Control File

This section contains information that applies to the entire district. There are four tabs: General, Contact Info, Release Categories and Scanning.

General Tab

Unit Code and Unit Name are established under licensing and cannot be edited here.

Enter an address in the Address text fields to be used for letters. Three lines are provided to enter your district address.

SCHOOL FISCAL YEAR

Fiscal Year Begin Date and Fiscal Year End Date will automatically be set to July 1 and June 30.

Click Save.

Contact Info Tab

This tab is used to enter the contact information for the Director and Hearing Officer.

Enter the contact information for the Director and Hearing Officer in the appropriate text fields.
- The names and addresses on this screen may be inserted into notification letters.
Click Save.

Release Categories Tab

This section is optional. It can be used if your application form has a place where the family can give permission to release information to outside agencies.

To use this feature, assign a number to each agency that corresponds to your application forms (for example, 1=Health Dept, 2=Dental Care). The system allows up to nine different release categories.
As applications are processed, mark the Release Categories that apply for each application in the Release Info section of the Household screen. Then you will be able to Filter by Release Category when you print rosters.
Click Save.

Scanning Tab

This sets your preferences for handling duplicates when scanning applications.

Duplicate Student Numbers will always require review.
Scanned duplicates will need to be reviewed in order to finish processing.

Select TeleForm (does not support leading zeros) or RocketSCAN for the Source for any scanned applications.
Check the boxes in the Household and Student sections if you would like to add additional criteria to the duplicate review process.

Report Defaults Tab

This sets your default preference for some reports. This setting is for the following reports:

Status Change
Master Roster
Demographics
Transfer/Withdrawn
Meal Benefit Expiration

Select CEP/Provision 2 Only, Traditional or Both from the Provision Type section.
- CEP/Provision 2 Only means CEP and Provisional Non-Base Year
- Traditional means Provisional Base Year
- Both means CEP and Provisional Non-Base and Base Years
  - When creating reports, the report will only yield results based on the setting here.
Click Save.

Household Categorical Case Types

This is where you can add case types to be used on student applications.

Household Categorical Case Types added here will display for selection on the Student Information screen for New or Existing Applications.

Medicaid, TANF, SNAP, FDPIR, and Other are pre-added by Meals Plus and will always be set to Free Benefit Level.

Click the green plus to add a Case Type.
Enter the new Case Type in the new text field.
- Case Types have a maximum of 15 characters.
- Case Types cannot be edited/renamed once they have been used.
Select Free or Reduced from the Benefit Level dropdown.
- The Reduced Case Type should only be used by districts that are approved to participate in DC-Reduced, which is based on Medicaid data.
  - Consult your state agency if you have questions about how this program works.
Check the Enabled box if the case type is available to be used on applications.
Set a district-created case type to SNAP Equivalent and/or DC Only by checking the box(es) in the SNAP Equivalent and/or DC Only columns.
- Medicaid, TANF, and FDPIR cannot be set to SNAP Equivalent.
- TANF and FDPIR cannot be set to DC Only.
- Medicaid will automatically be checked DC Only.
- CalFresh in California is an example of a new case type that would be labeled SNAP Equivalent.
- A reduced Benefit Level cannot be SNAP Equivalent.
Click the red minus to delete a Case Type that was created by the user.
- Case Types that were pre-added by Meals Plus cannot be deleted but can be disabled (by un-checking the Enabled box) if not assigned to any applications.
Click Save.

www.mealsplus.com

Student Eligibility, revised 7/2018