1. self-paced eLearning series
Community, Focusing on Student Details

2. Community, Focusing on Student Details
During this lesson you will be asked to follow along in your Solana environment and complete a series of exercises.
Please allow approximately 40 minutes to complete the course.

3. Following this Lesson You will be able to:
Navigate and update student account information
Add and edit Alerts and Allergens and review transaction history
Make payments and adjustments to a student’s account

4. Community, focusing on Student Details
Key Topics
Understanding the Student Detail pages
Adding Alerts, Allergens and reviewing History
Making payments to and adjusting student accounts
***Font Size 40 & 22 - Corbel

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Understanding the Student Detail pages
In the previous lesson, Community, focusing on Student Records, you learned 2 ways to access Student Record details.
Click Student Records under Community to open the Student Records page.
Click on an individual record to open a Snapshot view
Or, Click More Details to open a detailed view. We’ll begin here.
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

6. Understanding the Student Detail pages
All details of the student’s account are available here.
For some monitors, you may want to scroll out to see the entire page or just use the scroll bars.
Click the dropdown next to Save to Deactivate or send a Letter or to just this student.
The left-side shows a snapshot of Student data.
Click Replace or Remove to change the photo.
Name, Gender, Age, ID and PIN are displayed.
All details of the student’s account are available here.
For some monitors, you may want to scroll out to see the entire page or just use the scroll bars.
The left side shows a recap of student data You can;
Replace or Remove the Student photo
Name, Gender, Age, ID and PIN are displayed
Teacher and Site are provided (with browse feature to each)
Eligibility data is shown,
including the ability to browse directly to the application
And finally, the current account balance appears
Along with a link the make payments or adjustment to the account
Teacher and Site are provided.
Eligibility data is shown,
Click on the blue Eligibility to open the application.
The current account balance displays.
Click the $ to make payments or adjustments to the account.

7. Understanding the Student Detail pages
All details of the student’s account are available here.
For some monitors, you may want to scroll out to see the entire page or just use the scroll bars.
Click the dropdown next to Save to Deactivate or send a Letter or to just this student.
The left-side shows a snapshot of Student data.
Click Replace or Remove to change the photo.
Name, Gender, Age, ID and PIN are displayed.
All details of the student’s account are available here.
For some monitors, you may want to scroll out to see the entire page or just use the scroll bars.
The left side shows a recap of student data You can;
Replace or Remove the Student photo
Name, Gender, Age, ID and PIN are displayed
Teacher and Site are provided (with browse feature to each)
Eligibility data is shown,
including the ability to browse directly to the application
And finally, the current account balance appears
Along with a link the make payments or adjustment to the account
Teacher and Site are provided.
Eligibility data is shown,
Click on the blue Eligibility to open the application.
The current account balance displays.
Click the $ to make payments or adjustments to the account.

8. Understanding the Student Detail pages
The Personal tab contains Identity, Demographic, Address and Contact info.
Red asterisks indicate required fields. You will need to complete these when creating a new record.
This data is normally updated by the import of your Student Information file
(if included in the file you provide).
You can create or reassign a unique, random PIN using this feature (if you have chosen Random PIN generation in System Options.)
Or, you can manually enter a new PIN.
Details for the Student Record are presented on the Personal, Relationship, School and Setting tabs.
The personal tab contains Identity, Demographic, Address and Contact info.
Red *s indicate required fields
You can create or reassign the PIN using this feature.

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Understanding the Student Detail pages
The Household tab contains eligibility and guardian information (typically provided by your Student Information System).
Here, you can build households and manually process for Direct Certification. See the eLearning lesson
“Direct Certification, Manual Processing and Reclassifying” for details.
You can enter a
Submission Date and
Reclassify a Household
Here.
The Relationship tab contains the guardian information provided by your
Student Information System and will also show up on the Community Free and Reduced Application (presented in the next lesson).

10. School ID and Name are pre-populated from your Solana setup.
Understanding the Student Detail pages
School data is usually provided by import like the other student information, but can also be manually entered if you do not import a student file.
School ID and Name are pre-populated from your Solana setup.
School data is usually provided by import

11. Understanding the Student Detail pages
Settings include Account Rules, Charge and Spending Limits, Low Balance and Check Blocking options.
Charge and Low Balance settings here override the Group settings to which the Student belongs.
For Account Rules, Check the Charge Limit, A La Carte Spending Limit and/or Low Balance box to activate the option and input the amount and Frequency
A ‘Lock’ indicates that this feature is locked out in System Settings and cannot be activated for this student.
The Settings controls behavior per Student and supersedes the Group setting for Charging and Low Balance.
For Account Rules, Check the appropriate boxes to activate the option and input the amounts required.
A ‘Lock’ indicates that this feature is locked out for all students and cannot be activated for this student
Alerts and Allergens are assigned here and History about the student’s eligibility can be found here.
Alerts and Allergens are entered here and History about the student’s eligibility can be found here.

12. Understanding the Student Detail pages
Settings Tab, continued.
Check Block Check Sales to warn and prevent the Cashier from accepting checks.
The Settings controls behavior per Student and supersedes the Group setting for Charging and Low Balance.
For Account Rules, Check the appropriate boxes to activate the option and input the amounts required.
A ‘Lock’ indicates that this feature is locked out for all students and cannot be activated for this student
Alerts and Allergens are assigned here and History about the student’s eligibility can be found here.
We’ll study, Alerts, Allergens and History is our next topic but first, a review.

13. Understanding the Student Detail pages
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Review the Student Details tabs to understand all the functionality available to you.
Helpful Hints!
Look, but don’t touch (unless you mean to)! You’re working with ‘live’ data.

14. Ability to access and open Student Record details.
Understanding the Student Detail pages
Key Takeaways
Ability to access and open Student Record details.
Understanding how the demographic data is populated: by import or manually.
Updating Account Rules for individual students.
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
Next up, Adding Alerts, Allergens, and reviewing History

15. Adding Alerts, Allergens, and reviewing History
Next, we’ll take a look at Alerts, History and Allergens.
Click the Triangle
to close.
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 on each row
and it will open.

16. Adding Alerts, Allergens, and reviewing History
To add an Alert, Click Add New Record
Type in the Alert statement
Enter an Expiration Date,
if desired, manually or using the Calendar icon.
The Add/Changed date is
entered automatically.
To add an Alert, Click Add New Record
Type in the Alert statement
Then from the dropdown choose General, Medical, Money or Parental.
And enter a Expiration Date, if desired.
These appear in the Allergens section on your POS terminal.
Click in Type and choose
General, Medical, Money, or Parental.
Alerts will appear on your POS terminal when the Student’s record is located.

17. Adding Alerts, Allergens, and reviewing History
To add an Allergen to the Student’s record, Click the heart symbol.
Click on the row to open the Allergens list, then click on the appropriate allergy.
To remove an allergen, click it on the selection row.
New Allergens can be added through the interface or imported. This functionality is covered in the Import/Export lesson. To look ahead, click >Inventory>Inventory Management>Allergens
Then click the + sign to add Allergens.
To add an allergen to the patron record, click the Heart to select an Allergy type.
To add a new Allergen, Browse to >Inventory>Inventory Management>Allergens, click the + sign and add Allergens as needed
Important! When importing Medical Alerts and Allergens, the prior associations to student records are first deleted.
Either Import or enter manually. Do not do both.

18. Adding Alerts, Allergens, and reviewing History
History shows all non-transactional changes made in the Students account such as letter printed and demographic changes.
Click the triangle to expand the view.
History show all changes to the student record (but not transactional History).
Click the triangle to expand the view.

19. Adding Alerts, Allergens, and reviewing History
Click Save when finished to return to the Student Records page.
Click Save when finished to return to the Student Records page.

20. Review Alerts and Allergens and know how to use them.
Adding Alerts, Allergens, and reviewing History
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Review Alerts and Allergens and know how to use them.
Helpful Hints!
These are frequently imported, either at the beginning of the project or daily.

21. Alerts and Allergens can be imported or manually entered.
Adding Alerts, Allergens, and reviewing History
Key Takeaways
Alerts and Allergens can be imported or manually entered.
Alerts and Allergens appear on the POS terminals for each student.
Student account changes are available under History.
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
Next up, Making payments and adjusting student accounts

22. Next, we’ll review making Payments and Adjustments to Account Funds.
Making payments and adjusting student accounts
Next, we’ll review making Payments and Adjustments to Account Funds.
There are 2 ways to open the Account page.
Click on an individual record to open a Snapshot view, then Click on (Adjust Funds).
Or, Click More Details to open a detailed view and Click the red $.
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

23. Making payments and adjusting student accounts
The student’s name, ID and current Balance and photo, if provided, are shown.
You can also enter the amount using the quick keys.
The student’s name, ID and current Balance is shown.
To make a payment, enter the amount here.
You can also enter the amount using the quick keys.
Indicate whether it’s Cash or Check and, if Check enter the Check Number.
Once Saved, the Payment Amount and New Balance appear here.
Transactions entered as Payments require a bank deposit to be saved for the site that was selected by the user when they logged in, including the central office.
To make a payment,
enter the amount here.
Indicate whether it’s Cash or Check and,
If Check, enter the Check Number.

24. Making payments and adjusting student accounts
The Payment Amount and New Balance populate
under the (previous) current Balance.
The Payment Amount and New Balance populate under the (previous) current Balance.
Save when you confirm the payment amount.
The payment will be available to the student at the site within 2 minutes.
Because this is a web payment there is no way to Void. If you make an error you must make an Adjustment.
So let’s click the ‘Minus Sign’ and talk about Adjustments.

25. Making payments and adjusting student accounts
Payments require a bank deposit to be saved for the site that was selected by the user when they logged in, including the Central Office.
Click >POS>Bank Deposits
Click on >POS>Bank Deposits
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 will see a record for the Date, Site, Web Payments, and the Total Posted.
Enter the Bank Deposit amount, then Save.

26. Making payments and adjusting student accounts
Payments made through the Solana website cannot be Voided.
If you make an error you must make an Adjustment.
The Payment Amount and New Balance populate under the (previous) current Balance.
Save when you confirm the payment amount.
The payment will be available to the student at the site within 2 minutes.
Because this is a web payment there is no way to Void. If you make an error you must make an Adjustment.
So let’s click the ‘Minus Sign’ and talk about Adjustments.
So let’s click the ‘Minus Sign’ and talk about Adjustments.

27. Making payments and adjusting student accounts
Adjustments do not involve cash so do not require a Bank Deposit.
The New Balance is updated.
Enter the Adjustment Amount
Click the Dropdown to select one of the
pre-defined Reasons.
Enter the Adjustment Amount
And note that the Payment Amount and New Balance are updated.
Click the Dropdown to select one of the pre-defined reasons if you wish
Add a Comment if you wish and then
Save.
Click the + icon to return to the Payment screen
Click the ‘Clockface’ to review the Student’s transaction history report (The Payments screen works the same way)
Click Cancel to return to the Student Records screen.
Adjustments do not involve cash, and therefore do not require a bank deposit.
Add a Comment if you wish and then Save.

28. Making payments and adjusting student accounts
Viewing Transaction History
Click on these icons to download or print the report.
The student’s name, ID and current Balance is shown.
To make a payment, enter the amount here.
You can also enter the amount using the quick keys.
Indicate whether it’s Cash or Check and, if Check enter the Check Number.
Once Saved, the Payment Amount and New Balance appear here.
Transactions entered as Payments require a bank deposit to be saved for the site that was selected by the user when they logged in, including the central office.
Click the ‘Clock-face’ to review the
Student’s Transaction History report.

29. Making payments and adjusting student accounts
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Run through the processes to make a payment and adjustment and how to look at transaction history.
Helpful Hints!
Remember, you’re looking at live data! Only enter ‘real’ payments and adjustments.

30. Know how to make a payment. Know how to make an Adjustment
Making payments and adjusting student accounts
Key Takeaways
Know how to make a payment.
Know how to make an Adjustment
Know how to open the student’s transaction history.
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

31. Congratulations, you’re Student Detail Oriented!
You can now:
Navigate and update student account information.
Add and edit Alerts and Allergens and review transaction history.
Make payments and adjustments to a student’s account.

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