Overview

The Excursions file can be used to track student participation in excursions, along with permission slip status, dietary and medical needs and other relevant details. This table also allows for printing relevant lists in various formats. 

This file is intended to cover any extra-curricular activities for which a permission slip may be required and a cost may be attached, such as excursions, camps, even some incursion activities may be best managed from within this file.

Set Up Excursions

Set up excursions in the Excursion Codes file, found under Home > Setup Files > Excursions.

 

Select the green + button to add a new record. The new record will be added as a blank row, ready for you to enter the details.

  • Excursion Name - This will appear on any reports and any invoices that relate to this activity.
  • Date - When you add the date to a new excursion in the Excursions Codes file, a calendar entry will also be added to the Calendar File. 
  • Cost - You will be able to invoice this cost to the student if you wish.
  • Attending Staff - This is only a text field.
  • Notes - These are to help you remember any important information next time you look at this file.

Enrol Students for an Excursion

An individual student's excursion participation appears in the Excursions tab in the Students file.

You can enrol them in a new excursion by selecting the green + button.

Select the excursion from the drop-down. The date and cost will be brought in automatically from the information in the Excursion Codes file.

If you have not set up the excursion, or it needs editing, the pencil icon takes you to the Excursion Codes file.

There are fields for you to add useful notes. You can search later by these fields, and they will also appear on some reports you can generate.

You can attach a file to the Excursion form view and save it with the record.

Enrol Multiple Students for an Excursion

You can enrol a whole list of students for an excursion at the same time. First go to Students and perform a Find to bring up the list of students you want to enrol. Then use the blue More... button to Send FOUND SET to...

Select Excursions from the list, and choose the excursion you want to enrol them for.

Excursion Enrolments and Lists

Student participation in these activities is listed in Home > Student Activity > Excursions.

The list looks like this, allowing you to perform a Find in any of the visible fields to bring up the list you're looking for right now.

The blue More... button gives you quick access to the printouts and reports available for excursions.

For more on excursion reports, see the article on Excursion Lists and Rolls.

Bill Students for Excursions

You can send the excursion cost to accounts for an individual student using the blue Send to Accounts button in the Excursion enrolment window.

You can also send a whole batch of excursion fees to accounts.

The script is found at Common Tasks > Billing > Send camp or excursion fees to Accounts File.

The script starts with a Find window where you can select the excursion you want to bill for.

Or if you leave the Excursion field blank, the = in the Sent to Accounts field will find all records that have not yet been sent to accounts, regardless of which excursion they're for.

You come to a list like this.

In this screen you can omit specific records if you wish to, and you can constrain the found set to only certain results.

When you are ready, select Continue to create the Accounts lines.