Summary

This article provides directions for fulfilling requests for IRS documentation in ScribOrder.

Intended Audience

K-12
Elementary
Secondary
School Office Specialists
Registrars
Office Managers

Steps

Receive request in ScribOrder asking for enrollment history IRS documentation.
Using Microsoft Edge, login to Synergy and pull up the student's profile.
In the Quick Launch search bar use the code REC203 to create a report for exporting the student's records.
To generate the student permanent record, select filters for all records from the Needs and Absence Reasons sections by selecting the checkbox button.
In the Report Display Options section select the Include SIS Special Education Data drop down under Include Special Education Data and select the first three boxes below.
Select the blue Print button at the top of the page to run the export.
From the generated report screen, Print the documents using your office printer.
On the printed permanent record, include admin's name, phone, the date, and admin signature in blue ink in the section that includes the school's address.
Address envelope to requestor.
Mail to requestor via USPS mail or they can pick up in office.
Return to Synergy. In the student's course history screen input the tracking information from the ScribOrder request in the Request Tracking tab. You can find the data to enter in the Requestor Information section of the ScribOrder request.
Select the Add button (for Non-School Requestor) under the correct requestor type and enter the required information fields highlighted in green. Be sure to add tracking for each Delivery Type, if it was provided physically or digitally via ScribOrder (a more detailed guide on entering the request tracking can be found here). Tracking must be entered for both physical mail and electronic ScribOrder processing.
Next, in ScribOrder select the green Approve Request button to complete the task. This will ensure it is marked as fulfilled and leave the queue.
After selecting Approve Request, use the email templates available in the approval email to provide direction on how to access the type of request.
Then select Approve to complete the request.