AVL - Eval

Pre AVL
  1. Download Summary Files
    • Maintenance>SED Data> Import summary Data from CPSE Portal
      • Select School Year, then select:
        • Import Evaluation Summary
          (You will need to do separate imports for each service and for each year) 


Eval AVL
  1. Claims
    • Load/ Create Eval AVL
      • Load Eval AVL
        • Download AVL File
          • Enter Credentials for SFTP
      • Choose School Year -> Get Listing
        • Highlight latest date -> Download
          • Done -> OK
      • Double Click Eval_AVL_Text
      • Double Click From SED
        • Highlight most recent date at the bottom
          • Load AVL File -> OK
            • Match to Payments (This will have a loading bar)
      • Minimize
  2. Claims
    • Process Eval AVL
      • Retrieve
        • There will be a key at the top of the screen showing what has happened with each.
          • No Match
          • Child Match
          • Eval Match
          • Payment Match
          • Nothing to Claim
          • All Claimed
          • Part Claimed
            • In yellow
            • Double click & choose payments you wish to claim; up to the available amount approved.
      • X out
 
  1. Reports
    • AVL/Claiming -> AVL
      • Evaluation
        • Run AVL Report
  2. Claims
    • Load/Create Eval AVL
  3. Reports
    • AVL/ CLAIMING
      • Unclaimed Eval Payments
        • School year-> Retrieve
          • Show Unclaimed Payments for Evals
      • X out