Using Departments as Schools - Additional Requirements

If using Sage departments to define schools two further steps are required:

  • Defining exactly which departments are associated with each school (only defaults were entered when defining the schools).
  • Giving permission to members of staff to individual schools when running reports.
Linking Sage Departments to Schools
Department/School Link

The Departments/Schools Link form is shown above; it will list all departments in Sage in the left-hand column and the associated Subsidiary School Name in the right-hand column.  Initially the right-hand column will be blank.

To associate a department with a school, simply select the appropriate school from the drop-down list in the right-hand column.  This will allow each Sage department to be individually associated with a school.

Normally Sage departments are used in ranges by school, as defined in the initial school setup.  If this is the case this task is made considerably easier by clicking the ‘Set Subsidiary School by Department Range’ button.  This will automatically link the appropriate school to each department.  Any department that falls outside the default ranges will need to be ‘mapped’ individually, as will any that you want to allocate manually.

Restricting members of Staff to Individual Schools
User/School Permissions

Note that these permissions are solely for Academy Reports; permissions for Academy Requisitions are granted separately:

Purchase Requisitions > Maintenance Menu > Members of Staff