Remove PINs from POS Accounts

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

PATH: Point of Sale > Account Maintenance > Account Management Wizard

This option removes the PIN from patrons who have an inactive account in Campus. For example, an account where the Active checkbox on the patron's Account Info tab has been cleared. When a PIN is removed the Location School field is set to "Default" on the Account Info tab.

Family Accounts
If a family account is inactive and you select Student in the Type field, the PIN is only removed from the student on the family account. To remove staff PINs from family accounts, select Staff or Staff and Student in the Type field. If there are any patrons on a family account with no enrollment or employment record, you must manually remove the PIN or use an Ad Hoc filter.

Food Service Cashier and Food Service Manager
The Account Management Wizard only removes personal PINs from an account. If an inactive staff account includes Cashier and Manager PINs, these PINs will no longer work on the Point of Sale Terminal; however, these PINs will not be removed from the account. Cashier and Manager PINs must be manually removed.

This article includes the following topic:


Removing PINs

PATH: Point of Sale > Account Maintenance > Account Management Wizard

  1. Select Remove PINs from the Mode dropdown list.
  2. Complete one of the following account selection options.

    Option

    Description

    Select one of the Type radio buttons

    - Student. This option removes PINs from inactive student accounts only.
    - Staff. This option removes PINs from inactive staff accounts only.
    - Students and Staff. This option removes PINs from student accounts and staff accounts.

    Select an Ad Hoc Filter

    This option allows you to select an ad hoc filter that you have made to select staff and/or students. If you do not select All Schools/All Calendars, the Ad Hoc tool will use the specific Year, School and Calendar selected in the toolbar. If you do not have Tool Rights to All Schools and All Calendars, Ad Hoc will generate based on the specific year, school and calendar selected in the toolbar.

  3. Mark the Include Patron Detail checkbox to include details like the account numbers and names on the #Account Management Report. (optional)
  4. Click the Test button.

    Note

    Testing is required before the Run Update button becomes active. No data is written to the database.

    Result
    The Account Management Wizard tests the update and displays the Account Management Report.

  5. Review the Account Management Report.
  6. Click the Run Update button to remove PINs.
    Result
    A confirmation window displays.
  7. Click OK.
    Result
    The Account Management Wizard removes the PINs from inactive accounts and displays the Account Management Report.

Account Management Report

Report example of PINs removed from staff and students

Report Section

Description

Summary

This section reports the total number of PINs removed.

Patron Detail

This section is sorted alphabetically by patron names and includes the following columns.

  • Student Section: Inactive Account #, Grade and PIN Number Removed. 
  • Staff Section: Inactive Account # and PIN Number Removed.
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