System Configuration Check

System Configuration Check

Pre System Check 

Well you must be nearly there!!

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
Boarder Management
  • Select at least 5 Boarders
  • Confirm their login details
  • Confirm their Parents showing in their  associations
  • Boarder is in correct House and Year Group
Parent Management
  • 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)
Next Step, go to your System Configuration

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)
Leave
  • 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
Notifications
  • 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
Kitchen
  • 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
  • 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
That is is, you are ready to go!
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