|Q: System Configuration Users Guide (Summer Transition Continued)|
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.
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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 IDís, 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.
It's easy to process payments within FastDirect! Watch this video to see how easy it really is.
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.
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
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.