Q: System Configuration Users Guide (Summer Transition Continued) |
A:
System Configuration Users Guide:
Summer Transition Continued The following tasks should be completed after your system has been moved forward and before the beginning of the new school year. We are happy to help! Call HelpDesk at 1(866)805-3116 TABLE OF CONTENTS 1st PRIORITY TASKS
2nd PRIORITY TASKS
1ST PRIORITY TASKS: Completing these tasks before the beginning of the school year is integral to a working system. (1). Allow Roster Viewing
Allow parents and staff to view class
rosters, including in any report
that reveals classroom assignments. If this is not done before the
start of school then the system will automatically publish class
rosters.
(2). Update Staff Accounts | FAQ
Inactivate staff accounts, re-order
staff list, update Class ID’s, etc.
Maintaining an organized staff database will help you organize
calendars, grade books, and even FDmail.
(3). Set Up Attendance
Declare dates as attendance days or
non-attendance days (holidays) in
your Attendance Calendar.
Remove any separate attendance
calendars that are no longer needed and edit existing ones.
(4). Set Up GradeBooks
Assign courses to teachers and fill
those courses with students. This
is what creates grade books for teachers and publishes courses to
report cards.
(5). Set Up Lunch Order Forms, Menus, and Pricing
Review items and prices in the Master
Menu.
Build the Daily Menu: This is what actually populates your cafeteria
menu and lunch order forms. Menu items MUST be
entered in the Daily Menu before lunch orders can be placed.
This is where you tell the system which
students should be charged which rates.
For example, if you charge the K-5 grades a different rate than the 6-8
grades. Of course it's also where you update which students should be
free or reduced.
(6). Review Extended Care Rates and Groups Video Tutorial
Review settings and rate structure if
there are changes.
This feature allows you to track extended care attendance and bill your
families.
(7). Review FDpay Settings (Payment processing within FastDirect)
Review convenience fee assignments.
2nd PRIORITY TASKS Archive Finance Accounts
Set Up Calendars
Edit your Master Calendar entries which will allow you to type in the
information that will appear on all calendars, such as 'Noon Dismissal'.
If your school created staff accounts such as "School Calendar" then you can login under that user account and click Edit My Calendar from the homepage. Edit Cafeteria Groups
Set up groups of students, such as Free or Reduced, to specify lunch
pricing.
Preview Report Cards FAQ
Once Show
who teaches what is set up,
then you can look over each
grade level's report cards. You can review courses, sub-categories,
grade scales, and layouts. HelpDesk can create and edit report cards at
this time.
Certain report card changes need to be made before the end of 1st quarter/trimester. Evaluate Grade Scales
Evaluate Schedule Codes
Define Quarter or Trimester Dates FAQ
Set up the correct start and end dates
for your grading terms. Contact
HelpDesk if you are switching from quarters to trimesters or visa versa.
Review Groups in FDmail
Create new groups and edit old groups.
Review Settings The following settings are important to optimize your system.
Review which staff members can send
an FDbroadcast. Consider using
SMS Text Notification, Email Forward, other notification options.
Review which staff members will receive
technical advisory emails.
These will be sent out only in the event of a service interruption.
Review this number under My School
Information
Send Parent Activation Letter with Activation Codes
Review Links
Create, delete, and edit all links. The
links section is your resource
hub for the school community. You can link to documents, forms, sign
up forms, calendars, websites, etc.
Link to menus, calendars, and forms already on your school website. It's a really convenient way to ensure that parents can find information. |