Food Service

Food Service Module Overview for Directors and Food Service Staff  

• • • Overview of Food Service Features (Video - 3:21)  (Student Management)(Note:  you may have to click to download this video to view.)

Skyward has detailed information about the Food Service Module, and you can explore this by going to the Training Center withing Skyward.  To navigate to the Training Center, Login to Skyward Student Management and click the ? at the top right of any Skyward screen > then select SkyDocs - Skyward Documentation > A popup screen will appear for SkyDocs.  On the left side, locate and click on TC - Training Center > Student Management >  Food Service > here you will see the module overview along with the sessions described below.  

• • Session 01: Food Service Security, Codes and Configuration  - This session provides information about the setup of the Food Service module. You will learn about common security set ups, the Food Service codes, and the Food Service Configuration. 

  • Session 02: Creating Customers, Entry Methods, and the Food Service Tab  - This session provides information about creating customers, setup of the Point of Sale screen, and the Student Profile – Food Service tab. You will learn about running the utility to mass create customers, how to prepare for the different methods of entry in the Point of Sale screen, and how the Food Service tab in the Student Profile is used. 

  • Session 03: Customer and Payor Browses  - This session provides information about the Customer and Payor browse screens. You will learn how you can maintain Customer records including checking balances, key pad numbers, and add or correct purchase transactions. You will also learn about how to maintain Payor records including checking lunch codes, balances, payments, and to add and view applications. 

  • Session 04: Application Letters and Payor/Customer Reports  - This session provides information about creating Application Letters and running Payor and Customer reports. You will learn how to print Application Letters for individuals and groups of people, along with learning about the different reports available to print Payor and Customer information. 

  • Session 05: Payor/Customer Maintenance Utilities - This session provides information about the utilities found under the Payor/Customer Maintenance area. 

  • Session 06: Direct Certification, Item Master and Touch Screens -  This session provides information about Direct Certifications, the Item Master, and the setup of Touch Screens. You will learn how to complete an import of a Direct Certification file, how to build your Item Master, and how to set up a Touch Screen for Point of Sale entry. 

  • Session 07: Point of Sale and Income Verification  - This session provides information about Wand Entry, and Verification of Income Eligibility. You will learn how to set up the Wand Entry ranges and how to use the Wand Entry screen. You will also learn about the steps necessary to complete the Verification of Income Eligibility. 

  • Session 08: Imports, Tally Sheets, Reports, Utilities and Purchase Corrections - This session provides information about working from the Purchases area. You will learn how to import purchases, use Tally Sheets, run Purchases reports and utilities, and make corrections to Purchase records before or after the Batch Update. 

  • Session 09: Payment Entry, Reports and Utilities - This session provides information about the Payments area. You will learn how to enter and maintain Payment records, run Payment reports, and run Payment utilities. 

  • Session 10: Other Reports and Year End - This session provides information about the main Food Service reports and the Food Service Year End process. You will learn about the reports that are found under the main Food Service area, and the steps necessary to complete the Food Service Year End process. 

  • Session 11: Family Access and Fee Management - This session provides information about Family Access and Fee Management connections to Food Service. You will learn about the configuration settings in Family Access that affect what Food Service data displays, how to accept and process online applications, and how to allow Food Service data to be carried into the Fee Management module. 

  • Session 12: EA + Purchases, Surveys, and the PCS Import Process - This session provides information about EA+ purchase entry, Surveys, and importing control records from a third party vendor. You will learn about how the EA+ purchase entry screen and setup works, how to build Surveys to have teachers respond on lunch counts, and how to use SkyBuild – Import File Builder to import lunch codes from a third party vendor. 

Food Service Module Overview  (Student Management):

• • • Overview of Food Service Features (Video - 3:21)  (Note:  you may have to click to download this video to view.)

Useful Food Service  Utilities (Student Management):

• Change Customer Default Cafeteria Utility - Start in 000 Entity, go to Food Service > Year End > Change Customer Default Cafeteria

• Change Customer Price Category Utility - Start in 000 Entity, go to Food Service > Year End > Change Customer Price Category

• Import Income Eligibility Guidelines - Start in 000 Entity, go to Food Service > Setup > Codes > Income Eligibility Guidelines

• • • If you notice that barcode #’s have not been generated for multiple students (the code will be 00000000), run the Move Other ID to Key Pad Number by going to 000 > Food Service > Food Service > Setup > Utilities.

Food Service Configuration - Yearly Updates Needed! (Student Management):

• Food Service Configuration Info - Start in 000 Entity, go to Food Service > Setup > Configuration > Food Service Configuration

• • Verify start and end dates (July 1 to June 30 of the current school year)

  • Adjust grade levels in Key Pad Options if you use key pads.

    • The low Grade Level needs to be set to 00 for Kindergarten.

    • High Grade Level needs to be 12 or GD.

• Other Helpful Food Service Tutorials:

• How to Locate and Complete a New Food Service Application in Family Access (Family Access) - This help doc will show families how to complete a new food service application withing Family Access, if this feature has been enabled in your districts configuration.  

• Direct Cert Import Process (Student Management)

• Approve or Deny submitted Applications (Student Management)

• How to Change Entity Default Cafeteria (Video) (Student Management)

• Resetting Food Service Status After Grace Period (Student Management)

• Teacher Food Service Entry by Class (Educator Access +)