Miscellaneous

From the Utilities tab, locate and click on the Miscellaneous button.

Audit/Review Processed Applications

Create the Review Processed Applications report.

1. From the Utilities tab, locate Miscellaneous Setup. Then, select Audit/Review Processed Applications.

2. Establish the Audit Review parameters in the Application Audit Review window. Then, click Ok.
   
   

   Date Range Options

   Dates may be selected by using the calendar tool.

   • By leaving both checkboxes selected, search results will only display information from the selected date range.
   • By placing a checkmark in the first box only, searches will occur from the first entered date to current.
   • By placing a checkmark in the second box only, searches will occur from the day End of Year processes completed until the selected date.
   • By unchecking both boxes, searches will occur from the day End of Year processes completed to current.

   Specific School

   If you choose to filter by Specific School, separate export folders will need to be created for each school.

   

3. A list of applications, household details and eligibility statuses will appear. Click on the plus + icon next to each Batch Code to expand the batch and view applications.

   To filter results, click the funnel icon and select how to filter.

   To group results, click on a column. While holding down the left-mouse button, drag and drop the header into the area stating "Drag a column header here to group by that column." Release the left mouse button once you have dragged the header to the position. You may drag other headers behind the first group to create subgroups.
   

   
   

   1. If you see Online Application (Click to View), the application was received online. You can view the submitted information by clicking on the link and logging in to the MySchoolApps website.
      
      
      

   2. If you see an image, a hardcopy of the application was received and scanned into the system.
      

4. You may select a batch Once a batch has been highlighted, the following options are available:

   Review Application and Application Detail Report will only pull up one application ID at a time.

   
   

   

   1. Review Application

   2. Review Student
   3. Comments
   4. View Image
   5.  Application Detail Report

      1. From the Reports tab, select Application Reports. Then, click Application Detail.
      2. Establish report criteria. Then, click Ok.
         
         
   6.  Export All to HTML

      1. To create an entire report that simulates the Scanning Report, you need to export the file. Click Export All to HTML.
         
      2. In the Export Audit-Review Data window, select which way data should be sorted. Then click Ok.
         

      3. Establish an export path.

         You must create a new, empty folder in order to successfully export the Audit/Review file.

         1. A window will appear for you to save the file. Choose the location you wish to save the file by clicking on the list to the left.

         2. Then, right-click the mouse and locate New. A subwindow will appear.

         3. Click on New Folder.

            
         4. Create a folder name and hit the return button when you are done. Then, click Open.
            

         5. Click Save.

            Do not change the file name. It must remain as index.html in order to work properly.

            

            You should see export data processes running. It may take a few minutes for all of the data to fully export.
            Once the export process has completed, an internet browser window will appear.

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Test Mode

If you wish to attempt  to perform an operation and are unsure how the results will affect your data, you can choose Test Mode. This will allow you to perform functions without affecting your current database.

1. From the Utilities tab, locate Miscellaneous Setup. Then, select Test Mode.
2. Select the Test Database you wish to use when performing functions. Then, click Connect.
   
3. Enter your username and password and click Ok.
   

4. Perform the functions in Test Mode to review the results. Once you are done, select Test Mode (Utilities → Miscellaneous → Test Mode) again to be returned to the login screen and the live database.
   

   The Test Database and Prior-Year Database appear with a different background color and text to indicate you are not in the original database.

   
   

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Prior-Year Database

The Prior-Year Database option allows you to login and review information from a prior-year.

1. From the Utilities tab, locate Miscellaneous Setup. Then, select Prior-Year Database.
2. Select the Prior-Year Database you wish to review. Then, click Connect. The Prior-Year database will open in a new window automatically while you remain logged in to the current "live" database/school year.
   
3. Enter your username and password and click Ok.
   

4. Perform the functions to review information in the Prior-Year Database. Once you are done, simply close the program.
   

   The Test Database and Prior-Year Database appear with a different background color and text to indicate you are not in the original database.

   

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Queue Warning Letters

Enhanced features allow prior-year expiration, zero-income expiration, and verification warning letters to be printed for a particular school, for student letters which have not yet queued, and the ability to mark letters as queued for printing from this utility.

1. From the Utilities tab, locate Miscellaneous Setup. Then, select Queue Warning Letters.
2. Establish criteria. Then, click Ok.
    

3. Once letters have been queued, print the letters from the Home tab.

   If you have different letter types established, be sure to use the drop-down arrow to select the appropriate letter template.

   

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