System Configuration Check
Pre System Check
Well you must be nearly there!!
Go To ADMIN
Staff Management
Go To ADMIN
Staff Management
- Select at least two staff members
- Login as these tow members
- According to the set up you should see their groups and their security setting
- Select at least 5 Boarders
- Confirm their login details
- Confirm their Parents showing in their associations
- Boarder is in correct House and Year Group
- Select 5 parents (Same as Boarder)
- Confirm login Details
- Confirm Boarder is associated to parents, mother father and notifications are turned on
- Confirm Email for parents and mobile (if empty filed please look to get this data)
System Check
- School Name Appears and is correctly spelt
- Pre Approved and On campus locations are set (locations for On Leave and On Campus defaults)
- Late SMS does not exceed 149 Characters (message will be sent but you will be charged for more than one SMS).
- SISO To Leave - PIN set up only if required
- Leave Types - Confirm setting and notifications (Always have Leave Approver as the last person)
- Notifications - Emails to all users on approval
- Approval Leave Matrix
- Run at least 5 test leave request to confirm correct users are involved. Staff users will be shown if they are a Leave Approver and associated to the same House and Year as BOArder
- Email is set up - replace no-reply@touchline.com.au with school boarding email
- Prefix should be country code
- SMS ID - cannot exceed 11 Characters or SMS will not be sent, must be letters only
- Correct email address for Kitchen
- Meals have been added with time (note the time allows the Leave Request module to work out when a boarder will be absent from a meal time).
Locations
- On and Off Campus - configure what you would like your boarders to see
- Staff override PIN is set
- Locations - Approved Leave and Boarding House Locations must match System Set Up
- Locations should be simple and easy to understand, less is better
- Confirm On and Off campus status is correct
- Look Ups - these are the Year and House Groups that all users are connected with
- REACH uses these to enable the correct leave workflow
- Delete any look up that was here from DEMO or Trial that will not be required in your live system
- Confirm that the Boarders and Staff GROUP matches these look ups
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