Approve Ready Records Paperwork in Bulk [Feature]
This feature allows users to approve enrollment, income and infant forms in bulk.
To use this feature:
- Log in as a Sponsor Admin user.
- Click on the green Ready Records button from the main dashboard.
On this screen you will see a list of forms that are awaiting sponsor
approval. You have the option to filter the list to show all sites or only specific site(s).
You will see a Data Grid of all of the pending forms with the ability to:
approval. You have the option to filter the list to show all sites or only specific site(s).
You will see a Data Grid of all of the pending forms with the ability to:
- Rearrange column order
- Sort, filter, and
- Update the status in bulk
To approve or edit a single form:
- Click the Edit button in the left column.
- The edit box will pop-up where you can change the following:
- Status: change to Approved.
- First Effective Month
- Last Effective Month
- Free / Reduced / Paid: determine if the form should 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.
- Reason: select and complete the case number if necessary.
- You can also edit the following fields:
- Household Size
- Annual Income
- Monthly Income
- Twice Per Month Income
- Every Two Weeks Income
- Weekly Income
- Notes
- Enrollment Effective Date
- Enrollment Expiration Date
To approve forms in bulk:
- Click the checkbox on the far left for all the forms that you would like to approve.
- Once all forms are selected, click the blue Edit # selected button on the top right.
- Select Approved, or the appropriate status, from the dropdown.
- Click the blue Apply button.
- When you have made all your changes, be sure to click the green Save button on the upper right.
If you have unsaved changes, the table will be highlighted in yellow with a notice that there are Unsaved changes on the top right. Be sure to click the green Save button.
