For commitment officers
Guides for the people who run the service program — the reports workspace, approvals, bulk credit, transfers, and closing the year.
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Run the commitment dashboard
For commitment chairs and treasurers: the reports workspace — program progress, every family's ledger, corrections, and the approval queue — in one place.
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Approve or deny submitted hours
For commitment officers: working the approval queue — approving (at a different amount if needed), denying with a reason, and un-approving a mistake.
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Add credit for many families at once
For commitment officers: Bulk Credit — batch defaults, adding families by browsing or pasting a list of names, and CSV for the spreadsheet-inclined.
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Transfer credit between families
For commitment officers: moving credit from one family to another — a graduating family passing on surplus, or fixing credit that landed on the wrong family.
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Close out the program year
For commitment officers: year-end reconciliation — applying shortfall penalties (with waivers), rolling balances into the new year, and what families see after.
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Assign plans and waivers
For commitment officers: putting a family on a plan after the deadline, prorating a partial year, and granting waivers that reduce what a family owes.
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Set up commitment categories
For commitment officers: the buckets families' commitments are measured in — renaming, reordering, adding custom ones, and the defaults that hang off them.
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Import starting balances from your old system
For school admins: seeding first-year plan selections and opening balances from a CSV, so families don't start at zero when the tracking moves to Lumicura.