Difference between revisions of "P-EBT Tracker"

From EDgearWiki
Jump to navigationJump to search
 
(108 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
__NOTOC__
 
__NOTOC__
'''This program will determine if students qualify for P-EBT Hybrid or Virtual status per month. The Pandemic Electronic Benefits Transfer (P-EBT) Program was created in Spring 2020 to provide funds for families to buy food while schools were closed due to COVID-19. More P-EBT funds are being issued for the 2020-21 school year and will be available this summer.'''
+
'''This program will determine if students qualify for P-EBT Hybrid or Virtual status per month. The Pandemic Electronic Benefits Transfer (P-EBT) Program was created in Spring 2020 to provide funds for families to buy food while schools were closed due to COVID-19. Related topics are DCFS (where S-EBT data is submitted), Sun Bucks (Summer cash), and S-EBT (Summer Electronic Benefits Transfer).'''
 
 
 
 
'''*Tips before running'''
 
 
 
Make sure the [[Sponsor  Site Editor]] on the "Programs Offered" tab,  has the program code of 49 checked for CEP schools.
 
 
 
Check the schools current hybrid and virtual codes in the [[Custom Code Fast Loader]]. This program will allow the user to adjust begin and end dates to match the actual usage if the schools did not update the data.
 
 
 
If the district does not use our MAPS system, then the user should review the mailing addresses.
 
 
 
If using our MAPS system, make sure to clear up the [[Questionable Address List]] for most accurate entries.
 
 
 
'''*Tips for easier coding'''
 
 
 
The [[Custom Code Fast Loader]] program has a "Add" column to put additional codes on students.
 
 
 
The user can create custom codes for "PEBTH" for hybrid and "PEBTV" for virtual. Use these codes like an override for times when everyone was virtual or hybrid along with begin and end dates.
 
 
 
Custom codes can overlap. The program will always look for a way to make the student virtual (for max benefit).
 
 
 
'''*On the setup box, choose the custom and special codes that the district uses for "Hybrid" and "Virtual" designation.'''
 
 
 
The program uses the following logic order to determine qualifying students per month:'''
 
 
 
If student is '''Free LU1''', '''Reduced LU2''' or attending '''CEP''' school (as marked in the [[Sponsor Site Editor]] Demographic page) in the month then, student is coded in '''Special''' or '''Custom Codes''' as '''Virtual''' within the month.
 
 
 
Student is coded in special or custom codes as '''Hybrid''' within the month.
 
 
 
If the student has a '''Bell Schedule''' and if the bell has any '''Virtual''' days within the month.
 
 
 
Student has '''Program Codes''' for '''Quarantine''' or '''Homebound''' within the month.
 
 
 
Student has '''attendance code''' for '''Quarantine''' or '''Virtual Present''' within the month
 
 
 
[[Calendar Editor]] is also consulted for instructional days. To determine the number of instructional days per school, per month:
 
:If the number of days >17, then (1-8 days are hybrid & >=9 is virtual).
 
:If the days are = or <17 then if 50% of day count is virtual instruction, then code as Virtual else 1-49% is hybrid.
 
 
 
'''Summer P-EBT Rules for Determining Eligibility'''
 
 
 
Any student enrolled in the month of May 2021 even for one day can qualify for summer (June-July) benefits if:
 
 
 
*They are free or reduced lunch in school years 2020-2021 or 2019-2020.
 
*They apply for free or reduced before August 1st, 2021 (Must apply by July 31st) and are deemed free or reduced lunch.
 
*They attended a 2021 CEP school.
 
*It does not matter if they were/are Hybrid or Virtual.
 
*It does not matter if they attended summer school.
 
*It does not matter if they attend all year school.
 
 
 
If a student has a LU1 or LU2 lunch code that is valid at least one day between start of school and July 31, 2021 will be considered for current year. This also looks at last year LU1 and LU2 dates within the school year.
 
 
 
 
 
'''Q''' - If a student has Free or Reduced Lunch code during these years AND were in school in MAY but did attend a non-CEP school, do they qualify for summer benefits? 
 
 
 
'''A''' - Yes
 
 
 
 
 
'''Q''' - Are the From/To Dates used for summer submitting?
 
 
 
'''A''' - The From and To Dates will not affect the the program when you use the "Summer" setting.
 
 
 
  
 +
'''*Click here for [[Tips]] before running this report for easier Coding, Summer Eligibility, Questions & Answers and Communicating to Parents.'''
  
 
==Menu==
 
==Menu==
  
On the left navigation panel, select '''Student Master''' > '''Lists''' > '''P-EBT Tracker'''.
+
'''Student > Reports > P-EBT Tracker'''
  
 
==Setup Options==
 
==Setup Options==
  
[[File:pebt.png]]
+
[[File:pebtsetup.png]]
  
 
'''Year''' - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
 
'''Year''' - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
Line 86: Line 26:
 
'''Special Codes to use as Virtual''' - Click inside the box to choose the special code that was used to denote Virtual for this district.
 
'''Special Codes to use as Virtual''' - Click inside the box to choose the special code that was used to denote Virtual for this district.
  
'''Students''' - Click inside the box to choose students from the list.
+
'''Absence Codes''' - Select the attendance codes to use. If left blank, codes 66 (N Medical Quarantine) and 70 (P virtual Present) will be defaulted and used. The user can change the attendance codes to ones that are needed.
 +
 
 +
'''Health Codes''' - This filter will un-gray only when certain Absence codes are chosen from the "Absence Codes" filter. They are the attendance codes that have asterisks,  02, 10, 15, 26, 32, 34, 35, 36, 66 (can be left blank). Then the Health Code Selection box pops up to choose a health code.
 +
 
 +
'''Students''' -  Click in this field to select the appropriate students by scrolling, using the '''Search''' box or using the [[Pass a Comma Separated List of Sidnos]] method.  
  
 
'''From Date and To Date''' - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range.
 
'''From Date and To Date''' - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range.
Line 104: Line 48:
  
 
'''Ignore Bells''' - Check to have the program ignore the bell schedules.
 
'''Ignore Bells''' - Check to have the program ignore the bell schedules.
 +
 +
'''Summer''' - This filter will be hidden during the time that summer benefits are not active. See the [[Tips]] link here and above for detailed information.
 +
 +
'''[[Summary]]''' - This filter has been hidden for now until the state decides how to handle projected student counts for next spring (2023). This option gathers approximate student counts by month/by tier. The number counts can be clicked on to see a student list. Now the user can report the projected student counts based on the projected rules. This does look at absent codes, program codes, and virtual days in bells.
  
 
'''OK''' - Click to continue.
 
'''OK''' - Click to continue.
Line 111: Line 59:
 
==Main==
 
==Main==
  
[[File:prbttrackermain.png]]
+
[[File:p-ebttrackermain4.png]]
  
 
===Column Headers===
 
===Column Headers===
  
'''S. No''' - Total number of rows in table.
+
'''S. No''' - Student number.
  
 
'''First Name''' - Student's first name.
 
'''First Name''' - Student's first name.
Line 131: Line 79:
 
'''Parish Code''' - Student's district of residence.
 
'''Parish Code''' - Student's district of residence.
  
'''Mailing Address Line 1''' - Student's mailing address line 1.
+
'''Mailing Address Line 1''' - Student's mailing address, line 1.
  
'''Mailing Address Line 2''' - Student's mailing address line 2.
+
'''Mailing Address LIne 2''' - Student's mailing address, line 2.
  
'''Mailing City''' - Student's mailing address city.
+
'''Mailing City''' - Students's mailing address city.
  
 
'''Mailing State''' - Student's mailing address state.
 
'''Mailing State''' - Student's mailing address state.
Line 141: Line 89:
 
'''Mailing Zip Code''' - Student's mailing address zip code.
 
'''Mailing Zip Code''' - Student's mailing address zip code.
  
'''Residential Address Line 1''' - Student's physical address line 1.
+
'''Residential Address Line 1''' - Student's physical address, line 1.
  
'''Residential Address Line 2''' - Student's physical address line 2.
+
'''Residential Address Line 2''' - Student's physical address, line 2.
 +
 
 +
'''Residential City''' - Student's physical city.
 +
 
 +
'''Residential State''' - Student's physical state.
 +
 
 +
'''Residential Zip Code''' - Student's physical zip code.
  
 
'''Local Student ID''' - Student's identification number.
 
'''Local Student ID''' - Student's identification number.
  
'''State Student ID - Student's state assigned identification number.
+
'''State Student ID''' - Student's state assigned identification number.
 +
 
 +
'''State Site Code''' - Site code (district and school).
  
 
'''Site Name''' - Name of school.
 
'''Site Name''' - Name of school.
Line 153: Line 109:
 
'''Method of Instruction''' - Method of instruction (Hybrid or Virtual).
 
'''Method of Instruction''' - Method of instruction (Hybrid or Virtual).
  
'''Month Enrolled (Benefit Month)''' - Month enrolled (Month Benefit Received).
+
'''Month Enrolled (Benefit Month)''' - Month enrolled (month benefit received).
  
 
'''Reason for Qualification''' - Reason (Compilation of why the student qualified for the month).
 
'''Reason for Qualification''' - Reason (Compilation of why the student qualified for the month).
  
 
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
 
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
 +
 +
==School Activation Data==
 +
 +
'''This box will popup showing the list of schools and when they became active for PEB-T.'''
 +
 +
[[File:peb-tactivationdata.png]]
 +
 +
'''Sch''' - School site number.
 +
 +
'''Site Name''' - Name of school.
 +
 +
'''Month of Activation''' - Month the school became active for PEB-T.
 +
 +
'''[[Standard Print Options | Print]]''' - This will allow the user to print the report.
 +
 +
'''Close''' - Click to close this report.
  
 
==Bottom==
 
==Bottom==
Line 168: Line 140:
  
 
'''Export''' - Prints without the 'Reason for Qualification' column.  
 
'''Export''' - Prints without the 'Reason for Qualification' column.  
#To export the generated results, click the "Export" button and choose the "CSV- Comma Separated file" option, then choose the defaulted "Create Comma Double Quote Delimited File".  
+
#To export the generated results, click the "Export" button and choose the "CSV- Comma Separated file" option, and then choose the defaulted "Create Comma Double Quote Delimited File".
 +
#The generated file name will display in the File Name field. Click OK, then Print.
 
#A mainly blank "Print Servlet" window will appear with the file in the bottom left corner of the window and the file extension will show .csv
 
#A mainly blank "Print Servlet" window will appear with the file in the bottom left corner of the window and the file extension will show .csv
#Do not click on the file to open as it should already be loaded to your computer (probably in the Downloads folder) so just close out the window.
+
#Do NOT click on the file to open as it should already be loaded to your computer in the Downloads folder or on the Desktop depending on what the Browser Download settings are, so just close out the "Print Servlet" window.
#Next, upload the CSV file from your computer to the FTP site.
+
#Next, go to the state portal and upload the CSV file from your computer to the FTP site.
#If your computer does something different from the above instructions, then check your settings in your browser usually under Advanced>Downloads.
+
#If your computer does something different from the above instructions, then check your settings in your browser usually under Settings>Downloads.
#Also, don't open the file in Excel before submitting it as it strips off the leading zeros and causes issues.  
+
#Also, don't use Excel at all as it strips off the leading zeros and causes issues with the formatting.
 
 
  
 
'''Help''' - Click to view written instructions and/or videos.
 
'''Help''' - Click to view written instructions and/or videos.
  
  
'''Tips for communicating'''
 
 
'''JCall''' can be used to help update parents on the EBT situation.
 
 
Use the '''School Notes''' to provide detailed instructions in the SPC.
 
 
'''SPC''' shows the student local id (JCampus sidno) which will be used for the PIN number on the EBT cards.
 
 
Also use the SPC '''login screen message''' to guide parents on EBT card usage.
 
 
'''Report Cards''' also show the student local id.
 
  
  
  
Ticket 19189
 
 
----
 
----
 
[[Student Master|'''Student Master''' Main Page]]
 
[[Student Master|'''Student Master''' Main Page]]
 
----
 
----
 
[[WebPams|'''JCampus''' Main Page]]
 
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 10:21, 1 July 2024

This program will determine if students qualify for P-EBT Hybrid or Virtual status per month. The Pandemic Electronic Benefits Transfer (P-EBT) Program was created in Spring 2020 to provide funds for families to buy food while schools were closed due to COVID-19. Related topics are DCFS (where S-EBT data is submitted), Sun Bucks (Summer cash), and S-EBT (Summer Electronic Benefits Transfer).

*Click here for Tips before running this report for easier Coding, Summer Eligibility, Questions & Answers and Communicating to Parents.

Menu

Student > Reports > P-EBT Tracker

Setup Options

Pebtsetup.png

Year - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.

District - Default value is based on the user's security settings. It will be limited to the user's district only.

School - Default value is based on the user’s security settings. If the user is assigned to a school, the school default value will be their school site code. For Administrators, each school has to be run separately. (700 does not mean all schools like it does in Student Master)

Custom Codes to use as Hybrid - Click inside the box to choose the custom code that was used to denote Hybrid for this district.

Custom Codes to use as Virtual - Click inside the box to choose the custom code that was used to denote Virtual for this district.

Special Codes to use as Hybrid - Click inside the box to choose the special code that was used to denote Hybrid for this district.

Special Codes to use as Virtual - Click inside the box to choose the special code that was used to denote Virtual for this district.

Absence Codes - Select the attendance codes to use. If left blank, codes 66 (N Medical Quarantine) and 70 (P virtual Present) will be defaulted and used. The user can change the attendance codes to ones that are needed.

Health Codes - This filter will un-gray only when certain Absence codes are chosen from the "Absence Codes" filter. They are the attendance codes that have asterisks, 02, 10, 15, 26, 32, 34, 35, 36, 66 (can be left blank). Then the Health Code Selection box pops up to choose a health code.

Students - Click in this field to select the appropriate students by scrolling, using the Search box or using the Pass a Comma Separated List of Sidnos method.

From Date and To Date - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range.

Show SSN on Report - Check this box to show SSN on report.

Show Last 4 SSN - Check this box to show only the last 4 numbers of SSN.

Do Not Show SSN - Check this box to not show SSN.

Physical Address When No Mailing Address - Use physical address for mailing address when no mailing addresses exists. Addresses are required fields for the state or the user will receive errors.

Use Most Recent Enrollment Address - Use the most recent enrollment record of the student regardless of the school year or school site chosen in the setup box.

  • Example: This allows the program to run against the 20/21 school year for eligibility and 21/22 for updated addresses. It will still use 20/21 if no 21/22 record exists.

Use SIS School - Check to have the program us the SIS school.

Ignore Bells - Check to have the program ignore the bell schedules.

Summer - This filter will be hidden during the time that summer benefits are not active. See the Tips link here and above for detailed information.

Summary - This filter has been hidden for now until the state decides how to handle projected student counts for next spring (2023). This option gathers approximate student counts by month/by tier. The number counts can be clicked on to see a student list. Now the user can report the projected student counts based on the projected rules. This does look at absent codes, program codes, and virtual days in bells.

OK - Click to continue.

To find definitions for standard setup values, follow this link: Standard Setup Options.

Main

P-ebttrackermain4.png

Column Headers

S. No - Student number.

First Name - Student's first name.

Middle Name - Student's middle name.

Last Name - Student's last name.

Date of Birth - Student's date of birth.

Student SSN - Student's Social Security Number.

Gender - Student's gender.

Parish Code - Student's district of residence.

Mailing Address Line 1 - Student's mailing address, line 1.

Mailing Address LIne 2 - Student's mailing address, line 2.

Mailing City - Students's mailing address city.

Mailing State - Student's mailing address state.

Mailing Zip Code - Student's mailing address zip code.

Residential Address Line 1 - Student's physical address, line 1.

Residential Address Line 2 - Student's physical address, line 2.

Residential City - Student's physical city.

Residential State - Student's physical state.

Residential Zip Code - Student's physical zip code.

Local Student ID - Student's identification number.

State Student ID - Student's state assigned identification number.

State Site Code - Site code (district and school).

Site Name - Name of school.

Method of Instruction - Method of instruction (Hybrid or Virtual).

Month Enrolled (Benefit Month) - Month enrolled (month benefit received).

Reason for Qualification - Reason (Compilation of why the student qualified for the month).

To find definitions of commonly used column headers, follow this link: Common Column Headers.

School Activation Data

This box will popup showing the list of schools and when they became active for PEB-T.

Peb-tactivationdata.png

Sch - School site number.

Site Name - Name of school.

Month of Activation - Month the school became active for PEB-T.

Print - This will allow the user to print the report.

Close - Click to close this report.

Bottom

Pebttrackerbottom1.png

Setup - Click to go back to the Setup box.

Print - This will allow the user to print the report.

Export - Prints without the 'Reason for Qualification' column.

  1. To export the generated results, click the "Export" button and choose the "CSV- Comma Separated file" option, and then choose the defaulted "Create Comma Double Quote Delimited File".
  2. The generated file name will display in the File Name field. Click OK, then Print.
  3. A mainly blank "Print Servlet" window will appear with the file in the bottom left corner of the window and the file extension will show .csv
  4. Do NOT click on the file to open as it should already be loaded to your computer in the Downloads folder or on the Desktop depending on what the Browser Download settings are, so just close out the "Print Servlet" window.
  5. Next, go to the state portal and upload the CSV file from your computer to the FTP site.
  6. If your computer does something different from the above instructions, then check your settings in your browser usually under Settings>Downloads.
  7. Also, don't use Excel at all as it strips off the leading zeros and causes issues with the formatting.

Help - Click to view written instructions and/or videos.




Student Master Main Page


JCampus Main Page

Retrieved from EDgear Wiki