All you need to know about processing Verification with Wordware
1. Create a Verification Folder
-When ready to process verification, we advise starting with creating a 'Verification' Folder on your computer. Here you can save all reports we recommend saving for your verification process.
2. On Oct. 1
-Go to District Site> Free and Reduced> reports
-Generate an Application Revision Summary list report as of Oct.1, CSV by application
-Save this to your Verification Folder
3. Verification Letters
-Adjust Verification Selection and Verification Result letters in District Site>Letters tab>View/Edit Letter Templates
4. Verification Survey (Also on Oct. 1)
To process Verification with Wordware first you will start with selecting a sampling method with our Verification tool.
4 a. Go to District site> free and reduced> Verification Survey
4 b. Select the method you want to use. Your State might have a specific method they want you to use, for most states the Standard method will be fine.
4c. Enter your end date, typically you want to pull your sample by 10/01, however it can be different for your school District.
4d. Click process
You will now have a list of the families/students randomly selected to verify.
4e. Generate the letters from the Timeline
5. Send out Verification Letter
-You can use our Verification Letter to send them a letter them notifying they have been randomly selected for verification or you can choose your own method to notify them.
Note: If the family selected is a family you may have a hard time communicating with, feel free to run the tool again and select a new family
6. Log Verification Details
-Once you've received the proof of income from the families that were selected, you will need to revise the applications with the proof of income, then log the Results.
-To log the results and all other Verification Details, go to District Site>Families tab>Search for family>Open up the family in Family Dashboard>Blue Layout>Verification box. Enter information here
7. On Oct. 31
Generate and save the following reports from District Site>F&R tab>Reports
- Application Revision Summary List, as of Oct 31st, CSV, by Student
- Free and Reduced Student List, Effective Dates of 7-1-XX (which is the first date you can accept FR applications each year) to 10-31-XX, CSV, only enrolled.
-Save these reports to the folder on the desktop labeled “Verification”
-Later in the year (usually November, but this can vary, by state) these reports are used to fill out the FNS 742.