Next, I want to review the training objectives for this session.
|
|
- Anabel Nichols
- 5 years ago
- Views:
Transcription
1 Documenting PRC 29 End of Year SIF - Training Script Welcome / Introductions Hello. I m Dr. Khalilah O Farrow-Boulware, Regional Trainer for Regions 6 and 8. I d like to welcome you to this PRC 29 - Documenting End of Year SIF Data training webinar. Please note that this training session will be recorded for training purposes. Agenda Review / Handouts Before we begin the training, I d like to first review the agenda. On your screen, you should see the topics that will be covered during this session. We will cover how to maintain PRC 29 data, which will include documenting the End of Year SIF data, how and when to document PRC 29 Ineligible, and how to add a PRC 29 student after funding is approved. We will then review a couple of Behavioral Support Services Reports that are associated with PRC 29 data. These include the Student Information Form Detail Report and the Student Service/Intervention Report. Last, we will wrap up and discuss how you may evaluate this training session so that we can make improvements to benefit your learning process of the application s functionality. Next, I want to review the training objectives for this session. At the completion of this session: Trainees will be able to identify the process to accurately document requirements for the End of Year SIF. Trainees will be able identify the process to successfully document the PRC 29 Detail Screen for a student, including a PRC 29 Ineligible status. Trainees will be able to identify the necessary reports to view PRC 29 student information. Now that we have reviewed the agenda and objectives for this training session, let s take a moment to review the associated handouts for this session. These handouts are located on the CECAS Information website at Review CECAS Information Site and Other Associated Handouts From the CECAS Information website, click the Training tab, then select the link, Handouts. Scroll to the section, PRC 29 to download the handouts. The associated handouts for this session are P1, P2 and P3. P1 is the BSS / PRC 29 Training Manual. This 15-page document provides step-by-step instructions on how to complete the PRC 29 data screens, and how to run the reports. P2 is the Timeline Chart for Documenting PRC 29 Data. This one-page chart is great to help ensure you meet the due dates for data entry, as well as what set of data to use for each of the SIFs. P3 is Documenting PRC 29 Data. This three-page document provides concise steps on how to document PRC 29 data. You may choose to use this as a Quick reference guide.
2 Documenting PRC 29 End of Year SIF - Training Script Now that we have reviewed the associated handouts for this session, it is time to begin the demonstrations in the CECAS Training site. Logging into the Training Site Now, I will move forward with logging into the training site to begin the demonstrations. You may login to the CECAS Training site from the CECAS Information site at Click the Training tab once you reach the CECAS Information site. From the Training tab, you ll see the link, Login. Once you click that link, it will take you directly to the CECAS Training site. At this time, I will login with my User ID and Password. Documenting End of Year Data SIF Here are a few key reminders about documenting PRC 29 End of Year SIF data: o To add End of Year data for the student, the LEA must have provided services only funded through PRC 29 for at least 45 days during the 2 nd semester of the school year. o The End of Year SIF data is due in CECAS by September 1 st. If September 1 st falls on a weekend, the data is due the next business day. o The End of Year SIF data comes from the 2 nd semester of the school year. For example, the data to be entered for End of Year SIF data that is due by September 1, 2015 must come from the 2 nd semester of the school year. o It is very important to document PRC 29 data before the student record is exited from the LEA or Charter School. Now, let s move forward with the process of documenting End of Year SIF data. First, I will search for the student record. After locating the student record, I will use the Go To drop list and select PRC 29 to navigate to the PRC 29 List screen. From PRC 29 List screen, I will select the radio button in front of the current PRC 29 Eligible record, and then click the SIF button to navigate to the Student Information Form List screen. On the Student Information Form List screen, I see the existing Baseline and Mid-Year SIF for the school year Now, I am ready to document the End of Year SIF for the school year. So, I will click the New button to navigate to the SIF Detail screen. On the Student Information Form Detail screen, document the required fields. o From the SIF Type drop list, select End of Year. o From the School Year drop list, select the current grant year, In the School Year drop list, only three options display; the previous grant year, the current grant year and the upcoming grant year. o The SIF Date is the date that the information is documented in CECAS. So, enter the current date. o The next several fields are pre-populated with data. Review the data in these shaded fields to ensure accuracy. Some of these are yellow shaded.
3 Documenting PRC 29 End of Year SIF - Training Script If you find a yellow shaded field with incorrect data, please work with your LEA or Charter School CECAS Contact to have the data updated on the correct screen before you save the SIF. Take note that although pre-populated, the Exceptionality field can be changed on this screen, as well as the IEP Begin Date, IEP End Date, and Free or Reduced Lunch fields. The demographic data in these fields comes from PowerSchool and the exceptional children data comes from the most recent IEP Plan in the student record. o Next we need to document the PRC 29 funded Services Received for this student, along with the Interventions used during the 2 nd semester of the school year that just ended. To do this, click the Add button to access the Behavioral Interventions (PRC 29 funded services only) screen. If you click the Add button and do not see this screen display, make sure your web browser popup blockers are turned off. If you are not able to remove the popup blocker, hold the Ctrl key from the keyboard as you click the Add button to bypass the popup blocker. For MAC users, hold down the Command key from the keyboard as you click the Add button to bypass the popup blocker. o Add Behavioral Services/Interventions Only document services provided through PRC29 funding. Again, this is only for services provided through PRC 29 dollars. For the End of Year SIF, you document the Services Received and Interventions used during the 2 nd semester of the school year that just ended. If you select an item in error, simply click to remove the check from the box. With your selections made, click the Save button at the top of this screen. You see the data is now in the Behavioral Interventions (PRC 29 funded services only) field. o Document Days Absent, Days Suspended, Incidence of Violence and Hours in School Day. For Days Absent and Days Suspended, document as whole numbers only. These fields do not accept decimals. For categories of Incidence of Violence, refer to the Annual Report on School Violence. Report the total number per child, not specific incidents. The Hours in School Day field refers to school hours per day; not hours per week, year or semester. This field does accept decimals. o From the Math and Reading Test Score drop list options, select the EOG Grades 3 8 test scores. This field may or may not be red bolded. It is based on the current grade that the student is in. So any record in a grade with state testing, these two fields are red bolded. If the test scores have not yet been received or you do not have the current year test scores, use the test scores from the previous school year. To enter, select the appropriate score of 1, 2, 3, or 4 from the drop list.
4 Documenting PRC 29 End of Year SIF - Training Script You see the option of Not Tested. If you select Not Tested for whatever reason, please enter into the Comments field at the bottom of the screen why you selected this option. There may be a very good reason to select this option. An example is a student currently in the 3 rd grade. The test score fields are enabled on this screen; however, there are no test scores to document, as the child was not tested in 2 nd grade. This is an example of when you could use Not Tested and document in Comments field that the child was in Grade 2 during the previous school year, indicating why they were not tested. o Select the grades for each academic subject the student participated in. As a reminder, for the End of Year SIF, these grades are based on the 2 nd semester of the school year that just ended. Once you select a letter grade, you ll see that it converts to a numeric score. If you need to change the numeric score, select the blank space, which is the very first line in the list above the letter A, tab to the small field on the right of the subject area, and then enter the appropriate numeric score. Take note that the letter E in the list represents Excellent, as the numeric score is 95; and S in the list represents Satisfactory, as the numeric score is 80. If the student is taking an elective course, select or document the appropriate grade. Then, document the name of the elective course in the Comments field. o The Comments field is an optional field. Feel free to add any additional comments needed in this field. o When all of the required fields are complete, scroll back to the top of the screen, and click the Save button. o After the screen refreshes, the Student Information Form List screen displays with the End of Year SIF record that was just created along with the Baseline SIF and Mid-Year SIF previously documented. The next few scenarios to demonstrate are when to document PRC 29 Ineligible. Documenting PRC 29 Ineligible The three scenarios of when to document PRC 29 Ineligible are the following: o When the student moves from the LEA or Charter School o When the student improves academically or behaviorally and no longer needs PRC 29 services o When funding is denied (PRC 29 funded position is denied) The first of the three scenarios I will demonstrate is when the student moves from LEA. o After searching for the student record, navigate to the PRC 29 List screen from the Go To drop list. o From the PRC 29 List screen, click the SIF button to navigate to the SIF List screen. Make sure all SIF data has been documented. Click Cancel to return back to the PRC 29 List screen. o From the PRC 29 List screen, click the New button to navigate to the PRC 29 Detail screen. o From the PRC 29 Eligibility drop list, select Ineligible.
5 Documenting PRC 29 End of Year SIF - Training Script o Document the Begin Date as the date the student moved. o Leave the End Date field blank. o Do not change the Request Date field. o Then, click the Save button. The second scenario I will demonstrate is when the student improves academically or behaviorally and no longer needs PRC 29 services. o After searching for the student record, navigate to the PRC 29 List screen from the Go To drop list. o From the PRC 29 List screen, click the SIF button to navigate to the SIF List screen. Make sure all SIF data has been documented. Click Cancel to return back to the PRC 29 List screen. o From the PRC 29 List screen, click the New button to navigate to the PRC 29 Detail screen. o From the PRC 29 Eligibility drop list, select Ineligible. o Document the Begin Date as the date the student no longer received PRC 29 services. o Leave the End Date field blank. o Do not change the Request Date field. o Then, click the Save button. The third scenario I will demonstrate is when funding is denied; when a PRC 29 funded position is denied. o After searching for the student record, navigate to the PRC 29 List screen from the Go To drop list. o From the PRC 29 List screen, click the link of the PRC 29 Request to navigate to the PRC 29 Detail screen. o From the PRC 29 Eligibility drop list, change Request to Ineligible. o Document the Begin Date as the 1 st day of school or the date of the initial allocation letter. o Leave the End Date field blank. o Do not change the Request Date field. o Then, click the Save button. The next scenario to demonstrate is how to add a PRC 29 student after funding has been approved. Adding PRC 29 student(s) after funding has been approved Next on the agenda is how to add a PRC 29 student after funding has been approved. It is the same process as when you originally completed the grant request in May. At any time during the school year, you may need to add a student to the PRC 29 grant. For example, a student transfers to you from another LEA or Charter and meets the requirements your LEA has for the PRC 29 services. Another example is during the original grant request, the student did not meet the requirements for PRC 29 services, but now does. So, I will take a moment to search for the student record and then navigate to the PRC 29 List screen. From the PRC 29 List screen, click the New button to navigate to the PRC 29 Detail screen.
6 Documenting PRC 29 End of Year SIF - Training Script From the PRC 29 Eligibility drop list, select Eligible. Select Eligible rather than Request when there is already a set of services in place for a group of students, and the new student will be included in these same services. Select Request for students who need individual services (e.g., one-on-one, day treatment slot, etc.). In this case, you ll need to submit the PRC 29 Addendum Form to DPI. Document the PRC 29 Request, along with the Baseline SIF, and wait for a response from DPI before changing the PRC 29 Request to PRC 29 Eligible. Document the Begin Date as the date you are adding the student to your program or PRC 29 services. Leave the End Date field blank. You typically do not change the Request Date field; but just for training purposes today, I will change the Request Date to a previous date. Then, click the Save button. Next, navigate to the SIF Screen and document the Baseline SIF for this grant year. From PRC 29 List screen, select the radio button in front of PRC 29 Request. Then, click the SIF button to display the Student Information Form List screen. On the Student Information Form List screen, click New to display the SIF Detail screen. On the Student Information Form Detail screen, document the required fields. From the SIF Type drop list, select Baseline. From the School Year drop list, select the current grant year in which the student was added. Document the SIF Date as the current date the information is documented. Document the Behavioral Interventions (PRC 29 funded services only) section. Since this is a Baseline SIF, only select from Services Received. Do not select any Interventions for Baseline SIF. After the selections under Services Received have been made, click the Save button at the top of this screen. Document Days Absent, Days Suspended, Incidence of Violence and Hours in School Day. Select the Math and Reading Test Scores. Select the grades for each academic subject the student participates in. When all of the required fields are complete, scroll back to the top of the screen, and click the Save button. After the screen refreshes, the Student Information Form List screen displays with the Baseline SIF record that was just created. Next, we will take a look at a couple of Behavioral Support Services reports to review PRC 29 data. Reviewing Behavioral Support Services Reports One of the system requirements to reviewing CECAS reports in PDF format is to have access to Adobe reader. The first report we will review is the Student Information Form Detail Report Student Information Form Detail Report This report is one of the Behavioral Support Services reports. To access this report from the left navigation menu: o Click the Reports section to expand.
7 Documenting PRC 29 End of Year SIF - Training Script o Click the arrow in front of Behavioral Support Services to expand. o Then, select Student Information Form Detail from the list of reports. The Student Information Form Detail report displays information from the SIF for one or more selected students who meet the report criteria. There are two ways to generate this report. You can search by a particular student name, or select from a list of students who meet your search criteria. Take note that this report query screen is broken into two sections. The top section of the screen contains the fields used to query the report with a Search button. The lower section, labeled the Search List, displays the results of a query. Now, let s query this report. o Select the Region and LEA. You have the option to select a particular School or leave it default to All. o Select the School Year. o Select the Service/Intervention Type. o You have the option to select the PRC 29 Eligibility or leave it default to Eligible. o Click the Search button. The students that meet the selected search criteria will display in the Search List. o To view all of the students in report format, click the Select All button. To view particular students in the report, simply select the check box in front of the name or names. Then, click Preview. o The report displays as one student per page with all of the information as documented on the SIF Detail screen. The next report we will review is the Student Service/Intervention Report Student Service/Intervention Report This report is also located in the Behavioral Support Services report section. The report displays the Services and Interventions provided for a student through PRC 29 for a specific time period (based on the SIF date). This report lists the services and interventions in a child's SIF during a selected period for all students who meet the report criteria. o In the Period Begin Date and Period End Date fields, enter a date range to include data with SIF dates that fall within that date range. o Select the Region and LEA. You have the option to select a particular School or leave it default to All. o You have the option to select the Service/Intervention Type or leave it default to All. o You have the option to select the PRC 29 Eligibility or leave it default to All. o Click the Preview button to review the report. o The report displays the students that met the search criteria, along with the services and interventions as documented on the SIF. Wrap Up / Electronic Evaluation Link During this webinar, we have covered the following: o How to document the End of Year SIF,
8 Documenting PRC 29 End of Year SIF - Training Script o When and how to document PRC 29 Ineligible, o How to add a PRC 29 student after funding has been approved, and o A demonstration of two Behavior Support Reports to review documented PRC 29 information. Now, let me take a moment to show you how to access the electronic evaluation survey. Go to the CEACS Information Site at Click the Training Tab and scroll to the section, Training Evaluation Survey, to access the link to the survey. Click the link and complete the 1 st screen with the following information: o For #1, select Documenting CECAS PRC 29 Data from the drop list. o For #2, select virtual session. o For #3, enter the date of the training using the 2-digit month, 2-digit day, and 4-digit year. o For #4, select my name, Khalilah O Farrow-Boulware, as the trainer. o Click the arrow button to continue with completing the electronic evaluation. Once you complete the electronic evaluation, be sure to click Finish. I certainly appreciate your time and attention, and would like to thank the other trainer for their assistance during this training session. This concludes the training webinar. Everyone, have a fantastic rest of the day!
A16R - Documenting PRC 29 Request & Baseline SIF - Training Script 4/21/2017 1
A16R - Documenting PRC 29 Request & Baseline SIF - Training Script 4/21/2017 1 Welcome / Introductions Hello, I am Sue Ann Stalnaker, Regional Trainer for Regions 3 and 4. I d like to welcome you to this
More informationA16 Documenting CECAS PRC 29 Request & Baseline SIF Data Training Script ( ) 1
A16 Documenting CECAS PRC 29 Request & Baseline SIF Data Training Script (04.17.14) 1 Welcome 9:00 9:05 1:00 1:05 Hello and welcome to the Documenting CECAS PRC 29 Request and Baseline SIF Data training
More informationDUS DocWay TM Loan Documents User Guide. January 2019
DUS DocWay TM Loan Documents User Guide January 2019 Table of Contents Getting Started with DUS DocWay... 1 Welcome Page Navigation... 3 Loan Documents Navigation... 6 Update Document Category and Type...
More informationCertifying Mortgages for Freddie Mac. User Guide
Certifying Mortgages for Freddie Mac User Guide December 2017 The Freddie Mac Single-Family Seller/Servicer (Guide) requires a Seller/Servicer selling Mortgages to Freddie Mac to forward the Notes, assignments
More informationNavigating Bill It Now
Version 3 9/16/2011 Navigating Bill It Now Using your internet browser, go to www.billitnow.com Click on the Log In link located at the top right hand corner of the screen to display the BMS Login Screen,
More informationBanner Finance. Self Service Manual
Banner Finance Self Service Manual 12/06/2011 Table of Contents Logging into Banner Finance Self Service... 2 Budget Queries... 5 Saving Budget Queries... 15 Encumbrance Queries... 21 Budget Transfers...
More informationFrank Winston Crum Billing Quick Reference Guide. Version 3 9/16/2011
Frank Winston Crum Billing Quick Reference Guide Version 3 9/16/2011 Navigating Bill It Now Using your internet browser, go to www.billitnow.com Click on the Log In link located at the top right hand corner
More informationChapter 6. Cash Control
Chapter 6 Cash Control This Page Left Blank Intentionally CTAS User Manual 6-1 Cash Control: Introduction The Cash Control section allows you to enter the beginning balances for the fiscal year. This section
More informationOFFICE OF UNIVERSITY BUDGETS AND FINANCIAL PLANNING WMU BUDGET REPORTING INSTRUCTIONS (FOR THE WEB)
OFFICE OF UNIVERSITY BUDGETS AND FINANCIAL PLANNING WMU BUDGET REPORTING INSTRUCTIONS (FOR THE WEB) The WMU budget reporting panel provides reports designed to help departments track their permanent budgets.
More informationMaster User Manual. Last Updated: August, Released concurrently with CDM v.1.0
Master User Manual Last Updated: August, 2010 Released concurrently with CDM v.1.0 All information in this manual referring to individuals or organizations (names, addresses, company names, telephone numbers,
More informationTRAVEL PORTAL INSTRUCTIONS
TRAVEL PORTAL INSTRUCTIONS Date: June 22, 2018 Version: Version 3.1 Prepared By: Berkley Canada Table of Contents 1 ACCESSING THE PORTAL... 3 1.1 LOGIN & LOGOUT... 3 1.2 RESET YOUR PASSWORD... 3 2 THE
More informationIndividual Taxpayer Electronic Filing Instructions
Individual Taxpayer Electronic Filing Instructions Table of Contents INDIVIDUAL TAXPAYER ELECTRONIC FILING OVERVIEW... 3 SUPPORTED BROWSERS... 3 PAGE AND NAVIGATION OVERVIEW... 4 BUTTONS AND ICONS... 5
More informationIntroduction to Client Online
Introduction to Client Online Bibby Factors International Guide 1 InternationalFactoringNewClientBibbyUKopsSept15 Introduction 3 Logging In 5 Welcome Screen 6 Navigation 7 Viewing Your Account 9 Invoice
More informationEmployee Online SunGard BusinessPLUS
Employee Online SunGard BusinessPLUS Employee Online (EO) is a web-based system designed to provide employees with improved access to their records. The interactive nature of Employee Online enables end
More informationUSER S GUIDE: THE PENSION MODELING TOOL
USER S GUIDE: THE PENSION MODELING TOOL The Pension Modeling Tool, available on the Total Rewards website, is designed to help you with retirement planning allowing you to model your future estimated Pension
More informationOnline Enrollment Instructions
Online Enrollment Instructions First Financial Group of America is happy to provide you with an on-line web based benefits communication system. Here you can enroll in or make changes to your Cafeteria
More informationChapter 17. Investment Reports
Chapter 17 Investment Reports This Page Left Blank Intentionally CTAS User Manual 17-1 Investment Reports: Introduction There are six reports that you can create and print from the Investment Reports section.
More informationPerkins Secondary and Postsecondary Grant Application EWEG User Manual
Carl D. Perkins Career and Technical Education Act of 2006 New Jersey Department of Education Office of Career Readiness Perkins Secondary and Postsecondary Grant Application EWEG User Manual Project Period
More informationBudget Development in BannerWeb
Budget Development in BannerWeb BannerWeb can be accessed directly from the Middlebury College and MIIS homepages, which bring you first to Banner Self-Service. Or from your web browser, type go/bw. Login
More informationPerkins Secondary & Postsecondary Grant Application EWEG User Manual
2018 Carl D. Perkins Career and Technical Education Act of 2006 New Jersey Department of Education Office of Career Readiness Perkins Secondary & Postsecondary Grant Application EWEG User Manual July 1,
More informationIntroduction to Client Online
Introduction to Client Online Trade Finance Guide TradeFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging In 4 Welcome
More informationDear Client, We appreciate your business!
FTJ FundChoice Website Guide Page 1 Dear Client, Thank you for choosing FTJ FundChoice. This guide will assist you in managing your online account at: www.portfoliologin.com. In keeping with our mission
More informationiprice LoanEDGE Quick Start Guide
iprice LoanEDGE Quick Start Guide Do You Have an Account? If you know you already have a user account for LoanEDGE, proceed to the next section Web Site. Otherwise, you will need to create a user account.
More informationIntroduction to Client Online
Introduction to Client Online Construction Finance Guide ConstructionFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging
More informationFundriver Reporting For Departments and Schools
For Departments and Schools For Departments and Schools Accessing Fundriver... 1 Fund Summary Screen... 1 Selecting a Fund... 1 Fund Drop Down List... 2 Find Button... 2 Fund Summary Data... 4 General
More informationRunning a Budget Position Report
Running a Budget Position Report This Addy Note explains how to run a Budget Position Report for a department or a project from within UCF Financials. It discusses how to: Run a Budget Position Report
More informationMiddlebury s Planning
and Budgeting Cloud Services (PBCS): Middlebury s Planning Last update: 1/19/2016, Version 4 Table of Contents Introduction to Planning:... 3 Middlebury's Planning: Logging-In.. 5 Planning Administration:..7
More informationReference Guide. Sales and Use Tax e-services Webinar January 2018
Reference Guide Sales and Use Tax e-services Webinar January 2018 This course is a live demonstration of e-services related to Minnesota sales and use tax. The webinar is designed for e- Services users
More informationPeople First User Guide for the Benefits Enrollment Process
People First User Guide for the Benefits Enrollment Process Table of Contents Change My Benefits Overview... 2 Introduction... 2 Getting Started... 2 Change My Benefits... 4 Introduction... 4 Getting Started...
More informationViewing Emergency Loans
Viewing Emergency Loans PATH: CAL Components > Forms > GTeForms > View A Loans eform This job aid will cover how to View an Emergency Loan to review the information and check the status. Most of the pertinent
More informationSmart Exit Digital Process for FundsAtWork
Smart Exit Digital Process for FundsAtWork Help guide At Momentum we are always innovating and looking for ways to improve our processes and make our clients lives easier. With that in mind we ve developed
More informationArkansas State University Banner Finance Self-Service
Arkansas State University Banner Finance Self-Service Contents Self Service Menu... 2 Approving Documents... 3 Viewing Documents... 5 Budget Transfers... 7 Multiple-Line Budget Transfers... 9 Budget Queries...
More informationPELICAN: Financial Management Training Guide
Version 1.1 Version 1.1 Version 5.0 Revision Date: 01/2018 PELICAN: Financial Management Training Guide Office of Child Development and Early Learning (OCDEL) COMMONWEALTH OF PENNSYLVANIA Contents Financial
More informationAdviser Guide: MPPM Website Accessing client portfolios & resources pages
Macquarie Private Portfolio Management Adviser Guide: MPPM Website Accessing client portfolios & resources pages Prepared: September 2012 Contact: Ph: 1800 501 180 Email: mppm@macquarie.com Landing Page
More informationFarin LoanEDGE Quick Start
Farin LoanEDGE Quick Start Web Site https://www.farin.com/loanedge-client-links This is a client services page where you can launch the loan program (click on LoanEDGE Start Page), and also reach account
More informationUser Guide for Students
User Guide for Students Version 1.0 Date : 8 th Dec 2014 2 User Guide for Students Table of Contents 1. Introduction... 3 2. Getting Started... 3 2.1. Prerequisites... 3 2.2. How to access Course Pack
More informationMy Portfolio User Guide. ANZ Investment LENDING 05.10
My Portfolio User Guide ANZ Investment LENDING 05.10 Welcome to My Portfolio 3 ANZ Investment Lending s online platform, My Portfolio, provides live access to your ANZ Share Investment Loan. Registering
More information2016 Federal & State Amend Instructions for the TurboTax Online product:
2016 Federal & State Amend Instructions for the TurboTax Online product: 1) To open your 2016 return, go to https://turbotax.intuit.com and sign in. 2) On the Sign In screen, enter your User ID and Password
More informationGREAT BASIN COLLEGE PURCHASING CARD PROGRAM PAYMENTNET CARDHOLDER GUIDE
GREAT BASIN COLLEGE PURCHASING CARD PROGRAM PAYMENTNET CARDHOLDER GUIDE July 26, 2010 GBC PaymentNet Cardholder Guide July 2010 1 Table of Contents Logging into PaymentNet... 3 Changing Pass Phrase (password)...
More informationIPO VITAL SIGNS. Participant Training Guide
IPO VITAL SIGNS http://ipovitalsigns.com February, 2008 Table of Contents Introduction...2 Course Objectives...2 IPO Vital Signs Login...3 Search IPO Vital Signs...4 Using the IPO Process for Law Firms
More informationBusiness Intelligence (BI) Budget Reports Training Manual
Business Intelligence (BI) Budget Reports Training Manual Topic Page Initial Setup 2 BI Login 3 Running BI Reports 4 Personalization 5 Understanding Report Content 7 Basic Navigation / Toolbar Legend 13
More informationUCAA Expansion Application Insurer User Guide December 2017
UCAA Expansion Application Insurer User Guide December 2017 2017 National Association of Insurance Commissioners All rights reserved. Revised Edition National Association of Insurance Commissioners NAIC
More informationInformationNOW Billing Fiscal Year Closeout Procedures
InformationNOW Billing 2017-2018 Fiscal Year Closeout Procedures About this Guide This document describes the fiscal year closeout procedures in InformationNOW Billing. The Fiscal Year Closeout menu will
More informationClaim Information Claim Status/Loss Experience for the Agent User Guide
User Guide Privacy Notice The collection, use and disposal of personal information are governed by federal and state privacy laws. Users of CNA Central shall comply with all state and federal laws regulating
More informationHow to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator
How to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator Table Of Contents Creating a New Foreclosure Mitigation Client (FMC)...
More informationManage Your Account. User Guide. Retirement planning made easier by Legal & General
Manage Your Account User Guide Retirement planning made easier by Legal & General Contents What is Manage Your Account (MYA)? 2 How does it work? 3 Why use MYA? 3 Manage Your Account step by step 4 Starting
More informationThird Party Administrator (TPA) Guide to CONNECT
Third Party Administrator (TPA) Guide to CONNECT TABLE OF CONTENTS Table of Contents... 2 1. Introduction... 3 1.1 Guide Instructions... 3 1.2 CONNECT System Overview... 3 2. Navigate CONNECT as a TPA...
More informationParticipant Website Guide
Participant Website Guide Accessing Your Account... p 1 Online Enrollment... p 2 Summary... p 3 My Portfolio... p 5 Contributions... p 6 Loans & Withdrawals... p 7 Statements & Transactions... p 8 Plan
More informationRISD 2018 Voluntary Insurance Open Enrollment Dec-01 Dec-15, Benefit Enrollment Instructions
2018 Benefit Enrollment Instructions Contents Quick Reference... 3 Access and log in to the Online Enrollment Portal (OEP)... 6 Password Reset and Login Instructions... 7 Enrolling in 2018 Supplemental
More informationInstructions for Dominican s Financial Aid Portal
Office of Financial Aid 50 Acacia Avenue, San Rafael, CA 94901-2298 Telephone: (415) 257-1350 Email: finaid@dominican.edu Fax: (415) 485-3294 Web site: www.dominican.edu/financialaid Instructions for Dominican
More informationBanner Finance Self Service Budget Development Training Guide
Banner Finance Self Service Budget Development Training Guide Table of Contents Introduction and Assistance...3 FOAPAL....4 Accessing Finance Self Service...5 Create a Budget Development Query... 6 Query
More informationFundriver Reporting For Departmental Users
For Departmental Users For Departmental Users Accessing Fundriver... 1 Fund Summary Screen... 1 Selecting a Fund... 1 Fund Drop Down List... 2 Find Button... 2 Fund Summary Data... 4 General Information...
More informationE-Filing. E-Filing. A Guide for Insolvency Professionals. Innovation, Science and Economic Development Canada
Innovation, Science and Economic Development Canada Office of the Superintendent of Bankruptcy Canada Innovation, Sciences et Développement économique Canada Bureau du surintendant des faillites Canada
More informationNCC Open Enrollment User Guide for Online Benefits Enrollment - SCG
NCC Open Enrollment User Guide for Online Benefits Enrollment - SCG If you have any questions while using these features, please contact your Human Resources or Payroll Office This guide is designed to
More informationHuman Capital Management 8.9 Planning Budget Process Guide EC Members
Human Capital Management 8.9 Planning Budget Process Guide EC Members DCATS 210-567-7777 Option 5 Information Management Client Support Services Training Guide Version 9 January 2012 Budget Process Introduction
More information1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type:
1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type: www.benefitbridge.com/egusd 1 1. If you are a returning
More informationFinancial Edge (FE) Instructions
Financial Edge (FE) Instructions Welcome to the CU Foundation s accounting system! Please report any issues or make suggestions to accounting@cufund.org. Step 1: Password Set up and Change at the Manage
More informationFMS Account Summary Inquiry View Budget Information
FMS Account Summary Inquiry View Budget Information Account Summary Inquiry The Account Summary Inquiry (ASI) in our Financial Management System (FMS) displays budget, expenditure, encumbrance, and available
More informationPlan Access ABA-RF Guide
Plan Access ABA-RF Guide September 1, 2014 Copyright Copyright 2009, 2014 Voya Institutional Plan Services, LLC All rights reserved. No part of this work may be produced or used i4 any form or by any means
More informationInstructions for Completing the Budgeted Required Local Effort and Budgeted Required Local Match Template for Mandatory Standards of Quality Programs and Optional School Facilities and Lottery Programs
More informationYour Wealth Management Portal
Your Wealth Management Portal As part of your Wealth Management Service, you have a personal secure electronic document vault located on a secure server and accessed exclusively through your Wealth Management
More information2018 IRS ACA Reporting Reviewing, Correcting, and Certifying Your Forms 1095-C
Revised Jan. 17, 2019 2018 IRS ACA Reporting Reviewing, Correcting, and Certifying Your Forms 1095-C SB-25770-XXXX Need Help? You are welcome to call your consultant with any questions at 800-654-8489
More informationEmployee Online Enrollment User Guide
Employee Online Enrollment User Guide Welcome to Online Enrollment! In this guide, you will find information and step-by-step instructions on how to enroll in your benefits. Table of Contents Before you
More informationRegistering a Deal and Requesting Waivers
Registering a Deal and Requesting Waivers May 2010 2010 Fannie Mae 1 Welcome to Registering a Deal and Requesting Waivers, part of a six-module course on the processes and applications you use in completing
More informationFAST Budget Budget Transfers
FAST Budget Budget Transfers User Guide Millennium FAST The user guide was created using FAST Version 4.2.18 CSU FAST 4.2.18 BUDGET TRANSFER User Guide v0.4.docx (FOAP = FUND ORGANISATION ACCOUNT PROGRAM)
More informationSOARFIN Training Manual Procurement Card Cardholder, Reconciler
SOARFIN Training Manual Procurement Card Cardholder, Reconciler Document filename SOARFIN Training Manual Procurement Card Cardholder Reconciler.docx Document Version 1.05 Last Modified 6 20 2018 Overview
More informationMember Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information
Manual Contents Registration Process Logging In Making a Donation Donation History Account Information This is the first screen you will see as a new user, and for future logins. First time users must
More informationChroma.fund Documentation
Chroma.fund Documentation Release 0.0.1 Mike Merril, Adam Wong, Leif Shackelford, Marcus Estes May 31, 2017 Contents 1 Overview 1 1.1 Overview of Chroma.fund........................................ 1
More informationEmployee Enrollment User Guide
Employee Enrollment User Guide Welcome to Online Enrollment! In this guide, you will find information and step-by-step instructions on how to enroll in your benefits. Table of Contents Before you get started:
More informationSupport Unit Budget Requests
Support Unit Budget Requests In Hyperion University Budget Office Office of the Vice President and Chief Financial Officer October 2016 1 Table of Contents HYPERION OVERVIEW... 2 Overview... 2 Support
More informationSalon Associate & Salon Leader Self Service User Guide
Salon Associate & Salon Leader Self Service User Guide 1391 Table of Contents Table of Contents... 2 Introduction... 3 Accessing Self Service... 4 Salon Associate Self Service... 6 Address Change... 6
More informationMyBenefits Open Enrollment User Guide
MyBenefits Open Enrollment User Guide This guide will help you navigate MyBenefits, the University s online benefits enrollment application. All benefit-eligible faculty and staff must actively enroll
More informationReference guide for small businesses
Small Business Superannuation Clearing House Reference guide for small businesses Contents Employer registration initial registration 2 Employer registration finalising registration 13 Employer default
More informationQuality Control Advisor SM. User Guide. January 2018
Quality Control Advisor SM User Guide January 2018 Notice The information in this document is intended to provide general guidance to Freddie Mac Seller/Servicers. The information is offered as an aid
More information( ) M-F 8 AM 6PM
To begin your registration, visit https://my.adp.com. If you are a First Time User, click Register Now you will need the following registration code: SoGAMedCtr-ess If you have already registered, enter
More informationNCBCM ONLINE USER GUIDE
NCBCM ONLINE USER GUIDE Last Updated: 06/11/2017 TABLE OF CONTENTS Welcome to NCBCM Online!... 2 Accessing NCBCM Online... 3 Account Summary... 5 Transaction History... 10 Transfer of Cash Balance... 13
More informationCorrespondent XChange SM Functionality Manual. April 2019
SM Functionality Manual April 2019 Table of Contents Overview of SM... 2 Third Party Process Flow for the... 2 Originator Pipeline, Navigation and Functions... 2 Create and Access Loans in Loan Selling
More informationInformationNOW Billing Fiscal Year Closeout Procedures
InformationNOW Billing 2011-2012 Fiscal Year Closeout Procedures About this Guide This document describes the fiscal year closeout procedures in InformationNOW Billing. The Fiscal Year Closeout menu will
More informationSecure Website Encompass Loan Center
What is housed in this website? NOVA Home Loans uses a secure website where you can access your NOVA loan documents 24-hours a day. In this secure website, you will find the documents associated with your
More informationSIF Data Collection 101. Melissa Marino Data Collection Supervisor October 2014
SIF Data Collection 101 Melissa Marino Data Collection Supervisor October 2014 Agenda Status of SIF initiative How to approach reporting via SIF SIF Error Reports overview Common issues SIMS Data Transmission
More informationAn overview of the financial profile fact finder
An overview of the financial profile fact finder Functions addressed in this document: A step-by-step walk through of the financial profile fact finder. How data entry is presented to the client within
More informationPayment Portal Registration Quick Guide
Payment Portal Registration Quick Guide Paying your rent is fast and easy with Invitation Homes online portal! Step 1: To register online and create your account, visit www.. Hover over the Current Residents
More informationUsing the CTELL Portfolio
Using the CTELL Portfolio This document is intended to provide users of the CTELL cases an overview of how to use the portfolio. The information is organized in the following categories: Accessing the
More informationMargin Direct User Guide
Version 2.0 xx August 2016 Legal Notices No part of this document may be copied, reproduced or translated without the prior written consent of ION Trading UK Limited. ION Trading UK Limited 2016. All Rights
More informationITRCE features: To ensure complete access to all features and functions of International Tax Research and Compliance Expert, please use the following:
Orbitax International Tax Research and Compliance Expert (ITRCE) is a comprehensive integrated online solution that is designed to speed-up international tax planning, research and compliance workflows.
More informationStuckyNet-Link.NET User Interface Manual
StuckyNet-Link.NET User Interface Manual Contents Introduction Technical Information General Information Logging In & Out Session Timeout Changing Your Password Working with the Borrowing Base Creating
More informationManual Asset Based Finance Manager
Deutsche Bank Global Transaction Banking Manual Asset Based Finance Manager January 2018 Table of Contents 1. Working with Deutsche Bank Asset Based Finance Manager (ABF Manager) 03 2. Before you start
More informationSAS2000. Financial 2. Training Manual
SAS2000 Financial 2 Training Manual Tribal SchoolEdge Level 1, 17 Madden Grove RICHMOND VIC 3121 Support Centre: Web: https://support.schooledge.com.au/ Email: support.schooledge@tribalgroup.com Tel: 1300
More informationSchool Online Payments Parent User Guide
School Online Payments Parent User Guide Edited for Wolf Creek Public Schools Copyright Rycor Solutions Inc. 2015 Table of Contents Table of Contents............................................. 2 Create
More informationSetting up TaxSlayer Pro Online
Setting up TaxSlayer Pro Online To set up TaxSlayer ProOnline as a Favorite in your web browser, use the following steps: 1. Open Internet Explorer, Mozilla Firefox, or Google Chrome. 2. Type https://vita.taxslayerpro.com
More informationDartmouth College. Fundriver Training. For. Departmental Financial Officers. Access and Reporting
Dartmouth College Fundriver Training For Departmental Financial Officers Access and Reporting Fundriver Access and Reporting For Departmental Financial Officers I N D E X What is Fundriver... 1 Accessing
More informationPOSTINGNOTICE.com It s easier this way
POSTINGNOTICE.com It s easier this way Getting Started Guide Revision: 1.0 FergTech FergTech, Inc. 19 Wilson Ridge Rd. Darien, CT 06820 5133 Tel: (203) 636 0101 url: www.fergtech.com Table of Contents
More informationOPEN ENROLLMENT... 2 LINKS TO NEW BENEFITS OPTIONS & DESCRIPTIONS... 2 SYSTEM REQUIREMENTS...
Title: Oracle Advanced Benefits: Open Enrollment Date Modified: 4/5/2018 Purpose: The purpose of this document is to assist OHIO employees with Open Enrollment, the annual (mid-april early-may) opportunity
More informationDartmouth College. Fundriver Training. For. Development and Stewardship Staff
Dartmouth College Fundriver Training For Development and Stewardship Staff For Development and Stewardship Staff I N D E X What is Fundriver... 1 Accessing Fundriver... 1 Signing In... 3 Information on
More informationPFM MoneyMobile. Product Overview Guide. August 2013
PFM MoneyMobile Product Overview Guide August 2013 1 Contents MoneyMobile iphone App... 3 New Navigation Menu... 5 Accounts... 6 Transactions... 13 Excluded Transactions... 16 Spending Wheel... 17 Bubble
More informationNations Direct Mortgage Loan Manager Guide
Nations Direct Mortgage Loan Manager Guide This guide is intended to help you work with our Loan Manager website, which connects directly to our loan systems. The website provides a central online location
More informationYavapai College Self Service Banner Training Budget Development & Salary Planner
Yavapai College Self Service Banner Training Budget Development & Salary Planner Agenda Agenda Definition of Key Concepts Log Into Finance Self Service Budget Development Overview Viewing FT Salaries in
More informationEmployee Self Service
Employee Self Service Table of Contents AMS Advantage Employee Self Service (ESS)... 2 Employee Self-Service (ESS ) Open Enrollment Instructions... 2 AMS Advantage Employee Self Service Home Page... 3
More informationBudget Process Tools: CalPlanning Reporting FY
Budget Process Tools: CalPlanning Reporting FY2018 19 CalPlan CalRptg HCPRptg Smart View HCP (Human Capital Planning) 1 FY2018 19 Budget Process Tool Training & Roles 2 CalPlanning Roles CalRptg & HCPRptg
More informationViewing and Updating W-4 Information in Drexel One
Please Note: These instructions are intended to provide employees with basic information required to access and update W-4 federal tax withholding setup. The screen shots are provided for general reference
More information