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Levels

  • January 27, 2021
Updated on August 7, 2023
Table of contents

This section concerns the various levels that an institution may have.

Levels are defined as locations that the institution uses to provide its services, e.g., Elementary School, High School etc.

You can connect these levels/locations with years and streams (in the next sections of the manual).

 

Configuration > Main Settings > Levels


Figure 29

 


Figure 30

 

On this page, you will see the following (Figure 30):

  • View levels in a Card or Grid view by clicking on the View button and choosing either option.
  • You can click on the question mark button to see information about this page.
  • From the search field, you may locate the level you wish to change.
  • Click on the +Create New button to create a new level.
  • By clicking on the level card, you can edit it.
  • Click on the refresh button to refresh the page.

 

 

Create New Level

 

Once you click on the create new button, you will be transferred to the creation page (Figure 31).

 


Figure 31

 

On this page, you will see the following options (Figure 31):

  1. Abbreviation: Add an abbreviation for this level, e.g., HS
  2. Description: Enter a description for this level, e.g., High School.
  3. Full Description: Enter a full description here.
  4. Show financial to students: Turn this switch on if you wish to make the financial options available to students of this level.
  5. Enable Students/Parents access to Enrollment tab: Turn this switch on if you wish to make this level available to parents or students enrolling to the institution.
  6. Enable Students/Parents access to Re-registration tab: Turn this switch on if you wish to make this level available for re-enrollment to students and parents.
  7. Enable Admissions: Turn on this switch to make the level available in the admissions process. Note: you need this on in order to make the two previous options available (5,6).
  8. Registration check takes place regardless academic period:
  9. Address: Enter this level’s address, e.g., 3879 Elmore Mt Rd.
  10. Post code: Enter this level’s postal code, e.g., 05661.
  11. Phone: Here you can enter your institution’s phone number, e.g., 8028882844.
  12. ID Number: Here you can enter your institution’s ID number, e.g., if applicable to your institution, 45766877.
  13. Website: Enter the institution’s website address, e.g., www.stnicolas.com.
  14. Secretary: Enter the name of the secretary responsible for this level, e.g., Helen Gates.
  15. Custom text: Enter any additional info you wish about this level.
  16. Select principal from Teachers or employees list: This switch when turned on allows you in the Principal option to add teachers or employees in the system.
  17. Principal: enter the Principal’s name or choose the name from all teachers or employees in the system (if the previous option is turned on, you can choose from existing names of teachers and employees).
  18. Cross Code: Enter the cross-institute code for the level.

 

Click on the map button to see the address on the map. Once you are done, click on the ‘Save’ button to save the new level.

 

Edit Existing Level

Once you click on the level card (Figure 24), you will be transferred to the edit page (Figure 32).

 


Figure 32

 

On this page, you will see the following options (Figure 32):

  1. Abbreviation: Add an abbreviation for this level, e.g., HS
  2. Description: Enter a description for this level, e.g., High School.
  3. Full Description: Enter a full description here.
  4. Show financial to students: turn this switch on if you wish to make the financial options available to students of this level.
  5. Enable Students/Parents access to Enrollment tab: turn this switch on if you wish to make this level available to parents or students enrolling to the institution.
  6. Enable Students/Parents access to Re-registration tab: turn this switch on if you wish to make this level available for re-enrollment to students and parents.
  7. Enable Admissions: turn on this switch to make the level available in the admissions process. Note: you need this on to make the two previous options available (5,6).
  8. Registration check takes place regardless academic period:
  9. Address: enter this level’s address, e.g., 3879 Elmore Mt Rd.
  10. Post code: enter this level’s postal code, e.g., 05661.
  11. Phone: here you can enter your institution’s phone number, e.g., 8028882844.
  12. ID Number: here you can enter your institution’s ID number, e.g., if applicable to your institution, 45766877.
  13. Website: enter the institution’s website address, e.g., www.stnicolas.com.
  14. Secretary: enter the name of the secretary responsible for this level, e.g., Helen Gates.
  15. Custom text: enter any additional info you wish about this level.
  16. Select principal from Teachers or employees list: this switch when turned on allows you in the Principal option to add teachers or employees in the system.
  17. Principal: enter the Principal’s name or choose the name from all teachers or employees in the system (if the previous option is turned on you can choose from existing names of teachers and employees).
  18. Cross Code: Enter the cross-institute code for the level.

 

Click on the map button to see the address on the map. Once you are done, click on the ‘Save’ button to save changes to level, or click on the ‘Delete’ button to delete this level.

 

Note: All fields or options with a red asterisk next to them are mandatory fields or options. If you do not fill them in, you will be unable to save your creations or edits.

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