BTS Parent Portal

Getting Started

• Can I use last year's packs?
• Why did my file upload fail?
• What file formats can I upload for a Parent Portal Pack?
• Can I upload a file to create a pack?
• How do I create a Parent Portal Pack?
• What is a Parent Portal Pack?

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Pack Management

• How can I see all Parent Portal Packs?
• Can I assign a pack to another user?
• How do I delete a pack?
• How do I clone a pack?
• Can I edit a pack from the summary page?
• How do I edit a Parent Portal Pack?

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Products

• What do I do if I can't find a product?
• Can I create new subject categories?
• How do I move a product to another subject?
• Can I upload a product list using a CSV file?
• How do I bulk add products?
• How do I add products to multiple packs?
• How do I add products to a pack?

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Levies

• How are levies displayed to parents?
• What is an optional levy?
• What is a mandatory levy?
• How do I add a levy?

Pack Status

• What does Finalised mean?
• What does Back for Review mean?
• What does the Assigned status mean?
• What does the In Progress status mean?
• What does a Draft pack mean?

Testing & Publishing

• Why can't parents see my pack?
• How do I publish a pack?
• What should I check before publishing?
• How do I test a Parent Portal Pack?

Parent Letters

• How do I download Parent Letters?
• How do I upload a school logo?

Common Troubleshooting

• How do I contact COS for help?
• What should I do if my CSV upload fails?
• Why can't I edit a pack?
• Why are products missing after upload?

Reporting and Analytics

• Can I see pack totals before publishing?

Parent Communication

• Can I add important information for parents before they place an order?