Overview

You can change an attachment from required to optional using Manage Attachments in SchoolCash Catalog. This is useful when you need to remove the required obligation (for example, before SchoolCash Catalog rollover, when a student leaves mid-year, or when a student transfers).

Before you begin

If an item has more than one attachment, update each required attachment you want to change.
If an attachment has already been purchased, changing it to optional may not be appropriate for your situation. Review the students on the attachment and whether some or all have purchased the item before you save.



Steps

Open the item and manage attachments

  1. Navigate to the SchoolCash Catalog.
  2. From the item list, select the item you want to update.
  3. Select Manage Attachments.


Change the attachment from required to optional

  1. In the attachment list, select the attachment you want to change.
  2. Select Edit.
  3. In Attach Item As, select Optional.
  4. If your district uses attachment statuses (for example, Mandatory or Recommended), select the correct status.
  5. Select Save.
  6. Repeat these steps for any other attachments on the same item that are still set to required.


Optional - Review required attachments using an item export

  1. In SchoolCash Catalog, open the item list view.
  2. Select Export to download the item report (CSV).
  3. Open the file and go to the Item Overview worksheet (if your export includes worksheets).
  4. Add filters so you can review items with required counts (for example, filter the Required Students column to show values greater than zero).
  5. Review items where required counts appear unexpectedly and confirm whether those attachments should remain required or be changed to optional.



Outcome

The selected attachment is now optional, so it is no longer a required obligation. If you changed required items that should not carry forward, they will not carry over as required after SchoolCash Catalog rollover.


Troubleshoot

  • You changed one attachment but the item still appears required for some students > The item may have multiple attachments. Edit each required attachment you need to change.
  • You cannot change the attachment option you expected > Your district may use different attachment options or labels. Contact your District Administrator to confirm what your district has enabled.
  • Required items are still showing on accounts after you made changes > Confirm you selected Save after editing, and refresh the item before re-checking.
  • If you have done all the troubleshooting steps and still have an issue, contact your District Administrator.


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