Download Complete User Manual

Transcript
Table of Contents
Table of Contents .................................................................................................. 2
About this manual ................................................................................................. 8
Example screens ................................................................................................ 8
The ParentPay web platform ................................................................................ 8
Pre-conditions before setup ................................................................................. 8
Software installation ........................................................................................... 8
Data Protection ..................................................................................................... 8
Security ............................................................................................................... 9
Support ............................................................................................................. 9
ParentPay online support ..................................................................................... 9
Getting Started ................................................................................................... 10
Login .............................................................................................................. 10
Importing and managing data ............................................................................ 10
Download MIS:Sync desktop software ................................................................. 10
Setup MIS:Sync ............................................................................................... 11
Configuring MIS:Sync to link with your MIS ......................................................... 11
Pupil uploads - SIMS users ................................................................................ 11
Pupil uploads – non SIMS users .......................................................................... 12
Problems with pupil uploads (all MIS systems) ..................................................... 15
Pre-admission uploads for SIMS schools .............................................................. 16
Pre Admission Uploads for Other MIS users ......................................................... 16
MIS:Sync and scheduled updates ....................................................................... 17
Adding a scheduled task in windows ................................................................... 18
Importing/managing staff and visitors ................................................................. 19
Adding Staff for the first time .......................................................................... 19
Adding Visitors for the first time ...................................................................... 19
Updating Staff and Visitors ............................................................................. 20
Site management ................................................................................................ 21
Personalise your site ......................................................................................... 21
©ParentPay Ltd
Page 2
PPTA Feb 2015
Version 13.1