Configuring the Student Roster
The student roster for the school defines the students by name, student ID, date of birth, grade, teacher, and price level. This feature provides authenticated preapproval for customers on the Reduced and Free price levels. It is also helpful for locking down your ordering system to only known students, along with reducing input errors from customer-provided data.
Using The Student Roster
The student roster must be populated manually or by an Excel import from the import template. You may make changes to the import file throughout the year and reupload it periodically to mass update the records without creating duplicates as long as no student ID's have changed.
The primary function of the student roster is to preapprove students on the Reduced and Free price levels. The parents of those students may search the roster by student ID and date of birth to authenticate the request when setting up their account. When a match is returned, the parent verifies the name matches their child, and the record becomes CLAIMED so no one else may match it. When the Grade and Teacher are preconfigured, this information automatically updates on the account as well.
Once a student roster records is CLAIMED, updates to the roster record will update the record on the customer account it is connected to. This provides an effective way to provide bulk updates at the beginning of the school year for all accounts claimed in the previous year.