Accountability > Transactions > Exceptions tab > Eligibility Variance

Eligibility Variances occur when a student with an approved eligibility status is served a meal under a different eligibility status. This can happen due to a backdated direct approval or when an application is processed after the approved student’s meal has been served for the day.

Resolving Eligibility Variances is required before generating a reimbursement claim.



View Total Eligibility Variance Meals Exceptions

  1. Select the EXCEPTIONS tab atop the page
  2. Select Eligibility Variance
  3. Select either Site or Student from the Search By options
    A Search by Student ID or Name field will display if Student is selected.
  4. Enter the Search By criteria and Meal Type
  5. Select from the ApprovedEligibility options (Free, Reduced, and Paid)
  6. Select the Year, Period, and Date Range from the dropdowns
    If Daily is selected, a From field will display.
    If Date Range is selected, a From and To field will display.
  7. Click the APPLY button
    If Eligibility Variances exist, student information will display in the table below.

Resolve Single Eligibility Variances

  1. Click the Arrow left of the desired Student ID to expand their information
    You can use the EXPAND ALL button to expand all student’s information in the table.
    Student Eligibility details per meal served display, along with the following Options:
    • - Keep the Serving Eligibility
    • - Change the Eligibility to the Approved Eligibility
  2. Select one of the Options
    The selected option will illuminate green.
    Once eligibilities are resolved, patron accounts are automatically updated when applicable.
  3. Click the SAVE button to confirm the selections
    A confirmation response appears atop the page, and the Eligibility Variance is resolved.
    Repeat this process to resolve additional Eligibility Variances as needed.

Resolve All Eligibility Variances

You can use the RESOLVE ALL button to resolve all Eligibility Variances listed in the table.

  1. Click the RESOLVE ALL button atop the table
    The Eligibility Variances slide deck displays.
    Read the information available to assist you in your decision.
  2. Select either the Update to Current Eligibility or Keep as Serving Eligibility radio button as desired
  3. Click the SAVE button
    A pop-up window appears.
  4. Click YES to confirm the selection
    A confirmation response appears atop the page, and the Eligibility Variances are resolved.
    Repeat this process to resolve additional Eligibility Variances as needed