Updating a SUN Bucks application that has already been validated and exported.
Updating
a SUN Bucks application that has already been validated and exported.
This guide will show you a
Step-by-Step Process in altering an application that has been submitted by
the parent/guardian and validated by the district
Disclaimer: Any updates
or modifications to an application may prompt a re-evaluation of the
eligibility and could result in a change to the benefit determination.
Step 1 - Find the application
in Application Management in the Validated tab.
Step 2 - Highlight and Right Click on the form that
needs to be corrected.
NOTE: If there are multiple students on the application, all applications with that household member must be sent to hold to be able to edit it.
Step 3 - Select “Move to Hold” and click Yes to
confirm.
Step 4 - The form will now be in the “Hold” queue.
Step 5 - Open the form by double clicking it.
For this example, we are going to update the
income for the first Household Member from $100/Month to $2100/Month.
For this example, we are going to update the
income for the first Household Member from $100/Month to $2100/Month.
Step 6 - Expand the Household Member you wish to change
in the left column and highlight the income field you want to alter. In this
example, you will be changing “Adult Gross” for Household Member 1.
The
blue border box indicates which field is being updated.
Step 7 - Update the amount in the lower section.
Reminder that for this example, we are going to
update the income for the first Household Member from $100/Month to $2100/Month.
Step 8 - Once done updating the amount, we suggest adding a note. Right Click
on the updated form and click “Add note”. This note will be date-stamped.
Adding the note will remind you of what you
changed and why for audit purposes.
Click "Save And Close" on the note.
Step 9 - Now you
are ready to save the updated application.
Click “SAVE AND CLOSE” on the Top Left and the
form will move back to be “Exported” which will update the form.
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