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Designee Training and Access to OAS

What is a designee?

A staff member approved by the Choice administrator to assist with the processing of applications, including the following:

  1. Verify and submit completed student applications in OAS;
  2. Request changes to applications already entered into the system; and
  3. Assist in the completion of other reports in OAS required as part of the choice program (such as pupil count reports and continuing eligibility reports); however, they may not submit these reports.

What trainings and quiz are required?

OAS Access Trainings and Quiz

     a.  Required OAS Access trainings are located on the On Demand Training webpage.

Training 7-1: OAS Overview

Training 8-1: Application Process Overview

Training 8-2: Residency Requirements

Training 8-3: Income Requirements

Training 8-4: Application Verification & Submission Process

Training 9-1: Payment Process, Pupil Count Report & Audit Overview

Training 9-2: Preliminary Enrollment Report

Training 9-3: 3rd Friday in September & 2nd Friday in January Count Reports

Training 10-1: Wisconsin Parental Choice Program (WPCP) Application Process

     b.  Required quiz for these trainings is at this link: Online Application System Access Quiz.

     c.  The document Online Application System Access Quiz Questions PDF for printing is a PDF version of the quiz questions. It may be printed and questions answered while reading the training and then the answers may be entered  in the electronic quiz form.

Note: The above trainings are part of a series of Choice program trainings available at Choice programs - On Demand Training. While the entire series of trainings is not required for Choice administrators to gain access to OAS, schools are welcome to review all of the trainings.

What form do I submit?

New Designees complete and Choice administrators submit the Designee Authorization and Update form, located on the School Submitted Reports and Forms webpage, indicating the trainings and quiz have been completed.

How will designees receive OAS username and passwords?

OAS username(s) and password(s) will be emailed to the designee via kiteworks secure email. It is extremely important to save a copy of the attached letter(s) for future reference. Passwords will not be provided over the phone.