System Home Page

Upon logging in, administrators are greeted with their home page, providing quick access to essential tools and information.

Access and Navigation

The "Home" page is the first screen admins see upon logging in and can be accessed anytime by clicking the Home button.

School Year Selector

To load data for a specific school year, select the desired year from the dropdown at the top of the page. The widget data will be updated accordingly.

Tasks

Your Tasks panel, located on the right side of the dashboard, lists the items you need to complete. Each task includes the title, a brief description, and the due date.

Task Statuses:

• Pending

  • The default status when a task is first assigned

  • Represented by a hollow circle

  • If you believe the task is completed, click the circle or task name to notify your clearance reviewer

  Note: This action does not automatically mark the task as complete

• For Verification

  • Represented by a blue clock icon

  • Indicates you’ve marked the task as completed, and it is now awaiting review

• Done

  • Marked by a checked circle and crossed-out task details

  • Indicates the clearance reviewer has officially confirmed your task as complete

Announcements

Announcements are displayed in the upper-middle section of the page.

Dashboard

Welcome to your Dashboard—the main page where you’ll see a summary of your school’s enrollment data, financials, and pending tasks or clearance items, displayed as widgets.

The widgets available to you depend on your user role and the settings configured by your school’s system administrator. Some users may see all widgets, while others may see only a few.

By default, the dashboard displays data for the current school term. You can switch to a previous or upcoming term by using the dropdown located in the upper-left corner of the page.

Widgets

Currently Teaching Faculty

Displays the teaching load information for your school’s faculty.

• Active Faculty: Total number of faculty members with teaching assignments for the selected term

• Average Hours per Faculty: Average number of scheduled teaching hours per faculty member, based on scheduling data

• Average Sections per Faculty: Average number of sections assigned to each faculty member

• Average Units per Faculty: Average academic units handled per faculty

• Teachers Teaching Next Term: Faculty who answered “YES” to the Intent to Teach survey for the upcoming term

Students Enrolled by Type

Shows the breakdown of enrolled students based on their enrollment status:

• NEW: Students whose starting term is the current term

• RETURNEE: Previously enrolled students who skipped the last term but are now re-enrolled

• OLD: Students who were enrolled last term and continue into the current term

Students Per Program

Displays the number of students enrolled in each academic program for the selected term.

Incoming Students

Shows the expected enrollees for the next term based on admissions and confirmed interest.

Example: If viewing Term 3 of SY 2024–2025, this widget will show students with a starting term of Term 1, SY 2025–2026.

Term Revenue

Displays the total assessments and payments for the selected term.

• Collected: Total payments received from students

• Balance: Outstanding assessments that are yet to be paid

Note: This widget excludes transactions under "Other Fees".

Collectibles per Chart of Account

Breaks down collectibles according to their assigned Ledger/Account Codes.

Tuition plan fees without assigned account codes are grouped under “Uncategorized Tuition Fee.”

Collections per Payment Type

Shows a summary of all payments received, categorized by payment method (e.g., online payment, bank deposit, over-the-counter, etc.).

Overpayment Summary

Provides a quick visual overview of how student overpayments are being tracked and allocated within the current term. It helps school administrators and finance personnel monitor:

• Overpayments applied to the current term from previous terms

• Overpayments originating in the current term that may be moved to future terms

• The total amount of overpayment recorded for the current term (when you hover over the bar)

Opened Sections

Provides a summary of the section offerings for the selected term:

• Courses: Total number of unique subjects/courses offered

• Opened Sections: Total number of sections created across courses

• Average Students per Section: Computed average based on total enrollees and number of sections (when you hover over the bar)