This article will explain how to modify a student's spending limits and/or line permissions.
There are several ways to modify a student's spending limits and/or line permissions. If you want your families to be able to make changes to their student's spending limits and/or line permissions, you will need to have the Disable Meal Type Editing option disabled. This is done in the EduTrak Software District Site>Families tab>Family Website Settings:
Click the "Edit" button to make changes. If you want families to have the option of making changes to their student's spending limits and/or line permissions, you will need to have the "Disable Meal Type Editing" option disabled/unchecked.
Note, options are available to allow this for all meal types or just certain meal types.
Be sure to save your changes.
Families will log in to their Family Accounts and click on the Students option.
Click on Customize Student Settings.
Click the pencil/edit.
Make the desired changes.
Click "Change Settings" to save your changes.
Repeat this process for any other students in the family.
The second way to make changes to a student's spending limit and/or line permissions is on the school's end. Go to the EduTrak Software District Site>Families or Students tab>Family List or Student List.
Use the search function to find the family/student and then go to the Family Dashboard. Click on the white layout.
Click on the St. Line Setting tab located on the left side of the page.
Click on the pencil/edit to make changes.
Make your desired changes.
Click the green Save button to save your changes.
If you have multiple students to edit at once, these modifications can also be done in the Batch Edit. Go to LCS1000>Students tab>Batch Edit.
Go to Student Batches.
Use either the Student select or Family select and search for the students and/or families you wish to make changes to. Select the students by checking the box next to their name.
When you have finished making your selections, click the "X" in the upper right hand corner of the Data Selector box to close the Data Selector.
Click the "Search" button.
To change the spending limit, select this option under Actions.
Under Apply to select either Entire filter list (to apply the new spending limit to everyone on the list) or Selected only (to apply the new spending limit just to students you select using the check boxes.) Then, select the Meal Type.
Enter the new spending limit and then click the "Run" button.
You will be asked to confirm the action. Click OK.
It is very important to click the Log File link in the Performing Action box. This will allow you to check your work.
A sample log file is shown here:
The new spending limits will appear in the Wordware District Site>Family Dashboard>Student Line Settings within 5 minutes. However, they will be reflected in the serving line immediately.
To change line permissions for a group of students, select and search for the students. Then, select Line Permission under Actions. Under Apply to select either Entire filter list (to apply the new line permissions to everyone on the list) or Selected only (to apply the new line permissions just to students you select using the check boxes.) Then, select the Meal Type.
Make your desired line permission changes and then click the "Run" button.
You will be asked to confirm the action. Click OK.
It is very important to click the Log File link in the Performing Action box. This will allow you to check your work.
A sample log file is shown here:
The new line permissions will appear in the EduTrak Software District Site>Family Dashboard>Student Line Settings within 5 minutes. However, they will be reflected in the serving line immediately.