Workflow Settings

Last updated: January 2025

Access and Navigation

To access this module, go to Planning > School Year Setup > Workflow Settings

If you cannot view the link from the list, check the privilege assigned to your user account or role.

Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.

Clusters

Setup the Cluster Module

Toggle the switch to have access to the cluster module

Add a Cluster

• Click the + New button in the Clusters menu

• Fill out the necessary information

  • Cluster Name

  • Coordinator

• Click on Add New Cluster to save the Information

Edit a Cluster

• Select a cluster to edit and click on the Pencil icon

• Fill out the necessary information

  • Cluster Name

  • Coordinator

• Click on the Update Cluster to save any changed Information

Delete a Cluster

• Select a Cluster to delete, then click on the Trash bin icon

• A confirmation dialogue will be displayed

  • Upon clicking the Yes, Delete option, the system will then delete the selected cluster

  • Upon clicking No option, the system will close the confirmation dialogue

Machine Sequences

Setup the Machine Sequence Module

Toggle the switch to have access to the Machine Sequence module under Finance setup.

To set the Machine Sequence, simply enter a unique identifier for the current machine being used. Payment modes will refer to which set of transactions will be accepted by the system.

By default, if Machine Sequence has been disabled, all payment modes are applicable.

Grades Approvals

The Grades Approval feature will be rolling out in the coming weeks. We’ll host webinars and provide comprehensive guides to help your institution get started. Stay tuned for updates and check out our Knowledge Base for detailed instructions once the feature goes live.