Uploads Overhaul
Navigation
The left-side navigation has been removed and all pages within the Uploads section are now managed by tabs at the top of the screen.
Manual Uploads
The Following Manual Uploads page is being overhauled:
Arbor
Bromcom
Facility CMIS
Pebble/Tali Progresso
RM Integris
ScholarPack
SIMS Primary
Teacher Centre
G2Seemis
Groupcall
Pearson E1
Upload Settings
Changes are being made to the People > Uploads > Upload Settings page. If the Manager site has Data formatting enabled the option to remove the year group from the front of the registration group will be displayed. If the Manager site has Data formatting disabled there is no option available to remove the year group from the front of the registration group.
Archive Pre-Admissions
As part of the Uploads Overhaul, changes have been made to the Archive Pre-Admissions page.
Upload History
The Result column has been removed from the updated screen and the result has been added to the Status column along with the Status icon.
When an import is being processed the Status column on the new screen will display the hourglass and will also state ‘Importing’.
Access Request
There are two MIS systems (ScholarPack and Groupcall) that use an integrated authentication process when processing automated imports to ParentPay. As part of the Uploads Overerhaul enhancements have been made to Access Request Pages for ScholarPack and Groupcall schools that use the automated import facility.
End-of-Year Assistant Changes
Credit Balances
The View Remaining credit balances page is the second page within the Managing Debt and credit balances optional task from the EOY landing page. Once the first task has been completed for the Managing debt and credit balances task a School Manager will be directed to the View remaining credit balances task page. The user will have access to guidance links via the Help and Guidance section and will be provided with useful links to enable them to action the following:
- Download a credit balance list
- Download a debit balance lits
- Perform refunds
- Record a manual adjustment
Final Considerations
As part of the Angular updates being made to the End of Year Assistant the requirement for this story was to ensure a School Manager is able to access the Final Considerations option that appears at the bottom of the mandatory and optional tasks on the EOY landing page.
The option to select Final considerations is only available once the Update meal/session prices mandatory task has been completed (for a Till school it becomes available once the Update contact details task is completed). When the user selects Final Considerations they are directed to the Final Considerations page.
Clubs Payment Notification
When viewing a Club payment item within the Parent application the Choose payment amount field was displayed as the first option for parents or carers. The Book Sessions button appeared further down, and this was confusing users resulting in them making payments for a Club payment item and assuming by paying they were also booking the Club.
Enhancements have been introduced to make it clear to the user that making a payment for a Club is different from booking a session for a Club:
- The Book Sessions button has been moved to the top of the payment item and has been changed to a blue colored button, to make it more obvious to the user that sessions still need to be booked for the Club.
- A warning banner has been added to the payment item page for a Club. The banner will be permanently displayed and will state “Please be aware that making a payment does not book a place on a club session. To make a booking click here”. When the user clicks the click here link they will be directed to the booking page for the relevant Club.