Branch Defaults

The Branch Profile is the data location where the system's primary settings are recorded. This section focuses on Defaults.

• When changing any Branch setting, any user currently logged into the Admin Module may not experience the setting modification until the user logs out and logs back in again. Most Branch settings take effect at login in the Admin Module and take effect immediately in the Web Registration Module.
• Some fields are version specific and may not appear in the Branch Profile.

Navigation:
Release 3: Header »» Admin/Security »» Settings »» Branch Profile »» Defaults Panel
Release 2: Admin Menu »» Settings »» Branch Profile »» Defaults Tab

Applies To: Enterprise Plus Basic

Defaults

• Default Age Date: Date for determining the maximum age of student for program Year. This field is mostly unused at this point based on changes over time in federal reporting. However, the field is still required for historical purposes.
• Default Area Code: Used to pre-populate area code fields on a new records. Required field.
• Default Country: Used to pre-populate the country field on a new Postal Code record.
• Default Time Zone: Used to set the default Time Zone on a Course Section for a new record. If not enabled, the Time Zone field does not display in the Course Section.
• Default School District: Used to pre-populate school district field on a new Client Residency record.
• Default Ethnic: Used to pre-populate the ethnic field on a new Client record.
• Default Enrollment Status: Used to pre-populate Enrollment Status field on a new Client Assignment record.
• Default Registered By: Used to pre-populate the Registered By field on a new Client Assignment record.
• Default Status Code: Used to pre-populate Status Code field on a new Client Assignment record. Status Code is a user-defined field.
• Default EPE Client: If checked Yes, adds a funding record for the NYS EPE funding category to all clients that meet the following criteria. (Enterprise and NYS organizations only)
  • (a) Client does not currently have an EPE funding record
  • (b) Client does not have a GED or US Diploma based on the Diploma Status field in Client Demographics
  • (c) Client is 21 years or older based on the Birth Date field in Client Demographics and the Program Year End Date field in the Branch settings.
• Default Adult Client: Used to set the default value of Adult Ed Client field in Client info demographics. Used to separate out Adult Ed students from other students in the same database for certain reports.
• Default Attendance Code: Default value for Attendance Code when a new Attendance record is added.
• Default EPE Assignment: If checked Yes, new Assignment records are checked as EPE = Yes by default. (Enterprise and NYS organizations only)
  
• Default Fee Group: Default value for Fee Group when a new Client record is added. Required field.
• Default Revenue Item: Default value for Revenue Item when a new Payment record is added.
• EPE2 Percentage: Maximum percentage of EPE2 allowed. For informational purposes only. Does not restrict attendance entry. (Enterprise and NYS organizations only)
  
• FTE Rate: FTE reimbursement Rate. (Enterprise and NYS organizations only)
  
• FTE Hours: Number of contact hours to generate one FTE. (Enterprise and NYS organizations only)
  
• Default SIRS Status: Determines SIRS Status value on a new Client Assignment record. (Enterprise and SIRS organizations only)
• Digital Signature: File location for Digital Signature used in some Report and Marketing menu options. (disabled at this time)
• Logo: File location for Logo used in some reports. Logo graphic must be a JPG proportioned to fit a size of 223 px width and 78 px height. For good print quality, the logo should be 96 dpi. The following reports support the display of a logo. Note that InSight reports do not support this field. Images on InSight reports utilize a different emthod to display.
  
  • Report Menu »» Financial »» Invoices
    
  • Invoice when emailed as a PDF attachment from Client Invoice
    
  • Report Menu »» Client »» Certificates (Advanced)