Note: All pages below are subject to having the relevant Roles and Permissions.
This guide will show you how to distribute Additional Payment Types in Vision to connected schools in the Trust.
Related guides:
- How to distribute User Defined Panels to schools in Vision
- How to Distribute Attendance Codes and Subcodes from within Vision
- How to Distribute Primary Tracker Assessment Tracking Templates within Vision
- How to Distribute Primary Tracker Assessment Sheet Configurations
- How to Distribute HR & Performance Management in Vision
Vision > Central > User Defined Panels
Select one or more Additional Payment Types using the check boxes and click Distribute to move to the two step wizard.
Note: The table is sorted by Name.
In the wizard:
Step 1: Select the destination school(s).
Step 2: Click on Submit. Select Proceed to confirm, or Cancel to return to the popup.
Click on the View Summary button to see the Status of the distribution.
If the Additional Payment Type is already present in the school the Status will show Updated and will be distributed.
Tip: The column MIS Count (number of schools that have that Additional Payment Types in their school MIS) can be switched on using the toggle to display the MIS Count column.
Clicking on the MIS Count number opens a popup displaying the list of schools within the Trust and details of the distribution. From here users can click on the individual arrows to distribute Additional Payment Types to the MIS schools where the Additional Payment Type has not been found, by following the two step wizard.
How to view distributed Additional Payments in the MIS school
Config > Administration > Additional Allowances
MIS schools will see the distributed Additional Payment Types in here, assigned to the Permitted Roles.
Note: If the Additional Payment Type is Locked in Vision then the school cannot edit and it will be read only.
Vision > Admin > Roles
The Central – Additional Payment Types permission will have to be allocated to the User Roles.
