This article explains how to track client residency for one or more schools and districts. Users can record school names, relationships, residency dates, and assigned contacts to ensure accurate data for reporting and tracking purposes.
Navigation:
Main Menu → Clients → Residency
Applies To: Enterprise
Overview
The Residency section allows users to:
- Track residency details for clients across schools and districts.
- Manage relationships, residency dates, and assigned contacts.
- Ensure accurate data for reporting, such as Attendance and EPE/EA reports.
Residency Fields
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School Name:
- Name of the school where the client resides, pulled from the user-defined School Names select list.
- Required field.
- If only a school district is required, ensure the district name exists in both the School Districts and School Names lists.
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Relationship:
- Type of relationship the client has with the school.
- Required field.
- This is a multi-select list, allowing more than one response.
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Important for reports:
- Attendance Reports require "Academics."
- EPE/EA Reports require "Billing."
- Default setting for new records includes all three options ("Academics," "Billing," and "Transportation").
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Start Date/End Date:
- Start date of residency. Required field.
- End date of residency.
- Ensure dates cover the entire program year for accurate reporting.
- For multiple residency records, dates must not overlap for the same relationship type.
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County:
- County of the school residency, pulled from the user-defined County select list.
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Contacts (1, 2, 3):
- Assigned school contacts (e.g., counselor or other home school representatives).
- Pulled from the user-defined School Contacts select list.
Key Notes
- Always complete the School Name and Relationship fields for accurate tracking and reporting.
- For reports requiring specific relationships (e.g., Attendance or Billing), ensure appropriate selections are made in the Relationship field.
- Dates should align with the program year, and overlapping dates for the same relationship type should be avoided.
Conclusion:
By using the Residency section, users can accurately manage client residency records for schools and districts, ensuring data integrity for tracking and reporting. For further assistance, refer to related articles or contact support.