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titleTraining Session Information

Training sessions are scheduled for 10 a.m. - 11:00 a.m. Central time  

The meeting tool being used is a program called WebEx. Once you select the link, please choose "Add to My Calendar", and then accept the invitation/download that opens in your calendar. This will confirm your registration and attendance for the webinar.

Info

You may review previously recorded training sessions by selecting the Click to watch links. (Not all sessions are recorded.)

  • Enter your email address and click Submit.
  • If you have not previously registered for a session, you may be asked to complete additional contact information. Please do so and click Register Now.
  • Next, click View Recorded Webinar.
  • The video will open with a media player and begin playing. (It may take a few minutes for the video to access and buffer for viewing.)
Tip

Older recording session links are relocated to the Recorded Online Training Sessions page.

 

You will be required to enter your District Name, Participant Name, email address, and work phone number.

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Daily Operations

Tabs

Ribbons

Home Tab

Student Lookup

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titleAdditional Details
  • Student Section - Editing Student, Comments, Supporting Docs (Adding .jpg documents)
  • Application Section - Application Review (Comments/Work Log, Scanned Image, Raw Source, Information Tracking, zoom to Phone, Preview Approval, Zero Income Override) and View Image
  • Override Section
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Date

Meeting #

Review

 

Date

Meeting #

Review

Mon, May 18, 2015647 648 862  Mon, June 1, 2015647 077 936 
Mon, June 15, 2015649 545 084  Mon, June 29, 2015640 171 474 

Choose one of the audio options:

TO USE YOUR COMPUTER'S AUDIO: When the Webinar begins, you will be connected to audio using your computer's microphone and speakers (VOIP). A headset is recommended.

TO USE YOUR TELEPHONE: If you prefer to use your phone, you must select "Use Telephone" after joining the Webinar and call in using the numbers below.
Long Distance: 1-855-244-8681
    Access Code: Refer to the link instructions for the access code as it may differ between sessions.
    Audio PIN: Shown after joining the Webinar.

 

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Letter Training

Letter Templates

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titleAdditional Details
  • Email Template - Adding Custom Template
  • Add Templates - Verification Packet and 8 1/2 x 14 Legal Document

Letter Batch Kinds

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titleAdditional Details
  • Creating Letter Batch Kinds - Separating Verification and Separating DC

Custom Strings

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titleAdditional Details
  • English
  • Spanish - Zero Income

User-Defined Tokens

Emailing

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titleAdditional Details
  • Setting up Program
  • Setting up Sequence - Email and Print
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Date

Meeting #

Review

 

Date

Meeting #

Review

Tues, May 19, 2015654 444 040  Tues, June 2, 2015649 446 312 
Tues, June 16, 2015640 465 491  Tues, June 30, 2015648 121 009 


Choose one of the audio options:

TO USE YOUR COMPUTER'S AUDIO: When the Webinar begins, you will be connected to audio using your computer's microphone and speakers (VOIP). A headset is recommended.

TO USE YOUR TELEPHONE: If you prefer to use your phone, you must select "Use Telephone" after joining the Webinar and call in using the numbers below.
Long Distance: 1-855-244-8681
    Access Code: Refer to the link instructions for the access code as it may differ between sessions.
    Audio PIN: Shown after joining the Webinar.

 

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Application Processing

Scanning Applications

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titleAdditional Details
  • New Delivery Bag
  • Paper Delivery Bag
  • Scan Contents

Recognize

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titleAdditional Details
  • Select All
  • Select None
  • Edit Batch
  • Refresh

Scanning Q&A

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titleAdditional Details
  • Panel Information - Auto-select Next, Verify Selected Batch, Refresh, Unrecognized Batch, Scan, Recognize
  • Scanning Q&A Batch - Back, Next, Skip Row, Valid Rows, Flag for Review, Comments, Show App List, Save & Close
  • Student Fuzzy Match Lookup - Cleanup, Skip Bad Row, Filter by School, No Match Found, Match Found, Cancel, Hot keys (F9, F11, F12)
  • Verify Application 

Application Review

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titleAdditional Details
  • Edit
  • Held for Review - D Student, Invalid Adult SSN, Missing Household Member List, Second Application (Increasing Benefits), Student Not Found, Total Members Mismatch, DC Students mixed with Non-DC, Invalid SNAP Case Number, Missing Income, SNAP/TANF Application, Suspicious Income, Zero Income, Foster Child, Manual Review, Missing Income Frequency, Special Circumstances, Suspicious Total Members
  • Fix Problems
  • Save Changes and Process 
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Date

Meeting #

Review

 

Date

Meeting #

Review

Wed, May 20, 2015645 020 181  Wed, June 3, 2015

645 384 840

 
Wed, June 17, 2015645 604 553  Wed, July 1, 2015643 771 601 

Choose one of the audio options:

TO USE YOUR COMPUTER'S AUDIO: When the Webinar begins, you will be connected to audio using your computer's microphone and speakers (VOIP). A headset is recommended.

TO USE YOUR TELEPHONE: If you prefer to use your phone, you must select "Use Telephone" after joining the Webinar and call in using the numbers below.
Long Distance: 1-855-244-8681
    Access Code: Refer to the link instructions for the access code as it may differ between sessions.
    Audio PIN: Shown after joining the Webinar.

 

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Report Training

Student Reports

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titleAdditional Details
  • Eligibility Details
  • Eligibility Summary
  • Household with Benefit Differences
  • Master Student List
  • Percent of Enrollment
  • Prior-Year Status Comparison

Application Reports

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titleAdditional Details
  • Application Detail
  • Application List
  • Application Pipeline
  • Application Review Reason Detail
  • Application Review Reason Summary
  • Application Language
  • Batch Pipeline
  • Processed Application Details
  • Processed Application Summary 

Management Reports

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titleAdditional Details
  • Duplicate Students
  • SIS Overrides
  • Title 1 Details
  • Title 1 Summary
  • User Activity Logs

Audit Reports and Tools

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titleAdditional Details
  • Adds & Drops
  • Merged Students
  • Status Changes 
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Date

Meeting #

Review

 

Date

Meeting #

Review

Thurs, May 21, 2015644 676 573  Thurs, June 4, 2015648 683 082 
Thurs, June 17, 2015647 652 524  Thurs, July 2, 2015641 536 667 

Choose one of the audio options:

TO USE YOUR COMPUTER'S AUDIO: When the Webinar begins, you will be connected to audio using your computer's microphone and speakers (VOIP). A headset is recommended.

TO USE YOUR TELEPHONE: If you prefer to use your phone, you must select "Use Telephone" after joining the Webinar and call in using the numbers below.
Long Distance: 1-855-244-8681
    Access Code: Refer to the link instructions for the access code as it may differ between sessions.
    Audio PIN: Shown after joining the Webinar.