Parent Checklist in ES WEBfiles

From the View, Parent Accounts layout, click on the Parent Checklist button at the top right of the page.  This page shows a listing of all of your parents on one page, with checkboxes for you to use to indicate the school documents that you have given to each parent, and to indicate the forms that you have for each family in your ES Files.  This page only shows the "parent" specific forms and documents, not the "student" specific ones. Just check the box when you have completed the task. They are separated by yearly forms that need to be done once each school year, and one time only forms. Before you check a box for a form that requires you to enter data in another spot in webfiles (listed in the directions on the forms), be sure you have entered the data requested.  Many school departments are waiting for the entry of the data.

This checklist serves many purposes, some of which are listed below:

1. It is to be an easy way for each ES to track what has been done for each family, and what still needs to be done. 

2. It is a way for an advisor to know immediately while they are on the phone with a parent what they did and did not receive, sign, etc.  Your advisor can advocate for you without even having to call you!

3. It will save mailing forms to the office.  Some forms we will still need to have sent in, but we hope to limit those by asking the ES to just "check" that the form is in their files.  If the office or your advisor should need to see a copy of a form for a family, they will contact you and ask for it to be mailed or faxed. 

4. An ES receiving a transfer will know what the family has already done, and what they need to do, without having to make contact. The receiving ES will also know what to expect when they receive the family file.