How to Setup and Create Events and Payments (SK)

For Administrators

1

TASS.web > System Admin > User Maintenance > Portal Security Permissions

Assign permissions to staff/staff groups as appropriate.

'Events and Payments'
'Events and Payments (Add)'
'Events and Payments (Edit)'
'Events and Payments (Delete)'
'Events and Payments (Approve)'
'Events and Payments (Student Processing & Reports)'
'Payments Report'
'Parameters (Setup)'
'Custom Rolls'
'Create Custom Rolls' (Consider Edit, Cancel and View All permissions also)
'Create Teacher Kiosk Notifications (Individual)' 

• Complete

2

TASS.web > Finance > General Ledger > Account and Journal Info > Accounts on an account's Responsibility tab.

Assign staff to each account that should be accessible when setting up an Event.

• Complete

3

Staff Kiosk > Events > Events & Payments > Parameters (Setup)

Enter the Event parameters.

• Complete

For Staff Kiosk Users

4

Staff Kiosk > Events > Events & Payments > Events and Payments

Create or Clone an Event.

Save the event in 'Draft' mode if you wish to add students to the Event prior to seeking event approval.

Refer to:

Creating/Editing an Event and Payment
Cloning an Event and Payment

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5

Staff Kiosk > Events > Events & Payments > Events and Payments

Event Hamburger menu: 'Bulk Assign' or 'Students'

Add students to the event, either in bulk or individually.

Refer to:

Inviting Students to an Event in Bulk
Manage Individual Students

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6

Staff Kiosk > Events > Events & Payments > Events and Payments

Event Hamburger menu: 'Costings'

Add/edit/review costings as necessary.

Refer to:

Event and Payments - Costings

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7

Staff Kiosk > Events > Events & Payments > Events and Payments

Event Hamburger menu: 'Notes'

Add/edit/review costings as necessary.

Refer to:

Event and Payments - Notes

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8

Staff Kiosk > Events > Events & Payments > Events and Payments

Event Hamburger menu: 'Options'

Add event options if relevant.

Refer to:

Event and Payments - Options

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9

Staff Kiosk > Events > Events & Payments > Events and Payments

Event Hamburger menu: 'Create Custom Roll'

Add a custom roll if you wish to record attendance for the event. This could be done later after students have accepted the event.

Refer to:

Creating a Custom Roll for an Event

• Complete

10

Staff Kiosk > Events > Events & Payments > Events and Payments

Event Hamburger menu: 'Edit'

Change the Status of the Event to 'Outstanding' (if still in draft status) to request approval.

Staff with the 'Events and Payments (Approve)' permission will receive a notification in Staff Kiosk of the request.

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11

Staff Kiosk > Events > Events & Payments > Events and Payments

Event Hamburger menu: 'Approve'

Approve the Event.
Add a School Calendar Event at the time of approval if desired.

Refer to: 

Approving an Event and Payments

The Event will be visible in Parent Lounge upon approval, and they are able to Accept or Decline the event for their child.

• Complete

12

Optional tasks:

• Mark the Custom Event Roll.
  Staff Kiosk program Rollcall > Custom Rolls > Marking a Custom Roll

• Communicate with parents/students of the event.
  Staff Kiosk program Events > Events & Payments > Event Hamburger menu: 'View' > Hamburger menu.
  Refer to Event and Payments - Details

• Print event lists.
  Staff Kiosk program Events > Events & Payments > Event Hamburger menu: 'View' > Hamburger menu: Print
  Refer to Events and Payments - Printing Out a Report for Students Attending an Event

• Print student medical details for an approved event.
  Refer to Staff Kiosk program Listings > Student Medical (Lists/Emails)

• Run the Payments Report.
  Refer to Events - Payments Report