HDC Overview Page Import Digitally Signed Forms

This page is where you can import digitally signed HDC forms from the Parent Portal or Reg Online.

 

 

Go through ALL the Filters Options and be sure to choose the filters based off the information you want to view in this section

If when you pull the report you do not see the information you desire, go back through your filters and reselect different areas. Filters below are optional based on your needs:

• Site/Learning Center: Allows filtering by specific Learning Center
• Teacher of Record: Allows filtering by a specific teacher 
• Supervised By Section: Allows filtering by a supervising staff

 The FILTER BY: Section has different options in the dropdown: This section is very important when pulling this data

 

The Different Options in "Filter BY" are: 

• All Students: in this view you will get a full list of students with or without documents completed

• HDC Signed:  you will see who has signed documents
• HDC Signed and SIS Value Differs: shows students who have a signed HDC form and status, but that status differs from the Student Registration>HDC tab. These are students you will want to import.

Importing: Select desired students and click Confirm and Import

 

 

• Filter HDC Not Signed or Needs to be Signed : Will show you who Needs to be sent a  reminder

Go through the list, click the Box Next to the Students Name you wish to send a reminder email to

Click Send HDC Reminders

 

 

Once all the Filter Sections have been chosen, Click Generate Report

Historical Import Data

Student Dashboard > Registration > HDC Tab, Edit Historical HDC Data

Users can see historical signature dates for previous years’ HDC data.

If you would like to see historical data regarding previous imports, click on the 2nd Tab on the top tool bar titled HDC Overview Import Snapshot

Set Filters

Click Generate Report

 

This page allows you to download results from every import that took place on the HDC Overview. 

 

Policies:

Admin > Portal Management > Portal Settings / Policies
A new page policy has been added that, when enabled, will make the HDC form available in the student portal for students 18 years old and over. This requires both the policy to be enabled as well as the students being added to the security group listed below

Page Policy: Admin>Portal Management>Portal Settings / Policies> Display HDC Form for adult students and change the policy to Yes.
Security Group: Admin>Settings>Security>Security>Groups>"Adult Students Signing HDC in portal". You will need to add your adult students into this permission group in order for them to sign the HDC form in the Student Portal.

HDC Overview 

Admin > Portal Management > HDC Overview
Select students from the HDC Overview Page and

click “Invalidate Selected Household Documents.” Doing so will place them in a yellow “Needs Re-signing” status.