1. self-paced eLearning series
Understanding
Global Options

2. Understanding Global Options
During this lesson we’ll review Solana’s Global Options and how they affect your operations.

3. Solana Global Options Browse to Admin>Definitions/Setup/Global.
We’ll review:
System Options
Serving Periods
Site Types
Management Levels
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

4. Click on System Options.
You’ll see options for:
System (Logins)
POS
Free and Reduced
Inventory
Menu
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
Let’s take a look at each.

5. Note the Password Requirements for logging into your District website.
System Options
Note the Password Requirements
for logging into your District website.
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 System, you are able to set the Lockout Duration.
The other fields are fixed and for information only.

6. In POS, you’ll configure:
System Options
In POS, you’ll configure:
PINS- Indicate whether they’re to be unique. If checked, Solana will NOT allow duplicates.
Block Ala Carte Charging- Check to block ALL Ala Carte charging.
Allow Cash A la Carte Purchase Over Limit- Check to allow CASH purchases when over the patrons has exceeded their spending limit.
Cash Drawer Compulsion- Check if using electronic Cash Drawers to allow them to pop open.
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

7. In Free And Reduced, you’ll configure:
System Options
In Free And Reduced, you’ll configure:
Auto Generate Application Numbers (rather than entering by hand).
Starting Application Number- input the value just after Rollover.
Universal Attendance Factor, for use on Edit Check and other reports.
Check here to multiply Meals by the
Universal Attendance Factor on reports.
Select your method of approval for CEP.
Browse to Admin>Community>CEP Claiming Percentages to input.
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
Choose whether to use Calendar or Operational Days to set the Temporary Grace period expiration.

8. In Inventory, you’ll choose whether to:
System Options
In Inventory, you’ll choose whether to:
Require Management Approval…(based on User Group rights for Ordering).
Consolidate School Orders…(School orders are consolidated at the District level, allowing ordering by Central Office staff.)
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

9. Sodium Standards are defined by the USDA as shown.
System Options
Menus displays predefined Grade Groups and includes an option to define Sodium Targets (used in calculating Recipes and 5-day Cycles).
Sodium Standards are defined by the USDA as shown.
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

10. To add Adjustment Reasons,
System Options
To add Adjustment Reasons,
click Student Account Adjustment Reasons under Addition Options.
Click + to add a reason.
Then Save.
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

11. Click on Serving Periods.
Serving Periods allow you to group Sales for Reporting.
Click + to add Serving Periods as needed. These will display data for each on reports.
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
Choose Period Type, Abbreviation (displayed on certain reports) and Menu Analysis Type.
Be sure to assign to the appropriate sites.

12. Schools are grouped by Site Type for POS Menu assignments.
Site Types
Click on Site Types.
Schools are grouped by Site Type for POS Menu assignments.
Click + to add Site Types as needed.
You will assign to each School in Admin>Schools, School Details tab.
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

13. Click on Management Levels.
Management Levels are used to designate School hierarchies, mostly for Satellite Sites.
If you think you need another Type, please call Customer Support for consultation.
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

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