Program Definition Program Method - Revision history

Kspees at 18:08, 19 May 2025

2025-05-19T18:08:03Z

← Older revision		Revision as of 12:08, 19 May 2025
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	[[File:Adding personnel to program.png\|none\|thumb\|1504x1504px]]		[[File:Adding personnel to program.png\|none\|thumb\|1504x1504px]]

	You can select one staff member at a time or by multiples by holding the 'shift' button on your keyboard and clicking all desired staff members. When all personnel that should be added to the program are highlighted in blue, click '''All Selected Personnel.'''		You can select one staff member at a time or multiples by holding the 'shift' button on your keyboard and clicking all desired staff members. When all personnel that should be added to the program are highlighted in blue, click '''All Selected Personnel.'''
	[[File:Adding selected personnel.png\|none\|thumb\|1927x1927px]]		[[File:Adding selected personnel.png\|none\|thumb\|1927x1927px]]

Kspees at 18:07, 19 May 2025

2025-05-19T18:07:39Z

← Older revision		Revision as of 12:07, 19 May 2025
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	[[File:Program definition.png\|none\|thumb\|449x449px]]		[[File:Program definition.png\|none\|thumb\|449x449px]]

	NOTE: The Program Method in I-Star Plus is an ''optional tool''. You should <u>only</u> use the program method if you have any ''Fund Code E, Fund Code X, or out of district students ~~you need to create a bill for~~''~~. However, students in a cost center must have <u>common educational needs</u>.~~		NOTE: The Program Method in I-Star Plus is an ''optional tool''. You should <u>only</u> use the program method if you have any ''Fund Code E, Fund Code X, or are creating bills for out of district students.''

	'''Add New'''		'''Add New'''

Kspees at 15:49, 14 May 2025

2025-05-14T15:49:13Z

← Older revision		Revision as of 09:49, 14 May 2025
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	You can search for personnel by any of the search criteria listed. ~~You can select one at a time by IEIN, First Name, Last Name, Gender and/or District or by multiples by checking the box under the ''Multi Select'' column of the~~ personnel ~~you wish~~ to ~~add. When all personnel are checked, click '''Use Selected'''~~.		You can search for personnel by any of the search criteria listed.
			[[File:Adding personnel to program.png\|none\|thumb\|1504x1504px]]

			You can select one staff member at a time or by multiples by holding the 'shift' button on your keyboard and clicking all desired staff members. When all personnel that should be added to the program are highlighted in blue, click '''All Selected Personnel.'''
			[[File:Adding selected personnel.png\|none\|thumb\|1927x1927px]]


	~~You will see the list of personnel you have added. To edit the ''Allocation Ratio'' in that grid, simply click on the name of the staff member.~~

			You will see the list of personnel you have added on the updated P5066B. To edit the ''Allocation Ratio'', locate the Function column and click on the pencil icon next to Function 1200 to make an edit.
			[[File:Allocation ratio in istar plus system.png\|none\|thumb\|801x801px]]


	~~You can edit any~~ of the ~~white fields available on this screen.~~		<nowiki>*</nowiki>Note: The allocation ratio for all staff members will default to a 1.0 -- for staff members who do not spend all of their time in the specific program you are building (Example: the staff member only provides services for one half of the working day) adjust the FTE as needed and click Save.
			[[File:Ratio defaults to a 1.0.png\|none\|thumb\|952x952px]]
	~~NOTE~~: ~~Even though~~ the ~~''Function Value'' is an editable field,~~ the ~~''Function Value'' should not be changed. However, you may edit~~ the ~~''Allocation Ratio'' if~~ needed.




	The gray fields are carried over from the individual ''Personnel Approval'' Record located in the ''Salary Information/Offsets'' section. If the amount in the gray field is incorrect, you can edit it from the personnel approval record.		The gray fields are carried over from the individual ''Personnel Approval'' Record located in the ''Salary Information/Offsets'' section. If the amount in the gray field is incorrect, you can edit it from the personnel approval record.
			[[File:Carried from the personnel approval.png\|none\|thumb\|975x975px]]




	~~Click '''Save''' when completed.~~

	To add students to the program, click the blue magnifying glass in the student search panel.		To add students to the program, click the blue magnifying glass in the student search panel.
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	When all the lines that apply to this program have been entered, click the yellow '''Save''' button at the bottom to get line 37.		When all the lines that apply to this program have been entered, click the yellow '''Save''' button at the bottom to get line 37.
			[[File:Save for line 37.png\|none\|thumb\|831x831px]]

	You can ''return'' to the Program Search by clicking the '''~~Cancel~~''' button at the bottom of the screen.
			You can ''return'' to the Program Search by clicking the '''Close''' button at the bottom of the screen.


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	To edit the program, simply click the ''Program Name'' to open the desired program and begin making edits.		To edit the program, simply click the ''Program Name'' to open the desired program and begin making edits.
	[[File:Edit existing program.png\|none\|thumb\|458x458px]]		[[File:Edit existing program.png\|none\|thumb\|458x458px]]

			After the program has been completed, click the cloud icon and then click on Print Student Worksheet to print the 5066C Claim Computation and Tuition Cost Worksheet.
			[[File:5066C.png\|none\|thumb\|474x474px]]

			The claim computation and tuition cost sheet will populate on a new page. To print report, click on the icon indicated below.
			[[File:5066C .png\|none\|thumb\|804x804px]]

Kspees at 18:55, 18 March 2025

2025-03-18T18:55:50Z

← Older revision		Revision as of 12:55, 18 March 2025
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	To edit the program, simply click the ''Program Name'' to open the desired program.		To edit the program, simply click the ''Program Name'' to open the desired program and begin making edits.
	[[File:Edit existing program.png\|none\|thumb\|458x458px]]		[[File:Edit existing program.png\|none\|thumb\|458x458px]]

Kspees at 18:54, 18 March 2025

2025-03-18T18:54:12Z

← Older revision		Revision as of 12:54, 18 March 2025
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	The ''Cost Sheet (5066A)'' is an editable form. Click the + button in the Cost Sheet panel to add the cost sheet for the selected program.		The ''Cost Sheet (5066A)'' is an editable form. Click the + button in the Cost Sheet panel to add the cost sheet for the selected program.
	[[File:Adding a cost sheet.png\|none\|thumb\|~~1212x1212px~~]]		[[File:Adding a cost sheet.png\|none\|thumb\|1419x1419px]]

Kspees at 18:51, 18 March 2025

2025-03-18T18:51:17Z

← Older revision		Revision as of 12:51, 18 March 2025
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	Click '''Save''' when completed.		Click '''Save''' when completed.

			To add students to the program, click the blue magnifying glass in the student search panel.
			[[File:Searching for students for a program.png\|none\|thumb\|1423x1423px]]

			Further filter the list of available students to add by using the header columns.
			[[File:Further filter students for the claim.png\|none\|thumb\|1386x1386px]]

			To add a student to the program definition, click on the student and then click on the "select claims" icon.

			[[File:Add student claim.png\|none\|thumb\|1320x1320px]]

			The student's claim will be viewable in the Students panel.
			[[File:Reviewing student in panel.png\|none\|thumb\|1242x1242px]]

			To add more students, repeat the search directions from above.

			To add several students at once, search and filter for students once more and while holding down the Ctrl button on your keyboard, click on all student names that should be added to the program.
			[[File:Add multiple students.png\|none\|thumb\|1287x1287px]]

Kspees at 18:27, 18 March 2025

2025-03-18T18:27:56Z

← Older revision		Revision as of 12:27, 18 March 2025
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	~~Once all the information is entered for this program, you can view the ISBE reports by clicking the appropriate tab.~~

	The ''Cost Sheet (5066A)'' is an editable form. Click the ~~pencil~~ to ~~edit~~ the ~~form~~.		The ''Cost Sheet (5066A)'' is an editable form. Click the + button in the Cost Sheet panel to add the cost sheet for the selected program.
			[[File:Adding a cost sheet.png\|none\|thumb\|1212x1212px]]



	NOTE: Figures for lines 1-7, 33, 34, and 34a will automatically populate for the cost sheet, but will remain editable if changes need to be made. To enter line 24, click the box for ''Enter other function''.		NOTE: Figures for lines 1-7, 33, 34, and 34a will automatically populate for the cost sheet, but will remain editable if changes need to be made. To enter line 24, click the box for ''Enter other function''.
			[[File:Lines 1-7.png\|none\|thumb\|701x701px]]
			[[File:Line 7.png\|none\|thumb\|715x715px]]
			[[File:33 and 34a.png\|none\|thumb\|378x378px]]



	When all the lines that apply to this program have been entered, click the ~~red~~ '''~~Calculate &~~ Save''' button at the bottom to get line 37.		When all the lines that apply to this program have been entered, click the yellow '''Save''' button at the bottom to get line 37.

			You can ''return'' to the Program Search by clicking the '''Cancel''' button at the bottom of the screen.

	You can ''return'' to the Program Search by clicking the '''~~Return to Program Searc~~'''h button at the ~~top~~ of the screen.


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	'''Edit Existing'''		'''Edit Existing'''

	You can search for an existing program by ~~using~~ the ~~drop-down for ''School Year'', ''District'',~~ and~~/or ''~~Program~~'' and then click '''Search'''~~.		You can search for an existing program by once again clicking on the Utilities tab and then Program Definition.


			Click the blue magnifying glass to populate all available programs.

	A list of your programs will appear in the results grid.		A list of your programs will appear in the results grid.
			[[File:Searching for programs.png\|none\|thumb\|956x956px]]



	To edit the program, simply click the ''Program Name'' to open the desired program.		To edit the program, simply click the ''Program Name'' to open the desired program.
			[[File:Edit existing program.png\|none\|thumb\|458x458px]]




	~~From here, you can edit the ''Program Definition'' information as described above.~~



	<center><small>(Navigate to [[Student Claim Recheck Edits\|< Student Claim Recheck Edits]] \| <b>[[I-Star Student User Guide]]</b> \| [[Significant Disproportionality\|Significant Disproportionality >]])</small></center>		<center><small>(Navigate to [[Student Claim Recheck Edits\|< Student Claim Recheck Edits]] \| <b>[[I-Star Student User Guide]]</b> \| [[Significant Disproportionality\|Significant Disproportionality >]])</small></center>

Kspees at 17:03, 18 March 2025

2025-03-18T17:03:32Z

← Older revision		Revision as of 11:03, 18 March 2025
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	Fill in the appropriate information in the "Add Program Definition" box and click save once complete.		Fill in the appropriate information in the "Add Program Definition" box and click save once complete.
			[[File:Program definition add.png\|none\|thumb\|726x726px]]

	'''NOTE''': The ''Allow Districts to assign Students'' check box should be used for ~~Co Op~~ use only.		'''NOTE''': The ''Allow Districts to assign Students'' check box should be used for cooperative use only.
			[[File:Allow districts to assign students.png\|none\|thumb\|771x771px]]



	This will take you to the created ''Program Definition'' where you can begin adding personnel to the program.		This will take you to the created ''Program Definition'' where you can begin adding personnel to the program.
			[[File:Begin entering program definition information.png\|none\|thumb\|1605x1605px]]

	~~To add personnel, click '''Add Multiples'''.~~


			To add personnel, click '''the far right icon in the Personnel panel.'''
			[[File:Add personnel to program.png\|none\|thumb\|1531x1531px]]

	You can search for personnel by any of the search criteria listed. You can select one at a time by ~~clicking the check mark beside the name~~ or multiples by checking the box under the ''Multi Select'' column of the personnel you wish to add. When all personnel are checked, click '''Use Selected'''.

			You can search for personnel by any of the search criteria listed. You can select one at a time by IEIN, First Name, Last Name, Gender and/or District or by multiples by checking the box under the ''Multi Select'' column of the personnel you wish to add. When all personnel are checked, click '''Use Selected'''.

Kspees at 16:51, 18 March 2025

2025-03-18T16:51:27Z

← Older revision		Revision as of 10:51, 18 March 2025
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	To access the program definition, click the '''~~Programs~~''' tab ~~in the student section~~.		To access the program definition, click the '''Utilities''' tab and then click on '''Program Definition'''.
			[[File:Program definition.png\|none\|thumb\|449x449px]]

	NOTE: The Program Method in I-Star is an ''optional tool''. You should <u>only</u> use the program method if you have any ''Fund Code E, Fund Code X ~~students~~, or out of district students you need to create a bill for''. However, students in a cost center must have <u>common educational needs</u>.		NOTE: The Program Method in I-Star Plus is an ''optional tool''. You should <u>only</u> use the program method if you have any ''Fund Code E, Fund Code X, or out of district students you need to create a bill for''. However, students in a cost center must have <u>common educational needs</u>.

	'''Add New'''		'''Add New'''

	To add a new program, simply click '''~~Add''~~' ~~beside~~ ''Program Search ~~Results''~~.		To add a new program, simply click '''the blue + sign''' in the Program Search.
			[[File:Add a new program.png\|none\|thumb\|785x785px]]



	Fill in the appropriate information and click ~~'''Save'''~~.		Fill in the appropriate information in the "Add Program Definition" box and click save once complete.

	'''NOTE''': The ''Allow Districts to assign Students'' check box should be used for Co Op use only.		'''NOTE''': The ''Allow Districts to assign Students'' check box should be used for Co Op use only.

Kspees at 19:55, 12 March 2025

2025-03-12T19:55:40Z

← Older revision		Revision as of 13:55, 12 March 2025
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	To add a new program, simply click '''Add''' beside ''Program Search Results''.		To add a new program, simply click '''Add''' beside ''Program Search Results''.
	~~[[File:Method.png\|none\|thumb\|911x911px]]~~


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	'''NOTE''': The ''Allow Districts to assign Students'' check box should be used for Co Op use only.		'''NOTE''': The ''Allow Districts to assign Students'' check box should be used for Co Op use only.
	~~[[File:Method1.png\|none\|thumb\|880x880px]]~~


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	To add personnel, click '''Add Multiples'''.		To add personnel, click '''Add Multiples'''.
	~~[[File:Method3.png\|none\|thumb\|884x884px]]~~


	You can search for personnel by any of the search criteria listed. You can select one at a time by clicking the check mark beside the name or multiples by checking the box under the ''Multi Select'' column of the personnel you wish to add. When all personnel are checked, click '''Use Selected'''.		You can search for personnel by any of the search criteria listed. You can select one at a time by clicking the check mark beside the name or multiples by checking the box under the ''Multi Select'' column of the personnel you wish to add. When all personnel are checked, click '''Use Selected'''.
	~~[[File:Method4.png\|none\|thumb\|898x898px]]~~


	You will see the list of personnel you have added. To edit the ''Allocation Ratio'' in that grid, simply click on the name of the staff member.		You will see the list of personnel you have added. To edit the ''Allocation Ratio'' in that grid, simply click on the name of the staff member.
	~~[[File:Method6.png\|none\|thumb\|890x890px]]~~


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	NOTE: Even though the ''Function Value'' is an editable field, the ''Function Value'' should not be changed. However, you may edit the ''Allocation Ratio'' if needed.		NOTE: Even though the ''Function Value'' is an editable field, the ''Function Value'' should not be changed. However, you may edit the ''Allocation Ratio'' if needed.
	~~[[File:Method8.png\|none\|thumb\|607x607px]]~~



	The gray fields are carried over from the individual ''Personnel Approval'' Record located in the ''Salary Information/Offsets'' section. If the amount in the gray field is incorrect, you can edit it from the personnel approval record.		The gray fields are carried over from the individual ''Personnel Approval'' Record located in the ''Salary Information/Offsets'' section. If the amount in the gray field is incorrect, you can edit it from the personnel approval record.
	~~[[File:Method10.png\|none\|thumb\|416x416px]]~~



	Click '''Save''' when completed.		Click '''Save''' when completed.
	~~[[File:Method12.png\|none\|thumb\|579x579px]]~~


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	The ''Cost Sheet (5066A)'' is an editable form. Click the pencil to edit the form.		The ''Cost Sheet (5066A)'' is an editable form. Click the pencil to edit the form.
	~~[[File:Method14.png\|none\|thumb\|880x880px]]~~


	NOTE: Figures for lines 1-7, 33, 34, and 34a will automatically populate for the cost sheet, but will remain editable if changes need to be made. To enter line 24, click the box for ''Enter other function''.		NOTE: Figures for lines 1-7, 33, 34, and 34a will automatically populate for the cost sheet, but will remain editable if changes need to be made. To enter line 24, click the box for ''Enter other function''.
	~~[[File:Method16.png\|none\|thumb\|880x880px]]~~
	~~[[File:Method17.png\|none\|thumb\|768x768px]]~~
	~~[[File:Method18.png\|none\|thumb\|773x773px]]~~


	When all the lines that apply to this program have been entered, click the red '''Calculate & Save''' button at the bottom to get line 37.		When all the lines that apply to this program have been entered, click the red '''Calculate & Save''' button at the bottom to get line 37.
	~~[[File:Method19.png\|none\|thumb\|185x185px]]~~


	You can ''return'' to the Program Search by clicking the '''Return to Program Searc'''h button at the top of the screen.		You can ''return'' to the Program Search by clicking the '''Return to Program Searc'''h button at the top of the screen.
	~~[[File:Method20.png\|none\|thumb\|600x600px]]~~


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	You can search for an existing program by using the drop-down for ''School Year'', ''District'', and/or ''Program'' and then click '''Search'''.		You can search for an existing program by using the drop-down for ''School Year'', ''District'', and/or ''Program'' and then click '''Search'''.
	~~[[File:Method21.png\|none\|thumb\|776x776px]]~~


	A list of your programs will appear in the results grid.		A list of your programs will appear in the results grid.
	~~[[File:Method22.png\|none\|thumb\|785x785px]]~~


	To edit the program, simply click the ''Program Name'' to open the desired program.		To edit the program, simply click the ''Program Name'' to open the desired program.
	~~[[File:Method24.png\|none\|thumb\|848x848px]]~~



	From here, you can edit the ''Program Definition'' information as described above.		From here, you can edit the ''Program Definition'' information as described above.
	~~[[File:Method26.png\|none\|thumb\|859x859px]]~~


	<center><small>(Navigate to [[Student Claim Recheck Edits\|< Student Claim Recheck Edits]] \| <b>[[I-Star Student User Guide]]</b> \| [[Significant Disproportionality\|Significant Disproportionality >]])</small></center>		<center><small>(Navigate to [[Student Claim Recheck Edits\|< Student Claim Recheck Edits]] \| <b>[[I-Star Student User Guide]]</b> \| [[Significant Disproportionality\|Significant Disproportionality >]])</small></center>