Residency

Used to track residency for a client to one or more schools and districts.

Navigation Menu

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.