Used to track residency for a client to one or more schools and districts.
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Main Menu > Clients > Residency
Applies to: Enterprise
Details:
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School Name: Name of the school where the client resides pulled from user-defined School Names select list. Required field. If only a school district is required, the district name must exist in both School Districts and School Names.
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Relationship: Type of relationship with this school. Required field. This field is a multi-select list and more than one response can apply. The value of this field is important for the successful preview/print of certain reports. For example, Attendance Reports require "Academics" and EPE/EA reports require "Billing". If in doubt, select all three, which is the default setting on a new record.
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Start Date/End Date: Start date at this school. Required field. To correctly display data on certain reports, it is important to make sure dates cover the entire program year. If a Client has multiple residency records, the dates should not overlap for the same relationship type.
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County: County of school residency pulled from user-defined County select list.
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Contacts 1-2-3: Counselor or other assigned Home School Contacts to this Client from the school of residency. Pulls from user-defined School Contacts select list.