Advanced Setup

The Federal Edit Check report allows you to make adjustments to the Federal Edit Check form.

1. Click the user-defined Federal Edit Check layout from the Report Layout Overrides menu and select Edit Layout.
   
   
   
2. Establish report criteria. Then, click Ok.
   
           Date Range (inclusive) - Using the calendar icons, select a date range for your report.
           Filter by Cafeteria - Select how you would like to filter your report. Choose between Cafeteria, Category and Cluster, or the Entire District.
   
   
3. In the Report Designer window, you may add, delete, or remove fields using selections from the field column. Once you have made adjustments to the Federal Edit Check template, click the Save icon. Then, click the red X to close the window.
   
   

Form Letters allow you to create formatting for letters.

1. Click the user-defined Form Letter layout from the Report Layout Overrides menu and select Edit Layout.
2. In the Report Designer window, you can add, delete, or remove fields using selections from the field column. Once you have made adjustments to the Form Letter template, click the Save icon. Then, click the red X to close the window.
   
   
   

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Mailing Labels allow you to print student information in order to attach labels to paperwork. The default layout is set for Avery 5160^TM labels. 

1. Click the user-defined Mailing Labels layout from the Report Layout Overrides menu and select Edit Layout.

2. In the Report Designer window, you can add, delete, or remove fields using selections from the field column. Once you have made adjustments to the Mailing Label template, click the Save icon. Then, click the red X to close the window.
   Note: The default size of the mailing label is the standard Avery™ 5160 and should not be altered in any way unless you are using a different label.

   

Student Rosters allow you to print a list of students in order to create a hard copy for recording purposes. Student rosters can be used note which students have received meals on school days when the network is down and offline datapaths are not in use.

1. Click the user-defined Student Rosters layout from the Report Layout Overrides menu and select Edit Layout.
2. Establish Report Criteria. Then, click Ok.
   
           Filter by Cafeteria - Select the default option of how to filter data. Use the drop-down menus to select a specific Cafeteria, Category and Cluster, or Entire District.
           Customer Categories - Select one or more customer categories to include in the report.
           ID Number to Display - Select which type of identification number you would like to be displayed for each student on the roster.
           Group By - Select how you would like to organize the students on the rosters.
           Sort By - Select in which order you would like to see the students listed on the rosters.
           Options - Select one or more additional criteria options when running the roster.
           Include POS Customer Types - Select one or more POS customer types to include in the report.
   
   
3. In the Report Designer window, you can add, delete, or remove fields using selections from the field column. Once you have made adjustments to the Student Rosters template, click the Save icon. Then, click the red X to close the window.
4. 
   

Bank Deposit reports allow you to make adjustments to the form reported for collected monies.

1. Click the user-defined Bank Deposit layout from the Report Layout Overrides menu and select Edit Layout.
2. In the Report Designer window, you can add, delete, or remove fields using selections from the field column. Once you have made adjustments to the Bank Deposit template, click the Save icon. Then, click the red X to close the window.

Barcode Labels allow you to print student information and barcodes so students can utilize scanners setup in the District. The default layout is set for Avery 5160^TM labels. 

1. Click the user-defined Barcode Labels layout from the Report Layout Overrides menu and select Edit Layout.

2. Establish report criteria. Then, click Ok.
   
           Filter by Cafeteria - Select the default option of how to filter data. Use the drop-down menus to select a specific Cafeteria, Category and Cluster, or Entire District.
           Print bar-code labels for POS Customers - Click the ellipsis to enter a customer search screen. Then, search for the students you would like displayed and click the check box next to each name. Then, click Ok.
           Customer Categories - Select one or more customer categories to include in the report.
           Include only customers in grade - Select the grade you would like to print the barcode labels for. (All Grades) is set as the default.
           Sort By - Select in which order you would like to see the students listed in the report.
           Options - Select one or more additional criteria options when running the report.
           Include POS Customer Types - Select one or more POS customer types to include in the report.
   
   

3. In the Report Designer window, you can add, delete, or remove fields using selections from the field column. Once you have made adjustments to the Barcode Label template, click the Save icon. Then, click the red X to close the window.
   Note: The default size of the barcode is the standard Avery™ 5160 and should not be altered in any way unless you are using a different label. Do not remove the xrBarCode field.

   

NSF Check Letters allow you to send notifications home to let parents of customers know the status of nonsufficient funds checks.

1. Click the user-defined NSF Check Letter layout from the Report Layout Overrides menu and select Edit Layout.
2. In the Report Designer window, you can add, delete, or remove fields using selections from the field column. Once you have made adjustments to the NSF Check Letter template, click the Save icon. Then, click the red X to close the window.
   

Generic Claim Report works as a general report to submit meal claims for federal reimbursement.

1. Click the user-defined Claim Report layout from the Report Layout Overrides menu and select Edit Layout.
2. In the Report Designer window, you can add, delete, or remove fields using selections from the field column. Once you have made adjustments to your Claim Report template, click the Save icon. Then, click the red X to close the window.
   

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options. Then, click Ok.

        Date Range (inclusive) - Use the drop-down menu to select a date range week (Week to Date, Month to Date, School-Year to Date, All-Time, Previous Week, Previous Month, Today, Sice Yesterday, Past 7 Days, Past 30 Days, Past 1 Year Ending Today, Past 60 Days).
        Filter by Cafeteria - Select the default option of how to filter data. Use the drop-down menu to select a specific Cafeteria, Region, or Cluster. You may also choose the Entire District or leave the default Use User's Default Cafeteria Filter selected.

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options. Then, click Ok.

        Claim Period - Use the drop-down menu to select a claim period (Most Recent, Earliest, All Claim Periods).

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options. Then, click Ok.

        Date Range (inclusive) - Use the drop-down menu to select a date range week (Week to Date, Month to Date, School-Year to Date, All-Time, Previous Week, Previous Month, Today, Sice Yesterday, Past 7 Days, Past 30 Days, Past 1 Year Ending Today, Past 60 Days).
        Filter by School - Select the default option of how to filter data. Use the drop-down menu to select a Specific School, Schools in Region, or Schools in Cluster. You may also choose All Schools or leave the default Use User's Default Cafeteria Filter selected.
        Options - Select one or more prompt options when running reports (if applicable)

Click on the Setup Data Set button.
 

Configure Dataset - Select Dataset filters and options. Then, click Ok.
 

        Date Range (inclusive) - Use the drop-down menu to select a date range week (Week to Date, Month to Date, School-Year to Date, All-Time, Previous Week, Previous Month, Today, Sice Yesterday, Past 7 Days, Past 30 Days, Past 1 Year Ending Today, Past 60 Days).
        Filter by School - Select the default option of how to filter data. Use the drop-down menu to select a Specific School, Schools in Region, or Schools in Cluster. You may also choose All Schools or leave the default Use User's Default Cafeteria Filter selected.

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options. Then, click Ok.

        Filter by Cafeteria - Select the default option of how to filter data. Use the drop-down menu to select a specific Cafeteria, Region, or Cluster. You may also choose the Entire District or leave the default Use User's Default Cafeteria Filter selected.
        Date Range (inclusive) - Use the drop-down menu to select a date range week (Week to Date, Month to Date, School-Year to Date, All-Time, Previous Week, Previous Month, Today, Sice Yesterday, Past 7 Days, Past 30 Days, Past 1 Year Ending Today, Past 60 Days).

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options. Then, click Ok.

        Serve Date Range - Use the drop-down menu to select a date range week (Week to Date, Month to Date, School-Year to Date, All-Time, Previous Week, Previous Month, Today, Sice Yesterday, Past 7 Days, Past 30 Days, Past 1 Year Ending Today, Past 60 Days).
        Filter by School - Select the default option of how to filter data. Use the drop-down menu to select a Specific School, Schools in Region, or Schools in Cluster. You may also choose All Schools or leave the default Use User's Default Cafeteria Filter selected.

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options. Then, click Ok.
 

        Filter by Cafeteria - Select the default option of how to filter data. Use the drop-down menu to select a specific Cafeteria, Region, or Cluster. You may also choose the Entire District or leave the default Use User's Default Cafeteria Filter selected.
        Date Range (inclusive) - Use the drop-down menu to select a date range week (Week to Date, Month to Date, School-Year to Date, All-Time, Previous Week, Previous Month, Today, Sice Yesterday, Past 7 Days, Past 30 Days, Past 1 Year Ending Today, Past 60 Days).
        Meal Type - Select one or more meal types to include in the report.
        Customer Categories - Select one or more customer categories to include in the report.
        Include POS Customer Types - Select one or more POS customer types to include in the report.
        Filter Customers by Meal Count - Select one or more customer filter options for the report. Then, enter the number of meals purchased.
        Options - Select one or more options to include in the report.

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options. Then, click Ok.

        Date Range (inclusive) - Use the drop-down menu to select a date range week (Week to Date, Month to Date, School-Year to Date, All-Time, Previous Week, Previous Month, Today, Sice Yesterday, Past 7 Days, Past 30 Days, Past 1 Year Ending Today, Past 60 Days).        
        Filter by Cafeteria - Select the default option of how to filter data. Use the drop-down menu to select a specific Cafeteria, Region, or Cluster. You may also choose the Entire District or leave the default Use User's Default Cafeteria Filter selected.
        Prompt for Customer - Select how the report should prompt for customer type (None - Will not prompt, POS Customer, Customer, Multiple POs Customers - Multiple customers can be selected).
        Meal Type - Select one or more meal types to include in the report.
        Options - Select one or more options to include in the report.

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options. Then, click Ok.

        Date Range (inclusive) - Use the drop-down menu to select a date range week (Week to Date, Month to Date, School-Year to Date, All-Time, Previous Week, Previous Month, Today, Sice Yesterday, Past 7 Days, Past 30 Days, Past 1 Year Ending Today, Past 60 Days).        
        Filter by Cafeteria - Select the default option of how to filter data. Use the drop-down menu to select a specific Cafeteria, Region, or Cluster. You may also choose the Entire District or leave the default Use User's Default Cafeteria Filter selected.
        Prompt for Customer - Select how the report should prompt for customer type (None - Will not prompt, POS Customer, Customer, Multiple POs Customers - Multiple customers can be selected).
        Meal Type - Select one or more meal types to include in the report.
        Options - Select one or more options to include in the report.

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options.Then, click Ok.

        Filter by Enrolled School - Select the default option of how to filter data. Use the drop-down menu to select a Specific School, Schools in Cafeteria, Schools in Region, or Schools in Category and Cluster, or leave the default Use User's Default Cafeteria Filter selected.
        Options - Select additional customer criteria when running reports (Include Inactive Customers, Include Attached Customers, Include Multi-Reimbursable Customers, Include Detached Customers).
        Balance - Select how balances should be included. Then, enter the dollar amount where applicable.
        Customer Categories - Select one or more customer categories to include in the report.
        Options - Select one or more prompt options to include in the report (if applicable).

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options.Then, click Ok.

        Prompt for Date - Select how to prompt for a date.
        Date Range (inclusive) - Use the drop-down menu to select a date range week (Week to Date, Month to Date, School-Year to Date, All-Time, Previous Week, Previous Month, Today, Sice Yesterday, Past 7 Days,  Past 30 Days, Past 1 Year Ending Today, Past 60 Days).
        Date - Select a date value (None, Today, Yesterday, First Day or the Week, First Day of the Month, Two Months Ago.
        Claim Period - Select how to prompt for a claim period (Most Recent, Earliest).
        Prompt for Customer -  Select how to prompt for a customer.
        Prompt for School or Cafeteria - Select the method to prompt for school or cafeteria.
        SQL Statement - Use the ellipsis to enter SQL Statements. Be sure to the Test the statement by clicking on the ellipsis button and then select Test.

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options. Then, click Ok.

        Date Range (inclusive) - Use the drop-down menu to select a date range week (Week to Date, Month to Date, School-Year to Date, All-Time, Previous Week, Previous Month, Today, Sice Yesterday, Past 7 Days, Past 30 Days, Past 1 Year Ending Today, Past 60 Days).        
        Filter by Cafeteria - Select the default option of how to filter data. Use the drop-down menu to select a specific Cafeteria, Region, or Cluster. You may also choose the Entire District or leave the default Use User's Default Cafeteria Filter selected.
        Prompt for Customer - Select how the report should prompt for customer type (None - Will not prompt, POS Customer, Customer, Multiple POs Customers - Multiple customers can be selected).
        Meal Type - Select one or more meal types to include in the report.
        Options - Select one or more options to include in the report.

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options. Then, click Ok.

        Date Range (inclusive) - Use the drop-down menu to select a date range week (Week to Date, Month to Date, School-Year to Date, All-Time, Previous Week, Previous Month, Today, Sice Yesterday, Past 7 Days, Past 30 Days, Past 1 Year Ending Today, Past 60 Days). 
        Filter by Cafeteria - Select the default option of how to filter data. Use the drop-down menu to select a specific Cafeteria, Region, or Cluster. You may also choose the Entire District or leave the default Use User's Default Cafeteria Filter selected.
        Prompt for Customer -  Select how to prompt for a customer.
        Meal Type - Select one or more meal types.
        Include Purchase Types - Select one or more purchase types.
        Options - Select one or more prompt options when running reports (if applicable).

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options. Then, click Ok.

        Date Range (inclusive) - Use the drop-down menu to select a date range week (Week to Date, Month to Date, School-Year to Date, All-Time, Previous Week, Previous Month, Today, Sice Yesterday, Past 7 Days, Past 30 Days, Past 1 Year Ending Today, Past 60 Days).
        User - By default, (all users) is selected. To select a group of roles or an individual user, click the magnifying glass icon
        Options - Select one or more additional criteria options when running reports.
        Include Actions - Select one or more actions to include in the report.

Click on the Setup Data Set button.

Configure Dataset - Select Dataset filters and options. Then, click Ok.

        Filter by Cafeteria - Select the default option of how to filter data. Use the drop-down menu to select a specific Cafeteria, Region, or Cluster. You may also choose the Entire District or leave the default Use User's Default Cafeteria Filter selected.
        Options - Select one or more additional criteria options when running reports.
        Customer Categories - Select one or more customer categories.
        Include POS Customer Types - Select one or more POS customer types.
        Balance - Select how balances should be included. Then, enter the dollar amount where applicable.
        Options - Select one or more prompt options when running reports (if applicable).

Establish export criteria.

Edit Layout - Refer to Step 6 for details.

        Export Filename - Click the ellipsis icon to locate the destination on your local or network drive.
        Data Set - Use the drop-down arrow to select the type of dataset to export. Then, click the gear icon to configure data set criteria.

Establish export criteria.

Edit Layout - Refer to Step 6 for details.

Edit SQL - Click the Edit SQL button to add SQL statements to the custom export.
 
        Export Filename - Click the ellipsis icon to locate the destination on your local or network drive.
        Options - Select one or more prompt options.

Establish export criteria.

        Export Folder - Click the ellipsis icon to locate the destination on your local or network.
        Options - Establish one or more options.

Establish export criteria.

Edit Layout - Refer to Step 6 for details.
 
        Export Filename - Click the ellipsis icon to locate the destination on your local or network drive.
        Options - Click the checkbox to Mark records as exported.

Many districts use different identifiers for eligibility statuses.
The eligibility status being used in this example is called "Customer Category" and is identified in the file as "Paying Student", "Reduced Student" and "Free Student".

1. Click into the Status Formula field and then select the ellipsis to open up the User Defined Formula screen.
   

Copy/Paste the following formula into your formula. You may need to replace the green "[Paying/Reduced/Free] Student" with whatever status code you are using in your file.

IF [Customer Category]= "Paying Student"
  RETURN @@Status.PayingStudent
IF [Customer Category]= "Reduced Student"
  RETURN @@Status.ReducedStudent
IF [Customer Category]= "Free Student"
  RETURN @@Status.FreeStudent

Select the Test button to ensure that your status formula is working successfully. Then, select Ok.

You may use the following instructions as an example to perform similar imports.

1. Enter a description of your import.
2. Select Setup.
   
3. Enter the location and name of your import file.
4. Select File Format.
   
5. Configure the parameters of your import file. Click Ok to save.
   
6. Map the field names of your import file.
7. Select Test to test the configuration.

Select a plug-in and click Ok.

        Select Plugin - Select the appropriate plugin. Plugin options may vary between Districts.

Establish or edit Import configurations. Then, click Ok.


        Description - Enter a description for the import configuration.
        Path to import file - Click the ellipsis icon to select the file path.
        Only update customers enrolled in Cafeteria - Place a checkmark in the box to Require Cafeteria Filter to be selected when importing.
        How should student records be matched to Newton? - Select how to match student records.
        How should balances be transferred? - Select how transferring balances should be handled.
        How should POS numbers be assigned? - Select how POS numbers should be assigned to students.
        Options - Select one or more additional options to include.

1. Select Add from the Action tab.
2. Select a plugin and click Ok. The following example will use the Generic Text File plugin.
   
   
   
   
3. Setup Photo Import Configuration. Then, click Configure Plugin.
   
           Description - Enter a description for the import configuration.
           Path to import file - Click the ellipsis to select the file path.
           How should student records be matched to Newton? - Select how to match student photos to student records.
           When should existing photos be overwritten by the import? - Select how existing photos should be handled when never photos are available.
           Options - Select one or more additional options to include.
   
   

Click File Format.

        File Format - Click the File Format button to establish File Format Types, Text Qualifiers, Headers & Trailers, Field Names, Data Type, Forma, and to choose to Ignore Errors.
        Test - Click the Test button to ensure the field name formulas are functioning correctly.

1. Establish Import Specifications and type in each field in the order by which they appear in your file. Then, click Ok three times.
   
           File Format - Select the file type being used. If you are choosing Delimited, select your delimiter from the drop-down menu.
           Text Qualifiers - This is used when you have a field enclosed by quotations in your file.
           Headers and Trailers - Indicates if you have a header row or column here. Select the checkbox if you have empty lines within the data in your file.
           Save Spec As - Save these settings as a .xml file to a location on your computer.
           Load Spec - Upload an existing .xml file setting from your computer.

1. Select the import setting you wish to edit Then, click Edit from the Action tab.
   This example is using the Generic Filestream Plugin.
   
   

2. Edit import configurations. Then, click Configure Plugin.
   
           Description - Enter a description for the import configuration.
           Path to import file - Click the ellipsis to select the file path.
           How should student records be matched to Newton? - Select how to match student photos to student records.
           When should existing photos be overwritten by the import? - Select how existing photos should be handled when never photos are available.
           Options - Select one or more additional options to include.
   
   

3. Setup Generic Filesystem Photo Import. Establish criteria. Then, click Ok.
   The Generic Filesystem Plugin looks for all files in a directory that match a given mask and determines an account number based on the filename.
   
           Filemask - Enter the Filemask information.
           Recurse Subdirectories - Click in the box to Recurse Subdirectories.
           Account Number -
                   Use filename without extension
                   Use Formula - Click the Edit button to enter a SQL statement. Then, click Ok in the formula window.

1. From the Admin & Maintenance tab, select Advanced Setup. Then, choose Role Importers.
2. Click Add and then select the type of import.
   
3. Enter a description of your import and then click Configure.
   
4. Enter Import Information.
   
5. Click Test Import. If successful, a list of usernames, roles, and sites will appear.
   
6. Click Run Now to run the import.
   

1. From the Advanced option, select Role Importers.
2. Click Add and then select the type of import.
   

3. Enter a description of your import and then click Configure.
   
   Note: To enter Site Roles, make sure that the user is assigned a Site in the file.
   To assign a Database Role, make sure there is no site assigned to that user in the file.

4. Enter Import information.

   
5. Configure the file format. Then, Type in each Field Name as they appear in your file and select the Data Type from the drop-down menu. Click Ok when finished.
   
6. Select the ellipsis in the Formula column for each role.
   
7. Click Ok to select the automatically generated formula or use the Fields, Constants, Functions, and Statements to create a new one.
   
8. Click Test from the Setup Generic Text-File User Role Import window. If successful, a list of usernames, roles, and sites will appear.
   
9. Click Run Now from the Role Importer Maintenance screen to run the import.

No Configurable Settings.

Choose Apply External Enrollment Data options. Then, click Ok.
 
        Filter by Cafeteria - Select a Cafeteria, Category and Cluster, or the Entire District.
        Date Range - Select date range criteria.
        Missing Data Method - Select how to handle missing data.
        Options - Select one or more options to include.

Choose which school(s) to include when clearing menu overrides and resetting to defaults. Then, click Ok.

Filter by Cafeteria - Select a specific Cafeteria or Region and Cluster from the drop-down menus. You may also select the Entire District.

Click the ellipsis icon to locate and select the bulk changes file on your local or network drive. Then, click Ok.
 

No configurable settings. 

Select which importer you would like to run. You can refer to the Customer Importer instructions for setup.

Establish Meal Eligibility Corrections criteria. Then, click Ok.
 
        Filter by Cafeteria - Use the drop-down menu to select a specific Cafeteria or Region and Cluster. You may also select the Entire District.
        Meal Type - Select one or more meal type to include in MEC correction criteria.
        Date Range - Select a date range in which meal eligibility corrections should be considered.
        Number of corrections at which a student is considered suspicious - Enter the number of meal corrections for a student deemed suspicious by the system.
        Percentage of suspicious students in the populations at which the process will abort - Enter the population percentage of student corrections deemed suspicious to allow the system to stop and abort the preliminary process.
        Options - Select one or more options to include in the scheduled job
                Recalculate Enrollment - Updates the daily enrollment numbers and Federal Edit Check to reflect changed made during the process.
                Ignore suspicious thresholds on next run - If the scheduled job fails due to suspicious thresholds, the suspicious thresholds will be ignored during the next scheduled process.
                Note: If selected, one the scheduled job has ran successfully, this option will default to unchecked.

 Choose a report and report options to export. Then, click Ok.

        Report to Run - Select which type of report to run.
                System-Defined Report - Use the drop-down menu to select a report. Then, click Setup to establish report configurations.
                User-Defined Report - Use the drop-down menu to select a user-defined report.
        Format - Select a report format.
        Options - Select additional criteria options when running scheduled reports.
        Send-to - Establish the following criteria.
                Save as File - Enter the path and filename where the report should export.
                Send as Email Attachment - Complete email information.

 No configurable settings.

Choose the options for database backups. Then, click Ok.

        Backup Folder - Choose the location for the backup file by clicking on the ellipsis icon.
        Rolling Backups -
                Do not rollover, use date/time filenames - Backup filenames will include date and time to ensure files are not overwritten.
                Use static filename, always overwrite - Filename remains the same with the file being overwritten during each backup.
                Enable rolling filenames - Restart sequence after XX backups - Backup name is changed for each backup, restarting after the amount entered by the user.
        Encryption - 
                Do not encrypt backups (recommended) - Backup files are not encrypted.
                Use strong (AES) encryption password - Backup files are encrypted and password protected.

No configurable settings.

Choose between Quick Sync or Full Sync. Then, click Ok.

No configurable settings.

Choose an export from the list. Then, click Ok.

Choose a housekeeping option. Then, click Ok.

No configurable settings.

Daily transactions are exported to MySchoolBucks in order for households to review transactions and reflected balances.

No configurable settings.

Choose Spawn Process options. Then, click Ok.