Clusters

• Supervisor
• Administrator

A cluster is a region, for example “Central Business District”. Stations, marshals and bank details each belong to a cluster, and reports can be filtered by it. This screen appears only when your council uses clusters (an administrator turns it on in System Settings).

Add or change a cluster

• Add Cluster: enter a short Cluster Code (for example CBD) and a Description. The code can’t be changed later.
• Select a row, then Edit to change the description.
• View Receipts lists every receipt issued in that cluster.
• Delete (under ⋯) removes a cluster after you confirm. Move its stations and marshals to another cluster first.

Exchange rates per cluster

Only if your council uses it

This appears only when an administrator has turned on currency.rates.per_cluster in System Settings. Most councils use one set of rates everywhere, on Currencies.

With it on, a cluster can have its own exchange rates. A marshal’s handheld uses the rates of the cluster on the marshal’s user profile; any currency without a cluster rate uses the global rate.

1. Select a cluster, then Exchange Rates at the bottom of the drawer.
2. Enter a rate for each currency that should differ, and select Save. To go back to the global rate, clear the box or select Use global.
3. Handhelds pick up the new rate the next time they sync (at sign-in, on the background sync, or a manual sync). A handheld that stays offline keeps its old rate until it syncs. Receipts already issued keep the rate they were issued at.

The page helps you catch mistakes:

• Global moved X → Y: review means the global rate has changed since this cluster rate was set. Update the rate, or select Save on the unchanged value to confirm it is still right.
• A rate more than 25% away from the global rate needs a second click, Save anyway, so a slip such as 300 for 30 isn’t saved by accident.
• The page shows how many marshals are in the cluster, and lists active marshals with no valid cluster: they get global rates until an administrator fixes their profile in Users.
• History lists the last 50 changes, with who made each one.