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1992-05-25
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THE "ATTENDANCE MANAGER"
CHILD CARE CENTER AND SCHOOL ACCOUNTS RECEIVABLES
PROGRAM DOCUMENTATION
FOR
SHAREWARE VERSION 1.3
COPYRIGHT (c) 1991, 1992 "THE WRITE STUFF" SOFTWARE GROUP
ALL RIGHTS RESERVED
THE "ATTENDANCE MANAGER" is a registered trademark of "THE WRITE STUFF"
SOFTWARE LICENSE INFORMATION
A. THE "ATTENDANCE MANAGER" is copyrighted material.
B. The "ATTENDANCE MANAGER" must be copied in unmodified form complete with
the following files (package):
AM.EXE ATTENDAN.DBF HELP.DBF ROSTER.DBF DIR_TXT.DBF
FAMILY.DBF DATA.DBF HELP.DBT SCHOOL.DBF
READ.ME XACTION.DBF ADATES.DBF GROUP.DBF
C. The full and unmodified "ATTENDANCE MANAGER" documentation (READ.ME)
must be included with all copies.
D. No fee, charge or compensation of any kind may be accepted for this
package of Software, except charges for disk duplication as applicable.
E. Operators of Electronic Bulletin Board Services may make this package
available for downloading to any PC, so long as all conditions included
in this agreement are met.
YOU MAY NOT USE, COPY, MODIFY, OR TRANSFER THE PROGRAM OR
DOCUMENTATION, OR ANY COPY, MODIFICATION OR MERGED PORTION,
IN WHOLE OR IN PART, EXCEPT AS EXPRESSLY PROVIDED FOR IN
THIS LICENSE.
LIMITED LICENSE TO COPY
You are granted a limited license to make copies of The "ATTENDANCE
MANAGER" Program (SHAREWARE Version only), except as described above and also
the following:
You may not sublicense the Embedded Program and any related Documentation
to any purchaser of your PC solely in the form provided by The "Write Stuff"
Software Group and in conjunction with the use of such PC without the prior
written consent from The "Write Stuff" Software Group.
You may not decompile, disassemble or otherwise reverse engineer the
Program. Any portion of the Program merged into or used in conjunction with
another program will continue to be the property of The "Write Stuff" Software
Group and are subject to the terms and conditions of this Agreement.
INTRODUCTION
The ATTENDANCE MANAGER is an easy-to-use system that provides
the user with the tools necessary to properly manage the most important
aspect of your business...GETTING PAID!!!
The benefits are many and sooo easy to use! Utilizing the powerful
capabilities of The "ATTENDANCE MANAGER" puts you in control, allowing
you to:
. MAINTAIN ACCURATE RECORDS WITH THE GREATEST OF EASE
. GENERATE INVOICES & CUSTOMER RECEIPTS INSTANTLY
. PROCESS CUSTOMER TRANSACTIONS AUTOMATICALLY
. ACCESS CUSTOMER INFORMATION AT A KEY STROKE
. ADD UNLIMITED NEW CUSTOMERS AS YOUR BUSINESS GROWS
MINIMUM SYSTEM REQUIREMENTS
Listed below are the minimum requirements to run The "ATTENDANCE
MANAGER" Software Program:
. IBM AT/XT or compatible
. 10 Mbyte Hard Disk installed (Minimun)
. 3-1/2" or 5-1/4" Floppy Disk Drive
. 640 Kbyte Memory
. Printer
. DOS 3.3 or Greater
Note: Due to the possible large amount of data you may collect
using this program, we highly recommend that you use this
software on a hard disk based system. Although the Program
will function properly on a floppy disk based system, it is
not recommended.
GETTING STARTED
This user guide provides easy to understand step-by-step instructions to
perform the most important functions of the ATTENDANCE MANAGER. In addition to
the user guide, an on-line "HELP" system is installed providing quick access to
information about the particular area of the Program you are presently working
in and what to do. Simply press the F1 key anytime "help" is needed.
At the DOS prompt type: "AM" followed by pressing the [Enter] key. The
screen will display a opening welcome message. Press the [Enter] key once again
and a disclaimer will be displayed. After reading the disclaimer page press the
[Enter] key once more. If this is the first time you will be asked to enter
your company's information, otherwise the screen will display:
Opening Database files - Please stand by!
The main menu appears displaying four selections as in Figure 2 below. Each
selection will present another menu with multiple selections. Depending upon
the function selected, the user will be able to maintain customer files, take
attendance, generate invoices, receive and process payments, print receipts,
edit customer transactions, view customer account activity and much, much more!
SCHOOL DATABASE MAIN MENU 03/19/91 20:06:03
╔═══════════════════════════════════════════════════════════════╗
║ YOUR COMPANY NAME APPEARS HERE ║
║ ║
║═══════════════════════════════════════════════════════════════║
║ EXIT PROGRAM ║
║ ║
║ CUSTOMER/STUDENT INFORMATION ║
║ ║
║ ATTENDANCE INFORMATION ║
║ ║
║ TRANSACTION INFORMATION ║
║ ║
║ UTILITIES ║
╚═══════════════════════════════════════════════════════════════╝
Figure 2. Main Menu
DEFINING THE RATE STRUCTURE
The rate and associated description provides The ATTENDANCE MANAGER with
the mathematical formula for calculating customer charges and other transaction
information. Which rate you will use for a specific customer or student will be determined later when setting up
your customer/student database a little later on.
Begin by selecting TRANSACTION INFORMATION at the main menu. Select RATE
STRUCTURE. Another menu is displayed as shown in Figure 3 below.
╔════════════════════════════════════════════════════════════════╗
║ STANDARD AND DISCOUNT RATES ║
║════════════════════════════════════════════════════════════════║
║ ║
║ EXIT ║
║ ADD RATE ║
║ EDIT RATE ║
║ DISCOUNTS ║
║ ║
╚════════════════════════════════════════════════════════════════╝
Figure 3. Rate Menu
Move the cursor to hi-lite ADD RATE and press the Enter Key to make your
selection. A blank Rate Form will be displayed as shown in Figure 4. The
Program will prompt you to first define a rate type. Simply press the Enter key
to call up a list of rate types (see Figure 5) and press return at your
selection, or you may type in one of the four rate types: HOURLY, DAILY, WEEKLY
or MONTHLY.
Enter the desired dollar amount of the charge that you want to correspond
with the rate type selected. Use the description field provided to describe
your rate (i.e.; 7AM-5PM Monday-Friday). Up to 99 different charges may be
defined with any combination of the four rate types.
╔═════════Press Esc to Abort Add═════════╗
║ TYPE : HOURLY AMOUNT :$ 10.00 ║
║ DESCRIPTION : 3-5PM Monday-Friday ║
╚════════════════════════════════════════╝
Figure 4. Sample Rate Type & Definition
Once you have defined a particular charge, it can be used for any number of
students. In other words, it is not necessary to have a duplication of the same
charges for different customers. Each time you add a new student you can
quickly glance at a rate look up list to see if an appropriate rate for your new
student is already defined.
╔═══════╔══Select═╗ to Abort Add═════════╗
║ TYPE :║ HOURLY ║ AMOUNT :$ 0.00 ║
║ DESCRI║ DAILY ║ ║
╚═══════║ WEEKLY ║══════════════════════╝
║ MONTHLY ║
╚═════════╝
Figure 5. Rate Type Select List
DESCRIPTION OF RATE TYPES
MONTHLY RATES - allows charges on a "monthly basis" and posting
is performed on the Friday after the 25th day of each month.
If you add a new student at an odd time of the month, enter the
monthly rate and use the SPECIAL CHARGES feature to charge for
the time left in the current month. Multiple student discounts
may be applied to customers with a fixed monthly rate. The
minimum number of days in attendance requirement does not apply.
WEEKLY RATES - allows charges of "fixed weekly rates" whether or
not the student is present every day. Multiple student discounts
may be applied to customers with a fixed weekly rate. The minimum
number of days in attendance requirement does not apply.
DAILY RATES - allows charges to be calculated on a "per day" in
attendance basis. The minimum number of days requirement feature
may be used for multiple student discounts.
HOURLY RATES - allows charges "by the hour" (i.e., afternoons
only, overtime or late penalty, etc.) The minimum number of days
requirement feature may be used for multiple student discounts.
NOTE: The ATTENDANCE MANAGER billing cycle consists of a normal seven (7)
day week, always beginning on Monday. Weekly attendance must be complete
before any automatic charges can be posted.
EDIT RATES
To edit or delete previously entered rates simply select EDIT RATE from the
Rate Menu. (See Figure 3.) The system will display a Rate Select List as shown
in Figure 6 below. After selecting the desired rate, the ATTENDANCE MANAGER
will ask you to define the rate type or give you an option of deleting it by
pressing the F3 Key. If you elect to delete the rate currently displayed, the
ATTENDANCE MANAGER will check to see if that rate is presently being used and
will ask you to verify the deletion by entering "Y" or "N". If the rate is in
use an error message will be displayed along with the current users of this
particular rate.
╔════ Select Rate - Press Esc To Exit ════╗
║ $ 0.00 NO CHARGE ║
║ $ 10.00 HOURLY SPECIAL HOURLY RATE ║
║ $ 4.00 HOURLY STANDARD HOURLY CHARGE ║
║ $ 25.00 DAILY STANDARD DAILY CHARGE ║
║ $125.00 WEEKLY STANDARD WEEKLY CHARGE ║
║ $300.00 MONTHLY STANDARD MONTHLY CHARGE ║
╚═════════════════════════════════════════╝
Figure 6. Rate Select List
MULTIPLE STUDENT DISCOUNT
The ATTENDANCE MANAGER allows you to offer a "multiple student discount" to
your customers responsible for payment for more than one student. Selecting and
defining the multiple student discount allows automatic calculation of the
Customer's account balance with consideration of the discount specified. Note
that you can define a "minimum number of days" in which the student must be in
attendance (hourly or daily rate only) in order to qualify for the discount.
DEFINING THE DISCOUNT
Select DISCOUNTS from the Rates Menu. The Multiple Student Discount Menu
will be displayed as shown in Figure 7 below. Use the cursor to select either
DOLLARS or PERCENTAGE. By selecting DOLLARS, each student's balance after the
first student per customer will reflect a discounted dollar amount. If the
PERCENTAGE discount is selected, the customers account balance will reflect the
discount as a percentage of the customers charges for the past week. Please
note that only one discount type (DOLLARS or PERCENTAGE) may be selected for
your business.
╔══Select Discount ═╗
║ DOLLARS ║
║ PERCENTAGE ║
╚═══════════════════╝
╔═════════Press Esc To Exit════════╗
║ MULTIPLE STUDENT DISCOUNT 10% ║
║ MINIMUM DAYS/WEEK 5 ║
╚══════════════════════════════════╝
Figure 7. Multiple Student Discount Menu
Once you have defined your rate structure and discount structure, return to
the main menu by EXITing out of the current menu.
CUSTOMER/STUDENT INFORMATION
Now that you have set up your Company Information and have defined your
Rate Structure, you are ready to start entering your Customer and Student
information completing your data base.
At the Main Menu select CUSTOMER/STUDENT INFORMATION to add new customers.
Move the cursor to hi-lite ADD NEW CUSTOMER and press the Enter Key. The
ATTENDANCE MANAGER will prompt you to enter some key information about your
customer, such as name, address, emergency contact, etc. (See Figure 8.) If
you are not ready to enter the customer, simply press the ESC Key to return to
the main menu.
The ATTENDANCE MANAGER will use the Customer's last name as the Account
name for billing purposes. This feature allows students with a different last
name to be listed under the appropriate customer billing name. Additionally,
all invoices, statements, receipts and mailing labels will be addressed to this
name as the responsible party.
╔═══════════════════════════════════════════════════════════════╗
║ E N T E R N E W F A M I L Y ║
║───────────────────────────────────────────────────────────────║
║ CUSTOMER LAST NAME ADAMS ACCOUNT NUMBER 4 ║
║ ║
║ FATHER'S INFORMATION MOTHER'S INFORMATION ║
║───────────────────────────────│───────────────────────────────║
║NAME JIM SMITH │NAME JENNIFER ADAMS ║
║ │ ║
║HOME PHONE (999)555-1212 │HOME PHONE (123)456-7890 ║
║ │ ║
║WORK PHONE (888)444-1212 EXT 1 │WORK PHONE (987)654-3210 EXT 2 ║
║───────────────────────────────│───────────────────────────────║
║ MAILING ADDRESS │ EMERGENCY PHONE CONTACT ║
║ │ ║
║ 1455 ALCOVE WAY │ (123)987-6543 JOHN ADAMS ║
║ │ ║
║ CITY SANTA BARBARA │ (809)999-5959 JEFF SMITH ║
║ │ ║
║ STATE CA ZIP 91111 │ ║
║ │ ║
╚═══════════════════════════════════════════════════════════════╝
(Press Esc to Abort Customer Add)
Figure 8. Enter Customer Information
Once the customer information has been entered, proceed to the STUDENT
INFORMATION screen by pressing the Enter Key. A select list of previously
defined rates is displayed for you to select from. If the desired rate does not
appear, select ADD NEW RATE and the rate screen will appear. Define the desired
rate and press the Enter key or press the ESC key to quit entry.
The student information screen automatically comes up with the last name of
the customer already filled in. This allows you to verify that the customer
account name and account number are correct. At this time, you may enter a
different last name if desired. Respond to the prompts until all requested
information is entered.
The "SCHOOL" field may be used to identify a student with a particular
group, class or school. Enter the School or Group name. If the particular
School or Group is not already in the database, it may be added by selecting
"ADD NEW SCHOOL" from the Select List.
"ACTIVE" is used to activate or de-activate a student on the current
Attendance Roster. Enter either "Y" or "N" to input student's current
attendance status.
The "NOTES" field at the bottom of this screen is available for any special
information you may wish to enter, such as, who is authorized to pick up the
student, any allergies or special diets, etc.
╔══════════════════════════════════════════════════════════╗
║ S T U D E N T I N F O R M A T I O N ║
║──────────────────────────────────────────────────────────║
║ ACCOUNT 4 STUDENT NUMBER 10 RATE 1 ║
║ NAME ADAMS, BOBBY ACTIVE Y ║
║ (Last Name, First Name) ║
║ SCHOOL PINE TREE ELEMENTARY PICKUP N ║
║ DISMISSAL 3:00PM GRADE 2 BIRTH DATE 09/12/81 ║
║──────────────────────────────────────────────────────────║
║ SPECIAL NOTE OR INFORMATION / AUTHORIZED TO PICK UP ║
║ Allergic to dairy products / Pick up by Mom/Dad only ║
║ ║
╚══════════════════════════════════════════════════════════╝
Figure 9. Student Information
The ATTENDANCE MANAGER will ask if there are any other students to be added
to this customer's account. There is no limit to the number of students you can
have under one customer account name. If no more students are to be added,
simply respond with "N" and press the Enter Key.
When all customers and students have been entered, return to the main menu.
TAKING ATTENDANCE
At the main menu select ATTENDANCE INFORMATION and press the Enter key.
Select TAKE ATTENDANCE. The attendance sheet appears as shown in Figure 10.
Only those students charged by the hour and students that were absent during the
week will require data maintenance.
╔═════════════════════════════════════════════════════════════╗
║Enter Attendance for the Week of 02/25/91 03/22/91 20:07:31 ║
║════════════════════════════════════════════════════════════ ║
║ ║
║NAME MON TUE WED THU FRI SAT SUN ║
║──────────────────────────────────────────────────────────── ║
║MILLER, SUSAN │ │ │ │ │ │A │A ║
║POWELL, CHARITY │ │ 0.0│ 0.0│ │ │ │ ║
║POWELL, JENNIFER │ │ │ │ │ │A │A ║
║POWELL, JEREMY │ │ │ │ │ │A │A ║
║═════════════════════════════════════════════════════════════║
║Move the cursor and press the Enter key to Edit Attendance ║
╚═════════════════════════════════════════════════════════════╝
Figure 10. Enter Attendance
Using the Attendance Sign-In/Sign-Out Sheet as a reference for the current
week's attendance, move the cursor to hi-lite each student that was absent
during the week or those charged by the number of hours in attendance. Using
the right arrow key move across the days of the week to the day of absence or
day where hours must be recorded and press the Enter key.
Note that the appropriate charge for each student is displayed in the far
right column. Press the Enter key to select a particular column or day. Enter
an "A" on the day of student's absence for daily, weekly and monthly students,
and enter the number of hours in attendance for hourly students. Press the
Enter key and use the right/left, up/down arrow keys to move about the
attendance work sheet.
Return to the main menu by pressing the ESC key and EXIT out of the
Attendance Information screen.
POSTING AUTOMATIC CHARGES
Weekly billing cannot take place until Friday of the present week.
Attempting to perform this function before Friday of the current week will cause
an error message to be displayed and you will not be permitted to post charges
until that Friday.
Select TRANSACTION INFORMATION from the main menu. Using the down arrow
key move the cursor to hi-lite the POST STANDARD BILLING option and press the
Enter key. The ATTENDANCE MANAGER will display the following message:
POST CHARGES FOR THE PAST WEEK? (Y/N)
Enter "Y" and the ATTENDANCE MANAGER does the rest! All active customer
accounts are charged and balances are automatically updated. While this is in
process the screen will display the following message:
DO NOT INTERRUPT! NOW POSTING CHARGES TO ACCOUNT ___
It's so easy...that's all there is to it! You are now ready to print
invoices, accept payments, issue receipts, and prepare your deposit slip for
the bank!
The ATTENDANCE MANAGER has automatically created a clean
Attendance Worksheet and is now ready for the next week!
Your comments and suggestions are welcome! Please feel free to call us at
(805) 987-7216 with any comments/questions or to place an order today!
THE ATTENDANCE MANAGER
"ORDER FORM"
MAIL TO:
The "WRITE STUFF" Software Group*
543 Keyser Rondo
Camarillo, CA. 93010
(805) 987-7216
*Provider of reliable systems and software solutions since 1986.
YES! I want to automate my business... REF NO #:__________
NAME:_____________________________________________
COMPANY:__________________________________________
ADDRESS:__________________________________________
__________________________________________________
CITY:_________________________________ STATE:_____
ZIP CODE:______________ PHONE:_________________
PLEASE INDICATE METHOD OF PAYMENT: COD [ ] CHECK [ ] VISA [ ]
BANK & CARD NUMBER: ______________________ EXP: ____________
SIGNATURE:_______________________________ DATE: ____________
=============================================================================
PRICING INFORMATION:
The "ATTENDANCE MANAGER" - Release 1.3 $ 50.00*
(Shareware registration, support and update notification)
The "ATTENDANCE MANAGER" - Release 3.0 $ 395.00
(Full documentation, support, 1yr. warranty and updates)
PLEASE CHECK DISK SIZE PREFERED: [ ] 5.25" [ ] 3.5"
PRODUCT________________ _____.__
CALIF SALES TAX (7.25%)* _____.__
SHIPPING & HANDLING $5.00 .
========
TOTAL $____.__
*California residents only.
(Sales Tax/Handling Fee not required for Shareware Registration only.)