Reviewing and Modifying Initial Orders

You can review and modify initial orders at any time during the initial order window. (Appendix C, Understanding the Materials Ordering Life Cycle, explains initial orders.)

To review and modify initial orders:

1.From the Orders task menu on the dashboard, select Initial Orders. The Initial Orders form appears. For more information about using record forms, the section Navigating Record Forms.

3.In the Supplemental Information panel, do the following:

a.From the drop-down list, select the pick-up date for the scorable materials for the entire district.

Note: Specified dates must be one business day after the conclusion of paper testing.

b.Click Save. An Initial Orders pop-up window appears informing you that your supplemental information has been saved. Click Continue. The Search for Orders panel appears.

4.In the Search for Orders panel, do one of the following:

• Mark District (if available) to place an order for an entire district.
• Mark School and select a school to place an order for an individual school.

5.Click Search. The Shipping Address and Comments panels appear, if available, along with a list of materials available for ordering.

6.Optional: To change the shipping address, contact the Ohio Help Desk (Appendix D, User Support).

7.Optional: To view comments about the order, expand the Comments panel (if available). The comments panel displays all the comments entered for an order in chronological order. Each comment includes information about who entered the comment and when.

8. Enter the quantity required in the Total Quantity Ordered column. Any quantities you order may require department approval.

9.Click Save Orders. A text box appears allowing you the option to enter additional comments.

10.Click Submit to submit your order. The Order Summary pop-up window appears with the new order request on display.

11. Click Close to return to the Initial Orders page.

Table 9 describes the columns in the Initial Orders page.

Table 9: Columns in the Initial Orders Page

Column	Description
Material Description	Description of the materials included in the order.
Expected Shipment Quantity	Quantity to be shipped from the vendor after the initial order window closes. This quantity includes any pack rounding above the Quantity Approved.
Quantity Approved	Quantity that is approved. This reflects what has been automatically approved or approved by the department.
Quantity Pending Approval	Quantity requiring approval by the department.
Total Quantity Ordered	The total quantity of materials ordered in TIDE.