This guide explains how to manage student QR code benefits, handle exceptions for outstanding balances, and use the external benefits verification page effectively.
QR Code Scanning Settings
Navigate to Main Settings > General Settings > Basic Customization> Card Settings > Enable and customize the 3 relevant settings about Benefits:
- Enable the external verification page for benefits.
- Benefits QR codes now include Special financial due balance for enhanced verification.
- Includes the CardID property in QR codes for benefits.
Managing Financial Exceptions Settings
Navigate to Financial Settings > General Settings > Other Payment Settings > Special Outstanding Amount > Set the Amount Threshold & the Due Date.
- Outstanding Amount Threshold
Deciding when outstanding balances should trigger special calculations.
Example: Set a threshold amount (e.g., $100). If a student’s balance exceeds this, it will be flagged.
- Days Past Due
Specify the number of days after an installment’s due date before the overdue balance is considered in the special outstanding amount calculation.
Step-by-Step: Managing Exceptions
- Open the Student list.
- Select one or more students and set an expiration date for the exception, from Bulk Actions. (Set Outstanding Amount Exception)
- Choose the type of exception (e.g., exam participation).
Exceptions allow students to bypass restrictions related to their outstanding financial balances. These restrictions can include:
- Exam participation
- Class participation
- Next period re-registration
Visual Indicators after setting the exceptions
An icon appears as a tooltip:
- Next to the student’s name, on the student list.
- Next to the tabs in the Student form.
- In the Financial tab as a tooltip next to the Total Outstanding amount.
Administrator Privileges
Secretaries and administrators can use this feature with the appropriate permissions. Navigate to Main Settings > Role Management > Admin/Secretary > Privileges > Enable Allow users to manage special outstanding amount exceptions.
Using the External Verification Page
Special Scenarios
- Valid QR Codes: Redirects to the benefits page with full details displayed.
- Valid QR Codes with Inactive Entity: Displays a message: “Validation check for {Student/Teacher/Relative/Employee} has not been passed.”
- Invalid QR Codes: Shows an error message: “Sorry, but this is not a valid card or the card is expired. Please contact the institute administrator.”
- Students With Exceptions: Displays a warning: “Active Student with warnings.” Details of the exception are shown to clarify any restrictions.
