Module
Student Lifecycle
The student lifecycle end to end — admissions through teaching, assessment and graduation to alumni, with billing, aid and the safeguards alongside. Bills raise real receivables in Accounting; faculty are real people in HRMS.
7 groups · 13 sections · 63 screens
Academics
The calendar, what is taught, and who teaches it.
RecordsAcademic TermsThe calendar everything keys off: registration windows, census, grade deadlines.OpenRecordsProgramsWhat a student is working toward. Requirements drive the degree audit.OpenRecordsCourse CatalogEvery course on offer, with the prerequisites registration actually enforces.OpenRecordsSections & SchedulingWhat is actually offered this term, who teaches it, when it meets and how full it is.Open
WorkspaceMy TeachingYour courses and the sections you teach — today’s classes, registers to take, students under the attendance minimum and work to mark first; then each section’s register, students, work and marks.OpenWorkspaceAttendanceOverall attendance, students and sections under the minimum, and today’s registers — then by programme, section and student, with each student’s cumulative percentage and every class they were marked for.OpenRecordsAssignmentsWork set — essays, quizzes, practicals, projects — with what was handed in and the marks given. A teacher sets work only for the sections they teach.OpenRecordsAssessmentsQuizzes, midterms and final examinations, with their results.OpenRecordsAttendance MarksEach class’s mark per student, with the student’s cumulative attendance in that section up to that day. The figures, by programme, section and student, are on Attendance.OpenRecordsDiscussionsDiscussion threads within a section — the collaborative side of course delivery.OpenViewClass SessionsEvery class held or cancelled, what was taught, and who took the register. Taken on My Teaching or from a class on the timetable calendar.Open
RecordsFacultyWho teaches and who advises, with their current load. Linked to the HRMS personnel record.OpenRecordsAcademic AdvisingAdvising sessions, what was discussed and what was agreed.OpenRecordsTeaching TeamsWho teaches a section besides its lead: co-teachers, demonstrators, tutors, lab instructors and examiners. Each may take the section’s register, set its work and enter its marks, and has it on their own timetable. Nobody is put in two classes at once.Open
Rooms & Exams
Rooms, the term timetable and the exam timetable.
Rooms & Timetabling
9Rooms that cannot be double-booked, and a timetable built to keep it that way.
WorkspaceTimetableThe timetable as a calendar — week, day or month — for you, a section, a teacher, a room, a student or a programme; each class opens its register. The weekly pattern, with the clashes marked, is one press away.OpenRecordsRoomsEvery room that can be timetabled or examined in: seats, exam seats, type, equipment, step-free access and opening hours. A room is booked by the timetable, never typed.OpenRecordsBuildingsThe buildings rooms are in, each on a campus.OpenRecordsRoom BookingsOne-off events asked for a room: a guest lecture, a society, an interview day. Approved, a booking holds the room like a class does; a clash is refused when it is approved.OpenRecordsRoom ClosuresDates a room cannot be used: refurbishment, an open day, a fault. The timetable and bookings are refused over them.OpenRecordsMeeting PatternsWhat the timetable builder is asked to place for a section: hours a week, session length, preferred days, room type and equipment. A section without one keeps the shape of the meetings it has.OpenRecordsTimetable RunsThe automatic builder: build a conflict-free timetable for a term as a preview, see what it could not place and why, then apply it or throw it away. Exam scheduling runs land here too.OpenReportTimetable ClashesEvery clash on file: a room or an instructor in two places, students in two sections at once, a room with fewer seats than the section. Empty is the goal.OpenRecordsScheduling SettingsWhether an over-full room warns or is refused, whether student clashes are checked, the teaching day the builder works in, and the exam rules.Open
RecordsExam PeriodsThe weeks exams are sat in, their daily sittings and rules. Generate the exams, schedule them (a preview on Timetable Runs), then publish to the student portal.OpenRecordsExamsEach exam: who sits it, when, in which rooms (a large exam is split across rooms) and who invigilates. A change that gives a student two exams at once, too many in a day, or a room more candidates than exam seats is refused.OpenReportExam ClashesStudents with two exams at the same time, or more in a day than the period allows.Open
Recruit & Enrol
Inquiry through decision to a student record.
WorkspaceAdmissions DashboardApplications, documents to verify, admitted and enrolled, by programme and entry term — each figure opens the applicants behind it.OpenRecordsAdmissionsApplicants from first inquiry to a decision, and from a decision to a student record.OpenViewPossible Duplicate ApplicantsEvery applicant whose name matches another record together with the date of birth or an email or phone. Open both to compare. Different people: choose Not a duplicate and say why (or say why when saving with Create anyway), and the pair leaves this list.OpenReportAdmissions FunnelApplications, admits, yield and denial by program and term.Open
RecordsStudent RecordsThe record itself: program, advisor, standing, credits, GPA and what is blocking progress.OpenViewPossible Duplicate StudentsEvery student whose name matches another record together with the date of birth or an email or phone. Open both to compare. Different people: choose Not a duplicate and say why (or say why when saving with Create anyway), and the pair leaves this list.OpenViewRegistrationEvery registration, waitlist place and grade.OpenRecordsHolds & ComplianceWhat stops a student registering, obtaining a transcript or graduating.OpenWorkspaceMy StudiesYour courses, your attendance in each, and the work set for you — hand an essay in here.Open
Student Success
Catching difficulty early, and reaching the people it affects.
RecordsEarly AlertsDifficulty flagged early enough to act on. Raised by staff, and automatically: on a failing grade, on attendance under the school’s Alert Rules, and on fees past due — one open alert per student and reason.OpenReportStudent Success & RetentionA risk score per student with the reasons behind it, so the outreach can be targeted.OpenReportLearning AnalyticsEngagement per student per section: work submitted, marks, attendance and participation.OpenRecordsAlert RulesWhen an early alert is raised without anybody pressing anything: attendance under the school’s minimum, absences in a row, fees past due — and when an overdue bill puts a hold on the student. One rule per school, or one for the whole company.Open
Finance
What is charged, what is awarded, and what is owed.
RecordsFee ScheduleWhat is charged, on what basis, and to which general ledger account.OpenViewStudent BillingA term’s charges netted against aid. Issuing raises a real receivable in Accounting.OpenRecordsFinancial Aid & ScholarshipsWhere aid money comes from and how much of each fund is left. Linked to funding sources in Budgeting.OpenRecordsAid AwardsWhat was offered, accepted and disbursed. Accepted aid reduces the next bill.OpenViewOverdue Student BillsEvery bill past its due date with money still open: how late, whether the student and finance were warned, its late fee and its hold. The late fee comes from the Fee Schedule (a fee of type Late), the hold from Alert Rules — neither is charged or placed unless the school has set one.OpenViewTerm BillingBill every enrolled student of a term — or of one programme in it — in one go. Preview first: who is billed, for how much, and who is passed over and why. A student already billed for the term is never billed twice.Open
Financial Aid (US)
10ISIRs, cost of attendance, need and packaging — for institutions in the United States.
RecordsAid ApplicationsOne per student per award year, from the ISIR: SAI, cost of attendance, need, verification and C-code status. Propose a package, offer it, and the student answers in the portal.OpenRecordsAid TasksWhat must be cleared before federal aid is paid: verification, ISIR comment codes, ISIRs that matched nobody, over-awards.OpenRecordsISIR ImportsISIR files loaded: how many records, how many matched a student, what could not be read.OpenRecordsISIR RecordsEach ISIR transaction received, the student it matched (by SSN, else date of birth and name) and what it says: SAI, dependency, Pell eligibility, verification, C-codes. The SSN shows as its last four.OpenWorkspaceAward LettersThe financial aid offer each student was sent: cost of attendance, need and every award, as a letter.OpenRecordsCost of AttendanceBudgets per award year by enrolment intensity and housing, each a list of components: tuition and fees, housing and food, books and supplies, transportation, personal, loan fees, dependent care. The seeded amounts are illustrative.OpenRecordsPell ScheduleAnnual Pell by Student Aid Index and enrolment intensity. The seeded schedule is ILLUSTRATIVE: replace it with the schedule the Department of Education publishes for the award year.OpenRecordsDirect Loan LimitsAnnual Direct Subsidized and combined limits by grade level and dependency. Check them against the FSA Handbook for the award year.OpenRecordsAward YearsFederal award years (July to June) with the maximum and minimum Pell and the institutional grant limit.OpenRecordsISIR LayoutsWhere each ISIR field sits, per award year, as data. Check every position against the ED ISIR Guide for the year before importing a real file; a new award year is a new layout.Open
Outcomes
Graduation, the credential, and the relationship after it.
RecordsGraduationApplications to graduate. Conferring runs the degree audit as a gate, not a formality.OpenViewCredentialsWhat has been conferred, with a verification code a third party can check.OpenRecordsTranscript ManagementRequests for the academic record. A transcript hold stops issue until it is cleared.OpenRecordsCareer ServicesPlacements, internships and the counseling behind them. Employers are CRM accounts.OpenRecordsAlumniThe relationship after graduation: where they went, and whether they will give or mentor.Open
Reporting
Enrollment, outcomes, and the catalog behind them.
ReportReports & AnalyticsThe report catalog for this module, and the models behind it — dimensions and key figures you can rearrange, filter, total and export.OpenReportPredictive & PrescriptiveWhere this module’s measures are heading, how much that projection is worth, and what to do about it while there is still time.Open