Manage Family and Student Codes

Codes can be used as custom tags for sorting and reporting purposes, and as filters when defining Eligibility criteria for budgets.

Family Codes are intended to be used at the family level. For example, "Parish Member" and "Parish Non-Member". Keep in mind that parents select a Family code in the Submit section of their application so these should be codes that parents can recognize and understand.

Student Codes are used at the individual student level. For example, one student in a family may have a "Returning" code while their sibling applying for aid for the first time may have a "New" code. Parents select the Student Code when selecting the grade and school in their application.

  1. From Settings, choose Codes.

  2. Under Family or Student:

    1. Select +Add to add a new code. A new entry displays in the list.

    2. Enter the Code Name and Code.

    3. Select Save.

  1. From Settings, choose Codes.

  2. Under Family or Student locate the code you want removed, and select Delete.

    Warning: Once a code has been deleted, it cannot be restored.

Manage Internal Codes

Internal Codes can be used to filter reports and budget eligibility criteria. Unlike Family and Student Codes, Internal Codes are for your school's internal use only and do not appear on the application. You can have up to five Internal Codes.

Schools can have up to five Internal codes.

  1. From Settings, choose Codes.

  2. Under Internal:

    1. Locate an empty entry field.

    2. Enter the Code Name and Code.

    3. Select Save.

  1. From Settings, choose Codes.

  2. Under Internal locate the code you want to remove, and select Clear.

  1. Select Families, Manage Families.

  2. Select the family to access their Main Family Page.

  3. Under Application Codes, select an Internal Code.

  4. Select Save.