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Clubs

 

Admin>Config>Clubs

 

The Clubs module enables you to add and monitor clubs.  Admin staff can configure these via Admin>Config>Clubs.

(Teachers are able to access the module via Workspace>Clubs.  Access is set by administrators).

 

Process Description of Process Jump
1) Setting up Clubs  Assign running costs
2) Manage Clubs Make changes to initial configuration
3) Manage Students Assign pupils to club sessions
4) Manage payments Record payments and generate receipts
5) Registers Take registers for sessions
6) Clubs module Configure how the clubs module can be used  

 

 

1) Setting up Clubs  

This is the area within the MIS where you can generate a club in ScholarPack.  Once the club has been set up you can add students to the club and record attendance and payments.  The first stage is to generate the club including information such as when the club takes place, which member of staff is in charge of the club and the students planning to attend.  You can copy a pre-existing clubs details (active or inactive) to save time.

Go to the 'Manage Clubs' tab at the top of the page and choose 'Add New Club'. This will take you through the setting up process using a wizard. You also have the option of using the green Add a Club tab as well as copying an existing club and all its current details.

 

Once you have selected Add New Club, you will need to add a club name and choose a start date for your club. Choose which year group(s) you wish to make the club available for - you can choose all or individual year groups and can multi select year groups by holding down your shift key and left clicking the mouse on the required groups. You should also write any necessary club notes.  Choose a colour for your club by clicking on the colour box next to the 'Club Colour' heading.  This will allow your club to be instantly recognisable to you on the 'This Week's Clubs' calendar.

 

 

Click on 'Next:Timetable. The next page displayed requires you to set the days and times that the club will be running.  Click next to the day you wish to assign the club to under the start time to bring up the time boxes. Enter a start and end time. To remove a session, just click on the red cross.

 

Once happy select 'Next'.  The days that the club has been made available on will be shown -  tick which session(s) you wish to assign the member of staff to and then choose that person from the drop down. A drop down list of all active staff members will be displayed.  Select from the drop down one or more members of staff that are associated with the club. The staff member's name will then be shown next to the session that they will be involved in.  Repeat this process for all staff involved.  

 

Once you are happy select 'Next'.  This will allow you to record the monies involved with the club.

 

You will need to set up the club costings and how they are applied.

  • Is Club Chargeable to Students:  This will allow you to charge students who attend the club.  If you select yes then you are presented with other options including charging those students who fail to attend the club.  If the option is set to No, then you simply proceed to the next step.       
  • Charge Students when Absent:  This will allow you to charge students who have been recorded as wishing to attend the club but fail to attend.
  • Backdate cost to the start of the club:  This allows you to apply any club costs to the students when you have set up a set up a club after it has already started.  This will allow you to apply the costs retrospectively from the start date you have specified.
  • Use Advanced Costs in this club: The advanced costs option is designed to allow you to have 2 costs for students.  When the option is set to Yes, you have the option to set a standard and alternative cost.                                                                

        

 

The final stage is to add students to the clubs.  Here you can select whether you wish to add/remove students from clubs.

 

Add/Remove Students

In this area you can either choose to add individual students or to add students in bulk.  

To add an individual student you can do this by unticking the box under "Bulk Add", type the student's name under "Student" and select the club you are wishing to add them to.  After clicking choose, click on the student's name and when the box is highlighted in orange the student is added to the club.

 

 

Alternatively to add students in bulk you can do this by selecting either the year/form and the club that you wish to manage, you will be presented with a list of students.   To add a student to a club, simply click on their name and their name will turn orange indicating that they have been added to the club.  To remove a student, simply click again on their name and it will turn grey.  If you wish to add a different collection of students to the Monday club than the Tuesday club, then simply click on the green tick against the day to deselect it (it will then have a red cross next to it).  Add the students, then select the next day and repeat the process. 

 

If a student is not attending all the sessions selected there will be a icon to the right of their name which if you place your mouse pointer over will indicate which sessions the student does attend.

 

 

Once you have completed adding the students, the club set up is complete.

 

2) Manage Clubs

This area of the software allows you to change certain features about the club including costs, the schedule and the staff members involved.

 

Once 'Edit Club' has been selected, you will be able to change certain features about a club.

This will allow you to change the session days, costs for students and amend the start and end date of the club with certain limitations. You can also make a club 'Inactive' and once inactive, delete it if needed.  To change whether a club is chargeable or if you charge absent students simply click where is currently says ON and it will change to OFF.  To change the days the club is running, click on the day to make it toggle between being active and inactive.  

NOTE: If you find that you are unable to change the advanced costings to OFF, it means that you have already recorded advanced costs against a student and in order to preserve the data correctly it will remain on.  You can still edit and change any alternative costs so setting to 0.0 will be needed if your school has decided to move away from 2 prices. 

NOTE: You cannot change the start date of the club if registration information has been recorded prior to the new start date or the end date for a club if there is attendance information after the new end date. You will get the following error messages and the delete buttons will disappear to avoid inducing any errors into the club records.

NOTE:  You can change the cost of a club and the new cost will be applied from the date it was changed

Edit Staff Information: This allows you to change the staff members currently allocated to a club.

Club Cost History: This will show any cost changes you have made historically and if you wish to back date a new cost.  Placing a tick and then selecting the option to Backdate, you can retrospectively apply the cost. Backdating the club costs will not overwrite any current records and will only apply the change for the date range shown.  

 

3) Manage Students

 

This area has 3 functions.  To either add students to a club, add adhoc students to a club or edit a clubs membership. 

  

Add/Remove Students

In this area you can either choose to add individual students or to add students in bulk.  

To add an individual student you can do this by unticking the box under "Bulk Add", type the student's name under "Student" and select the club you are wishing to add them to.  After clicking choose, click on the student's name and when the box is highlighted in orange the student is added to the club.

 

 

Alternatively to add students in bulk you can do this by selecting either the year/form and the club that you wish to manage, you will be presented with a list of students.   To add a student to a club, simply click on their name and their name will turn orange indicating that they have been added to the club.  To remove a student, simply click again on their name and it will turn grey.  If you wish to add a different collection of students to the Monday club than the Tuesday club, then simply click on the green tick against the day to deselect it (it will then have a red cross next to it).  Add the students, then select the next day and repeat the process. 

Adhoc Attendance Planner

This area allows you to select an individual student and add them to clubs as an adhoc student.  Select the student you are wishing to add to a club on an adhoc basis and click choose.  Here you will see a calendar of all clubs available in the month.  Any clubs that the student is already assigned to will show in blue.  If you wish to assign the student as an adhoc member click on the club, an are you sure box will be displayed, click ok and then the student will be highlighted in yellow meaning they are attending that club just for the date selected and will appear on the register on this day.   

   

 

Edit Club Membership.

This allows you to adjust the club membership, control the payments individual students are paying as well as some bulk actions to the entire club including adjusting the date a club started and reinstating all students where possible.  The first step is to select the club you wish to manage.

 

 

Once the club has been selected, you will see a table listing all the students who are currently recorded as attending the club and in grey will be students who have left the club at some point.

studclubmem.PNG

Within this table you can remove any students who are leaving the club, remove completely from the club a student who has never been registered attending a club or reinstate a student who wishes to rejoin a club. To do this simply place a tick against the student in the appropriate column and select save.

Once a student has left a club you can edit the final register date for that child in the Edit Final Register Date column. If you charge for absent students this step is important as it will ensure that a student will not be charged historically for sessions they did not attend.

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If you are using the 'Advanced Payment' option you can select which payment type applies to a student. The default option is that all students will have the standard cost applied unless you specify otherwise.  To change the payment level to the 'Alternative Cost' or 'Payment Exempt' click the payment level and select from the drop down the payment level required. 

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You also have the ability using the Bulk Actions to change data for all the student currently in the club.  

The description for each action will allow you to decide if the feature you wish to change is appropriate and to which students it will apply to.  Once you have selected the bulk action you have the option to cancel it and it will select the students to which the change will apply.

Screen_Shot_2017-06-05_at_11.45.58.png 

 

 

4) Manage Payments

 

In this area you are able to add payments, edit payments and view a list of all payments made. You can also view historic registers. Choose the 'Manage Payments' tab at the top of the page to record payments and allocate the payment to one or more club.  

 

 

Add Bulk Payments

This will allow you to record payments for a specific year/form or club.  Once you have selected the appropriate group, you will see a list of students and you can either make a single student payment or where appropriate split payments between siblings.

Single Student Payment:  The icon will be blue if the student has been allocated to a club.  Click on the £ icon for the selected student and you will see an area to record a payment and a table summarizing the clubs the student attends and details of the payments made to date and the current total costs.

 

 

When you have entered the total payment you are then able to split that total between the clubs listed. The total allocate to the clubs must match the total payment entered and you can specify the payment method and give the payment a reference.  Once the payments match the total, you will see a 'Save Payment' button.  Finally, you can print a receipt by placing a tick in the Receipt box.   The 'Back to List' button will take you back to the list of students to allow you to record further payments.

Split Payments Across Siblings: This allows you to record payments for siblings more quickly.  As before there is a payment details box but then you will see a list of the siblings with the clubs they attend. The total amounts entered for each club for each sibling must match the total payments in the payments details field.

     

 

Edit Payments

This allows you to edit any payment records.  You are able to change all aspects of the payment made for a particular club including deleting the record.  To view a list of the payments you can filter by date, clubs, year and form group and by single student. 

You will then see a list of the payments.  To change the payment, selected 'Edit Payment'

You will see the payment details with the ability to change aspects of that payment.  You can also delete the record and return to the list of payments.

 

5) Registers

 

The register allows you to record attendance at a particular club.  The first step is to select the club and the date for the club.  When you look at the the calendar, the days that the club are scheduled to run are in orange.  

NOTE:  YOU CANNOT TAKE A REGISTER IN THE FUTURE.  IF YOU SELECT A DATE IN THE FUTURE YOU WILL SEE THE FOLLOWING MESSAGE.

 

 FUTURECLUB.PNG

You will then see a list with the students who are scheduled to attend the club listed.  To mark them as present, click on NO and it will turn to YES.  The club cost will automatically populated the payment field however you can alter the value if needed. There is a 'Notes' field where you can add any further information, for example if the child had a meal during the session.  

YOU CAN ENTER AND SAVE NOTES AGAINST A FUTURE REGISTER.

 clubregfut.PNG

You can also add a student on an Adhoc basis by clicking on the green cross (+).  Select the student you wish to add to the club form the drop down and select 'Add Adhoc Student'.  This student will then appear in the register highlighter in yellow.Remember to 'Submit' the register when complete.

 

 

6) Clubs Module 

This area is where administrative staff can configure which areas of the clubs module will be available and editable by teaching (and other non administrative) staff. They would access the clubs area via Workspace>Clubs. On clicking the 'Clubs Module Options' tab this page appears: You can open or lock down any of the given four areas, depending on what functionality you wish the teaching staff to have. Switching off any of these areas will mean that they do not appear at all in the 'Workspace' area, limiting functionality to administrative staff. This list is exportable by clicking on the yellow arrow download icon on the top right hand side of the screen.

Note:  If you have already used the advanced costs option you will be unable to turn it off as the record of costs incurred by the students would be in error.

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