Begin Next School Year Checklist

General

  1. Verify all cafeteria computers are functional.
    • Confirm you can log into Meals Plus Web successfully.
  2.  Verify all External Hardware is operational.
    • Keypads, Scanners, Printers, etc. 

System Settings

  1. Verify the Current Fiscal Year on the District Information Tab in Control Information. control information current fiscal year screen focus

  2. Review Security: User Role Access and User Setup. Add new cashiers/users, assign sites and items as needed.

  3. Import Students for the new fiscal year.

    • Manually Import a Student file, or

    • Set up Auto Import Settings for automatic Nightly Imports, or

    • Enable automatic PowerSchool imports by clicking the Enable PowerSchool Integration box on the PowerSchool Integration form, or

    • Contact Meals PlusSupport to re-enable your nightly imports.

Serving Reports and Serving Settings

  1. Run an Account Adjustment report to get a list of deleted students who had balances deleted from Close the School Year.

    charges and prepayments report screen

  2. Review/edit Attendance Factor in the District Settings tab on Control Information.

    control information district attendance factor focus screen

  3. Review/update Served Item Setup: Meal Prices, State Reimbursable items and Assigned Users.

  4. Review/update Site Setup: Alternate Provision, Serving Screen, Default charges, etc. NOTE:Before setting up a new a provisional site in Serve: Community Eligibility Provision, verify a new student import has been done in Utilities: Import Students/Adults for the current fiscal year.

     

    site details tab

    serving configuration tab

  5. Review/update Account Setup: Special Messages, Allergens, etc.

  6. Create Reimbursement Rates for the new fiscal year.

  7. Enter/edit Meal Equivalents for the new fiscal year.

Application Settings

  1. Verify the Income Brackets imported automatically for the new fiscal year by clicking the update button button.
  2. Create a new School Calendar and set the Meal Benefit Expiration Date, the Grace Period (Calendar) Days for new and modified applications, the CEP Transfer (Operational) Days, and # of MBE (Operational) Days for all sites.
    • Students at CEP/Provision sites will all be set to a Status 2 in order to give them a 'carryover' status if they transfer to a new site for the new school year.

    add school calendar form

  3. Review/modify Letter Setup and Language Setup.

  4. Set up Verification Configuration form.

    verification configuration screen

  5. Run the Direct Certification/Exempt utility after a new student import to identify direct certified students.

Inventory

  1. Update Inventory Items as needed.

    2.   import inventory items screen

    Import/create new Items

    • Review Packaging

    • Update current Bid Prices

    • Update Vendor information

  2. Review/update Account Categories and Groups as needed.

    navigation bar

K12PaymentCenter.com

  1. Verify Meals Plus service is running.
  2. Check EMS log for errors.
  3. Check Payment Report for ‘unapplied’ payments.

K12PaymentCenter lunch payment report screen

LunchApplication.com

  1. Review/edit District Info.
  2. Add/edit Users.

    lunchapplication add new user form

  3. Review/edit Household Letter Setup.

     

    LAP letter setup form

  4. Contact Meals Plus Support to enable LAP if you had it disabled for the summer.

 

 

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Meals Plus Web Help, 06/2021