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Linking the Pupil and Staff Data

1. Check which Pupil ID you are using in SCOImage Modified

1. Click on the Configuration tab
2. Click on System options
3. Click on the General tab
4. Note the Pupil ID field used for imports
   (usually either Pupil ID, UPN or Admission Number)
5. Note the Staff ID field used for imports
   (usually Staff ID)
6. Click on Done

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2. Locate a Sample Pupil ID and Staff ID

1. Click on the Accounts tab
2. Note the Last name, First name and Pupil ID for the first pupil
3. At the bottom of the Accounts screen click on View staff 
4. Right-click on the first Staff member
5. Click on Edit staff details
6. Note the Staff ID
7. If there is no Staff ID, refer to the section Add Staff

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3. Set the Third Party cashless ID field used for imports

1. Click on the Configuration tab
2. Click on System options
3. Click on the General tab
4. Set the Third party cashless ID field used for imports
   This would usually be <ID field used for imports>
5. Click on Done

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4.  Check with your cashless caterer to ensure you are both using the same ID to ensure the link is successful

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Note: If you are using Admission number check whether the format in the cashless system includes leading zeros or not.

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5.  Once you have established the Common ID used refer to the section Import Pupil and Staff Data to update the pupil and staff data prior to establishing the link with the cashless system

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Cashless Catering module

SCO Modules

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