Prerequisites
Has your database been updated?
Have the seniors been graduated out of the system?
Set the start and end dates in Admin
Login to Admin
Click on District to display the district name
Double click on your school district name to open up the details
Click on the FORMS Settings tab
Click on the button with 3 dots to the right of Administrator and/or director
This will give you a customer search screen
Search for the person who would have to go to court if an issue arose. If they are not in the database, you will have to add them.
Do the same for the director. This person will answer parent questions on an application.
Fillin the Title and phone number
Enter the First day of the fiscal year. We suggest July 1 of the new school year.
Enter the Carry over Status Expiration. This would be the 30th day of school excluding weekends and days off.
When the expiration date comes, you can run a routine to expire/set back to paid the applications that have not been updated.
Run FORMS Routines and Update income Guidelines
Log into FORMS
Click on Database and select the routines in the sequence below (1-3)
New School Year
Flush Invalid Records (these are cleanup routines)
Download and import income Guidelines
You should get a message that the download was successful. If you do not, Contact our office at 814-317-4400 option 2.
You will get an import screen with the path of the file needed. Click Import. You should get a message that the income guidelines have been updated.
Click on Income Guidelines (4) and view the current income guidelines.
