Person Notifications

Reports > Letters

The following card details how to run the various Person Notification letters that are configured, such as Negative Balance, TITAN Notification, and Expiring Application.

1. Name - enter a report name. Default: Template Name

2. Template - select a report template

3. Reset - click to reset to default options

4. Available Distribution Methods - click (+) or drag and drop to move available sort columns ot the sort by field (Email Alternate Head of Household, Email Head of Household, Email Person, Print)

5. Distribute By - drag and drop to change the distribute by priority. Click the Trash Can to remove the distribution method.
   Note: notifications are distributed in the order of the distribute by selections. TITAN will attempt the first selection, if that is not possible, the next method will be attempted, and so on.

6. Save Notification as Person Attachment - check to save a record of the notification

7. Person Type - filter by person type (Blank (all), Building, Enterprise Staff, Staff, Student (default))

8. Persons - filter by specific staff members and or students

9. Gender - filter by gender
   Male
   Female
   Non-Binary

10. Race - filter by races

11. Student Tags - filter by student tags

12. Religious Restrictions - filter by religious restrictions

13. Ethnicities - filter by ethnicities

14. Allergies - filter by allergies

15. Staff Tags - filter by staff tags

16. Dietary Restrictions - filter by dietary restrictions

17. Include Inactive - check to include inactivated students, staff, and buildings

18. Exclude Persons with no Mailing Address - check to exclude students and staff with no mailing address

19. Schools - filter by enrollment school

20. Grade Levels - filter by enrollment grade level

21. Enrolled On - filter by enrollment date

22. Enrollment Start Date Range - filter by enrollment start date range

23. Enrollment End Date Range - filter by enrollment end date range

24. Home Rooms - filter by enrollment home rooms

25. Application Source - filter by Application Source

26. Eligible On - filter by eligibility date

27. Eligibility Academic School Year - filter by Application Academic Year

28. Application Question - filter by Meal Application Question

29. Eligibility Statuses - filter by application Eligibility Status

30. Eligibility Start Date Range - filter by eligibility start date range

31. Has Application for Academic School Year - filter for students with an application for the selected year

32. Eligibility Determination Reason - filter by eligibility determination reason

33. Eligibility Benefit Type - filter by eligibility benefit type

34. Eligibility End Date Range - filter by eligibility end date range

35. No Application for Academic School Year - filter for students without an application for the selected year

36. Has Application in Verification For School Year - filter for students selected for verification for the selected year

37. Error Prone - check to filter for students with an error prone application
    Error Prone = income-based application that is within $100/month of the income threshold

38. Verify for Just Cause - check to narrow results to students on an application marked as Verify for Just Cause

39. Minimum - enter the minimum balance to include

40. Maximum - enter the maximum balance to include

41. Balance as of Date - select a date to view past balances

42. Only Account Owner - check to exclude accounts that are members of a shared account

43. Ignore Zero Balances - check to exclude accounts with a balance of $0

44. Only Negative Balances - check to exclude accounts with a balance greater than $0

45. Transitioned to Negative on Date - check to return a list of accounts that transitioned to less than $0 on the selected Balance as of Date

46. Date Range - select a date range to filter for persons with transactions in selected date range

47. Serving Sessions - select the serving sessions to filter for persons with transactions in the selected serving session

48. Items - select items to filter for persons that purchased the selected items

49. Maximum Participation Days - exclude accounts that participated in the selected date range, serving sessions, and items greater than the entered quantity

50. Search - search for available sort columns. Note: Columns are defined below

51. (+) - click or drag and drop to move available sort columns to the Sort By field
    Note: Columns selected in step 51 are available for sorting.

52. Drag and Drop to arrange Sort By columns in order of sort priority or click the Trash Can to remove a field

53. Save as Template - click to save the selected filters and columns as a template
    

1. Name - enter a template name

2. Public - check to make the template available to other users

3. Security Roles - select the security roles that can access a Public template

4. Cancel - click to return to the previous screen without saving the template

5. Save - click to save the template

54. Reset - click to reset to defaults

55. Request Report - click to request report
    Note: Report will appear in the bell icon when complete if distributing by Print

Sort Columns

Available Columns	Definition
1 Week Grid	1 week grid on the report (5 boxes)
2 Week Grid	2 week grid on the report (10 boxes)
Account Holders	List of the members on the shared account
Account Owner	Name of primary student/staff member of the shared account
Account Owner Building	School of the primary student/staff member of the shared account
Account ID	Person identifier for the student/ staff member
Active	HTML, PDF: Checkmark if student/ staff is active, blank if inactive CSV, EXCEL, JSON: True if student/ staff is active, false if inactive
Alert Message	Alert message that is associated with the person's account
Allergy	Allergies associated with the student or staff account
Alternate Head of Household Cell Phone	Cell phone number of the alternate head of household.
Alternate Head of Household Email	Email address of the alternate head of household.
Alternate Head of Household First Name	First name of the alternate head of household.
Alternate Head of Household Home Phone	Home phone number of the alternate head of household.
Alternate Head of Household Last Name	Last name of the alternate head of household.
Alternate Head of Household Work Phone	Work phone number of the alternate head of household.
Application Academic School Year	Academic School Year of meal application.
Application Approved Benefit Type	Eligibility benefit type from the student's meal application
Application Benefit Number	Eligibility benefit number from the students meal application
Application Ethnicity	Ethnicity from the students meal application
Application Language	Language from the students meal application
Application No SSN	HTML, PDF: Checkmark if the No SSN box is checked, blank if unchecked CSV, EXCEL, JSON: True if No SSN box is checked, false if unchecked
Application Number	Application number from the student's meal application
Application Processed By	User who processed the students meal application
Application Question Answers	Answers of additional questions from the students meal application
Application Race	Race from the student's meal application
Application Source	Application Source
Application SSN	Last 4 Digits of SSN from the student's meal application
As of Date Balance	Balance as of the date selected in the Balance As of Date filter
Automatic Extension Reason
Balance	Current balance of the student or staff account
Barcode	Barcode of person identifier
Current Date	Date the report is generated
Date of Birth	Date of birth for the student or staff member
Dietary Restrictions	Dietary restriction(s) on student or staff account
Direct Cert Import Template	Direct Certification Import Template Name
District Identifier	District Identifier
Do Not Call	HTML, PDF: Checkmark if the Do Not Call box is checked on student or staff account, blank if unchecked CSV, EXCEL, JSON: True if Do Not Call box is checked on student or staff account, false if unchecked
Do Not Email	HTML, PDF: Checkmark if the Do Not Email box is checked on student or staff account, blank if unchecked CSV, EXCEL, JSON: True if Do Not Email box is checked on student or staff account, false if unchecked
Do Not Extend Benefits	HTML, PDF: Checkmark if the Do Not Extend Benefits to Household Members is checked, blank if unchecked CSV, EXCEL, JSON: True if the Do Not Extend Benefits to Household Members box is checked, False if unchecked
Eligibility	Eligibility status Note: Covert Code if feature is enabled
Eligibility Benefit Type	Eligibility Benefit Type
Eligibility Determination Reason	Eligibility Determination Reason
Eligibility End Date	Eligibility End Date
Eligibility Start Date	Eligibility Start Date
Enrollment Drop Date	Enrollment End Date
Error Prone	HTML, PDF: Checkmark if the meal application is considered error prone, blank if not CSV, EXCEL, JSON: True if the meal application is considered error prone, blank if not Note: Error prone indicates that the application was within $100/mo of the eligibility threshold
Ethnicity	Ethnicity of student or staff
Extended Benefits	HTML, PDF: Checkmark if the student is eligible because of extended benefits, blank if not CSV, EXCEL, JSON: True if the student is eligible because of extended benefits, False if not
Gender	Gender of student or staff
Grade	Grade level of student
Head of Household Cell Phone	Cell phone number of the Head of Household.
Head of Household Email	Email address of the Head of Household.
Head of Household First Name	First Name of the Head of Household.
Head of Household Home Phone	Home phone number of the Head of Household.
Head of Household Last Name	Last Name of the Head of Household.
Head of Household Work Phone	Work phone number of the Head of Household.
Home Address	Home Address of staff or student.
Home Address City	Home Address City of staff or student.
Home Address State	Home Address State of staff or student.
Home Address Street	Home Street Address of staff or student.
Home Address Zip	Home Address Zip of staff or student.
Household Identifier	Household Identifier
Included in Verification	HTML, PDF: Checkmark if the student is included in verification, blank if not CSV, EXCEL, JSON: True if the student is included in verification, False if not
Is Account Owner	HTML, PDF: Checkmark if the person is the shared account owner, blank if not CSV, EXCEL, JSON: True if the person is the shared account owner, False if not
Is Directly Certified	HTML, PDF: Checkmark if the student is Directly Certified, blank if not CSV, EXCEL, JSON: True if the student is Directly Certified, False if not
Mailing Address	Mailing Address of staff or student.
Mailing Address City	Mailing Address City of staff or student.
Mailing Address State	Mailing Address State of staff or student.
Mailing Address Street	Mailing Street Address of staff or student.
Mailing Address Zip	Mailing Address Zip of staff or student.
Middle Name	Middle Name of student or staff
Notification Distribution	Returns how the letter/notificaiton was generated
On Shared Account	HTML, PDF: Checkmark if the person is on a shared account, blank if not CSV, EXCEL, JSON: True if the person is on a shared account, False if not
Out of District	HTML, PDF: Checkmark if the out of district box is checked, blank if not CSV, EXCEL, JSON: True if the out of district box is checked, False if not
Person Cell Phone	Cell phone number of student/ staff
Person Charge Limit	Charge limit configured for person's POS account
Person Email Address	Email address of student/ staff
Person Home Phone	Home phone number of student/ staff
Person Identifier	Identifier of student/ staff
Person Identifier 2	Intentional duplicate of Person Identifier, added to satisfy School Messenger import requirements.
Person Type	Person types: Building Enterprise Staff Staff Student
Point of Service Identifier	POS ID
Race	Race of the student/ staff member
Refused Benefits	HTML, PDF: Checkmark if the refused benefits box is checked, blank if not CSV, EXCEL, JSON: True if the refused benefits box is checked, False if not
Religious Restriction	List of religious restrictions on student/ staff account
School	Enrollment School
School Abbreviation	Abbreviation of enrollment school
School Number	School Number of enrollment school
School State Identifier	School State Identifier of enrollment school
Security Role	Security role of staff
Social Security Number	Social security number of student/ staff
Staff Tags	List of Staff Tags
State Code	Eligibility Benefit Type State Code
State Identifier	State Identifier of student/ staff
Student Tags	List of Student Tags
Total Balance	Sum of balances Note: to get a sum, do not include columns for individual accounts
Total Free	Sum of free students Note: to get a sum, do not include columns for individual accounts
Total Negative Balance	Sum of negative balances Note: to get a sum, do not include columns for individual accounts
Total Paid	Sum of paid students Note: to get a sum, do not include columns for individual accounts
Total Positive Balance	Sum of positive balances Note: to get a sum, do not include columns for individual accounts
Total Reduced	Sum of reduced students Note: to get a sum, do not include columns for individual accounts
User Name	User name of student/ staff