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WorksheetsMSB Review!
Total questions: 38
Worksheet time: 20mins
What are the ways AutoPay can be set up?
Low Balance Trigger
Processes After Student Purchases Lunch
When the School District Requests It
Scheduled Recurring Payment
When Autopay is set up with a low balance threshold how much higher does the payment need to be compared to the low balance trigger?
$1
Double the threshold
$20
$5
In order for AutoPay to process correctly how long does the balance need to be over the low balance threshold?
1 hour
8 hour
12 hours
24 hours
True/False: If the parent sets up AutoPay while the balance is negative AutoPay will continue to process until the balance is positive.
False
True
Can money in the student's lunch account be transferred to the school store?
Yes
No
What is NOT a common reason a parent wouldn't be able to purchase an item in the school store?
Parent doesn't have a student on the account
Product/Store is Disabled
Product is limited to specific grades/school
Store items are not available on weekends
True/False: Student's can be added to multiple parent accounts.
True
False
What information can you NEVER provide to a verified caller?
Student's balance
Student ID number
School phone number
Items purchased in cafeteria
When verifying a caller to reset the password what do you need to do?
Ask ONE security question.
Ask BOTH security questions.
Verify student's DOB and student ID
Verify last 4 of CC
What is something you cannot do for a parent?
Disable his/her account
Create an account
Add a student to the account
Make a payment to the student's account
What report will show the last time the district updated student balances?
Recent Data Transfers
View Balance Log
Payment Report (Detail)
Manual Payment Logs
How long does it take for a student's balance to update?
It depends on the POS; but most within 24 hours
Whenever the district decides to update
As soon as the payment is made
After the parent calls the school district
What information is NOT required when a parent creates an account?
2 security questions and answers
Email address
Date of Birth
Password
When adding a student what information is needed?
Student name. School. Birthday and/or Student ID
Student name. Social Security Number. School
Student name. Student ID number. Grade
Student ID number. School. Birthday
Where does a parent get the student ID number?
Call customer service
Parent creates it
School provides it
Doesn't matter, student ID number is never needed
Which option do you select to search for a parent's account?
Admin Dashboard
Manage Districts
Search Users
What is the best way to find a parent account?
Email address
First and Last Name
Security Role
Identity Provider Login ID
What are the 2 ways to search by a District?
Select "Manage Districts" in the Admin Tools drop down
Type in the school name in the school drop down
Use an email address for a parent in that district
Search by student ID number for a student in the district
True/False: When searching for a student's profile you MUST find the district first.
True
False
True/False: When searching for a parent's profile you MUST find the district first.
False
True
What information is NOT displayed when you click on "View Household"
Student's linked to the account
Student balance
Recent payments
Scheduled payements
Billing Accounts
If a parent has a question about items under cafeteria meal purchases who can help answer that question.
MSB Parent Support
The student
Cafeteria Manager
True/False: Under "View Households" you can see the last time a low balance email was sent to the parent?
True
False
Can we (parent support) reset a parent's password via email (give a new password, not a reset link)?
No
Yes
Can parent support disable an account for parents?
Yes
No
Where in MSB can a parent disable his/her account?
User Profile > My Login > Username >Edit
User Profile > My Contact Info > Name >Edit
User Profile > My Membership
Only parent support can disable a profile
Where can a parent add a student AFTER the account has been created?
Parent cannot add students after account is created. New account must be created.
"My Students" under the blue circle with a person icon
Parent must call school to have student added to MSB
Parent must call Parent Support
True/False: All schools offer a Membership
False
True
What happens when a parent signs up for the OnePay membership?
Fee is waived when making payments with CC
Fee is waived when making payments with e-check
Parent receives text messages for low balance notifications
Student receives free lunches
The cafeteria meal history shows purchases for the last:
90 days
180 days
Entire school year
60 days
If a parent needs cafeteria meal history beyond what is displayed on MSB where can s/he go?
Speak to cafeteria manager
Call parent support
Nothing can be done, information is gone
Have a lawyer send a written request for full meal history.
Can parent support change the username/contact email address for a parent?
Yes
No
Can a parent add or remove a school district from the parent's account?
Yes
No
Why would they even need to?
Where can a parent set the low balance email notification?
My Students
My User Profile > My Contact Info
Call the cafeteria manager
Can parent support take new credit card information over the phone on your phone line?
No
Yes
Where can YOU see the parent's activity on MSB?
User Log
This is something we can do?
Email History
Salesforce
What is NOT reason to refer a parent to the school district?
Refund/transfer balance
Parent needs student ID
Free & reduced meal questions
Parent needs to reset password
When would NOT you refer parent to cafeteria manager?
Cafeteria meal history disputes
Parent needs student ID number
Verify student ate if balance didn't update
Set up AutoPay
