Admin – Workflows

Common end-to-end flows for processing requests quickly and consistently.

Verify & fulfill a request

1. Open a row from the Request Queue.
2. Review Summary and check Payment (if applicable).
3. If info is missing, post a Public Reply describing exactly what’s needed.
4. Upload the record(s) in Fulfill Request.
5. Click Send Documents to Requester.
6. Set status to Verified or Completed and update Estimated completion if needed.

Details with Verified badge

Request additional information

• Public Reply to request school/recipient details or authorization.
• Optionally add an Internal Note with follow-up plan and deadline.
• If your policy requires it, note possible auto-cancel timing.

Secure Messaging (Public vs Internal)

Print a receipt or request sheet

• Use Print → Print Receipt for the customer copy (QR + summary).
• Use Print → Print Request for internal handling.

Receipt example

Update status & track history

• Move requests through New → In Review → Verified → Completed (or Awaiting Info / Rejected).
• Status History shows who changed what and when.

Status History

Division nuances

• SPED: always No fee; ensure appropriate record slots (IEP, Discipline, Assessments).
• ODA / DACE: fees may apply; ensure payment is Paid before fulfillment unless policy allows exceptions.