# Workflow Settings

## Access and Navigation <a href="#access-and-navigation" id="access-and-navigation"></a>

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

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2F3jJcmsUI5wbp9vCnqmIG%2Fimage.png?alt=media&#x26;token=66ab622d-00ce-46a8-8db9-d27388e8ef6a" alt=""><figcaption></figcaption></figure>

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

{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
{% endhint %}

## Clusters

### **Setup the Cluster Module** <a href="#setting-up-the-cluster-module" id="setting-up-the-cluster-module"></a>

Toggle the switch to have access to the cluster module

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FsJ4etGjS3mhmFPdOr52R%2Fimage.png?alt=media&#x26;token=1ec53514-e163-4c92-b68b-3e761c83f432" alt=""><figcaption></figcaption></figure>

### Add a Cluster

* Click the **+ New** button in the Clusters menu

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FZahnN508smyJfDwu9LbD%2Fimage.png?alt=media&#x26;token=c92ee62a-e989-4572-8b65-c04795e3d9cd" alt=""><figcaption></figcaption></figure>

* Fill out the necessary information
  * Cluster Name
  * Coordinator
* Click on **Add New Cluster** to save the Information

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FP0dGvCAzSxAI4rDx2Rvo%2Fimage.png?alt=media&#x26;token=efeb4078-d0e1-4792-9651-3e59e8097493" alt=""><figcaption></figcaption></figure>

### 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

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2Fayt2W6bhiAqFSt9bWUdp%2Fimage.png?alt=media&#x26;token=9fbdd7b0-c88c-4fed-94c5-2250bf9ec1f7" alt=""><figcaption></figcaption></figure>

### Delete a Cluster

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

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2F0zdX51t2BKYHbawQk6FM%2Fimage.png?alt=media&#x26;token=f5ad3751-a2c9-4c7c-b5fa-c5d5ab8dbceb" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FiL8Q5WoEAqn9MUnPa6n4%2Fimage.png?alt=media&#x26;token=332d3cd2-a3c9-46a1-9102-37e6879bba67" alt=""><figcaption></figcaption></figure>

## Machine Sequences

### **Setup the Machine Sequence Module** <a href="#setting-up-the-machine-sequence" id="setting-up-the-machine-sequence"></a>

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

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2F1e0fkXyPm6XumxNvxD6J%2Fimage.png?alt=media&#x26;token=26881d41-5fe4-4192-88e7-8d199d11d009" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2F4pagTkDJLMSWzc6jM5fV%2Fimage.png?alt=media&#x26;token=41d20fa3-e16a-470c-8153-5af83844ad31" alt=""><figcaption></figcaption></figure>

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.


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