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Workspace SCW
Created by Robert Skylis
Created on Feb 19, 2024

Enhance Discount Logic To Prevent Centers from Unintentionally Removing Discounts from Family Accounts

Problem:

Discounts are being unintentionally removed from family accounts by Cadence administrators. This applies to all discounts that are applied from the business level that are not available/visible from the center level. It is a business requirement for Cadence to provide limited admin access to certain discounts that have a higher percentage off. So only certain admins are given business level access with the appropriate permissions to provide families with higher discounts (think 75% off tuition or higher). That admin saves the discount on the account since the discount is visible to that administrator at the business level. However, when an admin that does not have business level access or the appropriate permissions to the discount in question (it does not show as visible to the center level admins). So when they go to save the parent, child, family record, because the discount shows as ”--” dash dash in the discount drop down, the system overwrites the previously saved discount and saves nothing which wipes out the discount and causes the family to get billed an unexpected amount. And even if the center level admin were to catch it that problem right away, they’d have to contact a super user with business level access to get the account corrected so that the family gets billed the appropriate expected amount.


Improvement:

Enhance the code logic so that business level discounts are visible to all administrators across all locations so that the discount remains visible but is locked at each site level except for the business level (regardless of where the discount is saved, under above the child tab or on the parent tab etc). In other words, lock the ability to remove discounts when on the center level so that discounts can only be updated if you are at the business level and have access to the business level when making changes. Per Kathy "I like this solution. The only thing I would add would be they should be able to remove the discount if they so choose. I just don’t want it to drop when they save the page." See case ID 01287752 for more details.

Center Name Cadence
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