Spring Cleaning Into the New School Year
- Tesla Candela
- Mar 15, 2022
- 2 min read
There’s something about Spring that boosts our mood and our motivation. The days are brighter, the weather is warmer, and we’re that much closer to summer. As you go about your day getting your cafeteria plans “cleaned up” for the next year, why not clean up your software, too?
Here’s Your Spring Cleaning Checklist – The Software Edition
Check that the sites and users in your system are up to date
Disable employees who have left
Activate new employees
Update permissions for employees with new roles
Make sure all your active sites are in the system (Need to add another site? Email us!)
Review Patron and Student accounts
Prepare to send balance reminders
Prepare to send notification letters
Prepare for eligibility applications
Audit your letter templates and make necessary updates
Refresh yourself on how to run verification samples and track responses (Amigo can help!)
Update items in your system
Deactivate items that haven’t been used, or won’t be used in the foreseeable future
If your district has a central warehouse, double check the items and quantities being shown to sites
Enter new items into the system to properly track costing and usage
Clean up your menu grids at the POS terminals
Update menu item pricing
Add or remove a la carte items
Review Production Records
Check for gaps and follow up with sites on their production records
Although the 21-22SY has been a year of transition for many of us, and there’s an unspoken rule that anything can change at any moment, this list will hopefully help you feel more confident and prepared for what’s to come. Remember, you can always “clean as you go.” Happy Spring cleaning!
