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There are four categories of financial information that SB687 requires you to report: district expenditures, school-site expenditures, district teacher compensation, and school-site teacher compensation. You may enter all the data yourself or delegate it to people who work in the business office.

To assign work, you create authorized participants by setting up a user record for each, and assigning a user ID and password.

Go to the USER MANAGEMENT tab and choose ADD/EDIT USERS. This brings up a screen that reports all current users (including you) and basic information about each. To add a user, press the NEW USER button. The system brings up a screen where you authorize a user by creating a user ID and password and providing the name and contact info.

Note: Fields you must fill out have a red asterisk to their right.

You can assign one of two roles: SARC Liaison and Business Office. The SARC Liaison can add and edit users and can check on the SB687 reporting status of all the schools in the district. Business office users can only enter data in the Financial Reporting Module.

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