Linking the Pupil and Staff Data

Check which Pupil ID you are using in SCO

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)

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

You will now need to check with your cashless caterer to ensure you are both using the same ID.

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

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.

Cashless Catering module

SCO Modules

FAQs

Last update  25 Feb 2019