Program Definition Program Method: Difference between revisions

From Harrisburg Project | I-Star User Guide
Jump to navigation Jump to search
No edit summary
No edit summary
Line 56: Line 56:




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.




Line 76: Line 77:
'''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>

Revision as of 12:27, 18 March 2025

(Navigate to < Student Claim Recheck Edits | I-Star Student User Guide | Significant Disproportionality >)


To access the program definition, click the Utilities tab and then click on Program Definition.

NOTE: The Program Method in I-Star Plus is an optional tool. You should only 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 common educational needs.

Add New

To add a new program, simply click the blue + sign in the Program Search.


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 cooperative use only.


This will take you to the created Program Definition where you can begin adding personnel to the program.


To add personnel, click the far right icon in the Personnel panel.


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 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 can edit any of the white fields available on this screen.

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.



Click Save when completed.



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.


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.


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.


Edit Existing

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.


To edit the program, simply click the Program Name to open the desired program.



(Navigate to < Student Claim Recheck Edits | I-Star Student User Guide | Significant Disproportionality >)