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Residency

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:

  • 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.

  • 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.

  • 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. 

  • County: County of school residency pulled from user-defined County select list.

  • 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.


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