ML Schedules™ K12 Facility Request Software provides District Admins and Group Classification Managers with the ability to have complete control over Groups that use the software as their district.

 

This feature allows District Admin and Group Classification Managers to:

 

1. Create a new Group.
Note: If a user with same e-mail address already exists it will put new Group under them; otherwise a new User account will be created and assigned as Group Manager for the new Group.

 

2. Edit existing Groups (all fields except e-mail).

 

3. Add District Notes for Group.

 

4. Upload insurance and additional Group files.

 

5. Assign a Group Classification.

 

6. Add/edit Group Managers.

 

7. Add/edit Group Contacts.

 

8. Submit a Request on behalf of the Group.

 

9. View all of the Group's information.

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To Create a New Group

1. Select Users > Manage Groups to display the Manage Groups window.

 

2. Select  Actions > Add Group at the top right to add a new Group.

A new Manage Group window will be displayed.

 

3. Complete the required fields in the Manage Group screen.

 

4. Select the blue Save button.

 

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To Edit an Existing Group

1. Select Users > Manage Groups to display the Manage Groups window.

 

2. Click the Edit icon () to the right of the group to be edited.

 

3. Edit the selected Group including:

• Change any of the user information
• Change the group name
• Add Group Notes
• Upload insurance documentation and enter an expiration date
• Edit assigned Classification
• Add/edit Group Managers/Group Contacts

 

4. Select the blue Save button.

 

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Add a District Note for a Group:

 

1. Select Users > Manage Groups to display the Manage Groups window.

 

2. Select the Edit icon () to the right of the Group to be edited.

The Manage Group window will be displayed.

 

3. Add any notes about the Group (only seen by District Admin) to the "Notes" field.

 

 

*Note: This is different than the Note For Group Manager Field at the bottom of the Group page. As the Note Field seen above does not get sent to the Group Manager, while the Note field labeled " Note for Group Manager" will send an email to the Group Manager.

 

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Add Insurance or Additional Group Files

 

 

1. Select Users Manage > Groups to display the Manage Groups window.

 

2. Select the Edit icon () to the right of the Group to be edited.

The Manage Group window will be displayed.

 

3. Upload insurance or additional group files as needed.

 

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To Assign a Classification

1. Select Users >  Manage Groups to display the Manage Groups window.

 

Note: When adding a new group, assign the desired Group Classification during the account creation process.

 

2. Select the Edit icon () to the right of the Group to be edited.

The Manage Group window will be displayed.

 

3. Select the correct Group Classification from the drop-down menu.

 

 

4. Select the blue Save button.

 

Note: To approve a requested Classification, see Approve or Decline a Requested Classification.

 

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Submitting a Request on Behalf of the Group

 

1. If the User has the Role of District Admin or Request on Behalf of Others they have the ability to submit Facility Requests on behalf of Groups. 

 

2. When viewing the homepage, there is a drop-down labeled "Request on Behalf of". This drop-down will feature all of the Groups within the program.

 

3. Choose the Group you need to make a request for. 

 

4. Choose your request type and submit your request.

 

For help submitting your request please see review the following article: Here

 

 

Disable Invoicing Automatically for a Group

 

1. Select Users > Manage Groups to display the Manage Groups window.

 

2. Select the Edit icon () to the right of the Group to be edited.

The Manage Group window will be displayed.

 

3. Check off the setting "Do not have invoices automatically sent for this Group"

 

4. Click Save at the bottom of the page. 

 

 

Viewing Additional Group Information

 

1. Select Users > Manage Groups to display the Manage Groups window.

 

2. Click on the Group's name.

 

 

All of the Group's information will be displayed.

 

3. Click one of the following tabs to see additional information.

 

 

• General Tab - will display all general information on the group.

• Requests Tab - will show all related requests for that group.

           Note: If you do not see anything on this page, try clicking Clear All Filters.

• Invoices Tab -  will show all of the group's invoices,

• Payments Tab - will display all payments that the group has made.

• Email Log Tab - will display the email history for that group.
  
  
• Estimates Tab - will display all estimates that were sent to this group. 
• Credits Tab - Will display all credits issued and applied for this specific group
• Conract Tab - Will display a history log of all contacts sent to this group. You can also click the magnifying glass icon to see a copy. 

 Note: This will include all emails sent to the group, including the notes section at the bottom of the group page.