Difference between revisions of "Fees Auto Loader"

From EDgearWiki
Jump to navigationJump to search
 
(73 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
__NOTOC__
 
__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'''.   
  
−
==Menu Location==
 
  
−
[[File:nanfeesmenu.png]]
+
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.
  
−
On the left navigation panel, select '''Student Master''' > '''Loaders''' > '''Fees Auto Loader '''.
+
==Menu Location==
  
 +
'''Student > Loaders > Fees Auto Loader'''
  
 
==Setup Options==
 
==Setup Options==
  
−
[[File:nanfeessetup.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.
 
'''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
+
'''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.
  
−
all schools in your district.
+
'''Grade''' - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
  
−
'''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,  
+
'''Gender''' - Leave blank or select all to include all genders. Otherwise, choose the desired gender.
  
−
click in the field to the right of Grade(s) to select the desired grade level(s) to be included.
+
'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
  
−
'''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
+
'''Students''' - This will generate a list of students to select from.  
  
−
the field to the right of Gender to select the desired gender to be included.
+
'''Homeroom''' - This will generate a list of homeroom teachers to be able to filter the report by homeroom teacher.
  
−
'''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
+
'''Team''' - Leave blank if all team names are to be included into the report. Otherwise, choose the desired team.
−
 
 
−
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
 
−
 
 
−
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.
  
−
'''Show Option Buttons''' - Examples that limit information on the report include Show Sped Only, Non Sped, both (all); show 504 Only, Non 504, both (all)
+
'''Special Ed:'''
  
−
'''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
+
'''All''' - Select to view all student's.
  
−
the field to the right of Special Codes to select the desired special code(s) to view.
+
'''Sped Only''' - Select to view only Sped student's.
  
−
'''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.
+
'''Non Sped''' - Select to view only non Sped student's.
  
−
'''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
+
'''504:'''
  
−
select the desired club(s) to view.
+
'''All''' - Select to view all student's.
  
−
'''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.
+
'''504 Only''' - Select to view only 504 student's.
  
−
'''OK''' - Click to continue
+
'''Non 504''' - Select to view only non 504 student's.
  
−
To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
+
'''Special Codes''' - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.
  
−
==Main==
+
'''Custom Codes''' - Select the Custom Codes created in the Custom Code Management to filter the student list.
  
−
[[File:nanfeesmain.png]]
+
'''Program'''- Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program.
  
−
'''Sch''' - Student's school site number of enrollment
+
'''Club''' - Leave blank if all clubs are to be included into the report. Otherwise, choose the desired club.
  
−
'''Student Name''' - Student's full name
+
'''Sport''' - Leave blank if all sports are to be included into the report. Otherwise, choose the desired sport.
  
−
'''SIDNO''' - Student's identification number
+
'''Next''' - Click to advance.
  
−
'''Fee Name''' - Name of fee
+
'''[[Creating a Fee | Add]]'''
  
−
'''Fee Amount''' - Amount of the fee
+
'''[[Delete a Fee |Delete]]'''
  
−
'''Received Date''' - Accounts receivable date
+
'''[[Create Fee(s) From Master Schedule]]'''
  
−
'''Pay Plan''' - Fee payment plan
+
==Main==
  
−
'''Due Date''' - Fee due date
+
[[File:mb695.png]]
  
−
'''Comments''' - Fee comments
+
'''Sch''' - Student's school site number of enrollment.
  
−
To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
+
'''Student Name''' - Student's full name.
  
−
==Bottom==
+
'''SIDNO''' - Student's identification number.
  
−
[[File:nanfeesbottom.png]]
+
'''Fee Name''' - Name of fee.
  
 +
'''Fee Amount''' - Amount of the fee.
  
−
'''Setup''' - The user may change the settings previously selected for running the program.
+
'''Received Date''' - Accounts receivable date .
  
−
'''Print''' - To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
+
'''Pay Plan''' - Fee payment plan.
  
−
'''Help''' - Takes you to the Help website for written instructions and instructional videos.
+
'''Due Date''' - Fee due date.
  
−
'''Delete''' - Delete selected records when 'Delete' is chosen from the second setupbox window.  This list displays only records with NO payment history.
+
'''Comments''' - Fee comments.
  
−
'''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
+
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
  
−
names. This box will provide you with Student ID, Student Name and the Student's Grade.
+
==Bottom==
  
−
Click '''Next''':
+
[[File:mb696.png]]
  
−
On the next page you will have the option to add a fee, delete a fee or create fees from the Master Schedule.
+
'''Setup''' - Click to go back to the Setup box.
  
−
'''Add a Fee'''
+
[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
 +
 +
'''Help''' - Click to view written instructions and/or videos.
  
−
[[File:nanfeessetup2.png]]
+
'''Delete''' - Delete selected records when 'Delete' is chosen from the second setupbox window.  This list displays only records with NO payment history.
  
−
'''Create a Fee'''
 
  
−
[[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
 
−
 
−
[[File:nanfeesdelete.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'''
 
−
 
−
'''Fee Name''' - Choose a fee name from the pick box that you want to delete.
 
−
 
−
'''Received Date''' - Choose your received date.
 
−
 
−
'''To delete a few 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.
 
−
 
−
 
−
 
−
 
−
'''Create a Fee from the Master Schedule'''
 
−
 
−
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.
 
−
 
−
*'''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.
 
−
 
−
This will also save the year, course name and section number in the fee comment.
 
−
 
−
Click '''OK'''.
 
−
 
−
 
−
Based on the setup pages, a list of students with the fee and the amount chosen will be generated.
 
−
 
−
[[File:add fee5.jpg]]
 
−
 
−
 
−
'''Print Options'''
 
−
 
−
To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
 
  
  
 +
----
 +
[[Student Master|'''Student Master''' Main Page]]
  
 
----
 
----
−
'''[[Student Master]]'''
+
[[WebPams|'''JCampus''' Main Page]]

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

Retrieved from EDgear Wiki