Main Screen
●   The Main Screen is the first full screen that appears when the program is opened.  The Selection Menu within the center of this screen provides quick access to either current or inactive Students, as well as other program screens.  Records can be presented in entry view or grid view.
●   From the File Menu at the top of the screen, you can access the Options Screen.

The first tab of this screen allows you to establish default invoice settings, business logo and business address for use throughout the program.

 
●   The second tab allows you to set the billing and inventory updating methods

 
●   The third tab allows you to set a default calendar, default address and scanning screen options for background, sound and screen saving.

This section also provides functions for quick batch inactivating and deleting of old student records.

 

 
●   The fourth tab allows you to specify user defined fields that work with the various Student Screens

 

 
●   The fifth tab allows you to establish how the Barcode or Finger Scanning Screens will update and mark attendance.
●   Set several layers of password protection.
 

●   From the Utilities Menu at the top of the screen, you can backup and restore database information.

 
●   The Selection Menu screen allows quick access to the "Search for Student" popup screen for locating Students.

 

Student Screen
●   Keeps track of all Student information.

●   Easy entry of other family members.

●   Add unlimited number of photos for each student.

●   Assign and update advancement requirements.
●   Opens your e-mail editor at the click of a Button with the Students email address preloaded.
●   Add a scan of the student's finger for easy logging into class.

Simply click the Add Finger Scan button on the Student Information Screen to open the Add Finger Scan popup screen.

 
Click the Add button to start the scanning.

Place the finger on the finger sensor three times.

 
You are notified when a good scan has been obtained and extraction of ridge characteristics saved to the database.  It should be noted that the fingerprint image is not saved and the data saved cannot be used by law enforcement authorities.
●   Click the second tab on the right side of the Student Screen to add/view attendances and to enroll into classes.
●   Click the third tab on the right side of the screen to add payments and purchases or to print out a summary of the student's account.
●   Click the forth tab on the right side of the screen to add auto billing and e-Billing to the student's account.
●   Click the fifth tab on the right side of the screen to add notes you wish to be displayed when the student scans into class.
●   Click the sixth tab on the right side of the screen to add additional information.  This section also includes five fields that can be specified by the user.
●   Click the seventh tab on the right side of the screen to add additional notes and emergency information.

●   Click the eighth tab on the right side of the screen to open a preformatted document you created from the Documents Screen with the student's information already added.  You can also call-up documents previously saved for the displayed student.

●   Click the Display Flagged Documents button to view and update status of flagged documents.

 

 

You can also print student ID Cards and Mail Labels from the Print button.
●   The Mailing Label popup screen allows you to select from a listing of Avery mailing labels and select the position on the sheet where you would like the student's address to print.

 
●   A button at the top of the Student screen allows you to schedule private training sessions that will show on the Calendar screen.

●   All upcoming private sessions for the displayed student can be viewed by clicking the adjacent button.

 

Staff Screen
●   Schedule your staff for all classes and events.

●   Fill the schedule from drop down boxes that only list staff members available for the particular class and time.

  

 
●   Enter information on each staff member and their availability on each day.  

●   You can also enter vacation/travel periods and exclude from specific classes.

 
●   Query for various schedules and reports.  

 
●   Specify the captions for the scheduling grid and delete old records.  

 

Advancement Screen
●   This screen lists all the rank requirements for each craft taught.  The rank categories entered here are available to the Student screen for assignment to students. 

Set expected completion time by weeks, hours or classes for each category.  This information is used by the Report Screen for printing status of advancement requirements.

 

 

Scanning Screens
●   You have the option of using a barcode scanner, finger scanner or touch screen for logging students into classes or events.  

 
●   An Attendance Edit Screen is available to fix any class or event entry errors.  The date, class, or event can be easily changed from this screen.

 

 

Attendance Screen
●   This screen is handy if you choose not to use a scanner.  The screen will display all current students for the selected period and class.  A blank sheet for the class can be printed out for the week.  This allows the students to initial for the days they show and since the sheet is arranged in the same order as the Attendance screen you can easily update each student's attendance records at the end of the week.

●   The color of the row indicates the student's current account status.

 

Attendance Analyzer Screen
●   View a color graphic presentation of student attendance for any period of time.  All columns can be reduced at a click of the button to easily view longer periods of time.   

 

Batch Payment Screen
●   All current students are listed and their accounts can be easily viewed and updated from this screen. 

 

Click the 'Single Entry' button to open the Payment Screen.  The Payment Screen is also accessed from the Student Screen when adding a payment.  Payments can be applied to any of the invoices associated with the student.

 

e-Billing Screens
●   Open the Select Billing Screen from the Main Screen where you can open various billing screens or print a quick report of expiring credit cards or contracts. 

●   From the Students Screen, you can open the Student Billing Setup Screen to establish billing through their credit card or checking account.

●   Also from the Students Screen, you can e-bill the student for money owed.

●   One of the screens you can open from the Select Billing Screen is the Batch Upload Screen.  This will upload all billings listed and update all student accounts.

 

Calendar Screen
●   Receives scheduling information directly from the Student screen.

●   Scheduling can be done directly onto the Calendar screen or entered in a pre-established format by clicking the desired time and then the Entry button that appears.

●   Allows for unlimited number of calendars to cover each Instructor or training location.
●   View by Day, Week, or Month.

●   Printout the schedule for the selected Day, Week or Month as well as specific queries.

 

Class Scheduling Screen
●   This screen sets-up all classes. The information entered here will display on the Calendar screen and Scanning screen.

●   The Classes scheduled onto this screen are available to the Student screen when enrolling students into a class.

 

Event Scheduling Screen
●   This screen is used to schedule specific events such as promotion examinations.  The information entered here will display on the Calendar screen.  This information will also be available to the Scanning screens on the day of the event.

 

Training Plan Screen
●   Create Training Plan outlines for each class and assign to one or more dates.

●   Print all Training Plans for a specified date.

●   Print reports summarizing time spent on each training item.

 

Training Photo Screen
●   Create instructional outlines for your students of basic techniques, kata, etc.  Add as many instructional photographs and descriptions as you wish for each topic.  The screen will display three at a time.  Printouts will contain up to 9 photographs/descriptions per pages.

 

Contacts Screen
●   Add all of your non-student contacts to this screen.  Information from this screen can be called-up onto the Invoice Screen for billing.

 

Invoice Screen
●   Enter as many items onto the grid of itemized charges as you desire.  Apply any tax rate to any item.

●   The Invoice screen can be opened and easily loaded with Student or Contact information from a call-up list.

●   If the invoice record was initiated from the Student Screen or the Student name is called-up then the final account information will be fed back and updated on the respective Student record.

●   Import Products and Services for billing or use barcode scanning.

●   Create Order records for each purchase item if you do not carry in stock.

 

Products & Services Screen
●   Add all products you carry and services you provide so that they can be directly imported into any invoice.  Product barcodes can be printed and scanned onto the Invoice Screen.

●   An additional tab section is provided for taking orders from students.

 

Expenditures Screen
●   This screen will help keep your business expenditures organized for tax time.

●   Fully integrated with the Account Screen to help you track expenditures/deposits to these accounts.

 

Accounts Screen
●   Add all your business checking, petty cash and credit card accounts to this screen.

●   Works with the Expenditures Screen mentioned above and all expenditures/deposits to each account will be listed on the screen.

 

User Created Data Reports Screen
●   Created your own reports in the format of your choice.  Database field, labels, lines, shapes, pictures and barcodes can be easily added to the report development work area.
●   Preview the report you have created.  The report is available for printing from all screens associated with the report's database or directly from the preview screen.

 

Report Screen
●   Most of the screens associated with the program have an option for printing the displayed information.  The Report screen is a single location for printing most anything associated with the program.

●   Printout pre-formatted reports, user created reports, or Mailing Labels for student records meeting the selected criteria.
●   Printout pre-formatted accounting reports or user created reports meeting the selected criteria.
●   Printout pre-formatted advancement reports or user created reports meeting the selected criteria.
●   Enter a query and print a pre-formatted report or user created report showing all records that match that criteria.
●   Printout pre-formatted Class Enrollment reports or user created reports meeting the selected criteria.
●   Printout Attendance reports for Classes and Events meeting the selected criteria.

 

Document Screen
●   Create mail merge type documents for use throughout the program.  You can save documents as RTF or export to MS Word for more formatting options.  When the document is called up on the student screen the program will fill the document with the database information, pictures and barcodes that you specify.  

 
●   The Page Setup screen allows you the modify the the page layout or each document as well as the formatting of the program generated information.

 

●   The end result is a document meeting your specific needs.

 
●   All documents you create for students can be flagged for follow-up action and viewed/edited on the second tab of the Document Screen.

 

Grid View Screens
●   All screens that allow entry of record information also provide the ability to display this information in a grid format.  These grids allow you to sort the displayed information, display records matching a search criteria, customize the column sizes as well as which ones are displayed, and drag and drop columns to a different location.
●   Records that are selected (i.e., check box clicked or "Select" column title clicked to select all displayed records), depending upon the screen, can be archived, reactivated, deleted, or printed as a report, document, ID cards or mailing labels.

●   Export the information to MS Excel.

●   A highlighted record can be opened in the Entry Screen view.

 

Prospective Student Screen

●   The Prospective Student Screen will store the basic information of a person interested in starting classes.  Once the person has started classes, you can move their record to the active screen at the push of a button.

Archive Screens

●   The Student, Invoice and Expenditure Screens each have a function for archiving records.  These archived records can be viewed by selecting the desired archive screen from the Main Menu or by selecting the Archived Records option on the Selection Menu then selecting the desired screen Button.

Record Backup Screen
●   You can backup the program database and associated files to any fixed or removable drive.

 

 
●   You can set-up a default backup time which will automatically backup your database and associated files.

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