Step 4. Add Application Information

APPLICATION OPTIONS

  • If the applicant states that they do not wish to receive free or reduced lunch, check the Declined Benefits box.
    • The application will be changed to status 4 (paid) immediately.
    • This feature can be used to track that a parent responded to a request for an application but chooses not to apply. It could also be used for Direct Certified applications where the family does not want to receive benefits.
  • Check the Incomplete Application box is the application is not complete. This can be changed at any time once the application is complete.
    • If no income has been entered, a warning message will appear.

 

APPLICATION INFORMATION

Release Category is used to indicate if a family has given permission to release information to outside agencies. The Release Categories are set up in the Administration: System Settings: Control Information: District Settings Tab.

  • Enter any notes for this application in the Notes text box.
    • You can view existing notes or add new ones.
  • Select the release categories from the Release Category dropdown list that the family has given permission for information to be released for that agency listed on the application form.
    • It will default to None if nothing is changed.
  • Select an option from the Special Verification Status section to exclude an application from verification, or to mark an application for manual verification. You must have security rights to update this section.
    • Manual verification would be verification for cause that is not part or random or focused sampling. It would be handled entirely outside the program.
      • Using this screen simply marks the application as Manual Verification so it will not get picked again in focused or random verification.
      • Manual verifications must be handled individually. The program does not print letters for manual verification. You can use the Notes section to document what is done.
      • This does not count as part of random or focused sampling. Use the Manage Application form (not the verification programs) to make any necessary changes.
    • Exclude will prevent an application from being selected as part of the random or focused selection process.
      • This feature is rarely used. An example would be to prevent a family from being re-selected if they were verified successfully last year.
      • Use the Notes section (under Manage Application) to document the reason for exclusion.
      • This is not the same as being as being exempt from verification, which automatically applies to Direct Certified and Homeless/ Migrant/ Runaway applications.
  • Household Size displays the calculated number based on the number of names that were entered on all forms, and that display in the Household Member grid. It is used for determining status for income applications.
    • If there are additional members on the original application whose names have not been entered, you can increase the family size to include them and the status will recalculate automatically. Local guidelines vary so please check to see if this is permissible in your district.

 

CONTACT INFORMATION

  • Enter the email address for the Head of Household in the Email field.
  • Enter a phone number for the Head of Household in the Work Phone field.
  • Enter a phone number for the Head of Household in the Home Phone field.
  • Enter an address for the Head of Household in the Mailing Address and Address 2 fields.
  • Enter a city for the Head of Household in the City field.
  • Enter a state for the Head of Household in the State field.
  • Enter a zip code for the Head of Household in the Zip Code field.
  • Click Save.