CDE

1.1      801A Programs

Report Config allows administrative users to configure 801A report properties.  To modify report properties:

1. Navigate to the Admin Module → CDE → 801A Programs

   

2. To view details or edit, select the program name

   

3. Select Edit to modify submission code, display name, or its inclusion in the 801A report

4. Select Save when complete

1.2      CDFS Category

Allows administrative users to modify program categories. To modify program categories:

1. Start by opening to Admin Module → CDE → CDFS Category

   

2. Select the name then Edit to apply a CDFS Category to a program

3. Select Save when complete

1.3      CDFS Parameters

Allows administrative users to modify program parameters. To modify program parameters:

1. Start by opening to Admin Module → CDE → CDFS Parameters

   

2. Select the Program name to modify:

   1. Fiscal Year

   2. Contract Number

   3. County

   4. Vendor Code

   5. Full Name of Contractor

   6. Fiscal Analyst

   7. Days of Operation

3. Select Save when complete

1.4      CDFS Month Lock

Allows administrative users to lock/unlock generation of CDNFS reports by month. To modify month lock:

1. Start by opening to Admin Module → CDE → CDFS Month Lock

   

2. Select Edit

3. Select + to add a blank fiscal year

4. Select the Fiscal Year

5. Check to lock month(s)

6. Select Save when complete, or  to delete

1.5      NOA

Allows administrative users to configure Agency information on the NOA form

1. Select Edit to make modifications

2. Select Save when complete

1.6      NOA Reason

Allows administrative users to create and modify commonly used NOA reason templates. To create a template:

1. Select New

2. Fill out fields:

   1. Display Name: name of the NOA Reason

   2. NOA Action: apply this reason to the corresponding action(s)

   3. Description: enter reason here

      

3. Select Save when complete

4. To modify an NOA Reason including setting status to active/inactive, select the name. Select Edit and select Save when complete.

1.7      Income Source

Allows administrative users to create and modify parent income source and type. To create an income source:

1. Select New

2. Fill out fields:

   1. Income Source: display name of income type

   2. Income Type: set the type as countable, deductible, or not countable

   3. Description: optional

      

3. Select Save when complete

4. To modify an Income Source including setting status to active/inactive, select the name. The option to change between active/inactive will be available. Select Save when complete