Difference between revisions of "Fees Auto Loader"

Latest revision as of 16:00, 18 July 2023

This program provides the user a way to add, delete or create a new fee and also add from the Master Schedule Editor to a group of students at a time.

Video

Fees Auto Loader

Go to User Management to create various security levels:

Category-Stu Master> Program-Fees Management> Action-Delete> Delete or No Access

If user has NA security for Stu Master> Fees Management and selects Fees Management from the menu or selects Fees Management from the Student Master> Action menu, the user will not have access and gets a message stating that.
If user has RO security for Stu Master> Fees Management OR has RO for Stu Master only and nothing selected for Fees Management PPerm, the user will not see Add Fee or Pay Fee buttons, Edit column on top table, Delete column on top table or Delete column on bottom table.
If user has RW security for Stu Master> Fees Management, the user sees Add Fee or Pay Fee buttons, Edit column on top table, Delete column on top table or Delete column on bottom table. If user has No Access for Delete action, the Delete column on both tables are not seen. If user has Delete for Delete action, the Delete column on both tables are visible.

Menu Location

Student > Loaders > Fees Auto Loader

Setup Options

Year - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.

District - Default value is based on the user’s security settings. The user will be limited to their district only.

School - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.

Grade - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.

Gender - Leave blank or select all to include all genders. Otherwise, choose the desired gender.

Ethnic - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.

Students - This will generate a list of students to select from.

Homeroom - This will generate a list of homeroom teachers to be able to filter the report by homeroom teacher.

Team - Leave blank if all team names are to be included into the report. Otherwise, choose the desired team.

As of Date - This choice will list only those students who are actively enrolled as of the date selected in the date field.

Special Ed:

All - Select to view all student's.

Sped Only - Select to view only Sped student's.

Non Sped - Select to view only non Sped student's.

504:

All - Select to view all student's.

504 Only - Select to view only 504 student's.

Non 504 - Select to view only non 504 student's.

Special Codes - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.

Custom Codes - Select the Custom Codes created in the Custom Code Management to filter the student list.

Program- Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program.

Club - Leave blank if all clubs are to be included into the report. Otherwise, choose the desired club.

Sport - Leave blank if all sports are to be included into the report. Otherwise, choose the desired sport.

Next - Click to advance.

Add

Delete

Create Fee(s) From Master Schedule

Main

Sch - Student's school site number of enrollment.

Student Name - Student's full name.

SIDNO - Student's identification number.

Fee Name - Name of fee.

Fee Amount - Amount of the fee.

Received Date - Accounts receivable date .

Pay Plan - Fee payment plan.

Due Date - Fee due date.

Comments - Fee comments.

To find definitions of commonly used column headers, follow this link: Common Column Headers.

Bottom

Setup - Click to go back to the Setup box.

Print - This will allow the user to print the report.

Help - Click to view written instructions and/or videos.

Delete - Delete selected records when 'Delete' is chosen from the second setupbox window. This list displays only records with NO payment history.

Student Master Main Page

JCampus Main Page

Difference between revisions of "Fees Auto Loader"

Latest revision as of 16:00, 18 July 2023

Video

Menu Location

Setup Options

Main

Bottom

Navigation menu

Page actions

Page actions

Personal tools

Search

NAVIGATION

Tools

@@ Line 1: / Line 1: @@
 __NOTOC__
-'''This program allows you to add, delete or create a fee to a group of students at a time'''.
+'''This program provides the user a way to add, delete or create a new fee and also add from the [[Master Schedule Editor]] to a group of students at a time'''.
+==Video==
+:[[media:Fees_Auto_Loader.mp4‎|Fees Auto Loader]]
+Go to [[User Management]] to create various security levels:
+'''Category'''-Stu Master> '''Program'''-Fees Management> '''Action'''-Delete> Delete or No Access
+*If user has '''NA''' security for Stu Master> Fees Management and selects Fees Management from the menu or selects Fees Management from the Student Master> Action menu, the user will not have access and gets a message stating that.
+*If user has '''RO''' security for Stu Master> Fees Management  OR  has '''RO''' for Stu Master only and nothing selected for Fees Management PPerm, the user will not see Add Fee or Pay Fee buttons,  Edit column on top table, Delete column on top table or Delete column on bottom table.
+*If user has '''RW''' security for Stu Master> Fees Management, the user sees Add Fee or Pay Fee buttons, Edit column on top table, Delete column on top table or Delete column on bottom table. If user has No Access for Delete action, the Delete column on both tables are not seen.  If user has Delete for Delete action, the Delete column on both tables are visible.
 ==Menu Location==
-[[File:mb685.png]]
+'''Student > Loaders > Fees Auto Loader'''
-'''On the left navigation panel, select Student Master > Loaders > Fees Auto Loader.'''
 ==Setup Options==
-[[File:mb686.png]]
+[[File:feesautoloadsetup.png]]
 '''Year''' - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
-'''District''' - Default value is based on your security settings. You will be limited to your district only.
+'''District''' - Default value is based on the user’s security settings. The user will be limited to their district only.
-'''School''' - Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this
-value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or
-all schools in your district.
-'''Grade''' - Grade level of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all grade levels are to be included. Otherwise,
+'''School''' - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.
-click in the field to the right of Grade(s) to select the desired grade level(s) to be included.
+'''Grade''' - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
-'''Gender''' - Gender of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if both genders are to be included. Otherwise, click in
+'''Gender''' - Leave blank or select all to include all genders.  Otherwise, choose the desired gender.
-the field to the right of Gender to select the desired gender to be included.
+'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
-'''Ethnic''' - Ethnicity of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all ethnics are to be included. Otherwise, click
-in the field to the right of Ethnic to select the desired ethnic(s) to be included.
 '''Students''' - This will generate a list of students to select from.
-'''Team''' - This selection should only be used if your school is using Team Scheduling. Leave blank if all team names are to be included into the report. Otherwise click in the field to the
+'''Homeroom''' - This will generate a list of homeroom teachers to be able to filter the report by homeroom teacher.
-right of Teams to select the desired Teams(s) to view.
+'''Team''' - Leave blank if all team names are to be included into the report. Otherwise, choose the desired team.
 '''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
-'''Special Ed'''
+'''Special Ed:'''
-*'''All''' - Select to view all student's.
-*'''Sped Only''' - Select to view only Sped student's.
-*'''Non Sped''' - Select to view only non Sped student's.
-'''504'''
-*'''All''' - Select to view all student's.
-*'''504 Only''' - Select to view only 504 student's.
-*'''Non 504''' - Select to view only non 504 student's.
-'''Special Codes''' - Special Codes must have been entered into the Student Master record for students. Leave blank if all special codes are to be included into the report. Otherwise click in
-the field to the right of Special Codes to select the desired special code(s) to view.
-'''Program'''- Leave blank if all program codes are to be included into the report. Otherwise click in the field to the right of Program Codes to select the desired program code(s) to view.
-'''Club''' - Extracurricular activities in which students may participate. Leave blank if all clubs are to be included into the report. Otherwise click in the field to the right of Clubs to
-select the desired club(s) to view.
-'''Sport''' - Leave blank if all sports are to be included into the report. Otherwise click in the field to the right of Sports to select the desired sport(s) to view.
-To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
-'''Next'''
-'''Creating a Fee'''
-[[File:mb687.png]]
-'''Add''' - Click on the radial button.
-'''Back''' - Select to go back to the previous screen.
-'''Next''' - Click to continue.
-[[File:mb688.png]]
-'''Fee Name''' - Input the name of the fee.
-'''Fee Amount''' - Input the fee amount.
-'''Received Date''' - This is the date the fee was set up.
-'''Pay Plan''' - Select an option from the drop down to indicate what the terms are for the fee.
-'''Due Date''' - Select the date the fee is due.
-'''Comment''' - Type in a comment about the fee.
-'''Back''' - Select to go back to the previous screen.
-'''Next''' - Click to continue.
+'''All''' - Select to view all student's.
+'''Sped Only''' - Select to view only Sped student's.
-[[File:mb689.png]]
+'''Non Sped''' - Select to view only non Sped student's.
-'''NOTE''' - If a student(s) is not selected in the setup box, then the fee will post to '''ALL''' students.
+'''504:'''
+'''All''' - Select to view all student's.
-'''Yes''' - Click to continue.
+'''504 Only''' - Select to view only 504 student's.
-'''No''' - Click to cancel.
+'''Non 504''' - Select to view only non 504 student's.
+'''Special Codes''' - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.
-[[File:mb690.png]]
+'''Custom Codes''' - Select the Custom Codes created in the Custom Code Management to filter the student list.
-'''NOTE''' - If specific student's are selected, the above popup message will appear.
+'''Program'''- Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program.
+'''Club''' - Leave blank if all clubs are to be included into the report. Otherwise, choose the desired club.
-'''Yes''' - Click to continue.
+'''Sport''' - Leave blank if all sports are to be included into the report. Otherwise, choose the desired sport.
-'''No''' - Click to cancel.
+'''Next''' - Click to advance.
+'''[[Creating a Fee | Add]]'''
-'''Delete a Fee'''
+'''[[Delete a Fee |Delete]]'''
-[[File:mb691.png]]
+'''[[Create Fee(s) From Master Schedule]]'''
-'''Delete''' - Click on the radial button.
-'''Back''' - Select to go back to the previous screen.
-'''Next''' - Click to continue.
-[[File:mb693.png]]
-'''Fee''' - Click in the field and select the fee to remove.
-'''Received Date''' - Select the date from when the fee was entered.
-'''Back''' - Select to go back to the previous screen.
-'''OK''' - Click to continue.
-'''Create Fee(s) From Master Schedule'''
-[[File:mb692.png]]
-'''Create Fee(s) From Master Schedule''' - Click on the radial button.
-'''Back''' - Select to go back to the previous screen.
-'''Next''' - Click to continue.
-[[File:Example.jpg]]
-'''OK''' - Click to continue.
 ==Main==
-[[File:nanfeesmain.png]]
+[[File:mb695.png]]
-'''Sch''' - Student's school site number of enrollment
+'''Sch''' - Student's school site number of enrollment.
-'''Student Name''' - Student's full name
+'''Student Name''' - Student's full name.
-'''SIDNO''' - Student's identification number
+'''SIDNO''' - Student's identification number.
-'''Fee Name''' - Name of fee
+'''Fee Name''' - Name of fee.
-'''Fee Amount''' - Amount of the fee
+'''Fee Amount''' - Amount of the fee.
-'''Received Date''' - Accounts receivable date
+'''Received Date''' - Accounts receivable date .
-'''Pay Plan''' - Fee payment plan
+'''Pay Plan''' - Fee payment plan.
-'''Due Date''' - Fee due date
+'''Due Date''' - Fee due date.
-'''Comments''' - Fee comments
+'''Comments''' - Fee comments.
-To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
+To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
 ==Bottom==
-[[File:nanfeesbottom.png]]
+[[File:mb696.png]]
+'''Setup''' - Click to go back to the Setup box.
-'''Setup''' - The user may change the settings previously selected for running the program.
+[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
-'''Print''' - To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
+'''Help''' - Click to view written instructions and/or videos.
-'''Help''' - Takes you to the Help website for written instructions and instructional videos.
 '''Delete''' - Delete selected records when 'Delete' is chosen from the second setupbox window.  This list displays only records with NO payment history.
-'''NOTE''' - To load a fee to a small group of students, click the '''Student''' field on the Setup box. Select the student(s) using the '''check box''' found to the left of the student
-names. This box will provide you with Student ID, Student Name and the Student's Grade.
-Click '''Next''':
-On the next page you will have the option to add a fee, delete a fee or create fees from the Master Schedule.
-'''Add a Fee'''
-[[File:nanfeessetup2.png]]
-[[File:nanfeesadd.png]]
-'''Fee Name''' - Name of fee
-'''Fee Amount''' - Amount of fee
-'''Received Date''' - Accounts receivable date
-'''Pay Plan''' - Payment plan
-'''Due Date''' - Fee due date
-'''Comment''' - Fee comments
-'''Back''' - You can go back and change information on previous box
-'''OK''' - Click to continue
-'''Create a Fee'''
-[[File:createmenu.png]]
-[[File:create.png]]
-This process will create a new class fee for every student that is in a Master Schedule section that has a fee attached to that section. Fees will need to have previously
-been posted in the Fee column in the Master Schedule.  This will also save the year, course name and section number in the fee comment.  Only one fee can be added at a time.
-'''Fee Name''' - This will only work for class fees and you can't change to another kind of fee.
-'''Received Date''' - Choose your received date.
-'''Due Date''' - Choose your due date.
-'''Back''' - If you need to go back and change something on the previous setup page.
-'''OK''' - You will get a question box stating that you are about to add a fee to a number of students.  Do you wish to continue?  You will need to respond yes or no.
-'''Delete a Fee'''
-[[File:deletesetup.png]]
-[[File:feedelete.png]]
-'''Fee Name''' - Choose a fee name from the pick box that you want to delete.
-'''Received Date''' - Choose your received date.
-'''To delete a fee for a large group of students''':
-Return to the setup box and complete the information.
-Click Next.
-On the next page select delete.
-Click OK.
-Click in the fee field and select the fee to be deleted from the pick list.
-Enter the date recieved for the fee being deleted.
-Click OK.
-The names of the students that owe this fee will be displayed on the next screen.
-Select all students from the list, unselect all students then select the few that need to have this fee deleted.
-Click the '''delete''' button at the bottom right of the screen.
-You will be given a confirmation stating the number of records that will be deleted.
-Click '''Yes''' if this is accurate; otherwise, return to the setup box and start the delete process over.
-==Bottom==
-[[File:feesbottom.png]]
-'''Setup''' - Click to go back to the Setup box.
-'''Print''' - To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
-'''Help''' - Click the '''Help''' button on the bottom of the page to view written instructions and/or videos.
-'''Delete''' - Click to delete fees for students