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SIS 2000+ Food Services

Quick Reference Guides - How To . . .

Quick Reference Guides are brief, step-by-step guides designed to help with specific questions. Each Quick Reference Guide also identifies and links to the relevant section of the Food Services documentation.
 

Food Service Administration
 

the Rates module -

1. Create a District Meal Rate
2. Create a School Exception to the District Meal Rate
3. Create District Reimbursement Rates
4. Create a School Exception to the District Reimbursement Rate
5. Change a District Meal Rate
6. Change a District Reimbursement Rate
7. Change a School Exception Reimbursement Rate
8. Create a Sales Tax Rate
9. Change a Sales Tax Rate
10. Identify Taxable Consumers and Taxable Food Items
11. Create Pre-Kindergarten Rates

1. Create Meal Items that will reference pre-defined Meal Rates
2. Create a Meal Item that uses an Override Meal Rate (uses a Meal Rate other than the pre-defined Meal Rate)
3. Create ala Carte Items
4. Create a Banquet Sales / Catering / Concessions Sales Item
5. Change a Meal Item Override Rate
6. Change an ala Carte Item Rate

Audio
1. Install Microsoft Media Player ^(c) on a workstation
2. Add files to the Audio Library

Policies
1. Enable a Policy Restriction or Alert
2. Edit Cafeteria Restriction or Alert Attributes

the POS Designer module -

1. Create a POS Configuration.
2. Create a Cash Drawer
3. Lock/Unlock a Cash Drawer
4. Modify the Food Items available for sale in a POS Configuration
5. Create an >ONLY< food item button
6. Copy POS Configurations

1. Login and set cash drawer, school and default transaction
2. Record Account Payments
3. Record Refunds
4. Record Transfer of funds between accounts
5. Account Balances Forward
6. Process Returned Checks
7. Record Account Payments district-wide (Find Account)
8. Delete a Payment
9. Create a Payment memo
10. Modify Payments module Preference Values

1. Login to the Cafeteria module. Select Breakfast or Lunch POS Configuration. Select a Cash Drawer
2. Evaluate and set Cafeteria Settings / Cafeteria Module Preference Values
3. Record a Student Meal
4. Record a Faculty Meal - Account record maintained
5. Record an anonymous Cash Meal - Faculty
6. Record an anonymous Cash Meal - Student
7. Record an anonymous Cash Meal - Visitor
8. Record a Worker (earned) Meal
9. Record a Patron Meal
10. Include ala Carte food items in a consumer's transaction
11. Delete items from a transaction
12. View the Line Count for each Cash Drawer
13. Record Volume Sales
14. Record Volume Sales - Banquet/Catering Sales
15. Identify first (reimbursable) and additional (non-reimbursable) meals
16. Enter a payment in the food line
17. Serve consumers district-wide
18. Search for a consumer
19. Serve consumers who are not currently enrolled
20. View consumer demographics and photograph

1. Select School and Account type (student, faculty, patron, cash or visitor)
2. How to use Accounts Group
3. Edit Student meal, Payment, ala Carte records
4. Edit Student Account Status Records (free/reduced/paid)
5. Edit Faculty Meal, Payment, ala Carte records
6. Edit Cash (Cash Student, Cash Faculty) Meal, Payment, ala Carte records
7. Edit Visitor Meal, Payment, ala Carte records
8. How to Change the View / Sort by Date, Meal, Pay type, Drawer or Item
9. Create an Account Payment Memo
10. Print an Account Statement from the Accounts module
11. Print an Account Detail Report
12. Correct a Payment Amount
13. Modify Accounts module Preference Values
14. Assign a Cafeteria Restriction, Alert or Setting to a consumer
15. View consumer demographics and photograph

1. Set Patron module Defaults
2. Enter Student Patrons
3. Enter Non-Student Patrons
4. Set Free/Reduced Student Patron Status
5. Maintain Student Patron Pay types
6. When a Patron ceases to participate in the Food Program

1. Login to Class Entry
2. Select Class Entry Food Item Preferences
3. Select a Class and Record service
4. Edit service records

1. Customize Documents - Letters & Labels
2. Customize barcodes and meal cards
3. Use Report Tips
4. Set the Report Attendance Factor
5. Print letters & labels
6. Modify Food Service Rosters pay-type 'Alias' values

the Applications module -

1. Complete or Edit Income Guidelines
2. Process a change in Household status - Re-Apply
3. Set Change in Benefits Increase / Decrease Days
4. Edit effective / expire dates
5. Add Household Students to an application
6. Add the Applicant to the application
7. Add Household Members to an application
8. Add multiple income sources for a household member
9. Calculate an application
10. Split 'App type' Application
11. Create an Application Note
12. Create a User Explnation for an Edit Log Audit Memo
13. Find an application
14. Applications with Categorically Approved students
15. Applications for Foster children
16. Modify Applications module Preference Values
17. Use the Applications module to process Direct Cert students

1. Set Food Service Year
2. Identify and open import text file
3. Define start location and width of import fields
4. Identify Date format of import file
5. Use 'Skip' records - omit import file headers
6. Filter import data
7. Import text file to Direct Cert file
8. View, Print Import Errors
9. Set Direct Cert Comparison Criteria
10. Process Confirmed Matches