Create an Item with Permission Form (i.e. Field Trip, In-school Event)  

  • Online Feature Only (not tracked in SchoolCash Register) 

  • Permission forms can also include a volunteer’s option. 

  • Permission forms can be reported using the Permission Forms Report. 

 

Step 1: Select the Items tab, select Create A New Item from drop-down. 

 

Note:  Selecting the New Item button is an alternative option to start to create an item. 


Step 2: Complete all required fields to build your item 

Required fields are marked with red (*). Other information fields are optional.  

 

Shape 

 

Extras Section: Add Permission Form 

Enter Item Name and further information for the Parent/Guardian.  Include checkbox for parent volunteers on SchoolCash Online is optional.  Further instructions may be added for the volunteers benefit. 

 

 

Step 3: Preview Item / Save and Attach 

 

 

Preview Item: Always take the time to view how the item will appear on SchoolCash Online.   

Will it be easy for the parent to make the purchase? 

 

Save Option: There are several different save options.  The recommended is Save and Attach. 

      Save and Attach Saves item and takes user to Attachment window 

 

Step 4:Create an Attachment 

See user guide on How to Attach Items for further information. 

Related Articles

Item with Permission Form

Permission Report for an Item with a Permission Form