Approve Ready Records Paperwork [Feature]
This only applies to those using Ready Records.
This feature allows users to approve enrollment, income and infant forms.
To use this feature:
- Login as a Sponsor Admin user.
- Click on the Ready Records button from the main dashboard.
On the screen you will see a list of forms that are awaiting sponsor
approval. The Data Grid of all of the pending forms has the ability to:
approval. The Data Grid of all of the pending forms has the ability to:
- Rearrange column order
- Sort, filter, and
- Update the status in bulk
- Find the Site or Guardian that you are looking to approve.
- Click on the hyperlink labeled View to go to the pending form.
On this screen you will see the following at the top of the screen:
| Field | Notes |
| HIEF Status | Will be set to Pending |
| First effective month | Will be set to the month the parent completed the form |
| Last effective month | Will be prefilled to one year from the month the form was completed |
| F/R/P values | For some states, based on the income information or case number provided, we may suggest the Free/Reduced/Paid category. For other states, it will default to C-Paid. Please be sure to review and edit for accuracy. |
| Reason | For some states, based on the income information or case number provided, we will suggest the reason. For other states, it will default to Select. Please be sure to review and edit for accuracy. |
| Notes | Optional |
| Enrollment Effective Date | Will be prefilled based on the enrollment form effective date policy in Sponsor Setup |
| Enrollment Expiration Date | Will be prefilled based on the enrollment form expiration date policy in Sponsor Setup |
In the middle of the screen, you will see
- A link that says View Document that lets you download a PDF of the draft form.
- A message from Ready Records if the parent provided a case number.
At the bottom of the screen you will see a household size and income if the parent provided household income information. This data is pre-filled in our courtesy Income Category Calculator that you can use to assist you in determining the income category.
To approve the form:
- Change the status to Approved in the top box.
- Adjust the effective and expiration dates if necessary.
- Determine if the form be classified as Free, Reduced or Paid using either the case number displayed on the screen or the household size and income information in the Income Category Calculator.
- Select a Reason (and complete the case number if necessary).
- Click the green Save button.
