PEIMS Edit Superintendent Approval Form Process

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PEIMS Edit Superintendent Approval Form Process
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Overview

• The Superintendent Approval Form (SAF) process
  enables a Superintendent to approve and sign
  electronically their districts PEIMS data
  submission using features within the EDIT
  application.
• This entire series of procedures has been
  automated and a new Superintendent Approval Form
  (SAF0A001) has replaced the former
  report-generated letter.

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SAF Security

• A TEASE account is established by TEA with access
  to the EDIT application.
• A TEASE log on authentication is provided by TEA
  through the provision of a user name and
  password.
• An EDIT user profile is set up for each user
  role in the EDIT process.

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Superintendent SAF Authorization

• The physical signature once required on the
  Superintendent Approval Form has been replaced
  with an electronic signature, i.e., a typed
  script font of the Superintendents name is
  placed within a PDF version of the Superintendent
  Approval Form.
• The electronic signature is not a copy of the
  Superintendents physical signature, but an
  authorized electronic representation of the
  signature.
• To establish Superintendent Authorization for the
  SAF process, a Superintendent must complete,
  sign, and submit a TEASE Access Request Form to
  TEA.

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Superintendent SAF Authorization TEASE Form

• Access to the EDIT application providing the
  Superintendent with the interface to use the SAF
  process.

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Superintendent SAF Authorization TEASE Form

• Authorization for TEA to use the Superintendents
  electronic signature on the Superintendent
  Approval Form (SAF0A001).

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Districts and the SAF Process

• The EDIT user roles involved in the
  district-level SAF process are the District PEIMS
  Coordinator and the Superintendent. The SAF
  process is initiated and conducted through the
  Collection Status page. From this page, a
  Superintendent with SAF Approval permissions can
  approve or disapprove a districts submission via
  user functionality in the SAF column.

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Superintendent SAF Approval - 1

• When a district file has reached a fatal free,
  Edit Complete status, the District PEIMS
  Coordinator selects the Complete button on the
  Collection Status page to transition the file to
  District File Completed status.

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Superintendent SAF Approval - 2

• Once the file has reached District File Completed
  status, the Superintendent can approve the
  submission by selecting the A (Approve) button
  in the SAF column.
• When the A (Approve) button is selected, the
  Sign Superintendent Approval Form page displays a
  sample of Superintendent Approval Form (SAF0A001).

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Superintendent SAF Approval - 3

• Selecting the Sign Approval
• Form button
• - Captures a District File Approved status
  within EDIT.
• - Initiates the processing of SAF0A001.
• - Records the Superintendents approval.
• - Displays a Confirmation of File Approval
  page.

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Superintendent SAF Approval - 3

• Selecting Cancel returns the Superintendent to
  the Collection Status page where the A
  (Approve) / D (Disapprove) buttons remain
  available.

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Superintendent SAF Approval - 4

• The Confirmation of File Approval page lists the
  email recipients who receive an electronic copy
  of SAF0A001. Notice the Superintendent has an
  option to return to the Collection Status page or
  to the EDIT Home page.

F6999999
PEIMS Coordinator vicki.palmer_at_esc16.net evelyn.je
nkins_at_esc16.net
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Superintendent SAF Approval - 4

• Returning to the Collection Status page, a
  Processing message now displays in the SAF column
  while EDIT processes SAF0A001, creates a PDF
  version of SAF0A001, and sends emails to the SAF
  users listed in the SAF email distribution list.
  The email recipients receive an SAF0A001 PDF file
  attachment .

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Superintendent SAF Approval - 5

• When SAF0A001 completes processing, the file
  status transitions to District File Approved. For
  both the District PEIMS Coordinator and the
  Superintendent roles, a View button displays in
  the SAF column.
• Selecting the View button in the SAF column
  displays a PDF of SAF0A001. The PDF can be
  printed or saved to a local machine.

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Superintendent SAF Approval - 6

• Note With the implementation of the SAF
  process, SAF0A001 replaces EDIT report PRF0A003.

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Superintendent SAF Disapproval - 1

• For a Superintendent to disapprove a districts
  submission, from the Collection Status page, the
  Superintendent selects the D (Disapprove)
  button in the SAF column.

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Superintendent SAF Disapproval - 1

• The district file is rejected and a Reject File
  page displays. The Reject File page includes a
  list of email recipients and a reject file
  Confirmation Letter.

vicki.palmer_at_esc16.net evelyn.jenkins_at_esc16.net
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Superintendent SAF Disapproval - 2

• Once the Reject button is selected, the
  Superintendent is returned to the Collection
  Status page and Rejected is displayed in the SAF
  column.
• The Rejected message displays until the district
  file is resubmitted at which time the
  Superintendent views N/A in the SAF column.
  Once the resubmitted file status reaches District
  File Completed, the Superintendent views A
  (Approve) / D (Disapprove) buttons on the
  Collection Status page.