Add Physical Facilities

A facility represents a physical address within the district. A physical address doesn't necessarily need to be associated with a campus, and it can represent any location within a district. Furthermore, a facility can represent multiple locations within a single building or other structure — the purpose is to be able to differentiate physical addresses.

This topic describes adding both standard and residential facilities. Residential facilities are used with the RF Tracker.

Add physical facilities

1. Select Admin from the Module pull-down list on top of the screen.

2. Select Physical Fac. from the Facilities menu, and the Facility window opens.

3. Click Add Facility, and the New Facility window opens.

4. Complete the fields as described. Both are required.

• Name: Enter the facility name.

• Facility Type: Select from standard or residential.

5. If a residential facility, enter the State Identifier. Note: This ID can be found on AskTED > Reports and Directories > Download Residential Facilities — http://tea4avholly.tea.state.tx.us/TEA.AskTED.Web/Forms/DownloadRfTrackerFile.aspx

6. Click Create when you've finished entering information. The record is saved, and additional fields are visible.

7. Click Edit Identifier, and the Edit Identifier window opens.

8. Complete the fields as described. Only fields that aren't self-explanatory are described.

• Campus: Select from the list of campuses in the district.

• Purchasing: Select from Do not allow for use in purchasing, Allow Ship To ONLY, Allow Bill To ONLY, or Allow Bill To AND Ship To.

• Default Vendor List: Select from the list if this facility is to be used for purchasing.

9. Click Save, and you're returned to the Edit window.

10. If this facility houses payroll staff, edit the Payroll Report Security tab. Click here for instructions. Note: This information isn't needed for RF Tracker.

11. Click Return to List when finished editing this facility.

12. Repeat steps 3 - 11, if needed to add more facilities.

Return to Set Up RF Tracker

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