Direct Certification/Verification Manual
Contents
1. Security Access to an individual user s security related items including Change Password authenticated user changing their password User Manager Search Access to the Contracting Entity Search screen State users ESCs and Contracting Entity users with access to more than one Contracting Entity 6 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Applications Now that you know how to access and log on to TX UNPS the remainder of the manual will explore the Direct Certification Direct Verification function of the School Nutrition Programs module TX UNPS Applications Menu The Applications menu is the starting point for all tasks related to the annual School Nutrition Programs enrollment process Menu items are based on security levels To access the Applications Menu 1 On the blue menu bar select Applications The Applications Menu displays 2 Select an application item to access that application function The following figure displays the complete list of Applications menu items for authorized state users It is important to note that Contracting Entities have significantly fewer Applications menu items Item Contracting Entity Manager Application Packet Verification Report Verification Summary Food Safety Inspections Food Safety Inspections Summary Fresh Fruit and Vegetable Program Grants Fresh Fruit and Vegetable Program Grant Overview Fresh Fruit And Vegetable Program Summary Summ2. 7 Dapartmert of Agnculture We a pet EN C Diruci Certificetion themes Page P geen her nodze Abone recrerertetus egress o wee oF Zeck fre inrigomgsot zem kor te rtercied Greg eed to rct Ier Cetrzeg y ctrtoantigi reer for gem tree civer feet for ef n umeti eth e ester ced procer Figure 7 Direct Certification Main Page 3 If you are a CE user only associated with one Contracting Entity the Contracting Entity ID Contracting Entity Name and CD Code fields will be pre populated Proceed to step 5 4 Ifyou are a CE user with access to multiple Contracting Entities or if you are an ESC user the Contracting Entity ID field will be blank Enter the 5 digit CE ID you wish to access and click the Tab key The Contracting Entity Name and CD Code will populate based on the entered CE ID If you enter a CE ID that is not associated with your user account you will receive an error message 9 SCHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL 5 Select Print Download Direct Certification Matches to access matched student records Direct Cartification Direct Verification Texas 5 wd age eee and d t PE ates bf a Figure 8 Print Download Direct Certification Matches a From the Report Type i Select State Level Matches for a report of student records matched by the Texas Education Agency TEA to enrollment information ii Select CE Level Matches for a report of student records t
3. P Texas SC Damme ai Agius 8 Inici Reoandhi Criteria Casp LOXG Mumie Wtuder Infsrmetien Mur Vs Search by Case EDU Mimbar Unmeatcter d 1 Crier Gesn EDG Werther Figure 22 Direct Verification Case EDG Search Criteria To search only direct verification records that have not been matched by your organization select the Unmatched radio button To search all direct verification records including those already matched by your organization select the All radio button Enter the Case EDG Eligibility Determination Group Number into the provided text box Click Search Clicking the Reset button will clear any information you have entered in the Case EDG Number field If no records exist that match the entered search criteria you will see the message No matches found Click the Back button to return to the direct verification search screen If one or more records exist that match the entered search criteria the results will display on the screen 18 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Direct Certification Direct Verification Texas Deported of Gsrtzbrs Figure 23 Direct Verification Search Results To access a specific record click the View link to the left of the desired record Direct Certification Direct Verification Te XAS Dui a nniett ul kA Aitra Figure 24 Direct Verification Record Details To indicate that a record is being used to direct
4. are required when uploading a batch file In order to result in a successful match all fields in the record must match A pop up box appears asking if you want to open or save the file Click Open If you do not get the Open Save dialog box pop ups may be disabled Click the associated link to Enable pop ups Direct Certification Direct Verification JE Tol 11 EL i E Hue 4 UA Leg OPU SV Dt ee Perd ot ilj eg iont Ove bau Ors nan a fie i ped fma Lemma alt em EEN tele ba for Oe b mob oo nm Bes can Lovely a Ta pai Coe 9 uou dec Cad t odo de et Qe s Lame Be ie deis ei Figure 32 Direct Verification Batch Upload Results Pop Up Screen 23 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL The list containing the results of the batch upload will display on the screen in Excel Figure 33 Direct Verification Batch Upload Results The table below lists the fields that will be included in the results file and their order A header record will be included in the file titled edgnum zeros will be excluded titled ssn lastname firstname birthdate County Code titled Numeric 3 digit county 057 county Meal Code titled meal F for Free or R for Reduced 8 CEID titled ceid 5 digit ID assigned by TX UNPS 00528 9 Site ID titled siteid Will not contain a value 10 Matched indicator titled Character Will contain a Y if the record was Y matched matched Will contain an N if the rec
5. compatibility Click Yes to continue saving as a CSV file 4 fusing Excel 2007 or later use the following steps to save the file o Once the file opens in Excel click the Office button very top icon at the left hand corner and select Save As o If saving as an Excel file click Excel Workbook Then select a proper destination directory either your computer hard disk or external media to download the list of directly verified students o Ifsaving as a comma delimited file click Other Formats A Save As window will appear Click the Save as type drop down and select CSV Comma delimited Select a proper destination directory 26 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL either your computer hard disk or external media to download the list of directly verified students After clicking Save a pop up box appears asking about feature compatibility Click Yes to continue saving as a CSV file After saving the file click the Direct Verification link in the upper left corner to return to the Direct Verification Main Page When your direct verification activities are complete close the Direct Certification Direct Verification window by clicking Exit in the upper right corner 27 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL
6. d vparmem of Apius I Figure 27 Direct Verification Search Results To access a specific record click the View link to the left of the desired record Direct Certification Direct Verification Figure 28 Direct Verification Record Details To indicate that a record 1s being used to directly verify a student click March Your CE ID will then display in the Matched field Note Once a record is matched it will only appear in subsequent searches if you select All in the search criteria Selecting Matched on a search screen will exclude this record from the results In addition the matched record will no longer appear in searches performed by other contracting entities If you click Match on a record and subsequently realize this record should not be matched you can click Unmatch Your CE ID will be removed from the Matched field To search for another record click Return to return to the direct verification search results screen 21 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL To Print an Individual Direct Verification Record 1 Follow the steps to perform a manual search and then select the desired record by clicking Details Figure 29 Direct Verification Record Details Click Print Direct Certification Direct Verification Texas Do armen i aon ghtea Lux oat WMT wee d al gg mt t VIE ATIS IR 4AT 98A TUNES L0 9 ir Mere iay Mamm Pt Leer
7. or save Direct Certification Direct Verification Texas IP m LaL at tn vi Lertrezee tre 12 Contrary badiy erst CT Core I yee seed ege Greg zx un of 92775 TES PEARL er grogrrpgiefraetedrvirg gee Le yee werd to open or aspe thes e T Mew US OA TET OLD ert Sev Perm om til Type Marese Lace Covwma lapaiuat aar Fo eg edi mns rm m e aa Ce em Vite Pan re fr nti can be canto vorm Mer oam sott P hem veut comm Fumo de fet iom Hh mure do o opem ow weve uw Ue og iD o Figure 14 Open Save Dialogue Box The updated file contains additional columns 1 Site ID contains no values 2 Matched a Y the record is an exact match to a record in the unmatched data and now has been marked as matched the by the CE ID specified in the import file b N The record is not an exact match to any record in the unmatched data Or the CE ID listed in the file does not match the CE ID selected on the screen Or the record matched a student already matched to a different CE 14 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL 3 Eligibility a 1 Eligibility is based on SNAP data b O Eligibility is based on other than SNAP data wre E e i e St e Ee Urat tard Zeg em L I1 FM co d mas te b rel FS d i E 2 i eg eui t3 3 wag Pape l Ser e AA tt 4 A AA Lk Adi t Las I ge IT shet j Fn De J L eo L mn la eruwmie firewire ditharie p
8. Ium tue ILL sot ri Vp Ztrt Sg Pn 1 Figure 30 Direct Verification Individual Record Print Screen Click the Printer icon under the Direct Certification link to print the record o A pop up box appears asking for the page range Select All and click OKR o Another pop up box appears asking if you want to open or save the file Click Open o The list will display in PDF format Click the Printer icon on the page o Close the PDF window Click the Direct Verification link in the upper left corner to return to the Direct Verification Main Page To Perform a Batch Upload Search of Direct Verification Records 1 On the Direct Verification main page select District Import Click Browse and locate the file you wish to upload Click Upload File 22 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Direct Certification Direct Verification Figure 31 Direct Verification Upload Screen The uploaded file must be in csv format and must not be larger than 4 MB The table below lists the fields that must be included in the file and their order All fields are required The uploaded file should not contain a header record l Case EDG Number Varchar Variable length field Do not include 11111 m e special characters Preceding zeros IE can be included or excluded Number UE LEN QUARE sensitive TL UT TI QUAMENBLEN sensitive Yo mo Y Y Y Y Y Y Note All fields
9. Last Noemi bh vn d hal Nam tunes Tow i En Biard Gtieeheret Zant aain na Figure 26 Direct Verification Student Information Search Criteria To search only direct verification records that have not been matched by your organization select the Unmatched radio button To search all direct verification records including those already matched by your organization select the All radio button Enter the desired search criteria into the provided text boxes For SSN do not include dashes For Birth Date enter in the format mm dd yyyy Note For confidentiality reasons there are minimum search criteria on this screen You can search by either social security number SSN and birth date or by last name first name and birth date and county if desired When using the second set of search criteria you can also include a Sounds Like search on the first name Selecting this option will result in matches where the last name and birth date fields match but the first name has a different spelling ex Marisa vs Marissa 20 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Click Search If no records exist that match the entered search criteria you will see the message No matches found Click the Back button to return to the direct verification search screen If one or more records exist that match the entered search criteria the results will display on the screen Direct Certification Direct Verification Texas
10. TEXAS DEPARTMENT OF AGRICULTURE Texas Unified Nutrition Programs System IX UNPS School Nutrition Programs Direct Certification and Direct Verification DCDV Supplemental Manual Texas Department of Agriculture Food and Nutrition Division For External Users TABLE OF CONTENTS INTRODUC PION ed 1 E SER IAIN EE EE 1 GETTING STARTED ei ssscceccxsccsccssscsveexdacivinscsccsctevecsvecsteesseassscivecssscusctevecesasaveesseeiuecivecacscusetetesssness 2 ACCESSING TIE T X UNPS WEB SONE eege 2 LOGGING ON E E ER 3 Qvod m EET 3 TEX UINPS PROGRAMS EE 3 SCHOOL NUTRITION PROGRAMS HOME PAGE cccccescccescccesecccececescccuseccenecseueceeueceeenecceeceenecsseceeneseaneess 5 To access the School Nutrition Programs home page 5 School Nutrition Programs menu options nnne nennen eeessesee ne rrr nnn nenne enses sse n nnns 6 APPLICA HILOS 7 TEX E PS APPLICATIONS MENU Son ni doeet urb deis era oido tecti oo oo vnde du om tad m toD DTI J TO access the Applications EE 7 DIRECT CERTIFICATION DIRECT VERIFICATION MODULE ssscccececceceeeceesesessssssssceeeeeeeeeeeeeeeeeeeeeseseeas 8 To Access Direct Certification Direct Verification esses eene eene eene nee nnn nnns 8 DIRECT CERTIFICATION eelere eege 9 JTosNccess a Direct Certification ees eere erdt neret Roe Pene te eed tn Unde nue ARR eue Mente uud itn QU ut deu sensu dos 9 To View or Print a Direct Certification List sesessseeeeeeeeeeeeeneeeen nennen nenne
11. ed before beginning the process 12 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL 1 The data must be a comma delimited file CSV o A CSV file can be made in any version of Excel o Setup the file with these columns in the same order and format Social Security Number e 9 digits no dashes e Include leading zeros e Format the cell as text to keep the leading zeros Last Name First Name Birth Date mm dd yyyy e Must be digits not letters e Must include leading zeros in month and day Gender F M CEID e 5digits e Include leading zeros e Format as text e CEID must match CE ID on import screen only applies to user with multiple CE IDs 2 When completed save as and select CSV Comma delimited csv from the file type drop down box KS W p Ten sol Ea nu e L 4 one F a in f zf h mue PA b A uw ix i E Sw pea wen FIRST Ant Siethtvte SERDEM CE D LIII PN 22 VLU JOT M To Figure 12 File Format for CE Import for CE Level Matches 13 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Direct Cartification Direct Verification Texas rM aom Figure 13 CE Import for CE Level Matches Browse 3 Select CE Import for CE Level Matches 4 Select Browse to find the CSV file to upload 5 Select Upload File e Do not click Upload File more than once 6 After the system has identified matches it will return the CSV file that the CE can open
12. el Match View Print screen 11 Figure 11 Direct Certification Download Screen CE March 11 Figure 12 File Format for CE Import for CE Level Matches 13 Fieure 13 CE Import for CE Level Matches Oger eege ege 14 Figure I4 Open Save Dialogue Reeg 14 Figure 15 Results from System Matching oo idee t tenir n c aioe a 15 Picur T6 Search tor CE Level Matc BS e 15 Picot 17 Matched Records Scree s eoe i pei E I eot PI e Pa I e tab ed ice a ee e ue 16 Fisure T5 Direct Certification Student Details eei e E ee bores oos eter urine A eu esa A nese luni Aaaa 16 Figure 19 Direct Certification Direct Verification Home Page 17 Pisure 20 Direct Verification Mam Pages Ee 17 E1eure 21 Direct Verification SeatchiSeteelk EE 18 Figure 22 Direct Verification Case EDG Search Criteria eoe eege 18 Fieure 23 Direct Verification Sedrch Results EE 19 Figur 24 Direct Verification Record Details eie teret eio ee 19 iii ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Pewee 252 Difect Venticatiori Search S CEeelico ede ee dee salade a o duin d 20 Figure 26 Direct Verification Student Information Search Criteria sese 20 Fieure 27 Drect Venticaton search ReSUlts na da diee eo oret d fot e o a a a voir da ute d vera da acne e 21 Picure 25 Drrect Veritication RRE 21 I1sure 29 Direct Venticaaon Record Details ti eri ado erin eei aie eto ede 22 Figure 30 Direct Verification Individual Record Print Screen 22 Figure 21 Di
13. er Nutrition Program Costs Capital Expenditure Request October Enrollment Texas Summer Mandate Texas Summer Mandate Summary Direct Certification Direct Verification Download Forms Description SNP Contracting Entity s Profile Site and Hold Information Applications Forms Contracting Entity and Site Mandatory Annual Verification Report Mandatory Annual Verification Report Summary Number of Food Safety Inspections by Site Number of Food Safety Inspections by Site Summary Fresh Fruit and Vegetable Grant Information by Site Fresh Fruit and Vegetable Grant Information by Site Overview Fresh Fruit And Vegetable Program Summary Total Costs Associated with Operating a Summer Nutrition Program Request for funds to purchase capital items gt 5 000 October Enrollment and Eligibility by Site Summer Nutrition Programs Intent Declaration Summer Nutrition Programs Intent Summary Direct Certification Direct Verification screens Forms Available for Downloading Figure 4 Applications Menu screen State view 7 SCHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Direct Certification Direct Verification Module The Direct Certification Direct Verification menu item provides authorized users access to the Direct Certification Direct Verification system from within TX UNPS Note Please note that you will not be able to access the Direct Certification Direct Verification module on the day your TX UNPS password is reset
14. erdo etu aithed ligezibty oO P Figure 15 Results from System Matching Search for CE Level Matches The Search Page for CE Level Matches will allow the CE to do a manual search of unmatched records To search only direct certification records that have not been matched by any organization select the Unmatched radio button To search all direct certification records including those already matched by your organization select the All radio button Students can be searched for by SSN AND birth date OR by last name first name AND birth date Direct Certification Direct Verification p Texas e Coppia m of Ager y eter Vm tower Bete hete per tan www ert cen peer Lew Gee tweet few Sam Ise fourth bote n DO ee Figure 16 Search for CE Level Matches 1 Select Search for CE Level Matches a SSN is formatted as nine digits no dashes and include leading zeros b Birth date is mm dd yyyy and must include leading zeros for month and day 2 All records returned will be an exact match to the search criteria unless the Sounds Like option for first or last name is selected 15 SCHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL 3 fno matches are found the system will display No Matches Found Figure 17 Matched Records Screen A list of records that match the search criteria entered will be displayed including e A link to view the complete student information details e A
15. fication Direct Verification DCDV function of the School Nutrition Programs Module User Manual This user manual is intended for use by authorized Contracting Entity CE and Education Service Center ESC users that operate the School Nutrition Programs It is designed to provide a general understanding of how to use the system in an effective and efficient manner 4 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Getting Started Before you can begin using TX UNPS you must be assigned a user ID and password by the TX UNPS Help Desk that provides the required security rights Once this setup is complete you may use the Internet and your assigned user ID and password to access and log onto the TX UNPS web site Accessing the TX UNPS Web Site You can access TX UNPS from any computer connected to the Internet by opening your Internet browser and entering the following URL in the browser s address line https txunps texasagriculture gov The TX UNPS project page displays Click the Continue to TX UNPS logon page link to log into TX UNPS AA TIP You can add this URL to your browser s FAVORITES list or create a shortcut to the web site on your desktop for quicker access to the site Refer to your browser or operating system help files for further information 31 gegen GE Welcome to the Texas Unified Nutrition Progams S ystem ag Lzeied I Um LE emm Fier I IDA Dis lees e lefermator
16. hat have been matched by the CE b Select the Year to Date List checkbox to access a comprehensive list which includes all records matched during the current school year c Select a month from the Update Period drop down list to view only records matched during a specific month To View or Print a Direct Certification List 1 After entering a CE ID if applicable and selecting a Report Parameter click the View Print button The requested Direct Certification list will display on the screen Direct Certification Direct Verification Te xag Dapa mern of At uiure En ae s RAA PANTER UR A FI rer ep FEIME STATS LEAL MANG ET EET AND FON GATE Wee LU Figure 9 Direct Certification State Level Matches 10 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Direct Certification Direct Verification Texas ge numer of Agqiirults D Le IX E Figure 10 Direct Certification CE Level Match View Print screen Note The actual report is not shown here for security purposes 2 Click the Printer icon under the Direct Certification link to print the list of students i ii iii IN A pop up box appears asking for the page range Select All and click OK Another pop up box appears asking if you want to open or save the file Click Open The list will display in PDF format Click the Printer icon on the page Close the PDF window Click the Direct Certification link in t
17. he upper left corner to return to the Direct Certification Main Page When your direct certification activities are complete close the Direct Certification Direct Verification window To Download a Direct Certification List L After entering a CE ID if applicable and selecting a Report Parameter click the Download button A pop up box appears asking if you want to open or save the file Click Open If you do not get the Open Save dialog box pop ups may be disabled Click the associated link to Enable pop ups The requested Direct Certification list will display on the screen in Excel xw Figure 11 Direct Certification Download Screen CE Match 11 SCHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Note The actual report is not shown here for security purposes The State Level Match will show district campus and campus number columns 2 If using a version of Excel prior to 2007 use the following steps to save the file If using Excel 2007 or later skip to step 3 a Once the file opens in Excel click File Save As Select a proper destination directory either your computer hard disk or external media to download the list of eligible students for Direct Certification Enter a file name b Ifsaving as a comma delimited file click the Save as type drop down and select CSV Comma delimited After clicking Save a pop up box appears asking about feature co
18. k Yes to continue saving as a CSV file After saving the file click the Direct Verification link in the upper left corner to return to the Direct Verification Main Page When your direct verification activities are complete close the Direct Certification Direct Verification window by clicking Exit in the upper right corner To View or Print A Listing of All Direct Verification Matches 1 On the Direct Verification main page select Print Direct Verification Direct Certification Direct Verification Figure 34 All Direct Verification Matches Print Screen 2 Select View Print The list containing all Matched direct verification records will display on the screen Direct Certification Direct Verification Texas Dep uti wn of Agie utti TEGAS ee ee OUR I0 vw Sc Sw A TION OS RATHORAL pg LH i Figure 35 Direct Certification View Print Screen Click the Printer icon under the Direct Certification link to print the list of students o A pop up box appears asking for the page range Select All and click OKR o Another pop up box appears asking if you want to open or save the file Click Open o The list will display in PDF format Click the Printer icon on the page o Close the PDF window Click the Direct Verification link in the upper left corner to return to the Direct Verification Main Page 25 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL When your direc
19. ly verify a student click Match Your CE ID will then display in the Matched field Note Once a record is matched it will only appear in subsequent searches if you select All in the search criteria Selecting Matched on a search screen will exclude this record from the results In addition the matched record will no longer appear in searches performed by other contracting entities To print the record click Print If you click Match on a record and subsequently realize this record should not be matched you can click Unmatch Your CE ID will be removed from the Matched field To search for another record click Return to return to the direct verification search results screen 19 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL di To Perform a Manual Search of Direct Verification Records Without Case EDG Number 1 On the Direct Verification main page select Search Page Direct Certification Direct Verification etter inet f t nter asa O01 ibn fr St salpat Iris znxaiitez hoe Hee Figure 25 Direct Verification Search Screen Select the Student Information radio button to search for records without entering a Case or EDG Eligibility Determination Group number Direct Certification Direct Verification Texas wl Deraan of t Hetret narri Chiarina Uea AADO wnb St esee bee mmt eem Vee the lewis te S quU Husten Cen teg ae tv wm Lr rr Burt late but
20. mpatibility Click Yes to continue saving as a CSV file 3 fusing Excel 2007 or later use the following steps to save the file 4 Once the file opens in Excel click the Office button very top icon at the left hand corner and select Save As a Ifsaving as an Excel file click Excel Workbook Then select a proper destination directory either your computer hard disk or external media to download the list of eligible students for Direct Certification b Ifsaving as a comma delimited file click Other Formats A Save As window will appear Click the Save as type drop down and select CSV Comma delimited Select a proper destination directory either your computer hard disk or external media to download the list of eligible students for Direct Certification After clicking Save a pop up box appears asking about feature compatibility Click Yes to continue saving as a CSV file 5 After saving the file click the Direct Certification link in the upper left corner to return to the Direct Certification Main Page 6 When your direct certification activities are complete close the Direct Certification Direct Verification window To Import a File of Student Records to Match The CE Import for CE Level Matches allows the CE to upload a file The system will search for unmatched students that are an exact match to all of the student data on the import file The data file for upload should be prepar
21. n enne enne 10 To Download a Direct Certification Tiet 1 To Import a File of Student Records to March 12 Search ror CE Beye eisene Eege 15 DIRECT VERIFICATION SCREENS pierdes eni iti Fac d dta ii tu od big ose Item edo undas 17 TOZAGGeESS Direct V CELTICOIOTI ases ee ptio deetdineodorioctetdiin eier ett 17 To Perform a Manual Search of Direct Verification Records Using Case EDG Number 18 To Perform a Manual Search of Direct Verification Records Without Case EDG Number 20 i ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL To Print an Individual Direct Verification Record 22 To Perform a Batch Upload Search of Direct Verification Records 22 To View or Print A Listing of All Direct Verification Matches 23 To Download A Listing of All Direct Verification Matches nnn 26 ii ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL TABLE OF FIGURES FE1eure T TX UNPS HE 2 Figure 2 TX UNPS Eege 4 Figure 3 School Nutrition Programs Home Page e eee aree E Need EEGENEN 5 Figure 4 Applications Menu screen State view eegene 7 Figure 5 Direct Certification Direct Verification screen oe pee PE eI Eee oet PEE eee een Pa Ee eo nee 8 Figure 6 Direct Certification Direct Verification Home Page 9 Fieure 7 Direct Certification Main EE 9 Figure 8 Print Download Direct Certification Matches 10 Figur 9 Direct Certification State Leewen eessen Eege 10 Figure 10 Direct Certification CE Lev
22. n the ptem and doconests cubmemed hfeome s bbc record ard aw cufipect tc Jadcesre With few cl e xseptonce pou heres the ngit tc reread and be ieiz emet ebeut tre rto me thet Zeg Tesar Cece rrr ag we D denis drovi eet cm mul te eot e end t Tre g et Ajeta T DS D Oh 22 Gv 1 hi tte teternvrew D SE sterar Gvinet Coda econ 1223 and Si Urnwst crnped use o D raten C OS0ED is biste ri reme mate Wedcest Acces 0 fewer uresecatent Puce eS oer OGented ze Ki E wy rei Cere xd be apt e interested it Apciying privacy Usage uas be sebject t securty tectvrg and Wahl e SAP User tiers e e Figure 1 TX UNPS Log in Screen 2 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Logging On to TX UNPS To log on Access TX UNPS by typing the URL into the address line of your web browser Enter your assigned User ID Enter your Password Select Log On Note If you do not have a User ID and Password contact the TX UNPS Help Desk A TIP The Password is case sensitive so be sure to use upper and lower case letters if Ke necessary TX UNPS Programs Page Once you successfully log on the TX UNPS Programs page is displayed Actual access to specific modules is based on the user s security rights gray because these are administrative modules that are available to only authorized State users Contracting Entities and ESCs will not have access to these modules Only select authorized State user
23. ord was not matched If using a version of Excel prior to 2007 use the following steps to save the file If using Excel 2007 or later skip to step 6 o Once the file opens in Excel click File Save As Select a proper destination directory either your computer hard disk or external media to download the list of directly verified students Enter a file name o Ifsaving as a comma delimited file click the Save as type drop down and select CSV Comma delimited After clicking Save a pop up box appears asking about feature compatibility Click Yes to continue saving as a CSV file If using Excel 2007 or later use the following steps to save the file o Once the file opens in Excel click the Office button very top icon at the left hand corner and select Save As o If saving as an Excel file click Excel Workbook Then select a proper destination directory either your computer hard disk or external media to download the list of directly verified students 24 SCHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL o Ifsaving as a comma delimited file click Other Formats A Save As window will appear Click the Save as type drop down and select CSV Comma delimited Select a proper destination directory either your computer hard disk or external media to download the list of directly verified students After clicking Save a pop up box appears asking about feature compatibility Clic
24. ote If a user only has access to the School Nutrition Programs module the Programs screen is not be displayed The School Nutrition Programs home page displays School Nutrition Progra Welcome to the Texas Unified Nutrition Programs System Last Updated 2 11 2011 Figure 3 School Nutrition Programs Home Page 5 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL School Nutrition Programs menu options From the School Nutrition Programs home page you can select a menu item from the blue menu bar at the top of the page The School Nutrition Programs menu bar contains menu items specific to the School Nutrition Programs The table below describes the features available for each menu option which the remainder of this manual will discuss in detail Please note individual users may have varying menu options due to the user s security configuration Applications Access to overall application related items including Contracting Entity Manager State users only Application Packet inc Contracting Entity SNP SSO and FFVP applications Verification Reports Food Safety Inspection Reports Fresh Fruit and Vegetable Invitations and Grants Summer Nutrition Program Costs October Enrollment Capital Expenditure Requests Texas Summer Mandate Direct Certification Direct Verification Download Forms Claims Access to claim entry screens e g SNP SSO and FFVP and Contracting Entity specific payment history
25. rect Ventication Wi e ee EE 23 Figure 32 Direct Verification Batch Upload Results Pop Up Screen 23 Figure 29 Direct Venticaaon Batch Upload Results eot o e iania eon da he e ooa Ro eed eure ud 24 Figure 54 All Direct Veritication Matehes Print SCEeeD utei oe Eo Te eI Le ph e Ro EE E RE RE ed Ro Te ee pEea veda 25 I1eure 25 Direct Certification View Print SEICED ou dic c re Coder e eo ee Sa Fete ed toy ee 25 Figure 26 All Direct Veritication Matches Print Screen i cp o eor ede ote an epe e See edes 26 I1eure 27 Direct Venticaton Download Screen atico d aeree so foh o t a o C oen daa e eo ato ddnde 26 iv ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Document Revision History Version Status Change Description Updated By FINAL 04 15 2011 Final User Guide for Implementation Meredith Noel V2 0 FINAL 10 01 2011 Updates for Direct Verification Meredith Noel Implementation 08 13 2013 Updates for Direct Certification Match FINAL 08 26 2013 Updates for Direct Certification Match v ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Introduction Welcome to the Texas Unified Nutrition Programs System TX UNPS supplemental user manual for the School Nutrition Programs module TX UNPS is a web based software solution that provides administrators state users and Contracting Entities with efficient and immediate access to applications claims and related nutrition program functions This manual will focus on the Direct Certi
26. rect Verification link on this screen a new browser window will open providing access to the Direct Certification Direct Verification system The screen will not open if you have a pop up blocker running on your system If this occurs hold down the CTRL key and select Direct Certification Direct Verification again Your TX UNPS browser session will remain active until the system times out i e 20 minutes If using the Direct Certification Direct Verification system takes longer than 20 minutes you will need to re login to TX UNPS Note Direct Certification for state level matches is only available to Contracting Entity users associated with public and charter schools and to ESC users Direct Certification for CE level matches and Direct Verification are available to all School Nutrition Program Contracting Entity users and to ESC users 8 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Direct Certification Screens To Access a Direct Certification List 1 After selecting the Direct Certification Direct Verification link a new browser window will open displaying the Direct Certification Direct Verification Home Page Direct Certification Direct Verification Texas E epatmaen of Age uiis Figure 6 Direct Certification Direct Verification Home Page 2 Click the Direct Certification link in the upper left corner to open the Direct Certification screen Direct Certification Direct Verification Texas
27. reference ID number e The last 4 digits of the student s SSN e Student s full name e Matched Indicator Y or blank If matched indicator is Y then the record has already been matched by the CE associated with the person logged on The View link will take the CE to the Direct Certification Student Details screen If the Match button 1s active the CE can click the button to associate the record with the CE ID and remove it from the unmatched files If the Unmatch button is active the CE can click on the record to have it removed from association with the CE ID and return it to the unmatched files Direct Certification Direct Verification Texas Depatmenm of Agncodture Math bv datas Figure 18 Direct Certification Student Details 16 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Direct Verification Screens To Access Direct Verification 1 After selecting the Direct Certification Direct Verification link a new browser window will open displaying the Direct Certification Direct Verification Home Page Direct Certification Direct Verification Figure 19 Direct Certification Direct Verification Home Page Click the Direct Verification link second title from the left to proceed to the Direct Verification screens Direct Certification Direct Verification Figure 20 Direct Verification Main Page If you are a CE user only associated with one Contracting Entity the Contrac
28. s will have access to these modules E TIP The Accounting Maintenance and Configuration and Security tiles are always 3 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL Applications Claims Compliance Reports Security Search 22 Programs Year Help Log Out Programs Figure 2 TX UNPS Programs Page Selecting this button Provides School Nutrition Programs Access to the School Nutrition Programs home page Accounting Access to the Accounting Module home page Child and Adult Care Food Program Access to the Child and Adult Care Food Program home page Access to the Maintenance and Configuration module home Maintenance and Configuration page Security Access to the Security Module home page Summer Food Service Program Access to the Summer Food Service Program home page Food Distribution Program Access to the Food Distribution Program home page 4 SCHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL School Nutrition Programs Home Page The School Nutrition Programs home page contains the message board used by state administrators to post and maintain School Nutrition Programs related messages Messages may contain important news regarding the submission due dates upcoming training legislative changes or any other SNP specific information To access the School Nutrition Programs home page 1 Logontothe TX UNPS web site On the Programs screen select School Nutrition Programs N
29. t verification activities are complete close the Direct Certification Direct Verification window by clicking Exit in the upper right corner To Download A Listing of All Direct Verification Matches 1 On the Direct Verification main page select Print Direct Verification Direct Certification Direct Verification Figure 36 All Direct Verification Matches Print Screen 2 Select Download A pop up box appears asking if you want to open or save the file Click Open If you do not get the Open Save dialog box pop ups may be disabled Click the associated link to Enable pop ups Then click Download again The list containing all Matched direct verification records will display on the screen in Excel d b gt itat weary ta LI it t x gt d P A ana D As e e e pe et Aie BJU BUT ZZ ER E 42 Vergy 3 Cortes gre Figure 37 Direct Verification Download Screen 3 If using a version of Excel prior to 2007 use the following steps to save the file If using Excel 2007 or later skip to step 4 o Once the file opens in Excel click File Save As Select a proper destination directory either your computer hard disk or external media to download the list of directly verified students Enter a file name o If saving as a comma delimited file click the Save as type drop down and select CSV Comma delimited After clicking Save a pop up box appears asking about feature
30. ting Entity ID Contracting Entity Name and CD Code fields will be pre populated If you are a CE user with access to multiple Contracting Entities or if you are an ESC user the Contracting Entity ID field will be blank Enter the 5 digit CE ID you wish to access and click the Tab key The Contracting Entity Name and CD Code will populate based on the entered CE ID If you enter a CE ID that is not associated with your user account you will receive an error message Note Throughout this manual direct verification record details are not shown for security purposes Note Throughout the direct verification system the Social Security will be masked on all screens except for the last 4 digits Note Throughout the direct verification system the search results and match results screens will display the Case EDG number as a numeric field excluding any preceding Os However both manual and batch upload searches can be performed with any preceding Os 17 ScHOOL NUTRITION PROGRAMS DCDV SUPPLEMENTAL MANUAL To Perform a Manual Search of Direct Verification Records Using Case EDG Number 1 On the Direct Verification main page select Search Page Direct Certification Direct Verification Texas Depanari of Agr urs Hele oom E iaria Dasa O00 rris t bbosalbesid Iris nxatitez hoe Hee Figure 21 Direct Verification Search Screen Select the Case EDG Number radio button Direct Certification Direct Verification
31. whether by you or by the TX UNPS HelpDesk You must wait until the following day to access these lists To Access Direct Certification Direct Verification 1 On the blue menu bar select Applications The Applications menu screen displays 2 Onthe menu select Direct Certification Direct Verification The Direct Certification Direct Verification screen displays 3 Select the Back button to return to previous screen Direct Certification Direct Verification Direct certification DC i a method of directly certifying children who are categorically eigible for free meats due to the household rechino SNAP Supplemental Nutriton Assistance Program or TANF Temporary Assistance for Needy Families benefits TDA provides updated DC information mett to assist with the USDA required DC regi anon Direct verification is a method of venfying program pargopation for chidren who are approved for free or reduced price mess usng state SNAP TANF CHIP Chidren s Health insurance Program and Medicaid records TDA provales Grect verification inf rmanon beginning October 1 of each year ro assist with the USDA required verification regulation Click on the link below to go to the Direct Certification Direct Verification screens Note This wii open in a new window Please ensure your computer is set to allow pop ups 1 Ji Figure 5 Direct Certification Direct Verification screen Note By selecting the Direct Certification Di
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