Once a household has responded to the Verification Notification letter, you must verify household responses.
Step 1 - From the Home tab, locate and click on Review Verification Households button. You can also access Review Verification Households under Utilities > Verification > Review Verification Households.
Step 2 - From the Verification Households window, select a student and click the Review Verification Holdhold button. Larger districts may have separate departments that enter verification information and complete the verification documentation.
Larger districts may want to customize the status view of the processes seen by editing options under the Show button.
In the action tab, locate and click on Show button. Check or uncheck the status options you wish to have appear in the Application Scanning queue tab. You may also want to choose to remember the settings.
Step 3 - Verify the household by completing the worksheet.
- Adult SSNs Worksheet (Optional)
To make changes to the Adult SSNs Worksheet, you must first click the Edit button at the top of the screen if you have not already done so.
If the household has provided a social security number, enter that number in the SSN column. Use the drop-down menu in the SSN Provided column to choose a SSN response.
- Income Worksheet (Optional)
To make changes to the Income Worksheet, you must first click the Edit button at the top of the screen if you have not already done so.
Evidence Type - Use the drop-down menu to choose between Agency Records, Collateral Contact (Oral), Collateral Contact (Written), Pay Stub, Unacceptable Evidence, or Welfare Agency Award Letter.
Additional evidence types can be added in Miscellaneous Setup > Evidence Types.
- Verified Amount - Type or use the drop-down menu to enter the amount submitted for each household member.
- Verified Frequency - Use the drop-down menu to choose between Annually, Monthly, Twice per Month, Every two-weeks, or Weekly pay frequencies.
- Verified Household Info Worksheet (Optional)
To make changes to the Verified Household Info Worksheet, you must first click the Edit button at the top of the screen if you have not already done so.
- Total Members - Enter the total members within the household.
- Total income - This field cannot be edited.
- Case Number - Enter the case number indicated on agency paperwork.
Case Number Evidence Type - Use the drop-down menu to choose between Agency Records, Collateral Contact (Oral), Collateral Contact (Written), Pay Stub, Unacceptable Evidence, or Welfare Agency Award Letter.
Additional evidence types can be added in Miscellaneous Setup > Evidence Types.
**Verification Evidence type - misc setting