the validation type from the drop-down menu.

  • Numeric Case Number

  • Alpha-Numeric Case Number

• • • The Numeric and Alpha-Numeric rules can be configured by selecting the icon to the right of the drop-down menu.

      

• • None
    
    

  • Regular Expression Case Number - The Regular Case rules can be configured by selecting the icon to the right of the drop-down menu.
    
    
    

• • TANF Case Number Validation Rules - Select the validation type from the drop-down menu. The TANF Validation Rules can be configured the same as the SNAP rules above.

• • • Numeric Case Number

    • Alpha-Numeric Case Number

    • None

    • Regular Expression Case Number
      

• • Share SNAP Case Numbers- From the drop-down menu, select when to share case numbers of students on the same application.

    • Always
    • When No Income
    • Zero

• • Share TANF Case Numbers- From the drop-down menu, select when to share case numbers of students on the same application.

    • Always
    • When No Income
    • Zero

• • Require Case Number Recipient Name - Select this option to require recipient names for SNAP/TANF case numbers.

• • Multiple Application Rules - From the drop-down menu, select which application to use if multiple applications are available.

    • Best - Uses the application with the best status.

    • Newest - Uses the most recent application.

• • Zero-Income Evaluation - From the drop-down menu, select how Zero-Income applications will be considered in relation to other applications.

• • • Only use Zero-Income App if it newest
      

    • Zero-Income is better than Reduced
      

    • Zero-Income is worse than Reduced

• • Zero Income Expiration Days - Set the number of days a Zero-Income Application is eligible for free meals before expiring.

• • Require Income from Each Person - Select this option to require every person on an application to have an income amount or no-income checkbox listed. The USDA requires that each household provide the total amount of their current income, and income must be identified with the source and the individual who received it. If a household member does not receive an income, there must be an indication of Zero Income on the application.

• • Apply Special Circumstances from Application - Select this option to apply the special circumstances listed on an application.

Step 1: Select the Application Review tab.

Step 2: Enter the Miscellaneous Application Review information.

• • Hold Applications for Review - Select which applications should be automatically held for review.

    • Hold All Online Applications for Review
    • Hold DC Students for Review
    • Hold SNAP/TANF Applications for Review
    • Hold Foster Students for Review
    • Hold Applications with Duplicate Incomes for Review
    • Hold Second Applications with Increasing Benefits for Review
    • Hold All Scanned Applications for Review
    • Hold Inactive Students for Review
    • Hold Zero Income Applications for Review
    • Hold Applications Signed by Emancipated Minors for Review
    • Hold Applications with Student Incomes for Review
    • Hold Second Applications with Decreasing Benefits for Review

• • High Total Members - If the household contains the same or more members than the set threshold, the application will be held for review.

  • High Total Income - If the total household income exceeds the set amount, the application will be held for review

  • Second Application too Soon - If a second application is received the set number of days from the first application, it will be held for review.

  • High Zero-Income Count- If the amount of zero-income applications is the same or more than the set threshold, the application will be held for review.

  • Confident Match Rules - Rules for a fuzzy match result to be considered confident. Select the relevant rules from the drop-down menu.
    Confident Match High Score - The high score must be above the set number for a fuzzy match to be confident.

    • Low Second Score
    • Exact Birth date
    • Exact School
      
      

  • Confident Match Low Score - The second highest score must be below the set number for a fuzzy match to be confident.

  • Application Reference Number is Read-Only - Select to make the reference number read-only. When editing, the user would be unable to make changes to the reference number (reference number is always read-only for online applications).

  • Automatically enter Edit-Mode when no students have been processed yet - During Application Review, automatically toggle to Edit Mode (without prompting for comments) if none of the students on the applications have been processed.

  • Auto-Accept Ignorable Problems for DC Students - Ignorable problems (such as incomplete, suspicious income, etc.) will not cause the application to be held for review if the student is currently Directly Certified.

Step 1: Select the Letter Printing tab.

Step 2: Select the appropriate Letter Printing options.

• • Overwrite Notification Letters - Select this option to replace unprinted notification letters if a newer letter is placed in the queue.

  • Multi-Child Letters - Select this option to place all students on a single application on the same letter (when possible).

  • Sort Order- Select the order that the letters in a batch will be printed from the drop-down menu.Batch Size - Set the maximum size of a letter batch (enter a number in the field or use the up/down arrows).

    • School, Grade, Homeroom, Name
    • Feeder/School, Grade, Homeroom, Name
    • Zip Code
    • Application ID
    • Name
    • Language Name
      
      

  • Zero-Income Warning Days - Set the number of days before expiring a Zero-Income application to queue a warning letter (set to 0 to disable this option).

  • Prior-Year Expiration Warning Days - Set the number of days before expiring a Prior-Year Eligibility Status to queue a warning letter (set to 0 to disable this option).

  • Verification Expiration Warning Days - Set the number of days before expiring a Zero-Income application due to incomplete/incorrect verification information to queue a warning letter (set to 0 to disable this option).

  • Queue Application Processed Letters - Select this option to automatically queue letters when an application is processed (leave unchecked to disable this option).

  • Queue Zero-Income Expiration Letters - Select this option to generate an expiration letter when a Zero-Income Status expires (leave unchecked to disable this option).

  • Queue Prior-Year Expiration Letters - Select this option to generate an expiration letter when a Prior-Year Status expires (leave unchecked to disable this option).

  • Queue Verification Expiration Letters - Select this option to generate an expiration letter when a Zero Income Status expires due to incomplete/incorrect verification information (leave unchecked to disable this option).

Step 1: Select the Email tab.

Step 2:  Enter the appropriate Email data.

• • Relay to SMTP Server - Select to send email messages utilizing a SMTP Relay Server.
    
    Send to Pickup Directory - Select this option to send email to the user-specified folder instead of relaying through a SMTP server.

    • Hostname - Enter the SMTP Relay Server host name or IP address.
      
      
    • Port - Enter the SMTP Relay Port Number (typically 25 for non-SSL, and 465 for SSL).
      
      
    • Enable SSL - Select to enable SSL Communication with the SMTP Relay.
      
      Authentication Mode
    • Anonymous - Select to use Anonymous Authentication.
      
      
    • Basic - Select to use Basic Authentication (Username - Password).
      
      • Username
      • Password
        
        
    • Windows - Select to use Windows Authentication