BOCES/CoSer Ancillary System

Table of Contents

•List of Active Services Form

The List of Active Services Form is used to view the list of approved and unapproved services.  It also allows the user limited ability to alter the status of a service and to link to the program the service represents and edit its details.  Users can also create a new Program from this form.

oAccess the Form

oMain Sections of the Form

oDelete or Withdraw an Active Program

oCreate a New Program or Edit an Existing Program

oRevise an Existing Program after the CoSer Form Set has been "Cleaned"

•Program Details Form

The Program Details Form is used to edit an existing program or create a new program

oAccess the Form

oMain Sections of the Form

▪Program Definition

▪Program Description

▪Service Plan

▪Projected Budget

▪Districts to be Serviced

▪Comments

▪District Superintendent Certification

▪BOCES SED Use Only (Program Approval)

•Cross Contracting Form

The Cross Contracting Form is used to view the services provided and received by a BOCES.  This form also provides the ability to add a new provided service.

oAccess the Form

oMain Sections of the Form

•CoSer Edit Report

The CoSer Edit Report is used to view the list of any Unapproved Services, Deleted Services and Changed Services.

oAccess the Report

oRun the Report

o"Ready" the Report

oAccept / "Clean" the CoSer Form Set

•CoSer Certification Form

The CoSer Certification Form is used by BOCES Superintendents to certify the List of Active Services form for the BOCES they represent.  The CoSer Edit Report for the related BOCES must be in the "Ready" state before this certification can occur.

oAccess the Form

oCertify the CoSer Form Set (List of Services and Program Descriptions)

•CoSer Notices

Notices are used by the CoSer system to generate emails that provide recipients with reminders and/or additional information about the CoSer process.

oSend a Notice

•CoSer Reports

Several reports are available to support the CoSer functionality of SAMS.

o        Access the Reports

o        CoSer Approval Status Report

o        CoSer Cross Contract Report

o        CoSer Service Description Status Report

o        CoSer Service Description Status History Report

o        CoSer Revenue Report