Horizons is capable of importing, storing and sending your FSM/UIFSM voucher codes and check numbers.
In order import this information, Custom Data Fields (CDFs) unique to your school need to be created.
To do this, head to Admin > Advanced > Custom Data Fields. From here, new CDFs can be created. These fields will be able to hold any desired data field (yes/no, number, text,date) for example, FSM voucher codes.
To create a new CDF, enter details into the 'New Custom Data Field' area, eg:
Entering CDF data
Once created, fields will appear for all pupil in the Edit tab of the pupil profile where they can be manually entered using the Edit button:
Fields can also be populated in bulk from Admin > Import using a .csv file.
The file needs to include pupil UPN and the field to be imported (eg FSM Voucher):
|UPN||FSM Voucher Code|
Importing the CSV into Horizons
Navigate to Admin > Import and press Choose Files and select the CSV you have just saved.
Accept the defaults and press Next. Confirm the header row and press Next.
Match the headers using the dropdown menus.
Select UPN for the first column, use the radio button to select Custom Data Field and pick your created custom data items (eg FSM Voucher).
Press Next to import the data
Emailing the Data
First you need to create a template. There’s a blank template in Admin > Templates that you can use, you just need to take a copy of it and add in some of your own details and point it at the custom data fields you have just created.
Go to Admin > Advanced > Custom Data Fields. Make a note of the PAML name for the two custom data items you have created.
Go to Admin > Templates and change the drop down at the top to All Templates available to [Your School].
Press Clone next to *EMAIL Meal Voucher BLANK.
Change the title of the report to EMAIL Meal Voucher [your school name]
In the body of the template make any required changes to the default text (change the dates in line 5, add in your name at the bottom on line 24).
Add the PAML name you got from Admin > Advanced > Custom Data Fields into the PAML tags in line 11 and 15 (make sure there are no spaces left in the PAML tag).
Save the template.
Sending the Email
Go to Pupil List and select the pupils that you want to email voucher info to.
Use the Pupil Actions drop down at the top and select Email.
In the Messaging screen click in the Templates box.
Choose your edited EMAIL Meal Voucher [your school name] template from the picker on the right.
Press the + button in the Template box to add the template to the body of the email. You are able to amend the text in the template using the text editor on this screen, but do be careful not to change any of the text inside the square brackets.
Make sure to give your email a subject, as you will not be able to send the email without one.
Press Next to choose your recipients and send the email.