Quick Start Guide: Validation
Validation module interface
Here are the key pieces of the RocketScan Validation module
that you will use:
2. Application Tab: displays the image of the application that is being validated. The image is zoomed in to the section of the application that is being validated in the Data Entry Frame. For example: If the Data Entry Frame is asking the user to verify the applicant's benefit number, then the Application Image Frame will be zoomed in to the part of the application where it asks for the applicant's benefit number.
3. View App: Click this button or press the F3 key on your keyboard to open a window that will display the full image of the application you are currently validating. Right-clicking the application image gives you additional options such as printing the image, zooming in to a specific area, or adding a note.
4. Task List: Applications are divided into a series of tasks for Validation; the tasks that will need to be completed will depend on your district's application design. The Task you are currently working on will have an arrow pointing at it. Completed tasks will have a check mark. Tasks that have yet to be completed will have a question mark. Tasks that will be skipped (due to special circumstances) will have a line crossing through them.
5. Data Entry: You will interact with the fields in this frame to ensure that the values highlighted in the Application Image Frame match the values shown in the Data Entry Frame.
How to Validate an application
If you are using RocketScan to process both meal
applications (FMA) and Income Forms and there are both types of applications
waiting for Validation, then you will be prompted to select which type you would
like to work on when you launch the Validation module.
Select the type of applications you would like to work on and then click Validate.
For each task, use your keyboard to confirm or correct the values in the Data Entry Frame to match what you see in the Application Image Frame. All data entry fields are automatically in all-caps so there is no need to use the Shift key for capitalizing letters.
Use your Enter key to move on to the next task or Ctrl + B to return to a previous task.
If the task you are working on has multiple fields, you can
use your Tab key to move the cursor to the next field or Shift + Tab to move the cursor to the previous field. If the field you currently have
selected is a checkbox, you can use Spacebar to check or uncheck the
box.
How to validate the Students section
During the Students task, everyone in the student section of
the application must be added to the final list OR added to the
household member list (if it exists) OR deleted from the application in
order to complete this task and move on to the next one.
Alt+A: Save person to final list
Alt+N: Create a new person
Alt+D: Delete person from final list
Ctrl+U: Undelete the person you just deleted
Alt+T: Convert a student to a household member
Ctrl+R: Remove the person that you just added to the final list
How to validate the Household Members section
The Household Members task (if it exists on your district’s
application design) is very similar to the Students task. Everyone in this
section of the application must be added to the final list OR added to
the students list OR deleted from the application in order to complete
this task and move on to the next one.
Similar to the Students section, you may either use the buttons available on the interface or the following Hot Keys on your keyboard:
Alt+A: Save person to final list
Alt+N: Create a new person
Alt+D: Delete person from final list
Ctrl+U: Undelete the person you just deleted
Alt+T: Convert a household member to a student
Ctrl+R: Remove the person that you just added to the final list
When all household members and their incomes have been
accounted for in the final list, hit Enter to move on to the next task.
How to validate the Simplified Income section
If your district is utilizing the “Simplified Income”
section in its income form design, then this task will appear instead of the
Student Income, Household Members, and Household Count tasks.
The applicant will either make a selection from the provided
bubbles OR they will enter their household size and total monthly income – they
cannot do both. Ensure that the Data Entry frame is accurate to what the
applicant indicated on their form.
How to validate the household contact info section
The Address task involves confirming the contact information
(such as street address, phone number, email address, etc.).
If there is a student in the Students section that is
matched successfully to their student number, then the contact information that
they have on record in the Student Lookup will display in the lower section
(labeled “Previous addresses found”) of the Data Entry frame. If you select an
address from that list, then it will auto-fill the Data Entry fields with that
information.
Validation Summary
When you have completed all the tasks, the Summary screen will appear.
Review the estimated outcome per student and the reason for that outcome. When finished, click the appropriate button at the bottom of the Summary window:
Complete: Click this button to finish validating the current application and move on to the next one in the queue.
Send To Hold: Click this button to send the current Income Form to the Held Applications queue for further review. If no validation rules are broken, you will need to provide a reason for why you are sending it to the Hold queue. This will also finish validating the current form and move on to the next one in the queue.
Start Over: Click this button to go through the
Validation process for the current form again.
About broken rules
You may see some prompts during Validation that say “broken rules”. These rules are configured based on your application’s design and the requirements for eligibility determination. Some rules are mandatory and will force the you to send the current application to the Held Applications queue if that rule is “broken”. Rules that are not mandatory are more of a warning and provide “Flag this application for hold” as an option.
Here’s an example of what a broken rule set as mandatory
looks like:
Note that the checkbox for “Flag this application for hold” is checked and cannot be unchecked. Once you get to the Summary screen for this application, you will only be able to use the Send to Hold or Start Over buttons.
Here’s an example of a broken rule that is not set as
mandatory:
Note that you can check or uncheck the box for “Flag this application for hold”.
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