Manuals – Systems Design

Listed below are the online manuals, software downloads, technical bulletins and useful Food Service links that are available for Systems Design customers. Use the “Jump To” list on the right to quickly navigate the page. The refresh icon [] and the document title in green indicate an update to a specific file. Version numbers and upload dates are also provided for convenience. Adobe Acrobat is required to view/print these documents.

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Learn Online Classroom
Video tutorials to help users quickly navigate Systems Design programs.

0 - NEW/UPDATED

2023-2024 Lunch Money Now Updated Files [April 23, 2023]
*updated LMN English and Spanish Posters
2023-2024 Start of Year Checklist [April 23, 2023]
v 23.000 - Instructions to begin the start of year
DC File Transfer using Customer Portal [April 27, 2023]
v 23.001 - Procedure for DC file transfer without HyperTerminal
Meal App Now – Attachment B Application Samples (2023-2024) [July 11, 2023]
v 23.000 - (Income, FHMR, All-Foster, SNAP - TANF)
Meal App Now – Attachment B Application Samples – Spanish (2023-2024) [July 11, 2023]
v 23.000 - (Income, FHMR, All-Foster, SNAP - TANF)
Meal App Now Strategies [April 23, 2023]
v 23.000 - Strategies to promote the use on online apps in the district
PCLP-Customer Portal [May 4, 2023]
v 23.000 - New! PCLP through Customer Portal [view, download, print, pdf, csv, xlsx] Instructions
PCLP-Web Based Report Viewer [May 3, 2023]
v 23.000 - Local web based interface which allows the user to view/print/download reports from the SD software in a web browser
Sample Press Release [August 8, 2023]
*updated - non-discrim: v 23.000 - Sample press release for advertising Lunch Money Now (MS Word)
Start of Year – Manager’s Checklist [July 17, 2023]
v 23.000 - Infographic for Manager's: Starting a new year.
Tips to Increase Online Applications [April 23, 2023]
5 ways to increase participation in Meal App Now

1 - FOOD SERVICE

1 – FOOD SERVICE [February 26, 2020]

1.1 Manuals

Cashiers Manual [February 23, 2021]
v 21.000 - Manual describing detailed procedures to operate Systems Design Point of Sale
Cherry Keyboard Practice Page [February 7, 2021]
v 21.000 - Cherry keypad image for practice
Understanding Credit Limits in POS [February 6, 2016]
v 21.000 - Description of three credit limits available in the POS system

1.2 Procedures

2017 – Lunch Appl Audit Verification Process [September 22, 2017]
v 17.001 - Procedures for initiating the Audit Verification process
Application – 30 Day Expiration Instructions [September 28, 2020]
v 20.000 - Instructions cover expiring and updating the carryover status from the previous school year
Application – Print Verification Results Report [September 21, 2020]
v 20.000 - Procedures for printing the Audit Verification report [LEARN Video]
Application Verification Process [September 28, 2020]
9.28.2020 - Learn link for the application verification process
Application – Print Verification Results Report [February 9, 2021]
v 21.000 - Procedures for printing the Audit Verification report [LEARN Video Screenshots]
Campus End of Day Process [September 28, 2020]
v 20.000 - End of day process instructions for clerks
CE Administrative Review Checklist [February 4, 2016]
v16.001 - How to prepare reports for the CE Administrative Review
Clerk – Manual Deposit Sheet [February 5, 2021]
v 20.001 - Clerk deposit sheet to be used when system is down
Clerk – Shutdown procedures for Thin Clients [February 5, 2021]
v 19.000 - Clerk Posters for proper shutdown of all thin clients
Community Eligibility Provision Setup Process [February 5, 2014]
v 14.000 - Steps to set up your district to CEP percentages
Correcting Cash Mistakes @ POS [February 9, 2021]
v 21.000 - Detailed steps to correct cash mistakes at the Point of Sale
Correcting Deposit Errors [February 11, 2021]
v 21.000 - Instructions to manually record or correct mistakes in managers deposit entries
Correcting Meal Mistakes @ POS [April 11, 2016]
v 16.000 - How to correct menu item mistakes
DC File Transfer using Customer Portal [April 27, 2023]
v 23.001 - Procedure for DC file transfer without HyperTerminal
Direct Certification File Processing [November 10, 2017]
v 18.002 - Guide you through the new DC process.
End of Day Routine [February 19, 2021]
v 21.000 - End of day steps for clerks and managers
End of Month Routine [February 23, 2021]
v 21.000 - End of Month steps
How to Print to a D-Link Print Server using LPR [February 5, 2016]
v 16.000 - Instructions
How to Print to a Lantronix Print Server using LPR [February 5, 2016]
v 16.000 - How to install a a LPR print queue on Windows XP
How to Program Function Keys [August 27, 2012]
v 12.001 - Instructions for programming Function Keys
How to Record a Managers Deposit [November 23, 2009]
v 09.000 - This document covers the procedure to record the Manager’s Deposit entries
How To Record a Refused DC Benefit [February 5, 2016]
v 16.000 - To report on refused student and track whether the child was DC or SNAP DC
How to Reload Function Keys [November 9, 2006]
v 06.001 - Instructions for reloading function keys
How to Unlock a Terminal [February 26, 2021]
v 21.000 - Three ways a user may unlock their terminal
How to use the HELP system [January 26, 2009]
v 08.000 - Using the help system to assist the end-user in locating the option to request a report
Intermec Barcode Scanner Reset Sheet [February 23, 2021]
v 21_000 - This reset sheet is ONLY for the Intermec 1800 ScanPlus scanner
Low Bal/Neg Bal/Other Notice Maint [September 7, 2012]
v 12.000 - To access the program to modify the notices for Negative Balance, Low Balance and Other Notices
Manual FTP of Direct Cert File [October 30, 2007]
v 07.001 - Instructions for Manual FTP of Direct Cert File from PC
Memo Maintenance v12-000 [September 25, 2012]
v 12.000 - How to use the Expanded Memo Maintenance Field
Metrologic Barcode Scannner Reset Sheet [February 23, 2021]
v 21.000 - This reset sheet is ONLY for the Metrologic (Honeywell) MS9540 Voyager scanner
PCLP-Customer Portal [May 4, 2023]
v 23.000 - New! PCLP through Customer Portal [view, download, print, pdf, csv, xlsx] Instructions
PCLP-Web Based Report Viewer [May 3, 2023]
v 23.000 - Local web based interface which allows the user to view/print/download reports from the SD software in a web browser
POS Clerk’s Notebook [February 26, 2021]
v 21.000 - Each POS station should have a POS Clerk ’s Notebook including these Items
Preparing the POS System For Recording SSO Meals [September 3, 2021]
v 21.000 - Preparing to use SSO for next School Year
Procedures for Administering the Direct Certification Medicaid Reduced Determination [October 18, 2019]
v 19.000
Reg 6 Student Status Transfer v07-001 [October 18, 2007]
v 07.001 - Steps for transferring files to Region 6
Seamless Summer Feeding – Cashier Instructions [February 23, 2012]
v 12.000 - Cashier instructions for Seamless Summer Feeding Program
Seamless Summer Feeding Program – Back Office Setup [May 23, 2012]
v 12.000 - Using Systems Design for Seamless Summer Feeding Program Back Office Setup
SNP Site Claims [September 19, 2011]
v 11.002 - TX - UNPS State Reimbursement Claim menu and descriptions of the options

1.3 Quick Start

Cashier’s Quick Start Card [August 12, 2021]
LEARN site - Quick Start Cards for Cashiers [new version]
Free & Reduced Quick Start Card [September 17, 2014]
v 14.000 - Quick Start Card for Free and Reduced Applications

1.4 Installation Instructions

Categorically Eligible (User Codes) [September 17, 2006]
v2005-10-10 - Lunch Application Program Categorically Eligible Students Managing with User Codes
First Day of School Installation [October 11, 2006]
v 06.001 - Items to be given special attention so that the transition to an automated system is effecient
Labor Hours Tracking Setup [June 26, 2018]
v 06.000 - Routine to obtain the meals per labor hour for the Managers Daily Summary Report
Sample Letter to Parents [February 6, 2021]
v 16.000 - Sample Letter to Announce Use of Systems Design POS System

1.5 Interface Instructions

Automating Citrix RSCCC Transfer [February 18, 2009]
v 08.001 - Citrix RSCCC Transfer Setup
Automating RSCCC Extract [November 10, 2008]
v 08-0005 - How to automate the RSCCC Extract Process
Chancery SMS Receive [September 10, 2007]
v 07.001 - Chancery SMS Receive Setup
Chancery SMS Transfer [September 10, 2007]
v 07.001 - Chancery SMS Transfer Setup
Demographic File Format [September 17, 2006]
v 1.0 - Demographic File Format
RSCCC Import Setup [November 10, 2008]
v 08.001 - RSCCC Import Setup Instructions
RSCCC SQL Demographic Interface Setup (RSCCC Database Server) [August 31, 2010]
v 10.000 - Steps to install the RSCCC SQL Interface on the Food Service Server
RSCCC Transfer Setup [December 8, 2008]
v 08-001 - RSCCC Transfer Setup
Transfer Demographic File Installation Instructions [January 21, 2011]
v 10.000 - Steps to install the software to transfer the demographic data from PEIMS system to SD

2 - TIME CARD

2 – TIME CARD [February 26, 2020]

2.1 Manuals

Time Card II Enhancements [April 10, 2007]
v 07.001 - Features of Time Card
Time Card II Manual [September 17, 2006]
v 1.2 - Manual for use with Time Card system
Time Card II Sample Reports [March 4, 2010]
v 1.2 - Sample report examples from the Time Card system

2.2 Procedures

Time Card Editor [March 14, 2012]
v 12.000 - How to maintain the Time Card Entries for an employee using the Editor
Time Card Logon Information [September 17, 2006]
v 1.0 - How to Logon to the Time Card system
Time Corrections Form [April 17, 2007]
v 1.0 - Form for Time Corrections

2.3 Quick Start

Time Card Quick Start Card [September 17, 2006]
v 1.0 - Outline of the basic operations required to set up the Time Clock

2.4 Installation Instructions

Time Card Mast File Format [September 17, 2006]
v 1.0 - Employee Master Information

3 - ONLINE SYSTEMS

Customer Portal Link [March 11, 2022]
Link to the Systems Design Customer Portal
Generic Online Income Survey Parent Poster Image [May 25, 2021]
v 21.000 - Call for Customization
ONLINE SYSTEMS [March 31, 2016]

3.1 Lunch Money Now

2023-2024 Lunch Money Now Updated Files [April 23, 2023]
*updated LMN English and Spanish Posters
Generic Social Image – Animated – Lunch Money Now [March 22, 2022]
v 22.000 - 800 x 800 Generic Animated Image for Social Networking
Generic Social Image – Lunch Money Now [March 22, 2022]
v 22.000 - 800 x 800 Generic Image for Social Networking
LMN/MAN Combined – Parent Poster – English [July 20, 2023]
v.23.001 - *updated style & discrim link - call for customization
LMN/MAN Combined – Parent Poster – Spanish [July 20, 2023]
v.23.001 - *updated style & discrim link - call for customization
Lunch Money Now – Parent Poster – English [July 20, 2023]
v.23.001 - *updated style & discrim link - call for customization
Lunch Money Now – Parent Poster – Spanish [July 20, 2023]
v 23.001 - *updated style & discrim link - call for customization
Lunch Money Now Website Banner [March 22, 2022]
2022 - Lunch Money Now banner for websites
Sample Press Release [August 8, 2023]
*updated - non-discrim: v 23.000 - Sample press release for advertising Lunch Money Now (MS Word)

3.2 Meal App Now

2022-2023 Meal App Now Updated Files [August 15, 2022]
*update to NonDiscrim: 5.5.2022 - English & Spanish (mechanical)
Generic Social Image – Animated – Meal App Now [March 15, 2022]
v 22.000 - 800 x 800 Generic Animated Image for Social Networking
Generic Social Image – Meal App Now [March 15, 2022]
v 22.000 - 800 x 800 Generic Image for Social Networking
Meal App Now – Attachment B Application Samples (2023-2024) [July 11, 2023]
v 23.000 - (Income, FHMR, All-Foster, SNAP - TANF)
Meal App Now – Attachment B Application Samples – Spanish (2023-2024) [July 11, 2023]
v 23.000 - (Income, FHMR, All-Foster, SNAP - TANF)
Meal App Now – Generic Parent Poster – English [July 20, 2023]
v.23.001 - *updated style & discrim link - call for customization
Meal App Now – Generic Parent Poster – Spanish [July 20, 2023]
v.23.001 - *updated style & discrim link - call for customization
Meal App Now Strategies [April 23, 2023]
v 23.000 - Strategies to promote the use on online apps in the district

3.3 Customer Portal

Customer Portal Link [March 11, 2022]
Link to the Systems Design Customer Portal

3.4 Learn Online

Expedited Cashier Option [September 28, 2020]
2019
Online Classroom [February 6, 2021]
Video tutorials to help user quickly navigate Systems Design programs

3.5 Income Survey

2022-2023 Income Survey Updated Files [March 15, 2022]
includes updated non-discrimiation statement
Generic Social Image-Animated-Income Survey [March 15, 2022]
2022 - generic social image for income survey - animated
Generic Social Image-Income Survey [March 15, 2022]
2022 - generic social image for income survey
Income Survey – Generic Parent Poster – English [July 20, 2023]
v 23.000 - generic parent poster for Income Survey
Income Survey – Generic Parent Poster – Spanish [July 20, 2023]
v 23.000 - generic Spanish parent poster for Income Survey
Income Survey Website Banner [March 15, 2022]
2022 - income survey banner for websites

4 - OTHER SUPPORT DOCUMENTS

How to Extract Report Data to Excel [February 4, 2016]
v 16.000 - Using HTPE and ZModem to extract data to excel or other programs

4.1 Infographics

Advertise – Social Media [July 1, 2020]
v 20.000 - Infographic - How to use social media to increase deposits and applications.
Meal App Now – Email Processing [August 10, 2016]
v 16.000 - Infographic steps for processing apps with email notifications.
SSO Income Surveys [June 11, 2021]
v 21.000 - Infographic - Use Meal App Now to collect income surveys during SSO waivers
Start of Year – Manager’s Checklist [July 17, 2023]
v 23.000 - Infographic for Manager's: Starting a new year.
Tips to Increase Online Applications [April 23, 2023]
5 ways to increase participation in Meal App Now
USDA prototype web application form requirements [February 13, 2016]
Infographic explaining requirements to use USDA prototype online form

5 - SOFTWARE DOWNLOADS

Blackboard Transfer Installation Instructions [February 4, 2021]
v 16-000 - Steps to install the software to transfer the file for Blackboard from SD
Blackboard Transfer Installer [February 4, 2021]
v 15.000 - Executable Installer for Blackboard Transfer
Create Retrieve Download from CSDI Setup Instructions v12-001 [April 30, 2012]
v 12-001 - Instructions for installing our Retrieve Download File from CSDI to your Windows PC
Create Retrieve Download from CSDI Setup Program [April 12, 2012]
v 1.01r78 - Executable Installer to create shortcut for downloads from SD
Create Retrieve LnchStat from CSDI Setup Program v1.01r31 [September 6, 2009]
v 1.01r31 - Executable Installer to create shortcut to retrieve Lunch Status file from SD
Create TxEIS Xfer to CSDI Setup Program v1.00r35 [September 20, 2012]
v 1.00r35 - Executable Installer to create shortcut for TxEIS demographic update
Direct Certification FTP Setup Instructions [August 21, 2013]
v 13.000 - Instructions for installing our Direct Certification Automated FTP software to SD
Direct Certification FTP Setup Program [August 9, 2011]
v 1.08r62 - Executable Installer to create shortcut for Direct Certification FTP to SD
Enabling EZ-Client on XP [November 16, 2006]
v 06.002 - How to Enable EZ-Client on an XP machine
EZ Client [November 14, 2008]
v 3 v 3.1 - Executable Installer for EZ Client
HyperTerminal Settings [January 19, 2006]
v 1.0 - Settings file for HyperTerminal
HyperTerminal Setup Instructions [January 28, 2020]
v 20.000 - Setup Instructions for a shortcut to HyperTerminal Private Edition ( HTPE ) in Windows
HyperTerminal Setup Program [January 19, 2006]
v 6.3 - Executable Installer for HyperTerminal
Install CafExpSql (TxEIS) [September 11, 2009]
v 1.01r46 - Executable Installer for TxEIS export
Install CafImpSql (TxEIS) [September 6, 2012]
v 1.00r00 - Executable Installer for TxEIS import
Install ScanPal [July 1, 2011]
v 1.00r70 - Executable Installer for ScanPal Barcode reader software
Install ScanPal Installation Instructions [July 1, 2011]
v 11.000 - ScanPal Installation Instructions
PuTTY Download [February 4, 2021]
Download link for PuTTY Installer (redirects to external site)
PuTTY Download – Microsoft Store [September 20, 2022]
Download link for PuTTY Installer from Microsoft Store
PuTTY Icon [December 8, 2022]
PuTTY ico icon
PuTTy installation instructions for MS Windows [February 17, 2022]
v 22.000 - PuTTy installation instructions for MS Windows
ScanPal File Processing [July 1, 2011]
v 11.000 - To transmit the data from the ScanPal 2 unit to your PC
School Messenger Interface Installer [May 19, 2014]
v 1.000 - Executable Installer for File Transfer from SD to School Messenger
School Messenger Transfer Installation Instructions [June 16, 2014]
v 14.000 - Installation Instructions for School Messenger Transfer
School Messenger Transfer Manual Setup [June 15, 2009]
v 09.000 - School Messenger Transfer Setup Instructions
SD Mono Font [June 19, 2006]
v 1.0 - Systems Design Monospaced Font Download
TxEIS Installation Instructions [July 8, 2014]
v 14.000 - Steps to install the software to extract/transfer demographic data from TxEIS to SD
USB Cherry Keypad Configuration File [April 26, 2011]
v 11.000 - Configuration file

6 - MAINTENANCE

Maintenance Policy [September 22, 2020]
v 16.000 - Document Explaining Hardware & Software Maintence Policies

7 - END OF YEAR

Customer Portal Login [February 4, 2021]
Customer Portal Login for End of Year access
End Of Year Instructions – INVENTORY [April 27, 2023]
v 23.000 - Instructions for closing the 2022-2023 school year
End Of Year Instructions – POS [April 27, 2023]
v 23.000 - Instructions for closing the 2022-2023 school year

8 - START OF YEAR

2022-2023 Start of Year Checklist [April 18, 2022]
v 22.000 - Instructions to begin the start of year
2023-2024 Start of Year Checklist [April 23, 2023]
v 23.000 - Instructions to begin the start of year

9 - USEFUL FOOD SERVICE LINKS

American Diatetic Association [February 4, 2021]
Eat Right. Academy of Nutrition & Diatetics
Food & Nutrition Service (USDA) [February 4, 2021]
USDA website
Institute of Child Nutrition [February 4, 2021]
Resources, Training, Research
My Plate (USDA) [February 4, 2021]
MyPlate is a reminder to find your healthy eating style
National School Lunch Program (NSLP) [February 4, 2021]
Resources for the NSLP
Team Nutrition (USDA) [February 4, 2021]
Team Nutrition is an initiative of the USDA Food and Nutrition Service
Texas Association for School Nurtition (TASN) [February 4, 2021]
Resources that enhance and promote non-profit child nutrition programs