School / Staff App

For school owners, branch admins, and teachers managing day-to-day school operations.

Home

Dashboard

Home Dashboard

1 Go to Home → Dashboard in the sidebar (the default landing page after login).
2 Review the role-specific widgets rendered directly on the page — Super Admins see platform-wide stats and enrollment trend charts, Branch Admins see branch stats and underperforming-branch tables, Teachers see "My Classes" and pending tasks, and students see attendance, upcoming assignments, upcoming exams and recent grades summaries.
3 Click the Analytics tab (if shown) to see the fuller widget set, including Student Growth, Gender Distribution, Teacher Subject Performance, Payroll Summary, Library Overview and Export Jobs widgets.
4 This page is read-only — use it to jump into other resources referenced by its widgets rather than editing anything here.

Quick Links

Home Quick Links

1 Go to Home → Quick Links in the sidebar (hidden for Parent and Student roles).
2 Type in the search box to filter links by name, description, or group.
3 Click a group tab — Academics, Assessment, Finance, People, School Ops, Reports, or Settings — to narrow the list, or leave "all" selected to see everything.
4 Click any link card (e.g. "Students", "Exams", "Fee Structures") to jump straight to that resource's list page.

My Dashboard (Student)

Home My Dashboard

1 As a student, land on Home → My Dashboard automatically after login (it is merged into the main Dashboard page and not shown separately in navigation).
2 Review your attendance percentage, present/absent day counts, pending assignments, and upcoming exams for the month.
3 Check the "Upcoming Assignments" and "Upcoming Exams" lists for items due soon.
4 Review "Recent Grades" for your latest graded exam results.

People

Students

People Students

1 Go to People → Students in the sidebar and click "New student" (or "Create" from the empty state) to open the multi-step wizard.
2 Step "Basic Information": upload a Photo, enter Full Name, Email, Phone and Password under Account Information, then fill Admission Number (auto-generated if left blank), Admission Date, Class, and Roll Number under Admission Details.
3 Step "Personal Details": fill Date of Birth, Gender, Blood Group, Religion, Nationality, and Address fields.
4 Step "Health & Emergency": add any Medical Conditions (tags) and fill Emergency Contact Name, Phone and Relationship.
5 Step "Previous School": optionally enter the Previous School Name, then click the final wizard button to submit and create the student.
6 On the list, open a row's actions menu and click "Promote" to move a single student to a new class — select the New Class and Academic Year, then confirm; or select multiple rows and use the bulk action "Promote Selected" to promote several students in one step.
7 Open a student and use the Guardians, Documents, Enrollments, Invoices, Scholarships, and Attendance Credentials tabs (relation managers) to manage related records.

Teachers / Staff

People Staff

1 Go to People → Staff in the sidebar and click "New teacher" (or "Create" from the empty state) to open the multi-step wizard.
2 Step "Basic Information": upload a Photo, enter Full Name, Email, Phone and Password under Account Information, then fill Employee ID (auto-generated if left blank), Joining Date, Employment Type, and Salary under Employment Details.
3 Step "Qualifications": enter Highest Qualification, Specialization, and Years of Experience, then select the Subjects this teacher can teach.
4 Step "Contact & Address": fill Address fields and Emergency Contact Name/Phone, then submit to create the teacher.
5 On the list, open a row's actions menu and click "Assign Subjects" to update which subjects a teacher teaches — check/uncheck Subjects in the modal and save.
6 Open a teacher's profile to view Subjects, Qualifications, Documents, Leave History, and Performance tabs (relation managers) alongside their attendance percentage and years of service.

Parents / Guardians

People Parents / Guardians

1 Go to People → Parents / Guardians in the sidebar and click "New parent".
2 Under Account Information, upload a Photo, and fill Full Name, Email Address, Phone Number and Password.
3 Expand "Work & Address" (collapsed by default on create) to optionally fill Occupation, Place of Work, Work Phone and Home Address.
4 Click Create.
5 On the list, use the "Linked Students" tab on a parent's profile to manage which children are linked to them.
6 Click "Deactivate" (or "Activate") on a row's actions to toggle a parent's account status, confirming in the dialog.

Student Scholarships

People Student Scholarships

1 Go to People → Student Scholarships in the sidebar and click "New student scholarship" (or "Create").
2 Select Student, Scholarship, Academic Year, and optionally a Term (leave blank to apply for the full year).
3 Set Status (Active, Suspended, or Revoked) and add optional Notes, then click Create.
4 To assign a scholarship to many students at once, click "Bulk Assign" in the header, choose the Scholarship, select multiple Students, pick the Academic Year, add optional Notes, and submit — a notification reports how many students were assigned (duplicates are skipped).
5 On the list, click "Suspend" on an active scholarship (enter a Reason and confirm), "Revoke" on an active/suspended one (enter a Reason and confirm), or "Reinstate" on a suspended/revoked one to restore it.
6 Select multiple rows and use the bulk action "Revoke Selected" to revoke several scholarships at once (reason required).

Performance Reviews

People Performance Reviews

1 Go to People → Performance Reviews in the sidebar and click "New teacher performance review".
2 Under Review Information, select Teacher, Academic Year, Review Period, and Review Date.
3 Under Performance Scores, rate each area — Attendance, Punctuality, Teaching Quality, Student Performance, Curriculum Adherence, Class Management, Communication, Professionalism, Initiative, and Teamwork — on a scale of 1–5.
4 Under Feedback & Comments, fill in Strengths, Areas for Improvement, Goals for Next Period, and Additional Comments.
5 Set Status (defaults to Draft), then click Create.
6 On the list, click the "Submit" action on a Draft review, confirm "Submit Review" in the dialog, to notify the teacher — after submission the review can no longer be edited freely or deleted.

Leave Requests

People Leave Requests

1 Go to People → Leave Requests in the sidebar and click "New leave request" (staff submitting their own request).
2 Under Leave Details, select Leave Type, then Start Date and End Date (Total Days is calculated automatically).
3 Enter a Reason for Leave, and optionally upload a Supporting Document (PDF or image, max 5MB).
4 Click Create — the request is submitted with Status "Pending".
5 Approvers (users with the leave-approval permission): on the list, click "Approve" on a pending request, optionally add Remarks in the confirmation modal, and confirm — or click "Reject" and enter a required Reason for Rejection.
6 To approve several requests at once, select multiple rows and use the bulk action "Approve Selected".
7 The requester can click "Cancel" on their own still-pending request to withdraw it.

Leave Balances

People Leave Balances

1 Go to People → Leave Balances in the sidebar (admin/HR view only — no "create" button is shown directly, records are typically generated by the system, but Edit/Delete are available).
2 Open a row's Edit action (slide-over) to adjust Teacher, Leave Type, Year, Entitled Days, Used Days, or Carried Over days.
3 Click Save to update the balance — Remaining Days recalculates automatically.
4 Use View to see a read-only summary of a teacher's balance for a given leave type and year.

Student Audit Logs

People Student Audit Logs

1 Go to People → Student Audit Logs in the sidebar to review a read-only history of changes made to student records (no create/edit/delete — entries are generated automatically).
2 Click View on a row to see full details: the field changed, Old Value and New Value, who performed the change (Performed By), their IP Address and User Agent, and when it occurred.
3 Use the table's search/sort on Student, Action, or Date columns to find a specific change.

Academic

Global Syllabi

Academic Global Syllabi

1 Go to Academic → Global Syllabi in the sidebar. This is a read-only catalogue published by the SaaS admin — you cannot create, edit, or delete entries here.
2 Use the Grade Level and Subject filters above the table to narrow the list.
3 Click Download on a row to download the document (increments the download counter), or click View to open it in a new tab.
4 To pull an approved AI-extracted syllabus into your own curriculum, click Adopt into our curriculum (label changes to "Re-sync into our curriculum" if already adopted). This action is disabled unless the syllabus has an admin-approved AI extraction.
5 Confirm the modal "Adopt syllabus topics into your curriculum". New topics are created under Curriculum Topics; running it again only adds newly approved topics, it will not duplicate existing ones.

Academic Years

Academic Academic Years

1 Go to Academic → Academic Years in the sidebar.
2 Click the Create action (top right, opens as a slide-over).
3 Enter Year Name (e.g. "2024/2025"), pick Start Date and End Date, and optionally toggle Set as Current Academic Year.
4 Click Create/Save. If you toggled it current, all other years are automatically marked non-current.
5 To change which year is current later, open a year's row actions and click Set as Current, then confirm "Set as Current Academic Year".
6 Use the Terms relation manager tab on a year's View page to add Academic Year Terms tied to it.

Lesson Plans

Academic Lesson Plans

1 Go to Academic → Lesson Plans in the sidebar and click Create (slide-over).
2 Select Class & Subject and Term, then optionally pick a curriculum topic under "Generate from Curriculum Topic (optional)".
3 If a topic is selected and the AI module is enabled, click Generate Draft with AI to auto-fill Title, Topic, Learning Objectives, Content, Activities and Assessment Method — review and edit before saving.
4 Fill in Lesson Title, Topic, Scheduled Date, Duration (minutes) and Week Number, then the Lesson Content section fields.
5 Click Create to save.
6 To reschedule later, open the row's action menu and click Reschedule, set New Date/New End Date and a Reason, then submit.
7 To mark a lesson done, use the Mark Complete action and add Completion Notes.

Classes

Academic Classes

1 Go to Academic → Classes in the sidebar and click Create (slide-over).
2 Select Grade Level, enter Class Name and Section/Stream, optionally set Class Teacher, Capacity and Room, then toggle Active.
3 Click Create.
4 To attach subjects to a class, open the row's action menu and click Assign Subjects: use the "Initialize from Grade Level" tab to auto-load the grade level's curriculum, or the "Select Subjects" tab to hand-pick subjects; optionally set one teacher for all, then click Assign Subjects.
5 Use Manage Student Subjects to jump to the Student Subject Enrollment page for that class.

Term Definitions

Academic Term Definitions

1 Go to Academic → Term Definitions in the sidebar and click Create (slide-over).
2 Optionally expand "Adopt from Global Term" and pick a Global Term to prefill Name, Short Name and Order.
3 Enter/confirm Term Name (e.g. "First Term"), Short Name (e.g. "Term 1") and Order, and toggle Active.
4 Click Create.
5 Drag rows up/down in the table to reorder terms (the list is reorderable by Order).

Syllabus AI Extractions

Academic Syllabus AI Extractions

1 Go to Academic → Syllabus AI Extractions in the sidebar (only visible when the AI module is enabled; a badge shows how many need review).
2 Records are system-generated — there is no Create button. Click View on a row to inspect the AI-proposed topics.
3 To accept the proposal, click the checkmark Approve action and confirm "This creates active curriculum topics from the proposed list below". This makes the topics visible to teachers immediately.
4 To reject, click the X Reject action and confirm; the proposed topics are discarded (you can re-run extraction manually afterward).

Academic Levels (Grade Levels)

Academic Academic Levels

1 Go to Academic → Academic Levels in the sidebar (visible to users with the academic.view or academic.manage_grade_levels permission). Note: the Create button is currently disabled in this build, so new levels must be seeded elsewhere.
2 Use the Level Type and Active Status filters to browse.
3 Open a row's action menu and click Assign Subjects.
4 In the modal, check the subjects to assign, toggle Mark as Compulsory / Weekly Periods / Auto-Assign to Classes, then click Assign Subjects.

Subjects

Academic Subjects

1 Go to Academic → Subjects in the sidebar — this is a global, SaaS-admin-managed catalogue; you cannot create, edit or delete subjects here.
2 Click View on a subject to see its details, or use the row action menu for management actions.
3 Click Enroll Students to add students to a subject: pick Grade Level, Class, then check the Students to enroll, and click Enroll Students.
4 Click Assign to Category to map the subject onto one or more Grade Level Categories (auto-propagates to every grade level in the category); check categories, set Mark as Compulsory / Weekly Periods, then Assign to Category.
5 Click Assign to Grade Levels or Assign to Classes for narrower assignment, filling the same compulsory/weekly-periods/auto-assign options.
6 To bulk-apply to multiple subjects at once, select several rows and use the bulk action Assign to Grade Levels.

Academic Level Category Subjects

Academic Academic Level Category Subjects

1 Go to Academic → Academic Level Category Subjects in the sidebar (categories are SaaS-admin managed — you cannot create or delete them here).
2 Click Manage Subjects on a category row.
3 In the modal, check the subjects to assign to every grade level in that category, set Mark as Compulsory and Weekly Periods for newly added subjects, then Save Assignments.
4 Click Retroactive Sync to push changes onto existing grade levels: choose Sync Mode ("Add missing subjects" or "Remove deactivated subjects"), add optional Notes, then Dispatch Sync (runs as a background job).
5 Click Activity Log to review the last 20 changes for that category.

Curriculum Topics

Academic Curriculum Topics

1 Go to Academic → Curriculum Topics in the sidebar and click Create (admin roles only — teachers can view but not create/edit).
2 Select Subject and optionally Grade Level and Term.
3 Enter Topic Title, Description/Objectives, optional Subtopics (tag list), Order/Week, Estimated Lessons, toggle Required Topic, and set Status (Draft or Active).
4 Click Create.
5 Use the Source column/filter to see whether a topic came from Own Syllabus, was Adopted (Global Syllabus), or was entered Manually.

Academic Year Terms

Academic Academic Years open a year Terms tab (not in the main sidebar)

1 This resource has no direct sidebar entry; reach it from Academic → Academic Years by opening a year and using its Terms relation manager, or via a term row's actions.
2 Click Create (or the relation manager's add action), then select Academic Year and Term Definition.
3 Set Start Date and End Date, and optionally toggle Current Term.
4 Click Create/Save — marking a term Current auto-generates student invoices for that term.
5 To flip which term is current later, use the Set as Current row action and confirm; a notification reports how many invoices were auto-generated.

School Syllabi

Academic School Syllabi

1 Go to Academic → School Syllabi in the sidebar and click Upload Custom Syllabus (slide-over).
2 Select Grade Level and Subject, optionally Academic Year and Version, then enter Syllabus Title and Description.
3 Upload the document under Syllabus Document (PDF, DOC, DOCX, XLS or XLSX, max 10MB) and toggle Active.
4 Click Create — the file name, type and size are auto-detected from the upload.
5 Use the Download action to download a file (tracks a download counter), or View to open it in a new tab.
6 Toggling Active on for one row automatically deactivates other syllabi with the same Grade Level + Subject.

Curriculum Coverage Dashboard

Academic Curriculum Coverage

1 Go to Academic → Curriculum Coverage in the sidebar.
2 Select a Class (teachers only see classes/subjects they teach) and optionally a Term (defaults to the current term).
3 Review the per-subject table showing Total Lessons, Completed Lessons, Pending Lessons and Completion Percentage, plus the overall stats summary at the top.

Assign Subjects to Academic Levels

Academic Assign Subjects to Academic Levels

1 Go to Academic → Assign Subjects to Academic Levels in the sidebar.
2 Select one or more Academic Levels (grade levels) — currently assigned subjects for the first selected level pre-fill the Subjects field.
3 Select the Subjects to assign, and set Mark as Compulsory, Weekly Periods and Auto-Assign to Classes.
4 Click Assign Subjects to Grade Levels. Existing assignments are updated in place; new compulsory assignments auto-enroll currently active students in that grade level.

Student Promotion

Academic Student Promotion

1 Go to Academic → Student Promotion in the sidebar (School Admin / Branch Admin only).
2 Select From Class, To Class and New Academic Year; optionally toggle Only Promote Passing Students and set a Minimum Score (%).
3 The table below lists active students in the From Class — click Promote on an individual row to promote just that student, or select multiple rows and use the Promote Selected bulk action.
4 Alternatively click Promote All Students at the bottom of the settings form to promote every eligible student in one action, honoring the passing-score filter if enabled.

Student Subject Enrollment

Academic Student Subject Enrollment

1 Go to Academic → Student Subject Enrollment in the sidebar.
2 Select Grade Level, then Classroom, then a Student — their current subject enrollments load into the Enrolled Subjects checklist.
3 Check/uncheck subjects, or use Enroll in All Core Subjects / Enroll in All Available Subjects to bulk-select, then click Save Subject Enrollment.
4 To enroll every student in a class at once instead of one at a time, select a Classroom without picking a Student, check the desired subjects, then click Bulk Enroll All Students in Selected Subjects.
5 If a newly added subject belongs to a different academic stream/category than the student's own, a Cross-Stream Enrollment Warning notification appears after saving — enrollment is still saved.

Assign Subjects to Classes

Academic Assign Subjects to Classes

1 Go to Academic → Assign Subjects to Classes in the sidebar.
2 Select Grade Level then Classroom.
3 Click Initialize from Grade Level Curriculum to auto-load all curriculum subjects into the Subject Assignments repeater, or click Add Subject to add rows manually, picking Subject and Assigned Teacher per row.
4 Submit the form to save (button labeled Assign Subjects to Classroom on the page) — existing assignments for the same subject are updated, new ones are created.
5 To change just the teacher on an already-assigned subject, use the inline teacher dropdown next to that subject and click its Save button.

My Syllabus (Student)

Academic Syllabus (student view)

1 Students go to Academic → Syllabus in the sidebar.
2 Use the subject filter buttons to narrow the list to School Syllabi and Global Syllabi for the student's current grade level.
3 Click Download next to a syllabus to download it (increments the download counter).

My Report Cards (Student)

Academic My Report Cards (student view)

1 Students go to Academic → My Report Cards in the sidebar.
2 All report cards for the student are listed; unpublished ones are shown but locked from viewing/downloading.
3 Click Download on a published report card to generate and download the PDF (uses the branch's configured report card layout).

My Timetable (Student)

Academic Timetable (student view)

1 Students go to Academic → Timetable in the sidebar.
2 The page shows a weekly grid built from the student's current class periods and subjects.
3 Check the "Today" section for just the current day's schedule.

Attendance

Attendance Devices

Attendance Attendance Devices

1 Go to Attendance → Attendance Devices in the sidebar and click Create.
2 Enter a Name, choose Kind (Generic JSON-API reader, Mobile NFC, or Browser-based), and optionally Vendor, Serial and Location, then toggle Active.
3 Click Create.
4 Open the row's Issue Token action and confirm — the plaintext token is shown once in a persistent notification; copy it immediately as it will not be shown again.
5 To disable a device, use the Revoke action, optionally give a Reason, and confirm.

Student Attendance

Attendance Student Attendance

1 Go to Attendance → Student Attendance in the sidebar and click Mark Attendance (there is no direct Create button on this resource — it routes to the dedicated marking page).
2 On the Mark Student Attendance page, select Class, Date and Session (Morning/Afternoon); students in that class load automatically.
3 Use Mark All Present / Mark All Absent / Clear All for quick bulk fill, or set each student's status individually, then click Save (or Save & Next to move to the next day).
4 Back on the list page, use the Bulk Mark Session header action to mark an entire class as one default status for a date/session in one modal.
5 Use the Lock Session header action (School/Branch Admin) to prevent further edits for a class/date/session after confirming the checkbox warning.
6 Click Attendance Report from the list header to view aggregated reports.

Staff Attendance

Attendance Staff Attendance

1 Go to Attendance → Staff Attendance in the sidebar.
2 Click Mark (via the resource's Mark page route) to open Mark Staff Attendance, pick the Attendance Date, then set each teacher's Status, Check In/Check Out times and Remarks, or click Mark All Present for a quick fill.
3 Click Save to record.
4 From the list page, School/Branch Admins can Edit or Delete individual records via row actions (disabled automatically if the date has been locked by a Daily Lock).

Scan Attendance

Attendance Scan Attendance

1 Go to Attendance → Scan Attendance in the sidebar (Super Admin, School Admin, Branch Admin, Teacher).
2 The page auto-provisions a browser-based Attendance Device bound to your account and issues a fresh token.
3 Use whichever capture mode your device supports: a USB RFID/HID reader typed into the focused input, Web NFC tap (Chrome on Android), or the QR camera scanner.
4 Each successful scan posts to the attendance scan API and is recorded against your branch automatically — no manual save step is required.

CBT & Exam

Category Assignments

CBT & Exam Category Assignments

1 Go to CBT & Exam → Category Assignments in the sidebar and click Create.
2 Select Academic Year, then Student (options load once a year is chosen), then Academic Category.
3 Click Create.
4 To assign many students at once, use the Bulk Assign Category header action: pick Academic Year and Category, check the Students, then submit.
5 To change one student's category later, use the row's Change action; to reassign several selected rows at once use the bulk Reassign Category action.

Report Cards

CBT & Exam Report Cards

1 Go to CBT & Exam → Report Cards in the sidebar and click Generate Report Cards (there is no plain Create button — cards are generated in bulk).
2 On the Generate Report Cards page, select Academic Year, Term and Class, then submit — report cards are created for every enrolled student in that class.
3 Back on the list, use the row's Edit Remarks action to set Class Teacher's Remark, Principal's Remark and Next Term Info.
4 Click Publish (School/Branch Admin) on a draft card to make it visible to students/parents, or Unpublish to revert.
5 Select multiple draft rows and use the bulk Publish Selected action to publish many at once.

Gradebook

CBT & Exam Gradebook

1 Go to CBT & Exam → Gradebook in the sidebar — this is a read-only view over Exams (create exams via CBT & Exam → Exams instead).
2 Click Enter Scores on an exam row (only shown while grading is below 100%) to jump to the score-entry screen.
3 Click View Results to see the exam's results page, or Class Insights for a per-class analysis view.

Blueprints

CBT & Exam Blueprints

1 Go to CBT & Exam → Blueprints in the sidebar and click Create.
2 Select the Test and optionally a Question Bank, enter Blueprint Title and Description, and set Total Questions; toggle Auto-generate Questions if the test should auto-pull matching questions when opened.
3 Optionally set Difficulty Distribution and Question Type Distribution percentages, and add rows under Topic Breakdown (Topic, # Questions, % Weight) using Add Topic.
4 Click Create.
5 On the list, click Generate Questions on a blueprint row, optionally toggle Replace existing question attachments, and confirm — matching questions are attached to the linked test.

Learning Outcomes

CBT & Exam Learning Outcomes

1 Go to CBT & Exam → Learning Outcomes in the sidebar and click Create.
2 Select Subject and Grade Level, enter an optional Outcome Code, choose Type (Objective / Outcome / Competency), enter Title and Description, and toggle Active.
3 Click Create.
4 Use the Subject, Grade Level, Type and Active Only filters to browse the list; the Questions column shows how many bank questions are tagged with each outcome.

Assignments

CBT & Exam Assignments

1 Go to CBT & Exam → Assignments in the sidebar and click Create.
2 Select Class & Subject, enter Title, Description and Instructions, and choose Assignment Type: Theory (homework), Theory CA (written CA with an attached question paper), or CBT (Computer-Based Test).
3 If CBT, configure CBT Settings: Question Bank, Number of Questions, Scoring Method (match the test's method or override with Best/Latest/Average) and optional Duration.
4 Set Due Date, Max Score, Allow Late Submissions (+ Late Penalty %), and toggle Publish Assignment.
5 For Theory/Theory CA types, upload Attachments (question paper, supporting files) under the Attachments section.
6 Click Create.
7 To publish later, use the row's Publish action and confirm. Once published, use Grade Submissions to open the grading modal and mark student submissions.

Exam Halls

CBT & Exam Exam Halls

1 Go to CBT & Exam → Exam Halls in the sidebar and click Create.
2 Enter Hall Name and Location/Building, optional Description.
3 Under Seating Layout, set Number of Rows and Seats per Row — Total Capacity auto-calculates — and toggle Active.
4 Click Create; seats are auto-generated from rows × columns.
5 Click Seats on a hall row to open its seat grid, or Regenerate Seats to recreate all seats from the current rows/columns (confirm the warning — manually deactivated seats are restored).

Live Games

CBT & Exam Live Games

1 Go to CBT & Exam → Live Games in the sidebar and click Create.
2 Enter Game Title, choose Game Mode (Synchronized or Self-Paced), and select a Question Bank or a Subject to pull questions from.
3 Set Number of Questions, Time per Question (seconds) and optional Max Players; configure Game Options (Shuffle Questions/Options, Show Leaderboard, Allow Late Join) and optional XP Rewards.
4 Click Create.
5 Click Host Game on a lobby-status game to run it live, or View Results once it has Completed status. Use Duplicate to clone a game's settings into a new one, or Delete while still in the Lobby.

Manual Assessments

Not in the sidebar — reached via direct link (e.g. from related CBT/report-card workflows)

1 This resource has navigation hidden by default; open it via its direct URL/link rather than the sidebar.
2 Click Create, enter Title, choose Category and Report Card Slot, select Academic Year then Term, and pick the Class/Subject.
3 Set Max Score and toggle Counts Towards Report Card.
4 Click Create.
5 Click Enter Scores on a row to record student scores for that assessment; Delete is only available while it has no scores entered yet.

Question Banks

CBT & Exam Question Banks

1 Go to CBT & Exam → Question Banks in the sidebar and click Create.
2 Select an optional Grade Level, required Subject, and Bank Name, plus a Description, then toggle Active.
3 Click Create, then open the bank's View page to add questions via its Questions relation manager, or use the row's Add Question quick action.
4 In the Add Question form: pick Question Type, Topic (or create one inline), Difficulty, enter the Question text, Default Points and optional Time Limit; for choice-based types fill in Answer Options and mark the correct one(s); for True/False pick the Correct Answer; optionally add an Explanation.
5 Click Create to save the question into the bank.

CBT Tests

CBT & Exam CBT

1 Go to CBT & Exam → CBT in the sidebar and click Create — this opens a multi-step Wizard.
2 Step "Basic Info": enter Test Title, Test Type, Academic Year and Term, choose a Question Source (Question Bank + Number of Questions), and set Subject, Grade Level and Classes, plus Description/Instructions.
3 Step "Timing": choose Timing Mode (Test Timer, Question Timer, or No Timer) and set the corresponding Duration or Time per Question.
4 Step "Scoring": set Total Marks, Passing Score, optional Negative Marking, Maximum Attempts, Score Method (if multiple attempts), and Shuffle Questions/Options.
5 Step "Student Experience": toggle what students see (Show Results Immediately, Correct Answers, Explanations, Score Breakdown) and set Available From/Until plus Publish Test.
6 Step "Safeguards": configure anti-cheating options (Require Fullscreen, Detect Tab Switching + Max Tab Switches, Prevent Copy/Paste) and optional Leaderboard/XP settings.
7 Step "Assessment Engine": set Assessment Category, Report Card Slot, Weight %, Counts Towards Report Card, Hybrid/manual grading options, Result Visibility, and Retake Policy, then click Create.
8 After creating, click Manage Questions on the test row to add questions from a bank, then Publish and confirm once ready. Use Release Results after grading to notify students, and Grading Queue to manually mark hybrid/theory answers.

Seating Plans

CBT & Exam Seating Plans

1 Go to CBT & Exam → Seating Plans in the sidebar and click Generate Seating Plan (there is no plain Create — plans are always generated).
2 In the modal, select the Exam, check one or more Exam Halls, and optionally give the plan a name, then submit — generation runs as a background job and you're notified when ready.
3 Once generated, click Preview to review seat assignments or Hall Grid for a visual grid view.
4 Click Validate to check for conflicts; click Publish (only while in Draft) and confirm to make seats visible to students, or Revert to Draft to unpublish.
5 Use Regenerate to re-run allocation for a draft plan, or Archive to retire a plan you no longer need.

Daily Locks

CBT & Exam Daily Locks

1 Go to CBT & Exam → Daily Locks in the sidebar (Branch Admin only).
2 Click Run End of Day (Today) to lock today's date for your branch in one step — optionally add Notes, then confirm "Yes, Lock Today". No attendance can be created or edited for that date afterward.
3 To lock/unlock any specific date, click Create, pick the Date, toggle Locked, add optional Notes, and Create.
4 Use the row's toggle Lock/Unlock action to flip a date's status, or Edit Notes to update the reason.

Grade Scale

CBT & Exam Grade Scale

1 Go to CBT & Exam → Grade Scale in the sidebar and click Create (slide-over).
2 Optionally expand "Adopt from Global Scale" and pick a Global Grade Scale to prefill Name, Grade and Description.
3 Enter/confirm Grade Name, Grade Letter, Grade Point, Minimum Percentage and Maximum Percentage, plus an optional Description.
4 Click Create.
5 To quickly seed a standard A–F scale, click Add Default Grades in the header and confirm.

Exams

CBT & Exam Exams

1 Go to CBT & Exam → Exams in the sidebar and click Create (slide-over).
2 Enter Exam Name, choose Exam Type, select Academic Year and Term, set Start Date and End Date, add a Description, and toggle Publish Exam.
3 Click Create.
4 Use the exam's Schedules relation manager to add per-subject schedules (date, class/subject, max marks) before entering scores.
5 Click Enter Scores on a published exam row (with schedules) to record marks in a slide-over modal.
6 Click Publish Results and confirm once grading is complete — students can then view their grades; use Unpublish Results to hide them again.

Global Question Library

CBT & Exam Global Question Library

1 Go to CBT & Exam → Global Question Library in the sidebar.
2 Filter/search the platform's shared question banks by Subject or Level Type, then click a bank card to browse its questions.
3 Filter by Topic, Difficulty or Type, expand a question to preview it, and check the boxes on the questions you want (or use Select All).
4 Click Import [n] Questions to open the import modal.
5 Choose to import into an existing local Question Bank or toggle Create a new question bank (enter a name), optionally tag with a Grade Level, then confirm Import — already-imported questions are skipped automatically.

Transcripts

CBT & Exam Transcripts

1 Go to CBT & Exam → Transcripts in the sidebar (requires the reports.generate_transcripts permission).
2 Select Academic Year, optionally Term, then Class, then Student.
3 Review the results preview showing published exam grades and overall percentage/grade.
4 Click Download Student Transcript to generate a single-student PDF.
5 To generate for a whole class at once, select just a Class (no student) and click Download All Class Transcripts — this bundles a transcript per student with published results.

My Assignments (staff-facing legacy page)

CBT & Exam My Assignments

1 Students go to CBT & Exam → My Assignments in the sidebar.
2 Click an assignment card to select it and load its details/attachments.
3 For a CBT-type assignment, submitting redirects straight into the CBT test-taking flow.
4 For Theory/Theory CA assignments, enter your answer text, optionally attach files, and use the Submit Assignment action (or the inline Submit Assignment form) — submissions already graded cannot be resubmitted, and late submissions are blocked unless the assignment allows them.

My Grades (staff-facing legacy page)

CBT & Exam My Grades

1 Students go to CBT & Exam → My Grades in the sidebar.
2 Select an Academic Year and Term to filter (defaults to the student's current year/term).
3 Review each exam's subject-by-subject grades plus overall summary stats (total marks, obtained marks, percentage, graded count) — only exams with results_published are shown.

Exam Schedule (Student)

CBT & Exam Exam Schedule

1 Students go to CBT & Exam → Exam Schedule in the sidebar.
2 Use the Upcoming / Ongoing / Completed filter buttons to switch views.
3 Each exam lists its per-subject schedule entries (date, time, subject) filtered to the student's own class.

My Test History (Student)

CBT & Exam Test History

1 Students go to CBT & Exam → Test History in the sidebar.
2 Review overall stats (total tests, average score, pass/fail counts, best score, time spent, XP/level/streak) and use the All / Passed / Failed filter to narrow the attempt list.
3 Click an attempt row to jump to its detailed Test Results view.
4 Scroll down to see per-subject stats and Recent Achievements.

My Grades (Student detail view)

CBT & Exam Grades

1 Students go to CBT & Exam → Grades in the sidebar.
2 Grades are grouped by exam, showing only results where results_published is true.
3 Review per-exam stats (total, obtained, percentage, passed/failed counts) and overall stats across all published exams.

My Assessment Results (Student)

CBT & Exam Results

1 Students go to CBT & Exam → Results in the sidebar.
2 Select a Term (defaults to current term) and optionally a Subject to filter.
3 Review results grouped by subject, plus the Term Summary (total subjects, average percentage, best grade, result count) — only published assessment results are shown.

My Assignments (Student submission workflow)

CBT & Exam Assignments (student view)

1 Students go to CBT & Exam → Assignments in the sidebar.
2 Use the All / Pending / Submitted / Overdue filter buttons to narrow the list.
3 Click an assignment to open it and review its details/attachments.
4 For a CBT-type assignment, submitting redirects into the CBT test-taking flow.
5 For Theory assignments, enter your answer and attach files if needed, then click Submit — already-submitted or graded work cannot be resubmitted, and overdue submissions are blocked unless late submissions are allowed.

Available Tests (Student CBT)

CBT & Exam CBT Tests

1 Students go to CBT & Exam → CBT Tests in the sidebar.
2 Use the filter buttons (All / Available / Upcoming / Completed / by test type) to narrow the list.
3 Each test card shows its status button — Start Test, Resume Test, Retake Available, Upcoming, Expired, or All Attempts Used — reflecting attempt history and availability window.
4 Click the status button to begin, resume, or retake the test (only enabled when canStart is true).

My Games (Student)

CBT & Exam My Games

1 Students (and teachers/admins) go to CBT & Exam → My Games in the sidebar.
2 The table lists practice games you've hosted or joined; filter by Status.
3 Click Host on a game you're hosting (while controllable) to run it, or Play on an active game hosted by someone else.
4 Click Results once a game is Completed, or Share Code (while in the Lobby) to copy the join code to your clipboard.
5 If the list is empty, use the Create Practice Game action shown in the empty state.

Join Game (Student)

CBT & Exam Join Game

1 Students go to CBT & Exam → Join Game in the sidebar.
2 Enter the 6-digit Game Code shared by the host and your Nickname (defaults to your account name).
3 Click Join Game — you're redirected straight into the live game's Play screen on success.
4 The page also lists any games you're currently hosting or have already joined, as quick-access shortcuts.

Create Practice Game (Student)

CBT & Exam Create Practice Game

1 Students (and teachers/admins) go to CBT & Exam → Create Practice Game in the sidebar.
2 Enter Game Title, choose Game Mode, and select either a Subject or a Question Bank to source questions from.
3 Set Number of Questions and Time per Question (seconds), and toggle I Want to Play Too, Shuffle Questions, Shuffle Options, and Show Leaderboard.
4 Click Create Game — subject to a daily limit (5 games/day for students, 10 for staff). You're redirected to the Host page and shown the shareable game code.

School Ops & Comm

Holidays

School Ops & Comm Holidays

1 Go to School Ops & Comm → Holidays.
2 Click New Holiday (opens a slide-over form).
3 Enter Name and Description.
4 Set Start Date and End Date.
5 Toggle Is Recurring if the holiday repeats every year.
6 If you are a School Admin, optionally pick a Branch (leave blank for "All Branches (School-wide)").
7 Click Create to save.
8 Use View, Edit, or Delete on a row to manage an existing holiday.

Timetable

School Ops & Comm Timetable

1 Go to School Ops & Comm → Timetable.
2 Click New Timetable (slide-over form) to add one class-period entry.
3 Select Class & Subject, Day, Period, and optionally a Room.
4 Click Create — the system checks for class and teacher scheduling conflicts and blocks the save if one is found.
5 Click View Class Timetable in the header, select a Class, to open that class's full weekly grid.
6 Click View Teacher Timetable in the header, select a Teacher, to see their weekly teaching load and total hours.
7 On any entry, use Edit or Delete to change or remove it.

Announcements

School Ops & Comm Announcements

1 Go to School Ops & Comm → Announcements.
2 Click New Announcement.
3 Enter Title, choose Type, and write the message in the Content rich text editor.
4 Under Audience & Visibility, optionally choose a Branch (School Admin only), tick Target Roles, pick Target Classes, and toggle Pin Announcement.
5 Under Publishing, set Publish At and Expires At.
6 Click Create.
7 Open a record and use Edit or Delete to update or remove it.

School Periods

School Ops & Comm School Periods

1 Go to School Ops & Comm → School Periods.
2 Click New Period.
3 Enter Period Name, Order, Start Time, End Time, and Short Name.
4 Choose Period Type — selecting Break or Lunch automatically toggles Break Period on.
5 Toggle Active, then click Create.
6 Drag rows up/down in the table to reorder periods.
7 Use Edit to update a period, or Delete (only enabled when no timetable entries use that period).

Messages

School Ops & Comm Messages

1 Go to School Ops & Comm → Messages.
2 Click New Message.
3 Select the recipient in To, enter Subject, and write the Body.
4 Click Create to send.
5 Open a message and click Delete to remove it (messages cannot be edited once sent).

Events Calendar

School Ops & Comm Events Calendar

1 Go to School Ops & Comm → Events Calendar (list view).
2 Click New Event.
3 Enter Title, Description, Type, Location, and pick an event Color.
4 Toggle All Day Event, or set Start Date & Time / End Date & Time.
5 Under Visibility & Target Audience, optionally choose a Branch (School Admin only) and tick Target Audience roles.
6 Click Create.
7 Click Calendar View in the header to switch to the month-grid calendar; use the Today button and the arrow controls to navigate months, and click a day's event to view details.
8 Use the Upcoming, Today, This Week, This Month, and Past Events tabs on the list to filter.

School Finance

Finance Dashboard

School Finance Finance Dashboard

1 Go to School Finance → Finance Dashboard.
2 Select Academic Year and Term, and adjust the date range if needed.
3 Review the Profit & Loss summary, Budget vs Actual panel, and Top Income / Top Expense lists.

Student Invoices

School Finance Student Invoices

1 Go to School Finance → Student Invoices.
2 Click New Student Invoice (slide-over).
3 Select Student — Fee Items auto-populate from the student's class fee assignments.
4 Confirm Issue Date, Due Date, Term, and adjust Fee Items (use Add Fee Item for extra lines); set Additional Discount / Tax under Summary.
5 Click Create.
6 To invoice a whole class at once, click Generate Class Invoices, pick a Class and Due Date, review the fee items and student list (toggle individual students off if needed), then click Generate.
7 Open an invoice and click Approve to approve a Draft invoice, then click Send Invoice to mark it Sent.
8 Click Record Payment, enter Payment Amount, Payment Method, Reference/Receipt No., Payment Date, optionally toggle Send Payment Receipt and pick channels, then submit.
9 Other available actions on an invoice: Send Reminder, Override Status, Extend Due Date, Add Fee Waiver, Apply Credit, Download Invoice PDF/Print, and the bulk action Consolidate into One Invoice.

Scholarships

School Finance Scholarships

1 Go to School Finance → Scholarships.
2 Click New Scholarship.
3 Enter Name, Type, Funded By, Valid From / Valid Until, Description, Notes, and toggle Active.
4 Under Coverage & Discounts, click Add Coverage and set Coverage Type, Discount Type (Percentage/Fixed/Full), Discount Value, Max Cap, and Applies To Fee Category.
5 Click Create.
6 Use Edit or Delete on an existing scholarship row to manage it.

Payroll

School Finance Payroll

1 Go to School Finance → Payroll.
2 Click Add Payroll to create one record: select Teacher (Basic Salary auto-fills), Payroll Month, Allowances, Deductions (Net Salary calculates automatically), then Create.
3 To process everyone at once, click Generate Monthly Payroll, pick the Payroll Month, adjust each teacher's Basic Salary/Allowances/Deductions, check/uncheck teachers, then click Generate.
4 On a pending record, click Mark Paid, choose Payment Method and enter Transaction ID, then confirm.
5 Select multiple records and use Mark All as Paid to bulk-pay.
6 Click Generate Payslip on a row to view/download that teacher's payslip PDF.

Fee Structures

School Finance Fee Structures

1 Go to School Finance → Fee Structures.
2 Click Create (slide-over).
3 Select or create a Fee Category, enter Name, Description, Academic Year, Amount, Frequency, and Due Day of Month.
4 Under Applicability, choose Scope — All or Specific; if Specific, select the Academic Level(s).
5 Toggle Mandatory Fee and Active.
6 Click Create.
7 Open a fee structure and use the Fee Assignments tab to review or adjust individual student assignments.

Payments

School Finance Payments

1 Go to School Finance → Payments — this list is read-only; payments are created via an invoice's Record Payment action, not here.
2 Use the Payment Method, Class, and date range filters to narrow the list.
3 Click View on a row to see full payment detail, or click the linked Invoice # to open the related invoice.

Fee Categories

School Finance Fee Categories

1 Go to School Finance → Fee Categories.
2 Click New Fee Category.
3 Enter Name, Description, and toggle Active.
4 Click Create.
5 Use Edit or Delete on a row (Delete only available if no fee structures use that category).

Fee Reports

School Finance Fee Reports

1 Go to School Finance → Fee Reports.
2 Choose a Term and/or a From/To date range.
3 Review the Ageing report (overdue balances by age bucket), the Variance report (expected vs invoiced vs collected per fee), and the Payment Method breakdown.

Student Account Statement

School Finance Account Statement

1 Go to School Finance → Account Statement.
2 Select a Student, and optionally set From Date / To Date.
3 Click Generate to build the chronological ledger of invoices and payments with a running balance.
4 Click Download PDF to export the statement.

Invoice Policies

School Finance Invoice Policies

1 Go to School Finance → Invoice Policies.
2 Click Add Policy.
3 Choose Policy Scope — Branch Default, Specific Class, or Specific Student — and pick the Class/Student if applicable.
4 Set Due & Payment Settings (Default Due Days, Allow Instalment Plans, Minimum First Payment %).
5 Toggle Late Fee Settings and set Late Fee Type/Value if enabled.
6 Set Discount Approval Thresholds (Amount and/or Percentage).
7 Submit to save the policy.
8 Click Delete on a row to remove a policy override.

Bulk Payment Reminders

School Finance Bulk Reminders

1 Go to School Finance → Bulk Reminders.
2 Tick the Invoice Status values to target (Overdue, Sent, Partially Paid), and optionally filter by Class, Term, and Minimum Outstanding Balance.
3 Click Preview to see the list of matching invoices.
4 Click Send to queue payment reminder notifications to every matching student/guardian.

Discount Approvals

School Finance Discount Approvals

1 Go to School Finance → Discount Approvals.
2 Filter by Approval Status (defaults to Pending).
3 Click Approve on a request to approve it, or click Reject and enter a Reason for Rejection.
4 Select multiple rows and click Approve Selected to bulk-approve.

Fee Collection Dashboard

School Finance Fee Collection

1 Go to School Finance → Fee Collection.
2 Select a Term and/or Class filter.
3 Review Total Billed, Total Collected, Outstanding, Overdue Amount, Collection Rate, and the by-class breakdown table.

Transport & Hostel

Transport Routes

Transport & Hostel Transport Routes

1 Go to Transport & Hostel → Transport Routes.
2 Click Create.
3 Enter Name, Start Point, End Point, Description.
4 Set Morning Departure Time and Afternoon Departure Time.
5 Under Assigned Vehicles, select one or more Vehicles.
6 Toggle Active, then click Create.
7 Open the route, go to the Assigned Students tab, click Assign Student.
8 Select Student, Stop (Fee Amount auto-fills), Term, Direction, adjust Fee Amount if needed, then submit.
9 Click Cancel on a student row to end that student's route assignment.

Vehicles

Transport & Hostel Vehicles

1 Go to Transport & Hostel → Vehicles.
2 Click Create.
3 Enter Name, Plate Number, Vehicle Type, Capacity, Make, Model, Year, Color.
4 Under Driver, select a Driver (Staff Account) or enter Driver Name (Fallback) and Driver Phone.
5 Set Insurance Expiry and Road Worthiness Expiry.
6 Toggle Active, then click Create.
7 Use Edit or Delete on a row to manage an existing vehicle.

Hostels

Transport & Hostel Hostels

1 Go to Transport & Hostel → Hostels.
2 Click Create.
3 Enter Name, Gender, Location, and Description.
4 Under Warden, select a Warden (Staff Account) or enter Warden Name (Fallback) and Warden Phone.
5 Toggle Active, then click Create.
6 Open a hostel to manage its Rooms and Hostel Students tabs.

Rooms & Beds

Transport & Hostel Rooms & Beds

1 Go to Transport & Hostel → Rooms & Beds.
2 Click Create.
3 Select Hostel, enter Room Number, choose Room Type (auto-fills default Capacity), Floor, and Fee per Term.
4 Optionally add Amenities and a House Master.
5 Toggle Active, then click Create — beds are auto-created for the room.
6 Open the room, go to the Student Assignments tab, click Assign Student to Bed.
7 Select Student, Term, and an available Bed, set Check-in Date and Notes, then submit.
8 Use Check Out or Cancel on an assignment row to end it.
9 Use the Beds action on a room row to jump to its bed list, or Recreate Beds to regenerate beds after changing capacity.

Subscription

Subscription Overview

Subscription Subscription Overview

1 Go to Subscription → Subscription Overview (School Admin only).
2 Review the summary cards and by-plan breakdown across all branches.
3 Filter the table by Status, Plan, Expiring Soon (7 days), or Has Pending Invoices.
4 Click Invoices on a branch row to open Platform Invoices pre-filtered to that branch.

My Subscription

Subscription My Subscription

1 Go to Subscription → My Subscription (Branch Admin, shown when the branch has no active subscription).
2 Click Create.
3 Select a Subscription Plan and Billing Cycle (Monthly/Yearly) — review the Price Breakdown showing per-student pricing and Total.
4 Click Create to start a 14-day free trial subscription.
5 Click View on the resulting record to see usage, billing details, and trial countdown.

Subscription Plans

Subscription Subscription Plans

1 Go to Subscription → Subscription Plans (read-only catalog; plans are managed by PenPlus, not created here).
2 Click View on a plan to see full pricing, limits, and features.

Platform Invoices

Subscription Platform Invoices

1 Go to Subscription → Platform Invoices.
2 Filter by Status or Source (Admin Invoice/Subscription).
3 Click Pay on an unpaid invoice — this opens School Billing pre-targeted to that invoice.
4 Click View for full invoice detail, or PDF to download it.

App Subscription Invoices

Subscription App Subscription Invoices

1 Open the App Subscription Invoices list and click View on a record to see billing period, amounts, and payment details.
2 Click Pay and confirm in the Pay Invoice dialog — this currently shows a "Payment Integration Required" notice until a payment gateway is configured.

School Billing (Platform Billing)

Subscription Platform Billing

1 Go to Subscription → Platform Billing.
2 Click Submit Payment (targets your latest unpaid invoice), or click Pay next to a specific invoice under Invoice History.
3 Enter Payment Amount, select Payment Method (Bank Transfer, Cash, Paystack, Flutterwave, Other), and add a Transaction Reference.
4 Upload Payment Proof / Receipt (JPG, PNG, or PDF, max 5MB).
5 Add optional Notes, then click Submit Payment — the payment is queued for manual review and confirmed within 24-48 business hours.
6 Use the PDF link in Invoice History to download any past invoice.

Subscription Expired (Renewal Screen)

Subscription (shown automatically when access is restricted)

1 When your subscription lapses you are redirected to the Subscription Expired screen.
2 Review the outstanding Subscription Invoices list.
3 Click Pay Now on an invoice — you are taken to My Subscription to complete renewal.

Accounting & Budgets

Budgets

Accounting & Budgets Budgets

1 Go to Accounting & Budgets → Budgets.
2 Click Create.
3 Enter Name, Budget Category, Academic Year, Term (leave blank for Full Year), and Total Budget.
4 Set Status (Draft/Approved/Closed) and Notes.
5 Under Budget Line Items, click Add Line Item to define spending lines (Name, Allocated amount, Description).
6 Click Create.
7 On a Draft budget, click Approve to mark it approved.

Expenditure Requisitions

Accounting & Budgets Expenditure Requisitions

1 Go to Accounting & Budgets → Expenditure Requisitions.
2 Click Create.
3 Enter Title, Description, Priority, and select Apply To (the approver).
4 Optionally link a Budget and Budget Line Item — Total Amount is calculated automatically from Requisition Items.
5 Under Requisition Items, click Add Item to list what's being purchased (Description, Quantity, Unit Price).
6 Upload any Supporting Documents, then click Create.
7 On a requisition awaiting your approval, click Approve — toggle Final Approval or pick a Next Approver, add Approval Notes, and submit; or click Reject with a Reason for Rejection.
8 Once Approved, an Accountant/School Admin clicks Mark Paid, enters Amount Paid, Payment Method, Reference/Cheque No., and optional Receipt, then submits.
9 The requester can click Cancel on their own still-pending requisition.

Transactions

Accounting & Budgets Transactions

1 Go to Accounting & Budgets → Transactions.
2 Click Record Income or Record Expense in the header (opens Create pre-set to that type).
3 Select Category, enter Description, Amount, Transaction Date, Payment Method, and Reference.
4 Optionally link a Budget, Requisition, or Invoice, and attach Receipts / Evidence.
5 Click Create.
6 On an unreconciled transaction, click Reconcile to mark it as reconciled.

Transaction Categories

Accounting & Budgets Transaction Categories

1 Go to Accounting & Budgets → Transaction Categories.
2 Click Create.
3 Enter Name, select Type (Income/Expense), and optionally link a COA Account and Parent Category.
4 Toggle Active, then click Create.

Profit & Loss

Accounting & Budgets Profit & Loss

1 Go to Accounting & Budgets → Profit & Loss.
2 Set the Date From / Date To range.
3 Use the comparison toggle to compare against a prior period.
4 Click Export CSV to download the statement.

Balance Sheet

Accounting & Budgets Balance Sheet

1 Go to Accounting & Budgets → Balance Sheet.
2 Set the As Of date.
3 Use the comparison toggle to compare against another date.
4 Click Export CSV to download the statement.

Reports

School Overview Report

Reports School Overview

1 Go to Reports → School Overview.
2 School Admins can select a Branch, or leave it blank to view all branches combined; Branch Admins see only their branch.
3 Set the date range (From/To).
4 Review the KPIs (Revenue, Expenses, Operating Margin, Collection Rate, Retention, Attendance), the monthly Revenue vs Expenses trend chart, the branch comparison table, and Top Expense Categories.

Scholarship Report

Reports Scholarship Report

1 Go to Reports → Scholarship Report.
2 Select Academic Year and optionally a Scholarship Type.
3 Review the Awards Summary, Value Summary, awards Trend chart, Term Breakdown, per-scholarship Budget utilisation, and the Full-fee vs Scholarship student breakdown.
4 Click Export CSV to download the full report.

Budget Report

Reports Budget Report

1 Go to Reports → Budget Report.
2 Select Academic Year and optionally a Budget Category.
3 Review the KPI cards, the Budget vs Actual table, the category summary chart, and the Requisition status breakdown.
4 Click Export CSV to download the report.

Export Reports

Reports Export Reports

1 Go to Reports → Export Reports.
2 Step 1: click a report type card (Attendance, Finance Income/Expense, Finance Budget, Academic, Scholarship, or Requisitions) to select it.
3 Step 2: set the relevant filters (date range, academic year/term, class, category, status, etc.), then click Next.
4 Step 3: click Submit — the export is queued and you're notified once it's ready.
5 Download completed exports from the Recent Exports list when their status shows "ready".

Settings

School Setup

Settings School Setup

1 Go to Settings → School Setup (or you land here automatically until setup is complete).
2 Work through each checklist item shown and complete its linked action (branch info, academic year, classes, etc.).
3 Click Refresh to re-check completion status — once complete you're redirected to the dashboard.

General, Academic & System Settings

Settings Settings

1 Go to Settings → Settings.
2 On the General tab, fill in School Name, Code, Email, Phone, Website, and Address fields, upload a School Logo, set Primary Color / Secondary Color, then click Save.
3 Switch to the Academic tab to set Default Term Duration, Academic Year Start Month, grading options (Enable Grading System, Default Passing Grade), and attendance options, then click Save.
4 Switch to the System tab to configure Notifications, Security (Session Timeout, Enable 2FA, password rules), and Maintenance/Backup settings, then click Save.
5 Switch to the Academic Years tab, click Create Academic Year (or Generate Years to auto-generate five), then use Set as Current on the year you want active.
6 Switch to the Term Dates tab to add or edit term start/end dates and click Set as Current on the active term.

Roles & Permissions

Settings Settings (Roles tab)

1 Go to Settings → Settings and switch to the Roles tab.
2 Click Create Role, enter Role Name, Display Label, Description, and Branch Scope, then tick the Permissions to grant.
3 Click Create to save the role.
4 On an existing role, click Edit to change its label or permissions, Duplicate to clone it, or Delete (only if unused and non-system).
5 Switch to the Staff Permissions tab, click Manage on a staff member, assign Roles and any extra Direct Permissions, then save.
6 Click Sync Permissions to refresh the system permission list.

Role Catalog

Settings Role Catalog

1 Go to Settings → Role Catalog.
2 Browse the global roles list and filter by Category if needed.
3 Click Add to my school on a role.
4 If the role is branch-scoped, optionally select a Branch (leave blank for tenant-wide), then submit — the role is imported and now appears under Roles & Permissions.

Branches

Settings Branches

1 Go to Settings → Branches (only School Admins can create).
2 Click New Branch.
3 Enter Name, Code, Email, Phone, and Address details, then toggle Main Branch / Active.
4 Click Create.
5 Open a branch and use the Domains tab to manage custom domains.
6 Click Switch to Branch on a row to change your active branch context.

Report Card Config

Settings Report Card Config

1 Go to Settings → Report Card Config.
2 Click Create (or Edit an existing config, slide-over).
3 Select the Term and optional Grade Scale Name.
4 Configure Assessment Slots — CA 1 Label/Max/Type are required; toggle Include CA 2, Include Mid-Term, and Include Assignment to add and label those slots with their own max scores.
5 Set the Exam Label, Max, and Type, and confirm Total Score sums to 100.
6 Set the Behaviour Traits, Psychomotor Skills, and Co-scholastic Areas lists (and their "Show on Report Card" toggles).
7 Set Display Options (Show Class Position, Show Class Stats, Show Attendance, Show Performance Chart).
8 Click Save.

Report Card Mapping

Settings Report Card Mapping

1 Go to Settings → Report Card Mapping.
2 Filter by Class if needed, then click Configure Slots on a class-subject row.
3 Select Academic Year and Term.
4 For each CA slot (CA 1, CA 2, Mid-Term) select which CBT test or graded exam fills it.
5 If an Assignment slot is configured, select the theory assignment or exam that counts toward it.
6 Click Save Mapping.

Report Card Templates

Settings Report Card Templates

1 Go to Settings → Report Card Templates.
2 Click Preview on a template to see a full-size preview modal.
3 Click Use Template (or Use This Template inside the preview) and confirm — this sets it as your school's active report card design.

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Student Portal

For enrolled students checking grades, assignments, timetable, and more.

Features

Student Portal Login

1 Open the Student Portal login page.
2 In the "Username / Email / Admission Number" field, type your username, email address, or admission number.
3 In the Password field, type your password.
4 Optionally tick "Remember me" to stay signed in on this device.
5 Click Sign in.

Dashboard

Student Portal Home Dashboard

1 Log in to the Student Portal — you land on the Dashboard automatically.
2 Review your key stats at the top: outstanding fee balance, attendance percentage, pending assignments, and term average score.
3 Scroll down to see your upcoming assignments, upcoming exams, recent grades, and this month's attendance breakdown.
4 Click "View all →" under any section (Assignments, Exam Schedule, Grades) to open that full page.
5 Click one of the quick-link tiles (Timetable, Assignments, Grades, Syllabus, Report Cards, Exam Schedule) to jump straight to that page.

My Timetable

Student Portal Academics Timetable

1 In the sidebar, click Timetable under Academics.
2 Check "Today's Schedule" at the top for a quick look at today's periods.
3 Scroll down to view the full weekly timetable grid, with each row a period and each column a day (Monday to Saturday).
4 Read each cell for the subject, teacher, and room assigned to that period.

Syllabus

Student Portal Academics Syllabus

1 In the sidebar, click Syllabus under Academics.
2 Click "All Subjects" or a specific subject button to filter the list.
3 Find the syllabus document card you need.
4 Click Download on the card to open or download the file.

My Report Cards

Student Portal Academics My Report Cards

1 In the sidebar, click My Report Cards under Academics.
2 Browse the list of report cards, one per term and class.
3 On a published report card, click Download PDF to download it.
4 Report cards that are not yet published are shown but cannot be downloaded until your school publishes them.

Assignments

Student Portal Assessment Assignments

1 In the sidebar, click Assignments under Assessment.
2 Use the All, Pending, Submitted, or Overdue tabs to filter the list.
3 Click Submit (or View if already submitted or graded) next to an assignment to open it.
4 Read the description, instructions, and any attached question paper or reference documents (click a document to open it in a new tab).
5 Type your response in the "Your Answer" box (labeled "Your Answers" for theory CA assignments).
6 Click Submit Assignment to send your work, or Close to exit without submitting.

Exam Schedule

Student Portal Assessment Exam Schedule

1 In the sidebar, click Exam Schedule under Assessment.
2 Check the Upcoming Exams and Ongoing Exams counters at the top.
3 Click the Upcoming, Ongoing, Completed, or All tab to change which exams are listed.
4 Review each exam's schedule details, including subjects, dates, and times for your class.

My Grades

Student Portal Assessment Grades

1 In the sidebar, click Grades under Assessment.
2 Click an exam name in the list to filter your grades to that exam, or leave it unselected to see all published results.
3 Review your overall stats (average percentage, subjects, pass rate) and the subject-by-subject breakdown.
4 Click Download Results PDF at the top of the page to download a PDF copy of your results.

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Parent Portal

For parents and guardians tracking their children's academics, attendance, and fees.

Features

Dashboard

Parent Portal Home Dashboard

1 Log in to the Parent Portal — you land on the Dashboard automatically.
2 Review the stats overview at the top for a snapshot across all your children.
3 Scroll down to see the attendance summary chart, fee summary table, upcoming events, and recent announcements.
4 Click any quick-action tile (My Children, Attendance, Fees, Messages, Assignments, Timetable, Report Cards, Consent) to jump to that page.

My Children (Family Overview)

Parent Portal Home My Children

1 In the sidebar, click My Children under Home.
2 Review the family-level stats: number of children, total outstanding fees, average attendance, and pending consents.
3 Click a child's card to select them and view their summary — class, admission number, age, attendance, and outstanding fees — below.

Student Profile

Parent Portal Home Student Profile

1 In the sidebar, click Student Profile under Home.
2 If you have more than one child, click their name/photo at the top to switch between children.
3 Click the Bio Data, Medical, Guardians, or Academic History tab to view that section.
4 Review the details shown, such as date of birth, medical conditions, emergency contact, linked guardians, and enrollment history.

Results & Performance

Parent Portal Academics Results & Performance

1 In the sidebar, click Results & Performance under Academics.
2 If you have more than one child, click their name/photo at the top to switch between children.
3 View the class position cards for each exam your child has been graded in.
4 Scroll down to view the performance trend chart, subject performance chart, subject results by exam, and any teacher remarks.

Attendance Analytics

Parent Portal Attendance Attendance Analytics

1 In the sidebar, click Attendance Analytics under Attendance.
2 If you have more than one child, click their name/photo at the top to switch between children.
3 Use the month dropdown to select the month you want to review.
4 Review the monthly stats (present, absent, late, excused, percentage) and the daily attendance chart.
5 Scroll down to see the term-by-term attendance summary and any attendance alerts, such as consecutive absences or attendance below 75%.

Assignments

Parent Portal Assignments Assignments

1 In the sidebar, click Assignments under Assignments.
2 If you have more than one child, click their name/photo at the top to switch between children.
3 Review the stats strip showing total, submitted, pending, overdue, and graded assignments.
4 Browse the due assignments and previously submitted assignments, including any teacher feedback or grades.

Behaviour & Discipline

Parent Portal Behaviour Behaviour & Discipline

1 In the sidebar, click Behaviour & Discipline under Behaviour.
2 If you have more than one child, click their name/photo at the top to switch between children.
3 Review the list of incidents and commendations recorded for your child.
4 For any incident needing acknowledgement, click Acknowledge next to it.
5 In the panel that opens, optionally type a comment in "Your Response (Optional)", then click Submit to confirm.

Communication Center

Parent Portal Communication Communication

1 In the sidebar, click Communication under Communication.
2 Click the Messages or Announcements tab to switch between your inbox and school notices.
3 To read a message, click Read on it — it is marked as read automatically.
4 To send a new message, click New Message.
5 Select a recipient in the To field, type a Subject and your Message, then click Submit to send it.

Consent & Approvals

Parent Portal Consent & Approvals Consent & Approvals

1 In the sidebar, click Consent & Approvals under Consent & Approvals.
2 Review the list of consent requests across all your children — pending ones are listed first.
3 Click Respond on a pending request to open it.
4 Read the request details, then choose Approve or Decline under "Your Decision".
5 Optionally add a comment in Notes, then click Submit to record your response.

Fees & Payments

Parent Portal Fees & Finance Fees & Payments

1 In the sidebar, click Fees & Payments under Fees & Finance.
2 If you have more than one child, click their name/photo at the top to switch between children.
3 Review your fee stats (total billed, total paid, outstanding, overdue count) and the list of open invoices.
4 To pay online, click Pay Online next to an invoice, then click Continue to Payment in the confirmation dialog.
5 To record a payment you already made offline, click Record Payment, fill in Amount, Payment Method, and Reference / Receipt No., then click Submit.
6 Scroll down to view your payment history and receipts.

Document Center

Parent Portal Documents Document Center

1 In the sidebar, click Document Center under Documents.
2 If you have more than one child, click their name/photo at the top to switch between children.
3 Click the Report Cards, Payment Receipts, or Student Documents tab to switch between document types.
4 Click Download PDF (or the download icon) next to a document to download it.

Timetable

Parent Portal Timetable Timetable

1 In the sidebar, click Timetable under Timetable.
2 If you have more than one child, click their name/photo at the top to switch between children.
3 View the Class Timetable grid for the week.
4 Scroll down to view the upcoming Examination Timetable for your child's class.

My Profile

Parent Portal My Account My Profile

1 In the sidebar, click My Profile under My Account.
2 Click Save Changes to open the edit form.
3 Update your Full Name, Email Address, or Phone Number under Personal Information, and your Occupation, Employer / Workplace, Work Phone, or Home Address under Guardian Details.
4 Click Submit to save your changes.

Change Password

Parent Portal My Account Change Password

1 In the sidebar, click Change Password under My Account.
2 Click Update Password to open the form.
3 Enter your Current Password, then your New Password and Confirm New Password (at least 8 characters).
4 Click Submit to save your new password.

Analytics & Risk

Parent Portal My Account Analytics & Risk

1 In the sidebar, click Analytics & Risk under My Account.
2 Review the risk summary card for each of your children, showing an overall status of Good, Watch, or Alert.
3 Read the detailed notes for any flagged academic decline, attendance risk, or fee risk.

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Agent Portal

For PenPlus sales partners referring and tracking schools.

Features

Dashboard

Agent Portal Overview Dashboard

1 Log in to the Agent Portal — you land on the Dashboard automatically.
2 Review your summary cards for your pipeline and earnings.
3 Click "View all →" under the Pipeline or Earnings section to open the full page.
4 If your pipeline is empty, click "Add your first school →" to get started.

My Pipeline

Agent Portal Pipeline My Pipeline

1 In the sidebar, click My Pipeline under Pipeline.
2 Review your stats strip: Total, Active, Enrolled, and Lost schools.
3 Click Add School to log a new prospect.
4 Fill in School Name, City, State, Contact Name, School Email, Contact Phone, Estimated Students, Estimated Price per Student, and Notes, then click Save to Pipeline.
5 To move a school through your pipeline, click Move on its row and choose Prospect, Pitched, Negotiating, or Lost.
6 Once a school is Pitched or Negotiating, click Enrol on it.
7 Enter the Agreed Price per Student and Number of Students, then click Submit for Approval.

Commissions & Earnings

Agent Portal Earnings Commissions & Earnings

1 In the sidebar, click Commissions & Earnings under Earnings.
2 Review your commission history in the list.
3 Click Request Withdrawal to open the withdrawal form.
4 Enter the Amount (minimum ₦500) and select the Bank Account to receive payment; optionally add notes.
5 Click Submit Request to send your withdrawal request for approval.
6 Scroll down to track the status of your past Withdrawal Requests.

Bank Accounts

Agent Portal Earnings Bank Accounts

1 In the sidebar, click Bank Accounts under Earnings.
2 Click Add Account to open the form.
3 Enter the Bank Name, 10-digit Account Number, and Account Name, then click Save Account.
4 To make an account your default payout account, click Set as Primary on that account's card.
5 To remove an account, click the delete icon and confirm "Remove this bank account?".

Report a Bug

Agent Portal Support Report a Bug

1 In the sidebar, click Report a Bug under Support.
2 Click the Report a Bug button at the top of the page to open the form.
3 Enter a short Title, choose a Priority (Low, Medium, High, Critical), and describe the issue in Description (at least 20 characters).
4 Click Submit Report to send it.

Suggestions

Agent Portal Support Suggestions

1 In the sidebar, click Suggestions under Support.
2 Click New Suggestion to open the form.
3 Enter a Title, choose a Category (Product, Process, Commission, Support, or Other), and describe your idea in Description (at least 20 characters).
4 Click Submit Suggestion to send it.

My Profile

Agent Portal Overview My Profile

1 In the sidebar, click My Profile under Overview.
2 Update your Name, WhatsApp number, City, or State, then click Save Changes.
3 To change your password, scroll to the Change Password section and enter your Current Password, New Password, and Confirm New Password.
4 Click Update Password to confirm.

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