Managing Activities

In This lesson you will learn about: Activity Search and Sorting Importing and Exporting of Activities General Admission Activities Enrollment Approval

you learned to Create Activities. Activity tab features In the previous lesson, you learned to Create Activities. From the Home page, click Activities. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Today, you’ll learn to: Search and Sort Import/Export Activities Use Activity Actions

Multiple Search options are provided. Activity Searches Multiple Search options are provided. Click View to see your results and click again to un-filter. Search by: Activity Name School Category and Subcategory School Year Active status Activities w/ Enrollees Funding Account Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed

Activity Sorts and Filters Click on any Column Name to sort ascending or descending. Click the Filter icons, then the dropdown arrows to choose from a wide range of criteria. Football Game Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Enter your data, then Filter. Clear to reset.

Activity Import/Export Activity Importing is typically done by districts with a large number of recurring Activities at the beginning of each school year. Click Import Activities. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Download the template. The PDF describes the columns. The CSV has headers and a sample record. Call MyPaymentsPlus support for assistance with Importing!

Activity Import/Export You can Export Activities, update them for the upcoming year and then re-Import them to create new Activities. Search for and Export your recurring Activities. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed In the exported CSV file, update the appropriate fields, then re-Import. Call MyPaymentsPlus support for assistance with Exporting!

Activities and the Upcoming Year For your recurring Activities, either create new ones by exporting/importing or selecting an individual activity. To update a single Activity, click Save and Copy, make your changes and then Save it. (Don’t change dates in current Activities! You will carry over last year’s enrollment!) Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Call MyPaymentsPlus support for assistance with these annual tasks!

Click Edit to open the Activity. Activity Actions Click Edit to open the Activity. Cart Review and Payment is more commonly called General Admission. Let’s take a look. Delete an Activity here. Click Roster to Print, View and Export Activity enrollees. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Click to review Form Reponses. (It only shows when a form is created for the Activity.) You can download the data filled in on the form in a .csv format. To learn more, go the lesson Forms, Resource Links, Discounts & Locations.

Click Make Payment to complete the transaction. General Admission Our Awards Banquet is open to the public so you want to be able to accept ‘anonymous’ payments at the door. The Amount is what you configured for Full Pay. You can input a quantity. Override let’s you change the price but will ask why! When you indicate a Payment Method the appropriate input fields are presented. You can even use a card-reader that plugs into your laptop to process in-person transactions. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Click Make Payment to complete the transaction. You can also print or email a receipt for the payment. See the lesson F&A Payments, Refunds, Reporting for more about refunds.

Refund allows you to issue a full or partial refund for an Activity. Detaching The Detach action drops the record from the Roster but does NOT issue a Refund. Only users assigned the Refund Administrator role will see the Refund button. Refund allows you to issue a full or partial refund for an Activity. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed See the lesson F&A Payments, Refunds, Reporting for more about refunds.

To Approve Enrollment: Enrollment Approval To Approve Enrollment: When creating an Activity, you have the option to Require Enrollment Approval. Only Administrator and School Counselor roles will see and have the rights to approve enrollments. Click Enrollment. Locate the Activity requiring Enrollment Approval. A list of enrolled students displays. Approve or Decline as required. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed You can Download a CSV file of your enrollees.

These selections are optional. Enrollment Approval These selections are optional. If your going to use Enrollment Approval, MyPaymentsPlus support will assist with populating these fields. Save Decline to drop this enrollee from the Activity roster. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed

Be comfortable with the many features of the Activity tab Key Takeaways Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Be comfortable with the many features of the Activity tab Understand Importing and Exporting of Activities Know how to use General Admission Understand Enrollment Approval Activities

Thanks again for your time and effort. It’s appreciated!