SUMS
Process Flowchart
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SUMS
Welcome To SUMS
Pluto API
Main SUMS Dashboard
Main SUMS Dashboard
What can I see on my main SUMS dashboard?
What can I find in the Release Notes?
What can I find in News & Updates?
What can I find in the What's New tab?
How can I view my KPIs on the SUMS Dashboard?
Notifications
Notifications
When will I receive notifications?
How can I view my notifications?
How can I adjust my notification preferences?
My SUMS User Account
My SUMS User Account
How can I change my password?
What if I can’t log into my SUMS account and need my password resetting?
What is Multi Factor Authentication (MFA)?
Academic Opportunities
Academic Opportunities
Introduction
Academic Opportunities
Permissions
Accommodation Website
Accommodation Website
Reviews
Admin
Admin
Users
Permissions
Modules
Adding Genders and Titles
Emails
Scanner Permissions
Student Dashboard Access
Adverts
Adverts
Introduction
Staff Guidance
Student Guidance
System Configuration & Permissions
Email Templates
Advice
Advice
Introduction
Cases
Categories
Closure
Consent Forms
Creating and Viewing Cases
Demographics
Footfall
Funding
Incoming
Landlords
Questions
Referrals
Statistics
BUCS
BUCS
Scores
Communications
Communications
Introduction
Email Scheduling - Mail Pending
Mail Sent
Manual SMS Requests
Member Marketing Preferences
Petitions
Push Notifications
SMS
Subscription Groups
Surveys
Surveys
Creation
Modification
Coursemate
Coursemate
Process Flowchart
Staff Guidance
Student Guidance
Rep Guidance
System Configuration & Permissions
Email Templates
Digital Signage
Digital Signage
Digital Signage Guide
Elections
Elections
Introduction
Creating an Online Election
Can I view the setup of an election whilst it is live?
Viewing the Results of an Election
Manually Adding Candidates to an Election
Approving Candidates
Processing Paper Ballots (Offline Election)
Withdrawing a Candidate from an Election
Offline Election
TV Display
Bulk Calculation of Election Results
Bulk Calculation of Election Results
Election Periods
How do I create an Election Period?
How do I assign an election to a Period?
How do I calculate the results of all elections in a Period?
FAQ's
Configuration
Configuration
Elections Import Tool
Election Groups
Member Definitions
Custom Nomination Fields
Election Categories
Statistics
Statistics
Key Election Statistics
Statistics Data Feed
Viewing the Demographics of Votes
Employability
Employability
Introduction
Online Training
Online Training
Courses
Modules
Uploading Training Content
Creating an Exam
Viewing Who Has Completed an Exam
Setting Face-to-Face Training Sessions
Skills
Skills
Creating Skills
Mapping Skills to Opportunities
View all Member Skills
Volunteering
Volunteering
Creating Volunteering Opportunities
Creating a Placement
External Organisation Volunteering Portal FAQs
Logging Student Interest in an Opportunity
Logging Hours for an Opportunity
Setting up Types for Student Roles
View Training/Volunteering Statistics
Volunteering Dashboard
EPOS
EPOS
Introduction
Capturing Additional Information
Capturing Additional Information
Setup on a Product
Filling in Fields
Printing Information onto Customer Receipt
Cash Advances and Group Income
Cash Advances and Group Income
Cash Advances
Group Income and Reimbursement
Products
Products
Adding a New Product
Setting a Till Menu at Product Creation
Printing To The Kitchen
Creating a SKU
Creating a Sale Unit
Creating a Group of Products
Creating Condiments
Categorising Products
Importing Products
Multiple Prices for a single product
Setting up Multi Buys
Booking and Delivery Fees
Zone Management
Zone Management
Creating a Zone
Creating a location within a zone
Stock Counts
Creating Suppliers
Adding a Delivery
Return Stock
Wastage
Till Management
Till Management
Till Setup
Creating a Till User
Creating a Till Menu
Other Zone Features
E-Shop
E-Shop
Introduction
How do I set up a product on the E-shop?
How do I set up different options of the same item e.g. size of hoodies?
How do I set an email confirmation for members when they purchase a product?
Free Event Entry
Free Event Entry
Members
Yearly Subscriptions
Loyalty
Loyalty
Introduction
Configuring Loyalty Schemes
Redeeming Loyalty on a Till
Purchase Orders
Purchase Orders
Creating a PO
Pricing
Pricing
Setting up Multi Buys
Price Tiers
Vouchers
Printers
Ordering
Stock
Stock
Authorisations
Corrections
Stock Counts
Emails
GP Report
Periods
Updates
Equipment Register
Equipment Register
Introduction
Setup Asset Characteristics
Log an Asset
Log an Accessory
Log a License
Log a component
Deploy an Asset
Permissions
Events
Events
Events Dashboard
Events Calendar
Event and Ticket Statistics
Configuration
Event Creation
Ticket Configuration
Ticket Configuration
Ticket Creation
Ticket Tiers
Product Rules
Ticket Referrals
Ticket Referrals
What is a Ticket Referral?
How do I create a Ticket Referral?
How do ticket purchasers use a Ticket Referral link or code?
Configuring Ticket Referral Links
Premium Ticket Upgrades
External Event Ticket Import Tool
Guest List & Granting Free Tickets
Ticket Sales Exports
Ticket Collection
Viewing Events on my Website
Emailing Event Ticket Holders
Public Login
Virtual Fayres
Finance
Finance
Introduction
Cash and Safe Counts
Cash Transfers
Expenses
Expenses
Introduction
How do students submit reimbursements
Review & Approval Process
System Configuration & Permissions
Finance Structure
Goods Received
Management
Processing Refunds
Transactions
Transaction Reports
Public Sales Assignment Tool
Forms
Forms
Student Dashboard Forms
GOATing
GOATing
Introduction
Categories
GOATing Feedback
Permissions
Groups/Activities
Groups/Activities
Introduction
Approving Website Edits
Approving Website Edits
Settings Requests (Basic)
Page Requests (Advanced)
Badges
Coaching Applications
Committees
Communications
Creating a Membership Product
Development Requests
Event Applications
Groups Management
Handover Piece
Inventories
Invoice Requests
Purchase Requests
Resources
Student Dashboard
Student Dashboard
Full Member Guide
How do I manage the permissions and access to areas of the Student Dashboard?
Member Dashboard Permissions
Support Videos
Support Videos
Pages
Student Group Pages
HR
HR
Introduction
Full Time
Account Closures
Printers
Printer Pins
Staff Active
Staff Departments
Student
Student Departments
Trustees
Vacancies
Import
Import
Import
Activity Transactions
Finance Structure Import Tool
Identifier Conversion Tool
Budget Data Import Tool
Incident Management
Incident Management
Staff Members
Next of Kin
IMT and Signage
Emergency Reasons
Incident Reporting
Incident Reporting
Introduction
Short Link Setup
Setting up form options
Get notified of a submission
Submit a Report
Report Breakdown
What do the different stages mean when viewing a report?
Job Shop
Job Shop
Introduction
KPI Dashboard
KPI Dashboard
Introduction
Setting Up
Creation
Viewing
Archiving
Members
Members
Introduction
Age
Associate Memberships
Associate Memberships
Application Process
Associate Membership Types
Auto Approval
Converting Associate Memberships
How do I create a membership without an application?
Bans
Drivers
First Aid
Integrated Courses
Preferred Name
Search Memberships
Security Pin
Officer Reports
Officer Reports
Officer Reports
Comment Moderation
Purchase Orders
Purchase Orders
Purchase Order Module
Video Tutorial
Reception
Reception
Introduction
Footfall
Reporting
Reporting
Introduction
What is a Category?
How to Create a Code List
Creating a Report
Creating a Report
Selecting a Source
Adding Columns and Criteria
Using a Group By
Using the In Database Function
Modifying a Report
Viewing & Exporting Reports
Permissions and Blocking Data
Example Reports
Example Reports
Report for a Mailer
Report with a Time Frame
Report with Opposing Criteria
Example Election Report
Other Example Reports
Additional Information
Representation
Representation
Introduction
I want to add a Rep to the Representation module
I want to add a different type of Rep to the Representation module
Rep FAQ
Rep Dashboard
Rep Dashboard
How can members view their Reps?
Rep Guidance
Staff Guidance
Room Bookings
Room Bookings
Introduction
System Configuration & Permissions
Student Bookings
Student Bookings
Your Bookings
Smart Bookings
Advanced Bookings
Staff Bookings
Staff Bookings
Creating and Managing Bookings
Calendar and Timeline View
Approving Student Bookings
Configuration
Configuration
Room and Booking Types, Features, Building Levels and Locations
Creating and Modifying a Room
Setting Un-availability Periods
Signing-In System
Signing-In System
Introduction
FAQ
Student Dashboard
Student Dashboard
Full Member Guide
How do I manage the permissions and access to areas of the Student Dashboard?
Member Dashboard Permissions
Support Videos
Support Videos
Pages
SU App
SU App
Elections
Home Screen Customisation
Member Guidance
Product Collection Process
Push Notifications
Scanning from an Alternate Device
SU+
FAQ
SUggestions
SUggestions
Introduction
Create, Modify & Approve
Voting & Completion
Student Orders
Student Orders
Allergens
Condiment Groups
Menu Section hours
FAQ
Table Numbers
System Configuration
System Configuration
Extra Capture Fields
Test & Trace
Test & Trace
Introduction
FAQ
Website
Website
Introduction
Upload News Story
Minutes
Sections
Pages
Templates
Widgets
FAQ
Process Flowchart
