1. Go to Admin > Schools.
2. On the Schools page, click More Details for the appropriate school.
3. Access the School Details tab.
4. Enter school settings in the School Edit fields:
•School ID: Enter the School ID assigned to the school.
•School Name: Enter the name of the school. Special characters are allowed in the school name (for example, &).
•Address 1, Address 2: Enter the school address.
•City, State, Zip Code: Enter the city, state, and Zip code. The state specified determines which reimbursement claim form is used.
•Phone Number: Enter the school phone number.
5. In the Manager Edit fields, enter the school manager name, email address, and phone number.
6. Enter information in the Parent School fields:
•School: Select the Central Office. If the school is a satellite school, the feeding school is the parent school.
•School Type: Select the school type, according to its business operations and needs (Central Office, Elementary Schools, or Secondary Schools).
•Grade Group: Select the range of grades at the school.
•Management Level: Select the management level (Central Office, School, or Satellite School).
Schools can be grouped by Management Levels to maintain a hierarchy and provide data ownership rights that govern their ability to add data, edit data, view data, and print reports.
•Attendance Factor: This setting is used to report eligible counts.
•Lock Claims Prior To: Entering a date will prevent any transaction that impacts claims from being modified prior to the date specified. Cashiers on the POS terminals will not be allowed to open a till or modify any till in the Journal for any date prior. This date must be set for each school in the district and should be set after claims have been submitted to the state. For example, if you submit claims for October, this date should be November 1.
Note: Prior to changing the Lock Claims Prior To date, all POS tills must be closed. After changing the date, the POS terminals should be restarted.
•Customer Number: Enter the customer number.
•Central Office Time Zone: Select the time zone for the Central Office.
•School Time Zone: Select the time zone for the school.
•Active School: Check this checkbox to make the report active and available in reports and screens.
•Severe Need: Select this checkbox if this is a Severe Need school.
•Provision 2 School: A school can be CEP, Provision 2, or neither. If you check the Provision 2 School checkbox, the CEP School checkbox will be disabled (and vice versa). The following fields will appear when the Provision 2 School checkbox is checked:
o Base Year: Enter the base year.
o Base Enrollment: Enter the base enrollment.
o Base Free: Enter the number of free meals.
o Base Reduced: Enter the number of reduced pay meals.
•Don’t Inactivate Missing Students with Community Imports: Check this checkbox to not inactivate missing students with community imports.
7. Click Save.