Workflow Settings
Last updated: January 2025
Access and Navigation
To access this module, go to Planning > School Year Setup > Workflow Settings
If you cannot view the link from the list, check the privilege assigned to your user account or role.
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
Clusters
Setup the Cluster Module
Toggle the switch to have access to the cluster module
Add a Cluster
Click the + New button in the Clusters menu
Fill out the necessary information
Cluster Name
Coordinator
Click on Add New Cluster to save the Information
Edit a Cluster
Select a cluster to edit and click on the Pencil icon
Fill out the necessary information
Cluster Name
Coordinator
Click on the Update Cluster to save any changed Information
Delete a Cluster
Select a Cluster to delete, then click on the Trash bin icon
A confirmation dialogue will be displayed
Upon clicking the Yes, Delete option, the system will then delete the selected cluster
Upon clicking No option, the system will close the confirmation dialogue
Machine Sequences
Setup the Machine Sequence Module
Toggle the switch to have access to the Machine Sequence module under Finance setup.
To set the Machine Sequence, simply enter a unique identifier for the current machine being used. Payment modes will refer to which set of transactions will be accepted by the system.
By default, if Machine Sequence has been disabled, all payment modes are applicable.
Grades Approvals
The Grades Approval feature will be rolling out in the coming weeks. We’ll host webinars and provide comprehensive guides to help your institution get started. Stay tuned for updates and check out our Knowledge Base for detailed instructions once the feature goes live.
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