The Manage Effective Eligibility page is a utility that will display a list of students that have meals served at an eligibility that does not agree with the effective date of their determination. The list is generated nightly, so changes you make today will not be reflected until tomorrow.


You may print this list to void/re-serve these meals manually or you may have the program revise the meal records to align with the effective eligibility. Please note that this will change the meal count eligibility distribution in your reports. This will also refund monies paid or overdraw accounts where necessary.



-> Go To: Point of Sale > CUSTOMERS > Customer Details > Manage Effective Eligibility


Manage Effective Eligibility

1. Select transaction period allows you to choose a time from within the last 30 days. To narrow the time period, click the From and To fields to choose the respective dates.


2. Select transaction by school allows you to view All Schools, All Schools Individually or an individual school.


3. Click View Report to generate the report for viewing.


4. Click Print Report to print the report or save as PDF.


5. Click Revise Meals to have MealTime revise the meal records to align with the effective eligibility.


When revising, a confirmation message is displayed:


6. Click Yes, Proceed to complete the revision or Cancel to cancel the process.


When the revision process is complete, you will be presented with a confirmation of meals re-served and meals that failed to be re-served:


7. Click OK to return to the Manage Effective Eligibility page.