Training Checklist

Owned by Bryan Murray (Unlicensed)
Last updated: Feb 28, 2014 by Robin Rodrigue
Training Topics

Section 1 – Program Layout

  • Tabs and Ribbons
  • Home Tab
  • Student Lookup
    • Student Section
    • Application Section
    • Overrides Sections
  • Application Review - Covered in detail in Section 3
  • Add Keyed Application

Section 2 – Letter Templates and Letters

  • Report Designer
    • Edit Printed Template
    • Edit Email Template
    • Adding Templates
    • Renaming
    • Preview
  • Letter Batch Kinds
    • Creating Letter Batches
    • Separating Verification
    • Separating DC 
  • Custom Strings
    • English
    • Spanish
    • Additional Languages
  • User-Defined Tokens
    • Enter Token Name
    • Define "Kind"
    • Availability for Use in Designer
  • Emailing Letters

Section 3 – Application Processing

  • Scanning Applications
    • New Delivery Bag
    • Paper Delivery Bag
    • Scan Contents

  • Recognize
    • Select All
    • Select None
    • Edit Batch
    • Refresh

  • Scanning Q&A
    • Panel Information
    • Scanning Q&A Batch
    • Student Match Fuzzy Lookup
    • Verify Application
  • Application Review
    • Edit
    • "Held for Review"
    • Fix Problems
    • Save Changes and Process

 Section 4 – Reporting

  • Student Reports
    • Application Details
    • Eligibility Summary
    • Household with Benefit Differences
    • Master Student List
    • Percent of Enrollment
    • Prior-Year Status Comparison
  • Application Reports
    • Application Detail
    • Application List
    • Application Pipeline
    • Application Review Reason Details
    • Application Review Reason Summary
    • Application Language
    • Batch Pipeline
    • Processed Application Details
    • Processed Application Summary
  • Management Reports
    • Duplicate Students
    • SIS Overrides
    • Title 1 Details
    • Title 1 Summary
    • User Activity Logs
  • Audit Reports and Tools
    • Adds & Drops
    • Merged Students
    • Status Changes
  • Verification Reports
    • Verification Final Changes
    • Verification Final Documents
    • Verification Paper Worksheet
    • Verification Sample
    • Verification Sample Pool
    • Verification FNS 742 Summary

Section 5 – Direct Certification and Verification

  • Direct Certification - DC training is customized individually for each District due to the massive differences between district requirements.
  • Verification - Verification training is conducted online around the time verification is upcoming due to the extensive amount of details and varying options between Districts.

Section 6 – Advanced Features

  • Alerts
  • Test Mode
  • Remote Assistance
  • Scheduled Jobs (Optional)
  • Advanced Report Designer (Optional) - Advanced report training is conducted on a case by case request due to the extensive knowledge of the Report Designer and advanced knowledge of SQL tables, fields, and statements.