Difference between revisions of "Fees Auto Loader"

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__NOTOC__
 
__NOTOC__
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'''This program allows you to add, delete or create a fee to a group of students at a time'''.   
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'''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'''.   
 +
 
 +
 
 +
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==
 
==Menu Location==
  
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[[File:mb685.png]]
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'''Student > Loaders > Fees Auto Loader'''
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'''On the left navigation panel, select Student Master > Loaders > Fees Auto Loader.'''
 
  
 
==Setup Options==
 
==Setup Options==
  
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[[File:setup fee loader.png]]
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[[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.
 
'''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.
  
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'''District''' - Default value is based on your security settings. You will be limited to your district only.
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'''District''' - Default value is based on the user’s security settings. The user will be limited to their district only.
  
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'''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
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'''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.  
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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
 
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all schools in your district.
 
  
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'''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,  
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'''Grade''' - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
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click in the field to the right of Grade(s) to select the desired grade level(s) to be included.
 
  
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'''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
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'''Gender''' - Leave blank or select all to include all genders. Otherwise, choose the desired gender.
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the field to the right of Gender to select the desired gender to be included.
 
  
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'''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
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'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
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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.  
 
'''Students''' - This will generate a list of students to select from.  
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'''Homeroom''' - This will generate a list of homeroom teachers to be able to filter the report by homeroom teacher.
 
'''Homeroom''' - This will generate a list of homeroom teachers to be able to filter the report by homeroom teacher.
  
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'''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
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'''Team''' - Leave blank if all team names are to be included into the report. Otherwise, choose the desired team.
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right of Teams to select the desired Teams(s) to view.
 
  
 
'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
 
'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
  
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'''Special Ed'''
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'''Special Ed:'''
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*'''All''' - Select to view all student's.
 
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*'''Sped Only''' - Select to view only Sped student's.
 
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*'''Non Sped''' - Select to view only non Sped student's.
 
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'''504'''
 
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*'''All''' - Select to view all student's.
 
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*'''504 Only''' - Select to view only 504 student's.
 
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*'''Non 504''' - Select to view only non 504 student's.
 
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'''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
 
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the field to the right of Special Codes to select the desired special code(s) to view.
 
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'''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.
 
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'''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
 
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select the desired club(s) to view.
 
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'''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.
 
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'''Next'''
 
  
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'''Creating a Fee'''
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'''All''' - Select to view all student's.
  
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[[File:mb687.png]]
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'''Sped Only''' - Select to view only Sped student's.
  
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'''Add''' - Click on the radial button.
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'''Non Sped''' - Select to view only non Sped student's.
  
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'''Back''' - Select to go back to the previous screen.
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'''504:'''
  
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'''Next''' - Click to continue.
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'''All''' - Select to view all student's.
  
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'''504 Only''' - Select to view only 504 student's.
  
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[[File:mb688.png]]
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'''Non 504''' - Select to view only non 504 student's.
  
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'''Fee Name''' - Input the name of the fee.
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'''Special Codes''' - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.
  
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'''Fee Amount''' - Input the fee amount.
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'''Custom Codes''' - Select the Custom Codes created in the Custom Code Management to filter the student list.
  
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'''Received Date''' - This is the date the fee was set up.
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'''Program'''- Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program.
  
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'''Pay Plan''' - Select an option from the drop down to indicate what the terms are for the fee.
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'''Club''' - Leave blank if all clubs are to be included into the report. Otherwise, choose the desired club.
  
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'''Due Date''' - Select the date the fee is due.
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'''Sport''' - Leave blank if all sports are to be included into the report. Otherwise, choose the desired sport.
  
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'''Comment''' - Type in a comment about the fee.
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'''Next''' - Click to advance.
  
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'''[[Creating a Fee | Add]]'''
  
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'''Back''' - Select to go back to the previous screen.
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'''[[Delete a Fee |Delete]]'''
  
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'''Next''' - Click to continue.
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'''[[Create Fee(s) From Master Schedule]]'''
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[[File:mb689.png]]
 
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'''NOTE''' - If a student(s) is not selected in the setup box, then the fee will post to '''ALL''' students.
 
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'''Yes''' - Click to continue.
 
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'''No''' - Click to cancel.
 
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[[File:mb690.png]]
 
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'''NOTE''' - If specific student's are selected, the above popup message will appear.
 
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'''Yes''' - Click to continue.
 
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'''No''' - Click to cancel.
 
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'''Delete a Fee'''
 
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[[File:mb691.png]]
 
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'''Delete''' - Click on the radial button.
 
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'''Back''' - Select to go back to the previous screen.
 
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'''Next''' - Click to continue.
 
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[[File:mb693.png]]
 
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'''Fee''' - Click in the field and select the fee to remove.
 
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'''Received Date''' - Select the date from when the fee was entered.
 
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'''Back''' - Select to go back to the previous screen.
 
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'''OK''' - Click to continue.
 
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'''Create Fee(s) From Master Schedule'''
 
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[[File:mb692.png]]
 
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'''Create Fee(s) From Master Schedule''' - Click on the radial button.
 
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'''Back''' - Select to go back to the previous screen.
 
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'''Next''' - Click to continue.
 
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[[File:mb694.png]]
 
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'''Received Date''' - Select the date from when the fee was entered.
 
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'''Due Date''' - Select the date the fee is due.
 
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'''Back''' - Select to go back to the previous screen.
 
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'''OK''' - Click to view the report.
 
  
 
==Main==
 
==Main==
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'''Comments''' - Fee comments.
 
'''Comments''' - Fee comments.
  
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To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
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To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
  
 
==Bottom==
 
==Bottom==
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[[File:mb696.png]]
 
[[File:mb696.png]]
  
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'''Setup''' - The user may change the settings previously selected for running the program.
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'''Setup''' - Click to go back to the Setup box.
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'''Print''' - To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
 
  
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'''Help''' - Takes you to the Help website for written instructions and instructional videos.
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[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
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 +
'''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.
 
'''Delete''' - Delete selected records when 'Delete' is chosen from the second setupbox window.  This list displays only records with NO payment history.

Latest revision as of 10:41, 5 June 2024

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.


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

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 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

Mb695.png

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

Mb696.png

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

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