TASS – Agent Setup Rules

Required from School

• API Key

• Base URL

• App Code

• Company Code

• API Version (3)

Submitted securely (never email).

Default Configuration (Use This Unless Directed Otherwise)

Parent Types (Add Numbers):

• 1

• 4

• 5

Mode:

• Multi (NOT Cascade unless legacy case)

Include Future Students:

• Optional (confirm preference)

Eligibility rule:

• Lives With (LW) enabled by default

• TKCO only if specifically requested

Supported address numbers:

• 1

• 4

• 5

TASS-Specific Checks

If too many parents:

• Ensure only 1,4,5 selected

• Ensure LW is enabled

If too few parents:

• LW likely not ticked in TASS

• Email missing

• Duplicate email

If parents marked Past:

• LW unticked

• Relationship removed

• Student inactive

If students deactivating:

• Student Number mismatch