School Settings

Last updated: January 2025

This feature enables you to configure and manage various school settings to align with your institution’s needs.

Access and Navigation

School Settings is under the Settings module.

If you cannot view a link from the list, check the privilege assigned to your user account or role.

School Profile

The School Profile contains essential information about the institution, including its name, address, contact details, academic structure, and other key configurations. This section allows administrators to update and maintain accurate school data. The School Profile is under the School Settings menu.

  • To edit the school profile details, click on any field’s textbox and modify the content as needed

  • You may also change the school profile picture by clicking on the image and choosing the image to be uploaded

  • Click Save Changes once done

School Year

The School Year Settings is found under the School Settings menu.

Enable/Disable Grades Viewing

To enable/disable grades viewing for the students/guardians, click on the Eye icon next to the term.

Only enabled terms will be shown in the guardian portal.

Lock/Unlock Scoresheet

To lock/unlock score sheet grading by term, click on the lock icon next to the term. This will lock/unlock all scoresheets for that term

Lock/Unlock By Subjects

To lock score sheets individually by subject, click on the arrow button next to the unlocked term

From there, choose the grade level, strand (if applicable), and the subject to be locked. You may also unlock subjects through the same steps.

Start Next School Year

This configuration is typically set up when the school is ready to begin the grading period and has finalized enrollment for the upcoming school year.

To start the next school year for your school, click on the Start Next School Year button

Agree to the notice and proceed

System Label Settings

Schools can customize terminologies to align with their specific processes. The System Label Settings can be accessed under the School Settings menu.

To edit, click on the Pencil icon next to the label name. A pop-up will appear

Make the necessary changes and click Update once done

Payment Instructions

The Payment Instructions is found under the School Settings menu. To upload payment instructions, click on the “Browse” button and upload a pdf file. This will show up on the guardian’s portal during enrollment

Integrations

The Integrations is found under the School Settings menu. All school integrations are displayed here, with settings and options varying based on each integration.

Student Number Generator

The Student Number Generator is found under the School Settings menu. To set up the student number generator, you need 3 things:

  • Enable the “Generate student number” option

  • Set up the Student Number Format - Format the student number

  • Set up the Sequence Manager - Choose the school year and the starting sequence

Import Wizard

The Import Wizard is found under the School Settings menu. On this page, you’ll see a list of payment import tools such as Cash, Salary Deduction, Bank Deposit, Check, Credit Card, Online payment, Promissory note, and Scholarship. All import tools have their downloadable templates and the required formatting.

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