Central Office Management System

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Bernice Robinson
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1 Central Office Management System 1

2 Contents...Page Login Screen & version 2 Setup.2 Programming Menus 3 Point of Sale Settings...5 Reimbursement Rates..7 Reports.8 Backup.8 Other Utilities..9 Getting Help.9 2

it is important that the following fields have the correct data.

3 Login Screen & Version The version of Win-Mcm is displayed in the Login screen. Setup In order for Reports to contain accurate information for your district, it is important that the following fields have the correct data. District Information: School Information programming: Highlight Utilities and System Setup 3

Click on the campus to highlight Click on Detail to view individual Campus These figures need to be accurate for

4 School Information programming: (If you already have Campus information entered). Highlight Programming School Information Add/Edit School. Click on the campus to highlight Click on Detail to view individual Campus These figures need to be accurate for report purposes.. They need to be updated manually as you make changes to the status of accounts. These are the fields that compute the AccuClaim Edit check. For more information refer to pages

5 Programming Menus You can create and/or make changes to menus in WinMcm and transfer those menus to the appropriate school sites. However if changes are made to the menus at the individual school sites, they do not transfer into MCM. Note: You cannot be in a meal service when editing or adding menus. To create a menu or make changes to an existing menu: Go to Programming Key Programming Key Programming Add/Edit Touch screen. Highlight the menu you wish to edit or if you are creating a new menu, click Add New. If you choose Edit you should see a Menu similar to this. 5

6 Double-click on the key you wish to edit or add. To use the graphics provided, left-click and drag it to the menu key you just made. AutoCharge: To assign AutoCharge to a meal key, left-click on the appropriate colored AutoCharge key and drag it to the meal key. Reminder: Anytime changes are made to the menu, you must load programming to the registers! To do this: Turn on the register that has the Master on it and choose Data Transfer, Network Data Transfer, Receive Data from the Command Line Menu. For more information on Menus see Chapter 4 of your Win-Mcm User s Guide. 6

7 Point of Sale Settings POS settings define how the terminals will work during the meal service. Before you can define the POS settings, you need to create all the appropriate menus. To get there: Highlight Programming School Information POS Setting Click to choose campus About this window: If this box is checked it is set to yes. When set to yes the register will display the warning message Credit Limit Reached when an account transaction exceeds the credit limit set. The amount entered can be negative or positive. It should always be set to a penny more for a negative credit or a penny less for a positive credit limit. Example: positive $2.00 set at 1.99, negative -$2.00 set at If the amount is positive, the warning message will be displayed when the account balance reaches it even if there are funds available. If the amount entered is negative, the warning message will be displayed when the account balance reaches this setting. However, if the credit limit is set to a negative, purchases may still be made to the account. If you do not want anyone to owe money or charge their account, the credit limit should be set to Note: Enforce Credit Limit must be set to Yes to display message. 7

If this field is Off or No, account holders will not be allowed to charge.

8 If this field is On or Yes, account holders will be allowed to charge. The amount an account is allowed to go into the negative is determined by the Enforce Credit Limit setting. If this field is Off or No, account holders will not be allowed to charge. The Low Cash Limit is the amount an account balance can reach before a Low Cash Letter will be generated. Usually set to the price of a regular student lunch. Determines the average number of meals served from ala carte sales. This button is used to access the Register Programming Window. Each register must be defined. 8

9 For more information refer to Chapter 3. Reimbursement Rates To input or modify (at the beginning of every school year), highlight Programming and Reimbursement Rates. Tip: When entering Reimbursement Rates be sure to use a decimal point. Example: Ten and a half cents would be Refer to pages

10 Reports The following information is located on the lower portion of the Lunch Service Report. AccuClaim Edit Check: Free Eiligible*AF: # of free meals x the attendance factor. Free Count: # of free meals served for the day. Reduced Eligible*AF: # of reduced meals x the attendance factor. Reduced Count: # of reduced meals served for the day. Regular Eligible*AF: # of regular students x attendance factor. Regular Count: # of regular meals recorded for the day. Attendance Factor: Accurately accounts for the difference between enrollment and attendance at any given time. To determine the attendance factor, divide the total attendance on a given day by the total school enrollment. Total Enrollment: total enrollment set up for the school. Enrollment/Eligible Participation: Enrollment Participation is the percentage of meals served based on the total enrollment. Free is the total free meal count divided by total enrollment. Reduced is the total reduced meal count divided by total enrollment. Regular is the total regular meal count divided by total enrollment. Eligible Participation is the number of meals served for each meal classification as a percentage of the total number of eligible under that meal classification multiplied by the attendance factor. Free, (reduced or regular) is equal to the total free (reduced or regular) count divided by the Free (reduced or regular) Eligible*AF figure in the edit check column. Reminder: If you use the Report Filters, remember you will need to turn them back on! For a full description of all the reports available in MCM refer to Chapter 8. Location: On the File Menu. Backup It is very important that you use the Backup feature at least once a day. This will prevent major problems if your database ever becomes corrupted due to power failures, accidental deletion of data, computer errors, etc. 10

Other Utilities Win-Far Import: Used to update student account database from the Win-Far program. Note: This should not be done before October 1 st.

11 Other Utilities Win-Far Import: Used to update student account database from the Win-Far program. Note: This should not be done before October 1 st. Diskette Transfers: Highlight Utilities and Diskette Polling. Choose to either Receive Data (from another Campus) or Send Data (to another Campus). Click in front of the campus you wish to transfer data to. Click in the appropriate column of data to transfer. Click OK and insert diskette when prompted Tip: To avoid problems be sure that diskettes are labeled with the correct campus name and number. Network Transfers: Click Utilities, School Polling. Choose to either Receive Data (from another Campus) or Send Data (to another Campus). Follow the same procedure as above for choosing the schools. It is important to remember that transfers need to be done either at the end of the day or before the start of the day. (Pages ) Getting Help: All MicroCheck programs have built in Help instructions. To get to them click on the Help Icon on the Tool Bar. You should also have a Manual for each of the programs you are using. 11

EZ Parent Center Directions Parent Sign Up and Meal Preordering

EZ Parent Center Directions Parent Sign Up and Meal Preordering Sign Up for Returning Parents Who Used EZ School Lunch POS the Previous Year (All others scroll down to New Parent Sign Up) Parents should