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FORMS New School Year

 

Overview

The procedure to get FORMS ready for a new school year.

Prerequisites

Has your database been updated?

Have the seniors been graduated out of the system?

Process

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.
FORMS_Settings.png

Run FORMS Routines and Update income Guidelines

  • Log into FORMS
  • Click on Database and select the routines in the sequence to the right (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.
FORMS_Routines_001.png

What's Next?

Update the direct certifications and applications.

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