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For the initial setup, please use the Setup Checklist to record when each section is complete. |
Opening System Settings
| This procedure is used to access all processes in the System Settings section | |
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| Step 1: From the Administration and Maintenance menu, select the System Settings option. |
District Info
| The district Information Section is where you tell the system about your district. | |
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| Step 1: Select the District Info tab. | |
Step 2: Enter the District information in the proper fields.
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Miscellaneous
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Step 2: Enter the Miscellaneous setup information.
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- Backup Path Relative to Server - Enter the location where the system will place backups relative to the servers (usually a folder on the server's local drive).
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| Warning |
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If a network path is used, be sure the SQL server user log in being utilized has the appropriate permissions to write to the chosen network location. |
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- Max Parallel Database Connections - Enter the maximum number of database connections to use when processing parallel operations against the database.
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Increasing this number may improve performance on some processes, but may increase the load on the SQL server. |
- Show News and Announcements on Startup - Select this option if you want News and Announcements to be displayed when starting the program (leave unchecked to disable this option).
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News and Announcements can be blocked for individual roles by revoking their permissions to News and Announcements under Administration and Maintenance - Security - Permissions, |
Direct Certification
| The Direct Certification Section allows you to choose DC options, including Import Plugins, Letter Queuing, and State Match Fields. The Plugin configures the system to read the format of the DC file supplied to the District. | |
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Step 1: Select the Direct Certification tab. | |
Step 2: Enter the Direct Certification setup information. | |
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Datacenter
Step 1: Select the Datacenter tab. | |
Step 2: Select the appropriate Datacenter options.
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Reports
| The Reports section allows you to set a default Confidentiality Statement and custom Headers that will appear in all reports. | |
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Step 1: Select the Reports tab. | |
Step 2: Select the appropriate Reports options. Delete text in the Report Titles that will not be used.
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Application Processing
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Step 1: Select the Application Processing tab.
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Step 2: Select the appropriate Application Processing options.
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- SNAP Case Number Validation Rules - Select the validation type from the drop-down menu.
- Numeric Case Number
- Alpha-Numeric Case Number
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- 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
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- 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 SNAP Case Numbers- From the drop-down menu, select when to share case numbers of students on the same application.
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- 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
- Share TANF Case Numbers- From the drop-down menu, select when to share case numbers of students on the same application.
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- Require Case Number Recipient Name - Select this option to require recipient names for SNAP/TANF case numbers.
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- 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.
- Multiple Application Rules - From the drop-down menu, select which application to use if multiple applications are available.
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- 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
- Only use Zero-Income App if it newest
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- Zero Income Expiration Days - Set the number of days a Zero-Income Application is eligible for free meals before expiring.
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| Info |
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The USDA has made changes regarding eligibility and the expiration of temporary approval statuses.From the USDA Eligibility Manual for School Meals (www.fns.usda.gov/cnd/Guidance/EliMan.pdf) Part 3 - Section G: A child’s eligibility is in effect from the date of eligibility for the current school year and up to 30 operating days in the subsequent school year. However, this does not apply when the initial eligibility determination was incorrect or when verification of household eligibility, including verification for cause, does not support the level of benefits for which the household was approved. In those instances, officials must make appropriate changes in eligibility. |
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- 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.
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- Apply Special Circumstances from Application - Select this option to apply the special circumstances listed on an application.
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Step 1: Select the Application Review tab.
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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
- Hold Applications for Review - Select which applications should be automatically held for review.
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Letter Printing
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Step 1: Select the Letter Printing tab.
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Step 2: Select the appropriate Letter Printing options.
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Grace Periods
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Step 1: Select the Grace Periods tab.
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Step 2: Select the appropriate Grace Period options.
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- Permanent Status:
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| To Reduced or Paying | To Incomplete |
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| None | None |
| From Process Date | From Process Date |
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- Prior Year Status:
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| To Reduced or Paying | To Incomplete |
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| None | None |
| From Process Date | From Process Date |
| From Process Date, but no earlier than Existing Expiration | From Process Date, but no |
| From Existing Expiration Date | From Existing Expiration Date |
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| To Reduced or Paying | To Incomplete |
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| None | None |
| From Process Date | From Process Date |
| From Process Date, but no earlier than Existing Expiration | From Process Date, but no |
| From Existing Expiration Date | From Existing Expiration Date |
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Scanning
The scanning section allows you to set options utilized when scanning in applications.
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Step 1: Select the Scanning tab.
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Step 2: Select the appropriate Scanning options.
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Verification
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Step 1: Select the Verification tab.
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Step 2: Enter the appropriate Verification data.
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Franklin includes the USDA Verification sample set options as amended in Section 105 of the re-authorization act. See Effect of Current USDA Verification Activity for more details. Most districts are required to use the Basic Rules: 3% of all applications (max 3000) option. To qualify for the second and third option, please refer to the Verification Activity document mentioned above. It is also recommended that districts confirm the use of this option with their State Department |
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Step 1: Select the Email tab.
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Step 2: Enter the appropriate Email data.
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The Franklin Setup Guide (Administration and Maintenance tab) is the hub of the system. The various settings drive how the system should respond to and perform actions when day-to-day operations are conducted. |
