Principal's Fiscal Training
According to the 2026-27 fiscal training, which specific dollar amount is generated per student for attendance in the TK-3 grade span?
A.$19,209.00
B.$17,628.00
C.$18,859.20
D.$16,687.00
B. $17,628.00
That's right!
This specific rate is established as the revenue generated for the youngest elementary grade span per student attendance.
What is the District's platform you must sign in to when beginning the Amazon approval process?
A.ClassLink
B.Google Workspace
C.Microsoft Azure
A. ClassLink
That's right!
The process begins with authenticating through the district's centralized application portal.
What does the term 'Workflow' specifically describe within the BEST system?
A.The electronic routing of documents to users for necessary review and approval.
B.The schedule for fiscal year audits and expenditure reviews.
C.The physical movement of paper requisitions between school district offices.
D.The technical coding process used to create the expenditure database.
A. The electronic routing of documents to users for necessary review and approval.
That's right!
Workflow is defined in the training as the process of electronically moving documents through the approval chain.
Which software system is identified in the training materials for pulling the school district's budget?
A. BEST
B. FiscalNet
C. BQK-Admin
D. LancSD Portal
A. BEST
Right answer
The document header explicitly identifies this platform as the tool used to pull the 2026-27 budget.
Which expenditure is listed as strictly prohibited across all site funding sources, including Title I, LCFF, and ELOP?
A.Advertising for enrollment
B.Appliances (refrigerators, microwaves, etc.)
C.Food for staff or students
D.Alcoholic beverages
D. Alcoholic beverages
That's right!
Expenditure tables explicitly highlight this item as unallowable across all restricted and unrestricted funds.
How should a user locate the Amazon application once they have accessed the main dashboard?
A.Type 'Amazon' into the search bar
B.Select 'Edit Mode' and browse
C.Click on the 'ClassLink Help Center'
D.Open the 'My Files' folder
A. Type 'Amazon' into the search bar
That's right!
Searching by name is the direct method specified to filter through the available application library.
During which phase of a requisition can a user freely add both data and attachments to the document?
A.Pending
B.Recall
C.Draft
D.Final
C. Draft
That's right!
The Draft phase is the initial stage where the document is created and all necessary information and files are uploaded.
What is the specific 'Jump To' PAGE CODE required to access the Level 4 expenditure budget?
A. BFY2027
B. BQK12EL4
C. EL4-BESTG
D. DIST64667
B. BQK12EL4
That's right!
The procedural instructions highlight this exact alphanumeric code to navigate to the correct inquiry page.
To spend Prop 28 Arts and Music in Schools funds, what is the mandated percentage split between supplies and personnel?
A.50% Supplies / 50% Personnel
B.10% Supplies / 90% Personnel
C.20% Supplies / 80% Personnel
D.80% Supplies / 20% Personnel
C. 20% Supplies / 80% Personnel
Right answer
Prop 28 compliance requires that the vast majority of the allocation be dedicated to staffing costs rather than materials.
Which specific credentials must be entered to log in Amazon during the third step of the approval process?
A.A personal Amazon password
B.ClassLink guest access
C.Two-factor SMS code
D.AD logging credentials
D. AD logging credentials
That's right!
The system requires Active Directory credentials to bridge the session between the portal and the business account.
If a document is in the 'Pending' phase, what is the only way a user can add a new attachment?
A. By opening the 'Header' tab and clicking 'Upload'.
B. By clicking the 'Edit' button at the bottom of the requisition screen.
C. By moving the document back to the 'Final' phase first.
D. By adding the attachment directly to a document comment.
D. By adding the attachment directly to a document comment.
That's right!
The source material specifies that attachments can only be added to comments while the document is in the Pending phase.
In the Query Search Window, what value should be entered for 'BFY'?
A. 1885
B. 2026
C. 2027
D. 64667
C. 2027
That's right!
The training for the 2026-27 period specifies using the ending year for the Budget Fiscal Year field.
Which task must a student complete first upon entering the Expanded Learning Opportunities Program (ELOP) to ensure site compliance?
A.Verify their LCAP coding with the program leader
B.Check-in with the program leader and eat a snack
C.Provide a copy of the Parent Involvement certification
D.Submit a receipt for consumable art materials
B. Check-in with the program leader and eat a snack
That's right!
The ELOP compliance list prioritizes safety and nutrition as the immediate first steps for students entering the program.
To navigate to the approval interface, where should you click after signing in to Amazon Business?
A.The 'Back to School' banner
B.The dropdown next to 'Account for Lancaster School District'
C.The 'Returns & Orders' button
D.The search bar at the top of the Amazon page
B. The dropdown next to 'Account for Lancaster School District'
That's right!
Administrative functions like approvals are nested within the organizational account menu.
Which phase indicates that a document has received all required approvals and can no longer be edited?
A. Submitted
B. Pending
C. Final
D. Draft
C. Final
That's right!
The Final phase marks the completion of the approval process, rendering the document locked from further changes.
What is the correct District/Agency code for the Lancaster School District as shown in the training manual?
A. 0XX*
B. 93534
C. 64667
D. 44711
C. 64667
That's right!
This specific five-digit number is listed in the search query requirements for identifying the agency.
During the expenditure process, whose approval is required specifically for technology-related requisitions before they proceed to the Budget Technician?
A.The Executive Director Fiscal Services
B.ITS
C.The Assistant Superintendent
D.The Accounting Supervisor
B. ITS
That's right!
The Information Technology Services department must verify compatibility and standards for all tech-related purchases.
What action is required to select 'Approve Orders' once the account dropdown is visible?
A.Right-click for more options
B.Hover over it with the mouse
C.Press the 'Enter' key
D.Double click the option
D. Double click the option
That's right!
The procedural guide explicitly states that a double click is necessary to enter this specific sub-menu.
To begin the approval or rejection process, which menu item must the user first select in the LEFT Side Menu?
A. Administration
B. Favorites
C. Search
D. Message Center
D. Message Center
That's right!
Step 1 of the approval/rejection process involves navigating to the Message Center to access worklists.
Which field should be used to find the most up-to-date and accurate available funds?
A. Encumbered amount
B. Actual Expenses
C. Uncommitted amount
D. Adopted budget
C. Uncommitted amount
That's right!
The manual explicitly instructs users to rely on this specific value for the most accurate reflection of available funds.
What is identified as a fiscal best practice for Principals when preparing for their weekly meeting with the CPS?
A.Delegating all budget tracking exclusively to the CPS to save time
B.Waiting for the Secretary to provide a month-end summary
C.Pulling their own Budget Query on the day of the meeting
D.Focusing only on grants to supplement the site budget
C. Pulling their own Budget Query on the day of the meeting
That's right!
Accessing real-time data allows the Principal to have an informed and accurate discussion about current funds.
6 / 10
When viewing the 'Purchase requests' dashboard, how do you access the full details of a specific request?
A.Click the 'Approval history' tab
B.Click on the 'Buyer' name
C.Click into the 'Order ID #'
D.Select 'Assign a delegate'
C. Click into the 'Order ID #'
That's right!
The Order ID serves as a hyperlink that opens the granular data for that specific transaction.
When selecting a Worklist, what is the specific format for the site code that a user should look for (Step 4)?
A. LAN0XX0000
B. WORK_REQUISITION_01
C. LSD-SITE-000
D. SITE_LAN_2026
A. LAN0XX0000
That's right!
The training materials instruct users to select their site using the LAN0XX0000 code format.
According to the training instructions, what format is used when entering a 'School Location/District' wildcard search?
A. DIST*
B. 0XX*
C. *0XX
D. 000*
B. 0XX*
That's right!
The instructions specify using this alphanumeric combination with an asterisk to capture various school locations.
In the Initial Budget example, what is the site minimum required percentage set aside for Staff Development from Title I funds?
A.1%
B.20%
C.80%
D.10%
C. 10%
Right answer
Title I guidelines require a specific double-digit percentage allocation to ensure teachers receive ongoing training.
Which elements must be reviewed before a final decision is made?
A.Customer reviews and product ratings
B.The payment method and the credit limit
C.The delivery address and the buyer's tenure
D.What is being ordered and the 'Requested total'
D. What is being ordered and the 'Requested total'
That's right!
Reviewing both the items and the final cost ensures compliance with budget and procurement policies.
Once access the site in the Worklist, what must a user click to begin reviewing and or approving a specific XREQ?
A. The square checkbox next to the XREQ and then 'Take Task'.
B. The 'Refresh' link to update the document status.
C. The 'Delete' icon to remove the requisition from the queue.
D. The 'Submit' button at the bottom of the page.
A. The square checkbox next to the XREQ and then 'Take Task'.
That's right!
To claim a task from the site worklist, the user must select it and then click 'Take Task'.
What is the primary 'Fund' code used in the budget query search example?
A. 27
B. 10
C. 00
D. 01
D. 01
That's right!
The query search window instructions list this specific two-digit code for the Fund field.
Under the LCAP Coding structure, which category is designated by the 5th digit of the Location Code?
A.LCAP Programs
B.LCAP Goal
C.Special Cost Coding
D.LCAP Action
D. LCAP Action
That's right!
The 5th digit identifies the specific action or step within the broader LCAP goals.
In the 'Order details' view, what will happen if no action is taken by the specified expiration date?
A.The request will be automatically approved
B.The request will automatically cancel
C.The buyer will be notified to re-submit
D.The items will be saved to a wish list
B. The request will automatically cancel
That's right!
The system includes an expiration timer to prevent stagnant requests from remaining in the queue indefinitely.
In the 'Reject' process, what is the purpose of clicking directly into the ID number of the requisition?
A. To delete the document entirely from the BEST system.
B. To access the 'Workflow' menu and select the 'Reject All' action.
C. To finalize the document and move it to the 'Final' phase.
D. To change the document's priority level from Normal to High.
B. To access the 'Workflow' menu and select the 'Reject All' action.
That's right!
Unlike the direct approval from the worklist, rejecting requires opening the document to access the 'Reject All' option under the Workflow menu.
In the Query results page what do we must do to read and analyze the site's budget?
A. Take Task
B. Approve
C. Download
D. Copy
C. Download
That's right!
Download the report will create a CSV/Excel version that will allow us to apply filters and analyze best the Site's budget
If a Principal wishes to implement a new program not currently in the site budget, who are they instructed to present the plan to for potential district funding?
A.Dr. Lin
B.Erie Robertson
C.Maria Isabel Alatorre
D.Sam Yuom
A. Dr. Lin
That's right!
The training specifically names Dr. Lin as the point of contact for pitching and securing funding for new, appropriate ideas.
Which field allows an approver to provide feedback to the user (CPS/SECRETARY) during the review process?
A.Comments
B.PO number change
C.Mark as rejected
D.Request summary
A. Comments
That's right!
This optional text field allows for communication regarding why an order was approved or needs changes.
When a requisition is rejected using the 'Reject All' action, what phase does the document return to?
A. Final
B. Unapproved
C. Draft
D. Pending
C. Draft
That's right!
Rejection returns the document to the Draft phase so the creator can make necessary revisions.
A. BFY
B. Cash Expenses
C. Pre-Encumbered
D. Current Budget
B. Cash Expenses
That's right!
The Cash Expenses column will tell us how much we have liquidated or spent on each individual account line.
Which of the following is classified as a 'Site Expenditure-Generating Factor' rather than a revenue factor?
A.Student Attendance
B.Activity-correlated Donations
C.Grants given by the State
D.Contracted Services
D. Contracted Services
That's right!
Hiring outside entities for services creates a fiscal obligation or expenditure for the school site.
What is the final step an administrator takes to finalize a purchase request?
A.Refresh the ClassLink page
B.Click Approve or Reject accordingly
C.Close the browser tab
D.Log out of Google
B. Click Approve or Reject accordingly
That's right!
This final action submits the decision and completes the administrative workflow for that request.
What is the final required user action to complete the rejection process before returning to the worklist?
A. Click 'Save'The system uses 'OK' and 'Close' buttons for these specific workflow steps rather than a standard 'Save' button.
B. Click 'Discard'Discard would potentially lose progress or not properly record the rejection action.
C. Click 'Approve'Clicking 'Approve' would negate the rejection process entirely.
D. Click 'Close'
D. Click 'Close'
That's right!
According to Step 11 of the Rejection process, the user must click 'Close' to finish the action and return to their worklist.
What information does a Major Expense Object column gives us?
A. Fund number
B. The School Location
C. The expenditure type
D. The available Funds
C. The expenditure type
That's right!
The major expense object will tell you the classification of the expenditure which could be
1000 Certificated Salaries
2000 Classified Salaries
3000 Employee Benefits
4000 Supplies
5000 Services
6000 Equipment