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School apportionment and financial Services

SAFS

On-line User Manual Enrollment

V1.2

. User Manual Introduction General Roles/Users ? an important concept Reports ? Report Viewer How-To Login EDS Home My Application List ESD - Select Organization Apportionment Home Enrollment School District

Manage Resident Districts District Enrollment Enrollment Filters

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Add Basic (P223) Add Ancillary (P240A, P240B) Add Non-Standard (P223S) Special Education Enrollment (P223H) Update Enrollment Record Current Month Processing Run Edit, Submit Records to ESD: Basic, Ancillary, Non-Standard, Special Education SD -Master Run Edits Revise Previous Month's Enrollment Records Revision Requested by ESD or OSPI SD Reports

ESD Request Revision View Missing Districts Run Edits ESD -Master Run Edits Manage Resident Districts ESD Reports

OSPI University of Washington Enrollment Manage Resident Districts OSPI Reports

Quick Reference

User Manual Introduction

This manual is intended to assist users in navigating successfully, step-by-step through the School Apportionment and Financial Services application. As well as context-specific help during your interaction with the application, this manual can be printed in its entirety as a desk reference manual.

Remember, the instructions provided are in a linear fashion, from beginning to end ? if available,

can be clicked at any time, and the user can return to that step in the process at a later time, and if

available,

will save what has been entered, and return to the previous screen.

Does not save your data, and returns you to the previous screen.

Yellow fields or Yellow columns like this:

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Are automatically calculated, and data entry is not permitted. When Save, or Save and Return are clicked, these fields will be auto-calculated. These instructions are limited to the "how-to's" and navigation of this application. Please see the Desk Reference Manual at to address business policies or procedures. There is also a Quick Reference Guide provided at the end of this document to display the high-level sequence of interfaces. General Layout of User Manual The manual has graphic and written instructions by Role (Example), Screen, Page or Tab pertaining to the process, User (if applicable), General Descriptions of the screen being used, a screen shot and Steps needed to correctly use the page. Special instructions are in italics. Example: EDS Home All users will see this screen

This screen shows a list of options available for the user. Steps:

? Click View my applications

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TECHNICAL ASSISTANCE For login access, please contact your District Security Manager. For technical help using the on-line system (can't log on to the system, can't access dropdown menus, etc.) contact OSPI customer support at CustomerSupport@ospi.wednet.edu or 1-800-725-4311. This information is also available on the agency Web site at the following address: http//k12.wa. us/bulletinsmemos For OSPI Guidance on Reporting Student Enrollment go to: ENR/0708/eh.asp

Roles? an important concept ROLES: Directions are provided based on the role of the user, and will be noted if specific to that role: School District (SD), ESD, OSPI. The options you view will be expanded or limited based on your role. For example, the ESD will not see the "Accept" button for enrollment. ALSO, depending on which security rights you are granted for your business role, additional options will be expanded/limited. For example, you may only work with enrollment data at your school district, so you will not see any budget options to choose from. In Enrollment, there are 2 different roles: User and Submitter. The User has a limited role for purposes of data entry only, and the Submitter can not only enter data, but also submit records to the ESD. The specific rights for each as assigned by the Data Security Manager are as follows:

a. SAFS District Enrollment User School specific users with this role can:

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? View Enrollment Records ? Create/update/revise enrollment records ? Run Reports

b. SAFS District Enrollment Submitter Users with this role can:

? View Enrollment Records ? Create/update/revise enrollment records ? Run Edits and Submit records to the ESD ? Manage Resident Districts ? Run Reports ? Run (Master) Edits

IMPORTANT! Your district may be too small to merit use of both roles, and just having the role of Submitter may be all that is necessary for your business process. Large districts that make use of data entry operators or clerical staff, and their supervisors, may find the 2 roles much more appropriate.

If no role or user type is noted in the manual, screen or page interface and steps are the same for all roles/users

Reports ? Report Viewer All reports have options when viewed. Example:

Page Number scrolling: Steps:

? Click the right or left arrow to move a page forward or backward one page ? Click the end icon to go to the last page ? Click the beginning icon to go to the first page

Zoom: Steps:

?

Click the drop down arrow to change the magnification of the report

Text Search: Steps:

? Enter text and click Find in the text search box to find text in the report. ? Click Next after the first instance of text is found to find the next instance

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