Classic Path: Program Admin > Flags

Search Terms: Flags Setup

Flags provide a way of labeling students for things such as food allergies and contact restrictions. Any number of flags can be created for a school or district, and any number of flags can be assigned to a student.

Flags Setup

Flag Checkboxes

When creating a flag a series of checkboxes appear in the Flags Detail editor.

Checkbox	Description
Flagged	When marked indicates that a flag should display next to the student's name. An image and color must be selected to display in the header.
Contact	When marked indicates the student has a note on record regarding who can be contacted on the student's behalf. Additional tool rights need to be assigned for users to view, add or modify contact-related flags for students. In order for this flag type to display next to the student's name, the Flagged checkbox must also be selected.
POS Display	When marked indicates the flag displays next to the student's name on the Point-of-Sale terminal. In order for the flag to display on the POS Terminal, you must also add a note to the User Warning field when you assign the flag to a student (Student Information > General > Flags). If a note is not added in the User Warning field, the flag does not display. In order for this flag type to display next to the student's name, the Flagged checkbox must also be selected.
Special Ed	When marked indicates the student participates in Special Education. Only those with tool rights for the Special Education flag will be able to view this flag in the header next to a student's name. This flag also appears in the IEP column on section rosters and related tools for students it is assigned to.
State Reported	When marked indicates the program is reported in state extracts as a means of tracking student progress. Additional tool rights need to be assigned for users to view, add or modify state reported-related flags for students. In order for this flag type to display next to the student's name, the Flagged checkbox must also be selected.
Vocational	Not available in all states. When marked indicates the program is considered vocational more than academic. In order for this flag type to display next to the student's name, the Flagged checkbox must also be selected.

When a flag is marked as Flagged, an image and a color can be selected for the flag. This image displays next to the student's name in the header, as shown in the image below. The default selection is the flag icon and the color orange.

Default Flag Image and Color

When this flag is assigned to a student the flag displays next to the student's name.

Flag Display

To assign a medical alert flag, Health Conditions must be set to display a flag. See the following articles for more information:

Create Flags

Select the New icon. A Flag Detail editor will appear to the right.
Enter the Name of the flag.
Enter a Code for the flag. This code can be a district-defined code or a state-defined code.
Enter a Description of the flag.
Mark the Flagged checkbox if this flag should display next to the student's name. If yes, then select a Flag Image and a Flag Color. There are 30 images and 12 colors to choose from.
Mark the other checkboxes (Contact, POS Display, Special Ed, State Reported) if applicable to this flag.
Select a Flag Image to appear next to a student's name when this flag is assigned. This image will only display if flagged is selected.
Click the Save button when finished. The new flag will appear in the Flags Editor tree.

After creating flags, assign the flags to students, either manually on the Student Flags tab or using the Batch Assignment Tool.

Only active Flags can be assigned to students. Active flags display first in the Flags Editor list. Deactivated flags do not have the Active checkbox marked and display in gray text at the bottom of the Flags Editor list.

Deactivated Flag

If a flag has the Active checkbox unmarked after it is assigned to a student it displays in red text. The deactivated flag still displays in the student header until it has an end date applied.

Deactivated Flag Assigned to Student

Convert Flags to a Program

Flags and Programs Are Not the Same

Campus allows the tracking of both Flags and Programs separately. There is little difference between these two, and a district may have a flag called After School Club. A program could also be created with this name.

Programs cannot have flag images associated with them. Like flags, programs can be state reported.

Flags that have been associated with students by a third party system cannot be converted to a program using the Convert to Program tool.

If there are flags that would be better suited to be programs, use Convert to Program. This option requires the user to have full tool rights to (RWAD) to Program Admin > Flags.

Convert to Program

Click the Convert to Program button. A warning message displays explaining what happens, as follows:
1. The image associated with the flag no longer displays next to the student's name.
2. User warnings associated with the student are erased.
3. Participation details move to the Program Participation > Programs tool.
Click OK to continue the conversion process. A confirmation message displays. The flag that was converted no longer displays in the Flags Editor; it is visible in the Programs editor.

After the conversion, if there was a flag image associated with the flag that is now a program the image no longer displays next to the student's name. The program is listed in the Program Participation Programs editor. All other data entered as part of the flag converts to the equivalent program data fields.

When a flag is converted to a program, the Sessions checkbox cannot be added.

This video demonstrates how to create flags that can be assigned to students.

Classic View: System Administration > Resources > School

Search Terms: School Information

This article provides information about USDA Program Settings only. For help using the School tab, see the School article.

When you create a school, you must select options that indicate whether the school participates in the School Breakfast Program (SBP), National School Lunch Program (NSLP) and/or Title III. Provision fields are also provided to help identify whether a school has a Provision 1, 2, 3, 4 or CEP status and identify if Provision Type is SBP, NSLP, or both.

The School Breakfast Program (SBP) and National School Lunch Program (NSLP) checkboxes above the Provision Type are utilized for other reports. A school can participate in SBP and NSLP, but the school may not have Provision status in both programs.

If a Provision is selected, the Provision Type, Provision Base Year and Provision End Year must be selected to save the record.

At this time, state reporting and food service functionality is not affected by the Provision fields. However, if Provision fields are entered for schools with the Educational Benefits Applications Processed FRAM Preference set, Educational Benefits Applications will appear for the Provision Base and End Year entered.

USDA Programs

Field	Description
School Breakfast Program (SBP)	This checkbox indicates whether the school participates in the School Breakfast Program. This field must be selected for some state reports and for the FRAM Verification Final Summary Report.
National School Lunch Program (NSLP)	This checkbox indicates whether the school participates in the National School Lunch Program. This field must be selected for some state reports and for the FRAM Verification Final Summary Report.
Provision	This field indicates the Provision in which the school is participating. The National School Lunch program includes the following provisions. Provision 1: Reduces application burdens by allowing schools where at least 80% of the children enrolled are eligible for free or reduced price meals to certify children eligible for free meals for a 2 year period. Schools continue to take daily meal counts of the number of meals served to children by type as the basis for calculating reimbursement claims. Provision 2: Requires that the school serve meals to participating children at no charge but reduces application burdens to once every 4 years and simplifies meal counting and claiming procedures by allowing a school to receive meal reimbursement based on claiming percentages. Additional 4-year extensions to Provision 2 are possible when certain conditions are met. Provision 3: Requires that the school serve meals to participating children at no charge but reduces application burdens, meal counting and claiming procedures by allowing a school to receive a comparable level of Federal cash and commodity assistance as the school received in the last year in which free and reduced price eligibility determinations were made, adjusted for enrollment, inflation and operating days if applicable, for a period up to 4 years. Additional 4-year extensions to Provision 3 are possible when certain conditions are met. For more information on Provisions 1-3, see the United States Department of Agriculture web site. Provision 4: Not available to most users. CEP: CEP (Community Eligibility Provision) allows schools that predominantly serve low-income children to offer free, nutritious school meals to all students through the National School Lunch and School Breakfast Programs. The CEP uses information from other programs, including the Supplemental Nutrition Assistance Program (SNAP) and the Temporary Assistance Program for Needy Families (TANF) instead of traditional paper applications.
Provision Type	These checkboxes indicate if the Provision is for the School Breakfast Program (SBP), the National School Lunch Program (NSLP), or both.
Provision Base Year	Indicates the base year in which the Provision began.
Provision End Year	Indicates the year in which the Provision will end. If the year entered in this field is a current or future school year, the Educational Benefits Applications preference becomes available for selection on the FRAM Preferences tab.

For information on these programs, see the following:

United States Department of Agriculture

School Breakfast Program

National School Lunch Program

United State Department of Education

Title III

Tool Search: Zone Setup

A zone is an area specifically configured for data exchange and message communication between Agents representing different applications (e.g., Campus student system, SIF, POS, state/district).

This tool does not appear in all versions of Campus. It only applies to certain districts/states, including: district/states/regions operating as part of an Infinite Campus State or Regional Edition, districts using National Records Exchange functionality and/or districts using Point-of-Sale functionality. For SIF zones, please refer to the Setup SIF Zone information.

Zones as Part of Data Communication

Zones are an integral part of Data Interchange Services (DIS), which allows data to transfer and synchronize between separate instances of Campus.

A zone is an area specifically configured for message communication between Agents. A zone exists as a specific URL location where assigned Agents exchange XML data messages. Data exchanged within a zone can be "scoped," or limited to certain data objects and parameters, to prevent excessive data transfer. All zones existing within Campus are managed by the built-in Campus ZIS (Zone Integration Server).

Campus ZIS and Data Communication

Campus comes with a built-in Zone Integration Server (ZIS) that directs data messages between sending and receiving agents.

The Campus ZIS acts as the communication hub and manager of zones used for data messaging. The ZIS controls the access, routing and security of data messages from various types of Agents operating within its zones (e.g., SIF agents, district/state-level agents, POS agents, DIS agents).

The ZIS allows zones to be scoped to specific years, schools and/or calendars, which eliminates the transfer of excess data. Messages are routed through the ZIS based on the Data Access Rights configured for the data objects allowed to exchange within each zone.

Zones

The Zones tool displays the zones currently established for communication and data messaging, as managed by the ZIS. Infinite Campus configures the zones necessary for messaging between Campus applications. Settings for Campus zones can be viewed, but not edited, on the Zones tool. In the event the agent table is blank, the state will recreate zones for each district when the application server reboots.

The Zones and Zone Options tabs do not share the same tool rights. In order to apply SIF Zone Options to zones, users with tool rights to the Zones tab must also be given tool rights to the SIF Zone Options tab.

Zone Tool (district-level view)

The Campus ZIS allows the existence of multiple zones, so that several applications may share data in a central location. For example, the district-level student application may share data with the state-level student application in one zone, while the same district-level student application also shares data with the POS application in another zone. Several zones may appear on the Zones tool, depending on the district/state.

Examples of Campus zones include:

Standard District Zone - KYStateZone - This zone represents the district-level view of the zone used for messaging between the district and state agents within the current school year. Though named differently, this is the same zone as the Standard State Zone.
Standard State Zone - This zone represents the state-level view of the zone used for messaging between the district and state agents within the current school year. Though named differently, this is the same zone as the Standard District Zone.
SIF Zone - Name varies, entered by user- In certain scenarios, third-party/external applications are configured for use with the Infinite Campus system. A SIF zone represents the area in which the Campus student information system communicates with an external (non-Campus) application agent/ZIS for data exchange purposes.
Please refer to the SIF Data Exchange and Setup SIF Zone articles for more information.
POS Zone - POS - This zone is used for messaging between the Campus student information system (client) and POS application (server) agents. This zone may allow editing via the Zones tool.
National Records Exchange Zone - InfiniteRouter - This zone is used for messaging between the district and the Infinite Campus router used to allow National Records Exchange between participating Campus districts.
Future Year Sync/Scope Zone - KY003ZoneP1 - This zone is used for messaging between the district and state agents for a future school year.
Prior Year Sync/Scope Zone -KY003ZoneM1- This zone is used for messaging between the district and state agents for a prior school year.

Zone Fields

Most zones and zone fields will be locked from editing.

Screenshot of Zone Info Editor and Data Filtering Options. Zone Info Editor and Data Filtering Options

The following table defines the fields/settings of the Zone Info editor:

Setting	Description
Name	Name of the zone.
XML Language	Language used for message communication.
Allow HTTP	In general, this checkbox should NOT be marked for live, production sites. When the box is checked, HTTPS encryption of data messages is disabled, allowing HTTP, a much less secure method of data transfer. However, use of HTTP may be acceptable in the following scenarios, when another form of encryption is used: If the district uses hardware, such as a load balancer, to handle encryption/decryption. If both the state and district servers reside within the same network.
Description	Comments related to the zone.
School	Data from schools selected in this field will be available for exchange.
Year	Data from years selected in this field will be available for exchange.
Calendar	Data from calendars selected in this field will be available for exchange.
URL for Communication	The specific location of the zone. The URL is automatically created and will only display after a zone has been saved. SIF Note: In the Horizontal Reporting method of SIF Configuration, this field is used as the URL that must be entered in the external (non-Campus) SIF system to identify the area in which SIF Data Exchange is occurring.

Zone Scopes

The zone settings, or scopes, between syncing Campus applications must match to allow data interchange features like syncing, records transfers, meal processing, etc. For example, the zones set up for data exchange between a linked Campus district/state, two records-exchanging Campus districts, or when using the Campus POS meal processing must be set to the same data scope on the zone existing for that purpose within application.

Example

If the School, Year and Calendar fields selected for a zone at the state level are set to “All Schools,” “09-10” and no selected calendar (respectively), the district-level School, Year and Calendar fields are also set to the same values for the same zone.

Consider the following screenshots:

Screenshot of Matching Zone Scopes between District and State Levels. Matching Zone Scopes between District and State Levels

The district and state-level zones will be named differently, but the zone settings will be the same. At the district level, the naming convention indicates data exchange with the state zone, while the state level, the naming convention indicates the specific district from which data will be received.

Sync Data from Multiple School Years

In some states, data is allowed to sync for the current school year, as well as the prior and/or next school year. This is a process that requires a zone to be created, configured and scoped for each year that it should sync (prior, current, future). For more information, please refer to information on Synching Data from Multiple School Years.

Related Information

For more information on tools and processes using Campus/DIS Zones, please refer to the following areas:

Tool Search: Item Categories

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

Item Categories are used for reporting and processing purposes. Item Categories created on this tool populate the required Item Category field of the Purchasable Items tool and apply to all schools within the district.

Item Categories Example

Create New Item Categories

Click the New icon from the Campus action bar.
Select the Category to which purchasable items will be assigned. These three item categories are hard-coded by Campus and available for selection:
- Ala Carte -- An Ala Carte category should be created if additional purchasable items are sold as supplements or alternatives to standard meals (e.g., extra milk, side items, snacks, alternate meal items).
- Concession -- A Concession category should be created if schools offer additional purchasable items completely unrelated to school meals or snacks. This category is often used for purchasable items that are event-based (e.g., items sold for extracurricular activities).
- Meal -- Meal categories should be created for each standard meal offered in schools (i.e., if both breakfast and lunch are offered, they should be created as separate entries both assigned to this category).
  If the category qualifies for meal reimbursement, the Meal category MUST be selected to ensure proper cost processing for free/reduced students. In some situations, snack items may be reimbursable but should not be assigned to the Meal category.
Enter a Name for each type of serving category to which purchasable items will be sold (e.g., breakfast meal, lunch meal, AM snack, ala carte, concessions). The value entered in this field will be populated in the required Item Category field of the Purchasable Items tool.
Infinite Campus recommends including the word "meal" in the Name field of any Category where the "Meal" option is selected. This will assist in the setup of purchasable items on the Purchasable Items tool.
Click Save.
After Item Categories are established, purchasable items should be created with the Purchasable Items tool.

Delete Item Categories

To delete an item category, select the item from the Item Category Editor and click the Delete icon. If there are transactions associated with purchasable items related to the category, Campus does not allow deletion.

Item categories are used to control how purchasable items are reported and how items can be processed.

Classic View: Point of Sale > Administration > Purchasable Items

Search Terms: Purchasable Items

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

The Purchasable Items tool lists all food items available for purchase in a district, including meal items, à la carte items, snacks and concessions. Purchasable items existing on this tool are available for selection in service layouts/menus in the Application Manager tool.

Infinite Campus recommends creating purchasable items for all meals and items served, as it allows for detailed tracking and reporting. Before purchasable items can be created, Item Categories must be established.

Item Setup

If an item is sold for the same price throughout the district, it only needs to be created once and assigned to the applicable service layouts (menus). There is no need to create the same item for specific schools/serving locations. For example, if milk is sold for .50 cents throughout the district, only one milk item needs to be created.

ITEM PRICE CHANGES

When the price of purchasable items changes (e.g., the price of a candy bar from .50 to .75 cents), a new purchasable item should be created and activated, reflecting the new price. The old item should have a "z" placed at the beginning of the purchasable item name; e.g., zcandy bar, then be inactivated by clearing the Active checkbox. Handling price changes in this manner prevents reporting issues related to items purchased in previous transactions and drops inactive purchasables to the bottom of the purchasable items list.

Create Purchasable Items

Purchasable food items that should be tracked and/or appear in service layout menus must exist in this tool. To create a new item, click the New button then use the following field descriptions to complete the Purchasable Item Detail editor. Click Save when you are done.
Screenshot of the Purchasable Items list and detail editor. Purchasable item Detail Example

Field	Description
Name	The name, price or combination of name/price used to represent a purchasable food items on service layouts/menus, reports and patron transaction histories. Entering a price (instead of an item's actual name) creates a general category for which a variety of items can be sold. This is often used for non-meal items such as concession or à la carte items that the district does not need to track by name. For example, creating a .75 purchasable item eliminates the need to enter the individual names of all snack items sold for that price. Items with "Meal" selected in the Item Category field should not be listed by price. Infinite Campus recommends abbreviating item names in this field to prevent them from getting cut off on service layouts/menus. The Description field, which does not display on service layouts/menus can be used to explain the abbreviation in more detail.
Item Category	This is the category with which the purchasable item should be associated. Options available in this list are populated by entries created on the Item Categories tool. Reimbursable items MUST be mapped to a "meal" option. To verify that the selected option is actually considered a "meal," refer to Category field of the Item Categories tool.
Description	The Description of the item may be the same value entered in the Name field, or it may provide additional details on the purchasable item (e.g., Description field might be the full version of an abbreviation in Name field or additional details on a price entered in the Name field).
Non-Reimbursable Price	The Non-Reimbursable Price applies to purchasable items for which a school is not reimbursed. The Non-Reimbursable Price is the price a student will pay for any subsequent meal after they have received their allotted reimbursable meal for lunch or breakfast. If the item is considered à la carte or concessions the price point for non-reimbursable, paid and reduced will be the same. The free check box should not be selected on these items. This allows all students or adults to be charged the same price for those items. To determine whether the item is considered a meal, see the Item Category field. This field indicates whether the item is a meal or à la carte.
Paid Price	The Paid Price is the full/regular price of a purchasable item. The Paid Price is the price a student will pay for a reimbursable meal if they are not eligible for free or reduced meal status. If the item is considered à la carte or concessions, the price point for non-reimbursable, paid and reduced will be the same. The free check box should not be selected on these items. To verify if the item is considered a meal, see the Item Category field. This field indicates whether the item is a meal or à la carte.
Reduced Price	The Reduced Price is the reduced price of a purchasable item. The Reduced price is the price a student will pay for a reimbursable meal if they are eligible for reduced meal status. If the item is considered à la carte or concessions, the price point for non-reimbursable, paid and reduced will be the same. The free check box should not be selected on these items. To verify if the item is considered a meal, see the Item Category field. This field indicates whether the item is a meal or à la carte.
Free	If marked, the Free check box indicates the purchasable item is available at no cost to students who are eligible for free meals. The Free check box should be selected if this item is a reimbursable meal. A student with a free meal status will not be charged for this item. If the item is considered à la carte or concessions the price point for non-reimbursable, paid and reduced will be the same. The free check box should not be selected on these items. To verify if the item is considered a meal, see the Item Category field. This field indicates whether the item is a meal or à la carte.
Active	If marked, the Active check box indicates the purchasable item is available for selection in service layout/menu planning and can be used in processing patron transactions.
Federal Program	A Federal Program should be selected for all reimbursable meals to be included on the Edit Check report. Concessions and à la carte items are generally not mapped to a Federal Program. Items with a Federal Program selected will be used for reporting purposes and the following codes are available: LNCH:NSLP - Lunch: National School Lunch Program BKFT:NSBP - Breakfast: National School Breakfast Program AFSS - After-School Snack CACFP - Child and Adult Care Food Program MILK - Milk Programs SFSP - Summer Food Service Program

CEP Purchasable Item Setup Tips

Setup Type	Description
District-wide	Retire current student meal purchasable items you currently have by adding a "z" in front of the purchasable item name then clearing the Active checkbox (this step retains historical price records). Then create new student meal purchasables. You can use the naming convention CEP K-5 Lunch, CEP 6-12 Breakfast." etc. The Paid and Reduced prices for CEP student meals should be $0.00 so that students are not charged the first time they purchase a meal but are still charged for non-reimbursable meals. Add the new purchasable items to your service layouts. Reload terminals to update the service layouts.
Individual schools	continue using the current student meal purchasables at non-CEP schools. Create CEP-specific school purchasables as noted in the district-wide setup above. Replace the non-CEP purchasables with CEP purchasables within service layouts for schools that are now CEP. Reload the terminals to update the service layouts.

Items that can be purchased from food service terminals, including reimbursable meals, are defined as Purchasable Items.

Tool Search: Application Manager

The Application Manager lists the sites of food service (schools) and the types of service (food options/menus) available at that location. New schools must build a list of applications.

Food Service administrators can create new applications and services at any time. Refer to the Point of Sale Best Practices article for a detailed setup of the Application Manager.

The application (the name of the school) for the POS service must be created before the Services (POS menu layouts) can be created.

What can I do?
Create a New Application Create Services Create Service Layouts Convert Applications and Services to the New Layout

Create a New Application

You cannot take an existing application and mark the Enhanced Layout checkbox or remove the Enhanced Layout from a new Application. To change an existing application to use the Enhanced Layout, see the following topic: Convert Applications and Services to the New Layout.

From the Application Manager, click the New Application button.
Result
The Application Detail section appears to the right of the Application Tree.
Enter a Name for the application.
Select the Reminder Enable checkbox to have system warnings display on the point of sale. (Optional)
This checkbox turns on the reminder levels for all students in the school if the reminder checkbox and reminder levels are set for the students on the student's accounts. Note: when this option is selected, cashiers will need to click a pop-up message on the POS screen.
Select the Enhanced Layout checkbox. When selected, this checkbox tells Campus that the application is for POS 2.0.
If a district is using Campus version .2323 or higher, the Enhanced Layout checkbox will not be available and step 4 can be skipped. All applications created will have the Enhanced Layout.
Click the Save icon when finished.
Result
The new application is listed in the Application Tree in alphabetical order and services can be attached to the application.

Create Services

After creating the application and all desired services, the Service Layout can be viewed and adjusted as necessary.

Important Information about Services

The menu is not based on rotating menus. This is the menu for ALL items that will be served.
Only Serving Periods marked Active within the Attribute Dictionary are allowed to be assigned to services. If you inactivate a Serving Period, you must complete the following tasks:
- Reselect an active Serving Period for all Services assigned to the inactive Serving Period.
- Reload POS data and reboot the POS to remove the Serving Period from appearing on the POS for use by a cashier during login.
- Do NOT inactivate a Serving Period during school hours when meals are being served or during the school year.

Only Serving Periods marked Active within the Attribute Dictionary are allowed to be assigned to services. If you inactivate a Serving Period, you must complete the following tasks:

Select the Application to which you want to assign services.
Click the New Service button.
Result
The Service Detail section displays.
Enter the Name of the service.
Select the Serving Period.
Enter a Description of the service. (Optional)
Select the appropriate schools using this service from the list of schools. You can select multiple schools by using the CTRL and SHIFT keys.
Click the Save button when finished.
Result
The new service is listed under the Application to which it is assigned in the Application Tree.
Repeat this process for as many services or menus as needed for the application.

Create Service Layouts

The Service Layout provides a way to customize what the POS terminal screen will look like as the students go through the lunch line. You can increase and decrease the size of the item button, add button color, change the font size, and arrange buttons in a layout.

Service layouts are now set up in Campus and no longer require a Java applet.

Access the Service Layout

Select the Service in the Application Tree then click the Service Layout button. The Terminal Layout tool displays.

Assign Buttons

The Assign Buttons screen is where you create the buttons for menu items. Use the field descriptions in the table following this image to complete this screen.

#	Field	Description
1	Available Items	The category buttons can be used to filter only items in the selected category
2	Button Size	Available space for buttons is 32. Small = 1 space Medium = 2 spaces Large = 4 spaces Campus will not let you select a button size if it exceeds the available space.
3	Button Font	Select from small, medium, and large options. The Preview section displays how the text appears on the selected button size. The item name wraps to multiple lines if needed. If the text on the button is too large for the selected size, the text will get cut off. If the text doesn’t fit on the button you can change the button size, text size, or edit purchasable item name (in the Purchasable Items tool in Campus).
4	Button Color	The Preview section updates to reflect the selected color. The font color is either black or white and is automatically assigned based on selected button color. Once a button is added to the Completed Menu Items, it can be edited by clicking on the edit icon for that item Repeat these steps until all items are entered
5	Preview	This section displays a preview of the button you created. Click the Update Menu Item when you are done creating the button. Campus adds the button to the Completed Menu Items. You can update completed menu items by clicking the edit button. After you make changes, click the Update Menu Item button in the Preview section. If you change your mind, click the Cancel button. You can also click Remove to delete the button. .
6	Available Space	The available space for buttons is 32. Campus keeps tracks of available space as you add buttons. If the available space is negative, you must remove some buttons from the completed menu.
7	Completed Menu Items	Once a button is added is displays in the Completed Menu Items. You can edit (update) completed menu items by clicking the edit button.

Arrange Buttons

Buttons set up on the Assign Button page appear in the Available Items section of the Arrange Button page.

Buttons can be placed by using the Fill button, manually adding buttons one at a time, or a combination of both methods.

Tips

Before you click and place the item, hover your cursor on the grid. Campus highlights the squares that the button will occupy.
To remove a single button, select the button in the Placed Items section then click the Remove button. Campus moves the button back to the Available Items section.
Select the Clear button to remove all of the buttons from the Placed Items section.

Method	Description
Fill	When you click the Fill button, Campus automatically places the buttons exactly as they appear in the Available Items.
Manually Add	Click on the button in the Available Items section then click where you want the button placed in the Placed Items section.
Combination of Manually Add and Fill	Place some of the buttons as you want to see them on the layout then click Fill. Campus adds the remaining buttons in the open squares.

Convert Applications and Services to the New Layout

To save time and effort, use the Service Copy Layout Wizard to convert applications and services to the new layout.

Create the new application with Enhanced Layout selected in the Application Manager tool.
Open the Service Layout Copy Wizard: Point-of-Sale > Administration > Service Layout Copy Wizard.
Select the application you want to convert in the Application From field.
Mark the checkboxes next to the Services you want to convert.
Select the newly created enhanced application from the Application To list.
Select the school that will be using the new application in the School To list.
Click Run Update.
Result
Campus copies the Service, automatically assigns menu item buttons, and arranges the buttons for the terminal layout.
Access the Service Layout (Administration > Application Manager > (select service) > Layout) and edit the buttons and terminal layout to display according to your preferences.

Applications define Food Service serving locations and the menu layouts used on terminals at each location.

Classic View: Point-of-Sale > Administration > Service Layout Copy Wizard

Search Terms: Service Layout

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

To save time and effort, the Service Layout Copy Wizard can be used to copy existing services and service layouts (menus) between schools/applications.

Applications are not copied by this tool. They must be created in the Application Manager before this tool may be used.

Using the Wizard

The Service Layout Copy Wizard allows existing services and service layouts (menus) to be assigned to one or more existing applications.

This tool is designed for convenience. Modifications to newly copied services/service layouts (menus) may be necessary in adjusting for a specific food service location and/or its available purchasable items.

Screenshot of the Service Layout Copy Wizard. Running the Service Layout Copy Wizard

When you copy a single service to more than one application and school, each service is assigned to all schools. You must deselect any schools you do not want loaded onto the terminal through the Point of Sale Application Manager.

Select the application that contains the service(s) and service layouts (menus) to be copied from the Application From dropdown field.
Result
The Service(s) related to that application will appear.
Mark the checkbox next to the Service(s) you want to copy.
Select the applications into which Campus will copy the services in the Application To field.
Select the school(s) to which you want to assign the service(s) in the School To field.
Click the Run Update button. A confirmation message displays when the process is complete.

Verifying Copied Services

Classic View: Point of Sale > Administration > Application Manager

Search Terms: Application Manager

After using the Service Layout Copy Wizard, verify that the services were copied as intended within the Application Manager tool, and make adjustments, as necessary:

Expand the folder of the application to which services and service layouts (menus) were copied.
Select the copied service.
Edit fields in the Service Detail editor, as necessary.

After copying a service, you need to assign a Selected Serving Period. For more information, please refer to the Application Manager tool.

Verifying Service Layouts

Service layouts (menus) will be copied for the services to which they are attached. They can be modified for the new services, as necessary.

Screenshot of the Application Manager. Verify Service Layouts (Menus)

Expand the folder of the application to which services and service layouts (menus) were copied.
Select the copied service.
Click the Service Layout button to open the layout.
Edit the service layout (menu) as necessary.

For more information, please refer to the Application Manager tool.

The Service Layout Copy Wizard can be used to copy services and layouts to other applications.

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

Classic View: Point of Sale > Administration > Payment Location

Search Terms: Payment Location

The Payment Location list provides a way to list where a payment to a Point of Sale account was made. This can be used for deposits and sorting reports.

The Payment Location list is used in the sorting of reports and reviewing purchase transactions on the student account. Payment locations appear in the Payment Location dropdown of the POS Deposit screens and are required when making a deposit.

Payment Location Example

Create POS Payment Locations

Click the New button.
Result
A Location Detail table appears to the right of the Location Editor.
Enter a Name for the location.
Enter a Description for the location.
Select the School from the dropdown list for this location.
You can select “None,” indicating the payment does not have a specific location.
Click the Save icon when finished.
Result
The new location is listed in the Location Editor in alphabetical order and available for selection when payments are being entered.

Delete POS Payment Locations

To delete a payment location, select the item from the Location Editor and click the Delete icon. The Payment Location will no longer appear in a dropdown in the POS Deposit screen which is required when making a deposit.

Campus does not allow a deletion if deposits are recorded for the location.

Payment locations record where a food service account deposit was made. Options in this list are defined in Payment Locations.

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

Classic View: Point of Sale > Administration > Terminals

Search Terms: Terminals

The Terminals tool contains system information and settings for all Point of Sale terminals within a district. It also contains system information related to Cafeteria Serve and Class Serve functionality.

What can I do?	What do I need to know?
Add a New Terminal Delete a Terminal Install a Terminal Get the District Secret	Terminal Editor Column Descriptions Types of Terminals Best Practices for Terminal Setup

Terminal Editor Column Descriptions

The Terminal Editor displays at-a-glance system information for each terminal within a district. The Terminal editor indicates a terminal's current operating status.

When a terminal is made active/inactive, the numbers shown in the Events and Responses columns may fluctuate as messages are delivered/queued. However, during regular terminal operation, values in these columns should be at or near zero.

Terminal Editor

Column

Description

Colored Dot

The colored dot to the left of the POS terminal name indicates whether the terminal is currently connected to the network.

Dot	Description
	A green dot indicates the terminal is currently online and active.
	A red dot indicates the terminal is not online. If the text is gray, the terminal is also inactive.

Name

The color of the POS terminal name indicates whether it is currently active. Active/inactive terminals are set by marking/unmarking the Active checkbox of the Terminal Detail editor.

If the terminal name displays in...	The terminal is considered...
black	an active terminal and ready for operation at any time.
gray	inactive and may not be ready for use. Inactive terminals are always offline and will always have a red dot.

Last IP Address

IP address of the terminal as last reported to Campus.

Events

Messages waiting to be sent to the terminal from the Campus application server; e.g., enrollment updates and account changes.

Responses

Messages to be sent to the Campus application from the terminal; e.g., POS Data Reload command.

Types of Terminals

All terminals listed in the Terminals tool are used in reporting and allows reports to indicate where/how a transaction occurred. Reports indicate whether a transaction occurred as part of Cafeteria/Class Serve functionality, through a manual adjustment on a patron's Journal tab (indicated by the Server terminal), or through an actual POS terminal.

The following types of terminals display in the Terminal Editor.

Terminal Type	Description
POS	The majority of terminals are standard POS terminals that represent actual physical terminals used to process food service transactions. These terminals are created by the district.
Class Serve	This terminal represents Class Serve functionality although an actual physical terminal is not used. This terminal is built-in by Infinite Campus and cannot be changed or deleted.
Server	This terminal represents the Campus application although an actual physical terminal is not used. This terminal is built-in by Infinite Campus and cannot be changed or deleted.

Best Practices for Terminal Setup

The best practices described here are the preferred setup recommended by Infinite Campus.

Create terminal(s) for each cafeteria.
Keep the terminal name short or use an abbreviated form. Terminal names should be under eight (8) characters.
- If there is one school type and one terminal at each site (Main High School, Main Middle School, Main Elementary), the terminal names should be abbreviated to the school type. For example, HS_01, MS_01, EL_01. If another terminal is added in the future, additions should be named HS_02, MS_02, EL_02, etc.
- If there are two or more school types and only one terminal at each site, such as East Elementary and West Elementary, the terminal names could be East_01 and West_01.
- If there is only one school type and more than one terminal at that site, the terminal names could be HSPizza, HSGrill, HSAC, MSGrill, MSPizza, which would indicate the physical location of the terminal within the cafeteria.

Option	Cafeteria Structure	Terminal Structure
A	This options is best for the following cafeteria structure: Each school has a physical building Each physical building has a cafeteria. Each cafeteria may have one or more terminals.	Name the terminal something that signifies where the terminal is located and the type of serving line in which the terminal will be used. Only assign one school to a terminal.
B	This option is best for the following cafeteria structure: Each school may or may not have a physical building. One or more schools share a cafeteria; i.e., the high school and middle school share a cafeteria. The cafeteria is shared by multiple schools yet housed at one school building. All schools shares a cafeteria located at one physical site. The cafeteria may have one or more terminals. Students are processed at any terminal.	If there is one physical cafeteria with one or more terminals where all students are served, assign all schools to the terminal(s). If there are two physical cafeterias where students from one school type are served and another cafeteria where students from another school type are served, assign the terminal to the appropriate school type. If more than one school is assigned to a terminal, each school's enrollments will appear on the terminal. This also allow students to be charged at their correct eligibility.

Option

Cafeteria Structure

Terminal Structure

A

This options is best for the following cafeteria structure:

Each school has a physical building
Each physical building has a cafeteria.
Each cafeteria may have one or more terminals.

Name the terminal something that signifies where the terminal is located and the type of serving line in which the terminal will be used.
Only assign one school to a terminal.

B

This option is best for the following cafeteria structure:

Each school may or may not have a physical building.
One or more schools share a cafeteria; i.e., the high school and middle school share a cafeteria.
The cafeteria is shared by multiple schools yet housed at one school building.
All schools shares a cafeteria located at one physical site.
The cafeteria may have one or more terminals.
Students are processed at any terminal.

If there is one physical cafeteria with one or more terminals where all students are served, assign all schools to the terminal(s).
If there are two physical cafeterias where students from one school type are served and another cafeteria where students from another school type are served, assign the terminal to the appropriate school type.

If more than one school is assigned to a terminal, each school's enrollments will appear on the terminal. This also allow students to be charged at their correct eligibility.

Add a New Terminal

Click the New button.
Result: The Terminal Detail area displays.
Add a New Terminal
Enter a unique Name for the terminal (duplication is not allowed).
Select the School(s) for which the terminal will be used.
The School selected in this field determines the patrons who appear for processing on the terminal. The School also appears on reports.
Mark the Active checkbox if the terminal is ready to be used.
A terminal should NOT be made active; i.e., the Active checkbox should not be marked, until it is configured and is ready to receive/load student data from Campus. The Active checkbox is automatically marked if a POS Data Reload is requested from the terminal. The Server, Cafeteria Serve, and Class Serve terminals do not have the Active checkbox selected.

Delete a Terminal

Terminals cannot be deleted after they are used to complete Point of Sale transactions.

Select the terminal you want to delete
Result: The Terminal Detail area displays.
Remove Schools from the terminal by pressing Ctrl and clicking the School.
Click the Delete button.
Result: The Terminal is deleted and removed from the Terminal Editor.

Install a Terminal

To install a...	See...
POS Terminal	Terminal Installation and Configuration

Get the District Secret

The District Secret authorizes the terminal to pull data from Campus and prevents users from using the URL from another district to load district data on the terminal.

Click the Get District Secret button to display the Authenticate POS with District Secret screen.
Get District Secret
Click the copy icon to copy the District Secret.
Paste the District Secret in the District Secret field on the POS Terminal Admin.
District Secret Field

See the Terminal Installation and Configuration article for more information about the POS Terminal Admin.

The terminals tool defines system information and settings for the food service point of sale terminals in a district.

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

The Terminal Manager tool allows administrators to remotely manage all terminals within the district.

Screenshot of Terminal Manager. Terminal Manager

Remotely Reboot Terminals

Administrators can remotely reboot any POS terminal in the district using the Reboot Action.

Screenshot of Rebooting Terminals. Rebooting Terminals

Select the School(s) where the terminal(s) exist.
Select which Terminal(s) to reboot.
Select Reboot from the Action dropdown list.
Click the Run button.

A reboot request is sent to the terminal. If the terminal is currently online, an alert message appears on the terminal screen. The operator may choose to immediately reboot the terminal, delay the reboot for five minutes, or cancel the reboot process. If no manual action is taken by the operator within 30 seconds, the reboot begins automatically.

If the message is sent when the terminal is offline and the terminal does not connect to the network within the next 10 minutes, the reboot request is cancelled.

Remotely Reload Terminals

Administrators can remotely reload data for any POS terminal in the district using the Reload Action.

Infinite Campus recommends performing a data reload after serving periods have been completed for a day and during a time of minimal system usage as reloading may reduce network speed.

Screenshot of Reloading Terminals. Reloading Terminals

Select the School(s) where the terminal(s) exist.
Select which Terminal(s) to reload.
Select Reload from the Action dropdown list.
Click the Run button.

A reload request is sent to the terminal. If the terminal is currently online, an alert message appears on the terminal screen. The operator may choose to immediately reload the terminal, delay the reload for five minutes, or cancel the reload process. If no manual action is taken by the operator within 30 seconds, the reload begins automatically.

If the message is sent when the terminal is offline, the reload occurs the next time it connects to the network. Reload request do not time out.

Remotely Shut Down Terminals

Administrators can remotely shutdown any POS terminal in the district using the Shutdown Action.

Screenshot of Shutting Down Terminals. Shutting Down Terminals

Select the School(s) where the terminal(s) exist.
Select which Terminal(s) to shutdown.
Select Shutdown from the Action dropdown list.
Click the Run button.

A shutdown request is sent to the terminal. If the terminal is currently online, an alert message appears on the terminal screen. The operator may choose to immediately shutdown the terminal, delay the shutdown for five minutes, or cancel the shutdown process. If no manual action is taken by the operator within 30 seconds, the shutdown process begins automatically.

If the message is sent when the terminal is offline and the terminal does not connect to the network within the next ten minutes, the shutdown is cancelled.

Remotely View Terminal Logs

To verify the reception of remote-management requests, the Terminal Manager log may be viewed.

Screenshot of viewing Terminal Logs. Viewing Terminal Logs

Select Show Log from the Action dropdown list.
Click the Run button.

A summary report generates, showing the details of specific remote-management requests.

The log is shown for all schools and all terminals, despite selections made in the School or Terminal editors.

Screenshot of a terminal log. Terminal Log

The following table describes each Terminal Log column.

Field	Description
Timestamp	Date and time the remote request was sent from the Terminal Manager tool.
Processed Timestamp	Date and time the remote request was received by the Point of Sale terminal. If the remote request has not yet been received by the Point of Sale, this column reports "Not yet processed". This is merely an indication that the terminal received the request message. It is not an indication of whether or not the requested action was completed.
Source	The origin of the remote request.
Destination	The name of the terminal that received the request.
Event Message	The type of remote-management task requested.

Clear Remotely Requested Terminal Logs

Administrators can clear records/entries from the Terminal Log using the Clear Log Action.

Screenshot of clearing Terminal Log Requests. Clearing Terminal Log Requests

Select Clear Log from the Action dropdown list.
Click the Run button.

The log is cleared for all schools and all terminals, despite selections made in the School or Terminal editors.

Administrators can remotely manage Point of Sale terminals with the Terminal Manager

Tool Search: General Preferences

The General POS Preference tool allows a school and/or district to set preferences for the POS system. POS Preferences should be set before using a Point of Sale terminal and creating Point of Sale accounts. Options on this tool determine how accounts are created, how PINs are controlled and if eligibility information is viewable.

Description of POS Preferences

Preference	Description
Default Family Account	When this checkbox is marked, Campus only creates family accounts and not individual patron accounts. This preference only applies when: the Auto Creation of Account With New Enrollment preference is also selected. there is more than one student in a household with a food service account. When both preferences are selected and an existing household has a new family member enrollment entered, Campus adds the new family member to the existing account for patrons in the same household.
Show Eligibility in Deposit	When this checkbox is marked, Campus displays the student’s eligibility on the Census > Household > FS Deposit screen.
Autocorrect Transactions for Backdated Applications	Marking this checkbox allows Infinite Campus to automatically update eligible meals when the Effective Date on a Household Application or Online Application is earlier than the day the application is processed. This feature gives students access to free/reduced lunches on the date the application was received. When this checkbox is marked, Campus automatically compares the eligibility date to the student's transactions, voids the old transaction(s), and re-enters the transactions using the correct eligibility. This preference also applies when amending household applications. Example The household application was submitted to the district on 5/1 and entered into the Household Applications tool in Infinite Campus on 5/9. For the preference to update any eligibility "mischarges" between 5/1 and 5/9, the Effective Date on the household application (once entered into Campus) must be before 5/9. In this example, if you want the auto-corrections to go back to 5/1, enter an Effective Date of 5/1 on the household application. This feature does not apply to applications uploaded via the Eligibility Import Wizard or manually entered eligibility records.
Disconnected Status Time in minutes	Indicates how often Campus will ping POS terminals to verify the POS is still communicating with Campus. This affects the refresh rate of the red/green icon displayed on the Terminals tool.
Auto Creation of Account With New Enrollment	When this checkbox is marked, Campus automatically creates a POS account for each new student who enrolls at the school when their enrollment record is created. It will not create duplicate accounts for students who have two enrollments or for students rolled into the next school year. This logic includes support for the use of this preference in combination with the Default Family Account preference. If a household already has a family account, a newly enrolled student member in the same household with an active primary membership will be included in the same existing account (i.e., a new sibling enters Kindergarten and older siblings already have an account). If a student is a primary member of one household and a secondary member of another, the student is assigned to a family account where the primary household membership exists. If a student is a primary member of two households, the student is placed in the family account where they have the highest memberID assigned (the household where they were most recently assigned as a member). If a new family account is created for a household and a household includes student memberships that have ended, the students with ended memberships are not included in the household's family account. If students are enrolled before Households are created and primary membership in a household is indicated, creation of an accurate family account based on primary household membership will not be possible and individual patron accounts will be created instead. Staff members who have students in the district will be added to family accounts manually or through the Mass Account Creation Wizard. If added manually, users must select the Account Folder and click Add Patron. For help in identifying whether a household member is primary or secondary and their household start and end dates, see the Members page.
Auto Creation of PIN With New Enrollment	When this checkbox is marked, Campus generates a PIN when a new student is enrolled.
Set Student Number as PIN	When this checkbox is marked, Campus automatically uses the student number to create a PIN when a new enrollment record is added. If Campus cannot set the Student Number as PIN on a new enrollment, Campus assigns a new PIN according to the PIN preferences set on the PIN Auto Gen tool and sends a Process Inbox message to the POS Admin. To avoid creating PINs that conflict with student IDs, the generated PIN should not equal the same number of digits as a student ID. Be sure to check your settings in the Pin Auto Gen tool. If a student was previously enrolled in a district and had a PIN, left the district, and then comes back, the student's old PIN does not get updated. As a best practice, remove PINs from inactive students. Doing this tells Infinite Campus to assign their student number as their PIN when they are enrolled again. The option Allow access to Student Number as PIN must be enabled in System Preferences to edit this field.
Allow Student PIN to Show on Printed Student Schedules	When this checkbox is marked, the student's PIN is displayed on student schedules. This requires the Lunch PIN option to also be marked on the Schedule Report Preferences. This number prints below the schedule grid. When this checkbox is not marked, the student's PIN does not display on student schedules, regardless of whether that option is marked on the Schedule Report Preferences.
POS Account Messenger Scheduler Preferences This section includes preference settings that determine how the POS Account Messenger Scheduler tool sends scheduled messages.
Only Include Accounts With Activity Since Last Scheduled essage	Marking this checkbox limits message delivery to accounts that show activity since the last scheduled message task was created. Account activity is any credits or debits to the account balance, including voided transactions. Account activity does not include: any free items served on the account, such as Free qualifying meals or ala carte items charged as Free eligible, or a transaction that results in 0.00 being charged to the account.
MinimumDays Between POS Scheduler Messages	Entering a number in this field limits message delivery to accounts last contacted after the minimum days entered in this field. Decimal points are not allowed. For example, if you enter 3 in this field and set up an hourly Messenger schedule, accounts will receive one message every 3rd day as long as the account meets the filter criteria on the message template.
POS Display Flag and Comments Auto Open	Selecting General Serve and/or Continuous Serve will enable the POS display flag information to automatically be open when a patron with a flag is loaded onto the terminal. The POS application must be closed and relaunched to register changes to POS Display Flag Auto Open fields.

Point of Sale General Preferences set options for account creation, PIN generation and sharing, and other features in Point of Sale.

Tool Search: PIN

The PIN Auto Generate tool allows users to set constraints for how PINs are automatically generated for food service administrators, cashiers and student/staff members. Manually entered PINs on a patron's Account Info tool are not required to follow these settings and will not be overwritten unless the PIN field is cleared out first. Account PINs are not duplicated if they currently exist in the district.

Users will receive an error during use of the Mass Account Creation Wizard if the total amount of PINs needed for newly created accounts exceeds the limits placed within this tool (i.e., the fields within this tool are set to values that cannot accommodate the number of PINs needed for created accounts).

Setting PIN Preferences

Select the PIN Type. See the table below for more information about each option.
Enter the Min PIN.
Enter the Max PIN.
Enter the Number of PIN Digits.
Select the Save button.

PIN Preferences can be modified at any time but changes are not retroactive. A PIN that was valid under old settings or entered manually will not be reset and will remain valid.

Field/Column	Description
Type	The type of PIN being created. Options include: Account PIN - Sets parameters for Point of Sale Accounts for students and staff who purchase meals and meal items. Cashier PIN - Sets parameters for codes needed for logging into Point of Sale terminals before processing transactions. Manager PIN - Sets parameters for certain administrative functions on Point of Sale terminals, such as voiding transactions. These codes are needed for use with both Point of Sale terminals and Cafeteria Serve.
Min PIN	The minimum value allowed for use in generated PINs.
Max PIN	The maximum value allowed for use in generated PINs.
Number of PIN Digits	The amount of digits used when generating PINs. If your district has the Auto creation of PIN - Use Student Number as PIN POS Preference enabled, to avoid creating PINs that conflict with student IDs the Number of PIN Digits should not equal the same number of digits as a student ID. If the Min PIN value set is less than the number of PIN Digits set, the tool will allow PINs to be created with one or more leading zeros for PINs to have the correct amount of digits (i.e., Min PIN set to 500 with the Number of PIN Digits set to 5 would generate 00500, 00501, etc).

Settings for system-generated Food Service PIN's are defined in PIN Auto Gen Preferences.

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

Classic View: Point of Sale > Administration > Class Serve Preferences

Search Terms: Class Serve

In order for teachers/staff to use the Class Serve tool in their classroom, Class Serve Preferences must be established.

To ensure proper recording and reporting for meal claims, Class Serve should only be used in districts where qualifying meals or snacks are being served to eligible students in a classroom by a teacher.

Before setting up Class Serve Preferences:

Purchasable Items must be created and associated with the proper Federal Programs.
Applications and Services must be created for Class Serve.
Periods must be established within Period Schedules.

Establishing Class Serve Preferences

Class Serve Preferences allow users to tie a menu and purchasable items to periods within period schedules.

Select the Period Schedule. Period schedules are defined in the Periods tool. Available options are displayed based on the Year and School values selected in the Campus toolbar at the top.
Click the Add button for the Period requiring Class Serve functionality. The Period Detail editor appears.
Select the Application. Applications are established within the Application Manager tool.
Select the Service. Services are established within the Application Manager tool.
Select the Purchasable(s) that will be served as the meal option in Class Serve. Hold the Ctrl key to select multiple purchasable items for inclusion.
If multiple purchasable items are selected in the Period Detail on Class Serve Preferences, students will be charged for each item selected when the teacher indicates the student was served a meal. The purchasable item(s) will list at the top of Class Serve. If students can select other items, teachers can record these by clicking the Add Items button.
Click the Save button. The Menu (Application + Service) and Item (Purchasable(s) selected) appear with the corresponding Period.

The Class Serve Preferences tool can be used to select the menus and periods in which purchasable items will be served in classrooms. This video demonstrates how to configure class serve preferences.

This functionality is only available to customers who have purchased Campus Point-of-Sale as add-on functionality.

Tool Search: Class Serve

Use the Class Serve tab to record meals or snacks distributed to students so that items can be deducted from students' food service accounts.

You'll only be able to use this tool if your district has purchased Point of Sale and has set up the necessary prerequisites:

Class Serve Preferences established for period schedules.
Purchasable Items created and associated with the proper Federal Programs
Applications and Services created for Class Serve.
Students must have food service accounts.

Recording Meals Served with Class Serve

Class Serve tool rights grant full access to the tool.

You can use Class Serve to record both Meals and a la Carte items distributed to students. Totals of students in the section, students who are present today, and the number of meals and a la Carte items distributed calculate at the top. Students who are absent have an indicator in the Attendance column, as with Bree Student in the image above. Meals and items cannot be recorded for absent students.

To record a Meal for a student click Yes in the Meal column. Leave as No if the student did not have a meal.

To record a la Carte items click Add Items and select the items, changing the quantity if needed. Once items are added, click Edit Items to add more or the blue X to remove items.

Click Save when finished.

Screenshot of an example of a la carte options. A la Carte Options

If a student does not have a food service account, No Account displays below their name. Meals and items cannot be recorded for students who do not have food service accounts.

Blended Learning

If your school is using Blended Learning, Class Serve will be divided by students who are physically in class and those who attending virtually.

The Class Serve tool allows teachers to enter food service items that were served to students in their classroom. This video demonstrates how to use the Class Serve tool.

Tool Search: Add Person

The Add Person tool allows the creation of new persons - staff members, students, parents/guardians, etc. - in Infinite Campus.

When creating a new person as part of a census record, use the Census Wizard.
When reviewing or modifying an existing person's information, use Demographics or Identities.

Screenshot of the Add Person tool, located at Census People Add Person Tool Like students and parents/guardians, staff members are entered in Campus as a person record. That person record does not become a staff record until a District Employment record is created and they have a Staff ID number.

Staff members can be created by using the Add Person tool or by using the Staff Locator tool. The Staff Locator find staff members already entered into Campus throughout the state (in State Edition installations) or the district (in District Edition installations). With both tools, a search needs to be done before the user can create a new person or a new district staff member.

To eliminate the possibility of duplicate persons, this tool forces the user to search prior to adding new persons. The last name must be entered before the Search button becomes active.

Read - Search for existing person records.
Write - Search for existing and create new person records.
Add - Save changes to edits made when modifying or adding new person records.
Delete - N/A

Use the Add Person Wizard to Create a New Person

When entering Information in the Last Name, First Name or Middle Name fields, double quotation marks and parentheses are NOT allowed.

Enter the Last Name of the person who needs to be entered into Campus. This is a required field. Additional search criteria may be entered – First Name, Middle Name, Birth Date and Gender.
Click the Search button. Matching search results, if any, display in the box to the right. It is recommended that the results be thoroughly reviewed before creating a new person. To review in more detail the search results of the persons, click the Details link next to the person’s name. This displays a Person Summary Report of that person’s demographic data, contact information and relational information.
If the search results do not match the information that needs to be entered, select the Create New Person button. The Person Creation and Person Identifiers editor screen displays. Enter as much of the information that is known at this time.
In the Person Creation fields, enter the Last Name, First Name and Gender of the person. These are required fields. There may be district specifications for entering this information.
Enter additional person information where known and follow recommended district procedures for creating new persons.
In the Person Identifiers area, enter the Staff State ID and Staff Number, if applicable. Sites tied to a State Edition may have Staff State ID generation enabled. In that case, the Staff State ID field is not available for editing and an ID automatically generates when the person is given an employment record.
Click the Save button at the bottom of the screen. Once the information is saved, the tool displays the new person entered in a search box. To review or to enter additional Census items (household memberships, relationships, enrollments), select the person’s name.

Screenshot of the New Person editor Create New Person Editor

To create another person, click the Add Another Person button. This returns the user to the search fields where another person can be created following the steps above.

Add Another Person

Use the Add Person Wizard to Find a Person

When entering Information in the Last Name, First Name or Middle Name fields, apostrophes and parentheses are NOT allowed.

Enter the Last Name. This is a required field. Additional search criteria may be entered – First Name, Middle Name, Birth Date and Gender.
Click the Search button when finished entering criteria. Matching search results, if any, display in the box to the right. To review in more detail the search results of the persons, click the Details link next to the person’s name. This displays a Person Summary Report of that person’s demographic data, contact information and relationship information. It is recommended that the results be thoroughly reviewed before creating a new person.
Select the correct person from the list of results by clicking on the Person icon, the name or the person ID. The Demographics tool displays.
Review the entered information for accuracy and district policy for entering Census information.
Click the Save button at the bottom of the screen. The person information updates accordingly.

Add Person, Demographics Editor

Use the Add Person tool to create a record for an individual for whom data will be tracked in Campus.

Classic Path: Program Admin > Flags

Search Terms: Flags Setup

Flags provide a way of labeling students for things such as food allergies and contact restrictions. Any number of flags can be created for a school or district, and any number of flags can be assigned to a student.

Flags Setup

Flag Checkboxes

When creating a flag a series of checkboxes appear in the Flags Detail editor.

Checkbox	Description
Flagged	When marked indicates that a flag should display next to the student's name. An image and color must be selected to display in the header.
Contact	When marked indicates the student has a note on record regarding who can be contacted on the student's behalf. Additional tool rights need to be assigned for users to view, add or modify contact-related flags for students. In order for this flag type to display next to the student's name, the Flagged checkbox must also be selected.
POS Display	When marked indicates the flag displays next to the student's name on the Point-of-Sale terminal. In order for the flag to display on the POS Terminal, you must also add a note to the User Warning field when you assign the flag to a student (Student Information > General > Flags). If a note is not added in the User Warning field, the flag does not display. In order for this flag type to display next to the student's name, the Flagged checkbox must also be selected.
Special Ed	When marked indicates the student participates in Special Education. Only those with tool rights for the Special Education flag will be able to view this flag in the header next to a student's name. This flag also appears in the IEP column on section rosters and related tools for students it is assigned to.
State Reported	When marked indicates the program is reported in state extracts as a means of tracking student progress. Additional tool rights need to be assigned for users to view, add or modify state reported-related flags for students. In order for this flag type to display next to the student's name, the Flagged checkbox must also be selected.
Vocational	Not available in all states. When marked indicates the program is considered vocational more than academic. In order for this flag type to display next to the student's name, the Flagged checkbox must also be selected.

When a flag is marked as Flagged, an image and a color can be selected for the flag. This image displays next to the student's name in the header, as shown in the image below. The default selection is the flag icon and the color orange.

Default Flag Image and Color

When this flag is assigned to a student the flag displays next to the student's name.

Flag Display

To assign a medical alert flag, Health Conditions must be set to display a flag. See the following articles for more information:

Create Flags

Select the New icon. A Flag Detail editor will appear to the right.
Enter the Name of the flag.
Enter a Code for the flag. This code can be a district-defined code or a state-defined code.
Enter a Description of the flag.
Mark the Flagged checkbox if this flag should display next to the student's name. If yes, then select a Flag Image and a Flag Color. There are 30 images and 12 colors to choose from.
Mark the other checkboxes (Contact, POS Display, Special Ed, State Reported) if applicable to this flag.
Select a Flag Image to appear next to a student's name when this flag is assigned. This image will only display if flagged is selected.
Click the Save button when finished. The new flag will appear in the Flags Editor tree.

After creating flags, assign the flags to students, either manually on the Student Flags tab or using the Batch Assignment Tool.

Only active Flags can be assigned to students. Active flags display first in the Flags Editor list. Deactivated flags do not have the Active checkbox marked and display in gray text at the bottom of the Flags Editor list.

Deactivated Flag

If a flag has the Active checkbox unmarked after it is assigned to a student it displays in red text. The deactivated flag still displays in the student header until it has an end date applied.

Deactivated Flag Assigned to Student

Convert Flags to a Program

Flags and Programs Are Not the Same

Campus allows the tracking of both Flags and Programs separately. There is little difference between these two, and a district may have a flag called After School Club. A program could also be created with this name.

Programs cannot have flag images associated with them. Like flags, programs can be state reported.

Flags that have been associated with students by a third party system cannot be converted to a program using the Convert to Program tool.

If there are flags that would be better suited to be programs, use Convert to Program. This option requires the user to have full tool rights to (RWAD) to Program Admin > Flags.

Convert to Program

Click the Convert to Program button. A warning message displays explaining what happens, as follows:
1. The image associated with the flag no longer displays next to the student's name.
2. User warnings associated with the student are erased.
3. Participation details move to the Program Participation > Programs tool.
Click OK to continue the conversion process. A confirmation message displays. The flag that was converted no longer displays in the Flags Editor; it is visible in the Programs editor.

After the conversion, if there was a flag image associated with the flag that is now a program the image no longer displays next to the student's name. The program is listed in the Program Participation Programs editor. All other data entered as part of the flag converts to the equivalent program data fields.

When a flag is converted to a program, the Sessions checkbox cannot be added.

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

Classic View: Point of Sale > Account Maintenance > Add Account

Search Terms: Add Account

The Add Account wizard allows districts to add POS accounts for new students and families moving to the district. Accounts can be added by household or by person. The household or person must already exist in Campus before a POS account can be added for them.

What can I do?
Create POS Accounts for a Person Create POS Accounts for a Household

Users wanting to create person and family POS accounts en masse should use the Mass Account Creation Wizard.

Add Account
Create POS Accounts for a Person

Before an account can be created for a person, a search must be done to assist in locating the correct person as well as ensuring the person exists within Campus.

Screenshot when searching for a person. Searching for a Person

To search and begin creating an account for a person:

Select the Person radio button.
Enter at least the Last Name of the person. Additional search criteria may be entered within the available search fields.
Select the Search button. People matching search criteria will appear in a window on the right.
Select the person being assigned a new account.
Result
The Account Creation screen displays.
Mark the checkbox next to person's name and select the Save button.
Result
If an account already exists for the person, the following error displays: Unable to create accounts, because one or more of the selected individual already has a valid account.
Otherwise, if an account did not already exists, the Account Info tab displays. A new account has been created for the person and additional account information can be entered by selecting the Account and name of the user within the Account info window. See the Account Info article for more information about using the Account Info tab.
An Account PIN must be established before a patron can use a Point of Sale terminal.

Create POS Accounts for a Household

If your district uses Household Food Service accounts and Online Payments, only set up one Food Service Fund account. This allows Campus to identify the correct Fund Account when there are multiple enrollments associated with an account.

Before family or individual accounts can be created for a household, a search must be done to locate the household and ensure the household exists within Campus.

Screenshot when searching for a household. Searching for a Household

Select the Household radio button.
Enter search criteria in at least one available search field.
Select the Search button. Search results will appear in a window on the right.
Select the household to create a household account. You will be directed to a new editor.

Screenshot of results after searching for a household. Terminal Manager

If individual accounts should be created for each selected person:

Check the checkbox next to each person that should have an account created.
Select the Individual radio button.
Select the Save icon.

If a Family account should be created for the household:

Check the checkbox next to each person who should be be tied to the household account.
Select the Family radio button.
Select the Save icon.

You will be directed to the Account Info tab.

Screenshot of the Account Details tool for a family account. New Family Account

In the example above, a family account was created which only includes Ernie and Kermit for the Teststudent household.

A new account has been created for each person (or a Family Account has been created) and additional account information can be entered by selecting the Account and name of the user within the Account info window. See the Account Info article for more information about using the Account Info tab.

The Add Account tool in Campus Food Service is used to create point of sale accounts for new students or households.

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

Tool Search: Mass Account

The Mass Account Creation Wizard will create POS accounts for individuals en masse. Once an account is created, students/staff members can purchase food items during food service times. Existing accounts will not be overwritten when using this tool. Only students/staff members who do not currently have a POS account will have POS accounts created.

What can I do?	What do I need to know?
Create Individual Accounts Create Family Accounts	Important information about this Tool

Mass Account Creation

Important Information about this Tool

When using this tool, the following MUST be considered:

Large districts (10,000+ accounts) may experience time out and/or account processing issues if running the tool under less than optimal conditions.
For new districts running this tool for the first time where 8,000 or more new accounts will be created, users are encouraged to select the CSV Report Format option to ensure the report will generate without producing a time out error.
During generation of the Mass Account Creation Report, users will receive a separate window stating "The system is generating the Mass Account Creation Detail Report for you. Please wait..." Do not click Back or Refresh during this message. The CSV format will generate the same screen but download locally as a CSV file. This screen may be closed once the CSV file is generated.
The number of PINs this tool is able to create (if the Generate PIN checkbox is marked) is limited to the number of PIN digits allowed to be entered via the PIN Auto Gen tab. Users will encounter an error if attempting to create more accounts than what is possible with the number of PIN digits allowed.
If your district used the Set Student Number as PIN Wizard or has the Auto creation of PIN - Use Student Number as PIN POS Preference turned on, you must clear the Generate PIN checkbox because PINs already exist.

Family Accounts

The following logic is used when determining creation of family accounts:

Student/staff with an end dated household membership will have an individual account assigned.
If a household has an existing family account, a newly enrolled student or new staff member in the same household with an active primary membership will be included in the existing family account if the Add new patrons to existing accounts? box is marked prior to creating accounts.
If a student or staff is a primary member of one household and a secondary member of another household, the student/staff will be assigned to the family account where the primary membership exists.
If a student or staff is a primary member of two households, the student/staff will be added to the family account with the highest memberID (the household where they were most recently assigned as a member).
Students or staff who are not a member of any household (have an end dated membership in the household or are not in any household) or are only secondary members of any household at the time the tool is run will be assigned an individual account. This includes future dated Household Member Start Dates and future dated Household Member End Dates.

Create Individual Accounts

Accounts can be created for individual students and staff members en masse.

This tool is most effective for creating new accounts for the next school year for new incoming students and staff. If this tool is used for a past school year, accounts could be created for students who are no longer enrolled in the district (if the district has failed to include an End Date on their enrollment record(s)).

The user responsible for creating accounts for patrons in the district should have at least RWA tool rights for the Mass Account Creation tool.

Screenshot of Mass Account Creation - Individual Account. Mass Account Creation - Individual Account

Select an Account Type of Individual Account.
Select the Patron Type.
Mark the Include District Only Staff checkbox to create accounts for staff members with District Employment records where no End Date is present.
Select an Ad Hoc Filter to create accounts for a specific list of people (if desired). Ad Hoc filters should be reviewed for accuracy prior to use.
Select the School for which to create accounts. Only people in the school with an active enrollment or District Assignment record are included. This field defaults to the school selected in the Campus toolbar.
Select the School Year for which to create accounts. Only people with an enrollment record in this year (or a subsequent year with no End Date entered) are included. This field defaults to the year selected in the Campus toolbar.
Select the Grade level of the student for which to create accounts.
Mark the Generate PIN checkbox to have PINs created and assigned to created accounts. This option is limited based on preferences set in the PIN Auto Gen tab.
If your district used the Set Student Number as PIN Wizard or has the Auto creation of PIN - Use Student Number as PIN POS Preference turned on, you must clear the Generate PIN checkbox because PINs already exist.
When the Generate PIN checkbox is not marked, the PIN column on the report will be blank even if these students have their Student number as PIN already set from running the Student ID as PIN wizard.
Select the Report Format.
Select the Test button. The Mass Account Creation Detail Report will appear in a separate window in the designated format. This report will describe all changes that will be made to the database if/when accounts are created.
Once the Mass Account Creation Detail Report has been reviewed and verified, select the Create button to initiate creation of accounts. The Mass Account Detail Report will appear again, describing all changes made within Campus.

Mass Account Creation Fields - Individual Accounts

The following table defines each available field.

Field	Description
Account Type	The type of POS account created. To create individual accounts, select the Individual option.
Patron Type	Student - This option will create accounts for students with an enrollment in the School Year where no enrollment End Date exists and for any students with future dated enrollments. Staff - This option will create accounts for staff members who have District Assignment employment records for the school(s) selected where no End Date is present. Students and Staff - This option will create accounts for students with an enrollment in the School Year where no enrollment End Date exists and for any students with future dated enrollments. This option will also create accounts for staff members who have District Assignment employment records for the school(s) selected where no End Date is present.
Include District Only Staff	This option will create accounts for staff members with District Employment records where no End Date is present. This option is only available if a Patron Type of Staff or Students and Staff is selected.
Ad Hoc Filter	Selection of an Ad hoc filter limits the eligible patrons to those listed in the filter results based on current enrollment or current active employment records (where no End Date is entered). This option overrides the Patron Type selected. If the Include District Only Staff is marked and an Ad Hoc Filter is selected, staff members within the Ad hoc filter with a District Assignment record will report.
School	Only people in the School with an active enrollment or District Assignment record are included. This field defaults to the school selected in the Campus toolbar.
School Year	Only people with an enrollment record in this year (or a subsequent year with no End Date entered) are included. This field defaults to the year selected in the Campus toolbar.
Grade	The grade level of the students for which to create accounts.
Generate PIN	If marked, PINs are created and assigned to created accounts. This option is limited based on preferences set in the PIN Auto Gen tab.
Report Format	Designates the format for the Mass Account Creation Detail Report. Users are encouraged to use the CSV format when creating a large amount of accounts.
Test	Initiates a test view of the Mass Account Creation Detail Report, allowing users to view all database changes that will occur. The test version of the Mass Account Creation Detail Report must be run prior to creating accounts.
Create	Initiates creation of POS accounts and generates the Mass Account Creation Detail Report, detailing all changes made to the Campus database.

Mass Account Creation Detail Report - Individual Accounts Example

The Mass Account Creation Detail Report for individual accounts lists all POS accounts created (or will be created) via criteria entered in the Mass Account Creation tool.

Screenshot of a report example. Mass Account Creation Detail Report - Test Report

Report Section	Description
Summary	Describes how many new POS accounts were created.
New Accounts	Lists all new POS accounts created and corresponding patron information.

Create Family Accounts

Family accounts can be created for students and staff members en masse. This tool will also add patrons to existing family accounts. Family accounts are created and assigned based on active primary Household membership for students with an active enrollment record and active staff members.

This tool is most effective for creating new accounts for the next school year for new incoming students and staff. If this tool is used for a past school year, accounts could be created for students who are no longer enrolled in the district (if the district has failed to include an End Date on their enrollment record(s)).

The user responsible for creating accounts for patrons in the district should have at least RWA tool rights for the Mass Account Creation tool.

Screenshot of a family account mass account creation option. Mass Account Creation - Family Account

Select an Account Type of Family Account.
Select the Patron Type.
Mark the Include District Only Staff checkbox to create accounts for staff members with District Employment records where no End Date is present.
Mark the Add new patrons to existing accounts checkbox to have patrons added to their household's family account (if the person is within a household which has a family account).
Select an Ad Hoc Filter to create accounts for a specific demographic of people (if desired). Ad Hoc filters should be reviewed for accuracy prior to use.
Select the School for which to create accounts. Only people in the school with an active enrollment or District Assignment record are included. This field defaults to the school selected in the Campus toolbar.
Select the School Year for which to create accounts. Only people with an enrollment record in this year (or a subsequent year with no End Date entered) are included. This field defaults to the year selected in the Campus toolbar.
Select the Grade level of the student for which to create accounts.
Mark the Generate PIN checkbox to have PINs created and assigned to created accounts.
If your district used the Set Student Number as PIN Wizard or has the Auto creation of PIN - Use Student Number as PIN POS Preference turned on, you must clear the Generate PIN checkbox because PINs already exist.
Select the Report Format.
Select the Test button. The Mass Account Creation Detail Report will appear in a separate window in the designated format. This report will describe all changes that will be made to the database if/when accounts are created.
Once the Mass Account Creation Detail Report has been reviewed and verified, select the Create button to initiate creation of accounts. The Mass Account Detail Report will appear again, describing all changes made within Campus.

Mass Account Creation Fields - Family Account

The following table defines each available field.

Field	Description
Account Type	The type of POS account created. To create family accounts, select the Family Account option.
Patron Type	Student - This option will create accounts for students with an enrollment in the School Year where no enrollment End Date exists and for any students with future dated enrollments. Staff - This option will create accounts for staff members who have District Assignment employment records for the school(s) selected where no End Date is present. Students and Staff - This option will create accounts for students with an enrollment in the School Year where no enrollment End Date exists and for any students with future dated enrollments. This option will also create accounts for staff members who have District Assignment employment records for the school(s) selected where no End Date is present.
Include District Only Staff	This option will create accounts for staff members with District Employment records where no End Date is present. This option is only available if a Patron Type of Staff or Students and Staff is selected.
Add new patrons to existing accounts	If marked, the tool will look at the patron's primary household membership and any existing accounts where other primary members of the same household have an existing account and add the patron into that account. If a scenario exists where more than one family account is tied to a household, the tool will look for the latest (most recent) account created and assign the patron to that account (based on accountID). If unmarked, the tool will look at all patrons' primary household memberships and create new family accounts for any new patrons. This may result in multiple family accounts associated with a household.
Ad Hoc Filter	Selection of an Ad hoc filter limits the eligible patrons to those listed in the filter results based on current enrollment or current active employment records (where no End Date is entered). This option overrides the Patron Type selected. If the Include District Only Staff is marked and an Ad Hoc Filter is selected, staff members within the Ad hoc filter with a District Assignment record will report.
School	Only people in the School with an active enrollment or District Assignment record are included. This field defaults to the school selected in the Campus toolbar.
School Year	Only people with an enrollment or District Assignment record in this year (or a subsequent year with no End Date entered) are included. This field defaults to the year selected in the Campus toolbar.
Grade	The grade level of the students for which to create accounts.
Generate PIN	If marked, PINs are created and assigned to created accounts. This option is limited based on preferences set in the PIN Auto Gen tab.
Report Format	Designates the format for the Mass Account Creation Detail Report. Users are encouraged to use the CSV format when creating a large amount of accounts.
Test	Initiates a test view of the Mass Account Creation Detail Report, allowing users to view all database changes that will occur. The test version of the Mass Account Creation Detail Report must be run prior to creating accounts.
Create	Initiates creation of POS accounts and generates the Mass Account Creation Detail Report, detailing all changes made to the Campus database.

Mass Account Creation Detail Report - Family Account Example

The Mass Account Creation Detail Report for family accounts lists all new family accounts created, all patrons added to existing family accounts and any patrons who have issues with their household membership and/or POS account.

Screenshot of a Mass Account Creation Detail Report Example. Mass Account Creation Detail Report Example

Report Section	Description
Summary	Describes how many new family accounts were created, how many patrons were added to new accounts, how many patrons were added to existing accounts and how many patrons have issues with their household memberships and/or POS account.
New Accounts	Lists all patrons assigned new POS accounts. Account#: Reports the account number for the new account created for the patron. A new individual account is created for patrons who are not a member of any household and/or patrons who are only marked as Secondary members of a household(s). Student/Staff Number: Reports the Local Student Number or Local Staff Number of the patron. Household Name: Reports the name of the patron's household. If the patron is not assigned to any household or is only a Secondary member of one or more households, this column will say "No Primary Household". If the Household Name is not populated for the household on the Household Info tab, the report will show the Household Name as blank. Patron Name: The name of patron added to the account. PIN: The PIN tied to the patron's account. If the Generate PIN checkbox is marked on the editor and the Test version of the report is generated, this column will populate with "Test". If the Generate PIN checkbox is unmarked on the editor, this column will report None for both the Test and Create versions of the report. Patron Type: The type of patron assigned to the account.
Patrons Added to Existing Accounts	Lists all patrons added to existing family accounts. Account#: Reports the account number of the existing account to which the patron was added. A new individual account is created for patrons who are not a member of any household and/or patrons who are only marked as Secondary members of a household(s). Student/Staff Number: Reports the Local Student Number or Local Staff Number of the patron. Household Name: Reports the household account the patron was added to. If the Household Name is not populated for the household on the Household Info tab, the report will show the Household Name as blank. Patron Name: The name of patron added to the account. PIN: The PIN tied to the patron's account. If the Generate PIN checkbox is marked on the editor and the Test version of the report is generated, this column will populate with "Test". If the Generate PIN checkbox is unmarked on the editor, this column will report None for both the Test and Create versions of the report. Patron Type: The type of patron assigned to the account.
Patrons with Household Primary Member/Account Issues	Lists all patrons who have issues with their household membership and/or POS account. This section of the report should be reviewed thoroughly when the Test report is generated. This information should be used to make corrections to Households before creating accounts. Account#: Reports either the new account created for the patron or the existing account to which the patron was added. A new individual account is created for patrons who are not a member of any household and/or patrons who are only marked as Secondary members of a household(s). Student/Staff Number: Reports the Local Student Number or Local Staff Number of the patron. Household Name: Reports the household account the patron was added to. If the Household Name is not populated for the household on the Household Info tab, the report will show the Household Name as blank. Patron Name: The name of patron added to the account. PIN: The PIN tied to the patron's account. If the Generate PIN checkbox is marked on the editor and the Test version of the report is generated, this column will populate with "Test". If the Generate PIN checkbox is unmarked on the editor, this column will report None for both the Test and Create versions of the report. Patron Type: The type of patron assigned to the account.

Food service staff can use the Mass Account Creation Wizard to create individual and family accounts en masse.

Food Service Administration - Study Guide

Non-Food Service Settings

Creates Alerts to Display on POS Terminals

Flag Checkboxes

Create Flags

Convert Flags to a Program

Settings for School Breakfast and National School Lunch Programs

USDA Programs

USDA Programs

Zones

Zones as Part of Data Communication

Campus ZIS and Data Communication

Zones

Zone Fields

Zone Scopes

Example

Sync Data from Multiple School Years

Related Information

Food Service Administration

Item Categories

Create New Item Categories

Delete Item Categories

Purchasable Items

Item Setup

Create Purchasable Items

CEP Purchasable Item Setup Tips

Application Manager: Application Setup for POS Terminals

Create a New Application

Create Services

Create Service Layouts

Access the Service Layout

Assign Buttons

Arrange Buttons

Convert Applications and Services to the New Layout

Service Layout Copy Wizard

Using the Wizard

Verifying Copied Services

Verifying Service Layouts

Payment Location

Payment Location Example

Create POS Payment Locations

Delete POS Payment Locations

Terminals Setup

Terminal Editor Column Descriptions

Types of Terminals

Best Practices for Terminal Setup

Add a New Terminal

Delete a Terminal

Install a Terminal

Get the District Secret

Terminal Manager

Remotely Reboot Terminals

Remotely Reload Terminals

Remotely Shut Down Terminals

Remotely View Terminal Logs

Clear Remotely Requested Terminal Logs

POS Preferences: General

Description of POS Preferences

POS Preferences: PIN Auto Gen

Setting PIN Preferences

Class Serve

Class Serve Preferences

Establishing Class Serve Preferences

Class Serve Used by Teachers

Food Service Patron Accounts

Add a Person to Census

Use the Add Person Wizard to Create a New Person

Use the Add Person Wizard to Find a Person

Assign Food Service Alert to a Student

Flag Checkboxes

Create Flags

Convert Flags to a Program

Add Account

Add AccountCreate POS Accounts for a Person

Create POS Accounts for a Household

Mass Account Creation

Important Information about this Tool

Family Accounts

Create Individual Accounts

Mass Account Creation Fields - Individual Accounts

Add Account
Create POS Accounts for a Person