User type settings

Each user type has settings that any users associated to this type use. For example, if the ‘Student’ user type has the daily limit set at £5, every user linked to the student group will use that limit unless they have one set against their account.

*User type settings are also date activated. This means that they will only be used when the ‘Start date’ rolls around and no newer settings exist. Using this method allows you to configure user type settings in advance. For example, if your free school meal allowance is changing on the 1st April, you can create a new user type setting that uses the new free school meal allowance and set the start date as the 1st April. The system will not use this new setting until that date.

*Before you can make any changes to user type settings, you must first select the required user type from the list on the left hand side of the window.

Creating new user type settings

New user type settings can be created in two ways, either by pressing the Add user type settings button or by selecting a previous user type setting from the list and pressing the Copy user type settings.

*Using the ‘Copy user type settings’ method is recommended as this uses the selected setting as a starting point whereas using the ‘Add user type settings’ option requires you to create settings from scratch.

Editing a user type setting

To edit an existing user type setting, simply select the setting from the list and press the Edit user type settings button.

Configuring user type settings

After accessing the user type settings screen using one of the above methods, you can now configure as required:

Settings

• Start date: Select the date from which these settings will be active.
• Overdraft settings:
  • Overdraft allowed: Are users in this user type allowed to go overdrawn?
  • Overdraft limit: If overdraft is allowed, what is the overdraft limit.
  • FSM allowed overdraft: If overdraft is allowed, are users with a Free School Meal also allowed to use the overdraft facility?
• Cards settings:
  • Card charge: When a non free school meal user is charged for a card, how much will be deducted from their account.
  • Card charge free: When a free school meal user is charged for a card, how much will be deducted from their account.
• Limits settings:
  • Daily limit: What is the maximum that users in this type can spend in an entire day.
  • Break limit: What is the maximum that users in this type can spend at break time.
  • Vend limit: What is the maximum that users in this type can spend on vending machines per day.

Allocation rules

The allocation rules are used to issue allowances to eligible users. For example, if a user is eligible for a free school meal, the amount that they will be issued is set by creating an allocation rule.

Adding a new allocation rule

1. Press the Add button
   
2. Configure the allocation rule:
   • Purse type: Select a purse type to add the allowance to using the dropdown list. While there are currently many purse types in this list, the following should be the only ones used: Breakfast: A daily breakfast allowance; FSMDaily: A daily free school meal allowance; SupervisorDaily: A daily supervisor/duty allowance.
   • Allowance: Enter the amount that will be added to the purse for eligible users.
   • Start time: At what time will the allowance be made available to the user.
   • End time: At what time can the user no longer access the allowance.
3. Press Save.

Editing an allocation rule

1. Select the required allocation rule from the list and press Edit.
   
2. Edit as required. See the above for more information if required.

Deleting an allocation rule

1. Select the required allocation rule from the list and press Delete.
   
2. Press Yes to confirm.

Deleting a user type setting

!You must have at least one user type settings for the system to operate.

1. Select the required user type setting and press Delete user type settings
   
2. Press Yes to confirm.

Copyright of CRB Cunninghams