Home
Getting Started
User Types
Modules
App Settings
Glossary
Community

Menu

Home
Getting Started
User Types
Modules
App Settings
Glossary
Community

Home
Knowledge Base
Modules
CRM Module
CRM Categories & Actions
How can I create a quick action on my dashboard to create a CRM Action?

How can I create a quick action on my dashboard to create a CRM Action?

May 18, 2022

Getting Started

How-to | Onboarding Manuals

Set Up your Institution and Create Academic Periods | Onboarding Manual
How Can I Find Students Enrolled In Another Academic Period | Onboarding Manuals
Understanding Terminology and Set Up | Onboarding Manual
Understanding Classter Main Entities | Onboarding Manual
Create the List of Subjects (or Units/Modules) | Onboarding Manual
How to Create Classes (or Groups) | Onboarding Manual
Mass Student Upload and Invitation with Excel Files | Onboarding Manual
Mass Teacher’s Upload and Invitation to Sign-up with Excel FIles | Onboarding Manual
Enroll Students to One or More Classes & Subjects | Onboarding Manual
Allocate Educators to Classes (or Groups) & Subjects | Onboarding Manual
Create the First Session | Onboarding Manual
Enable Students to Self-Register | Onboarding Manual
Create A Digital Classroom | Onboarding Manual
Create Timetables | Onboarding Manual
Create Marking Periods & Ranges | Onboarding Manual
Integrate with Office 365 for Education | Onboarding Manual

User Types

Employee

User Actions | Employee’s Manual
Online “User” Accounts | Employee’s Manual
Student/Parents Meetings | Employee’s Manual
User Profile | Employee’s Manual
Quick Actions | Employee’s Manual
Create & Edit Reports | Employee’s Manual
Absences | Employee’s Manual
Marking | Employee’s Manual
Sessions & Homework | Employee’s Manual
Create a New CRM Action | Employee’s Manual
Enroll Subjects to Classes | Employee’s Manual
Allocate Teachers to Classes | Employee’s Manual
Enroll Students to Classes | Employee’s Manual
Create a New Employee | Employee’s Manual
Teacher’s Timetable | Employee Manual
Educator’s Financial Data & Remarks | Employee’s Manual
Create A New Teacher | Employee’s Manual
Student Profile – Add Relatives | Employee’s Manual
Edit Student | Employee’s Manual
Student List Actions | Employee’s Manual
Add a Student | Employee’s Manual
Manage & Edit Groups | Employee’s Manual
Create & Edit Calendars | Employee’s Manual
Message Center | Employee’s Manual
Admission | Employee’s Manual

Educator

Mentor Manual
Dashboard | Educator’s Manual
User Actions | Educator’s Manual
Calendar & Timetable | Educator’s Manual
Manage Events & Announcements | Educator’s Manual
Sessions | Educator’s Manual
My Groups | Educator’s Manual
My Students | Educator’s Manual
My Subjects | Educator’s Manual
Absences | Educator’s Manual
Classwork/ Homework | Educator’s Manual
Assignments & Assessments | Educator’s Manual
Term Marking | Educator’s Manual
Descriptive Marking | Educator’s Manual
Entrance Assessments | Educator’s Manual
Student’s – Parent’s Meetings | Educator’s Manual
Remarks & Actions | Educator’s Manual
Analysis | Educator’s Manual
Quiz Management | Educator’s Manual
Library | Educator’s Manual
Reporting | Educator’s Manual

Student

Dashboard | Student’s Manual
User Actions | Student’s Manual
Registrations & Enrolments | Student’s Manual
Financial | Student’s Manual
Timetable | Student’s Manual
My Subjects | Student’s Manual
My Teachers | Student’s Manual
Homework | Student’s Manual
Academic Data | Student’s Manual
Sessions | Student’s Manual
Students’/ Parents’ Meetings | Student’s Manual
Remarks & Actions | Student’s Manual
Progress | Student’s Manual
Attendance | Student’s Manual
Requests | Student’s Manual
Transportation | Student’s Manual
Library | Student’s Manual
Quizzes/ Surveys | Student’s Manual
Reporting | Student’s Manual
Useful Links | Student’s Manual

Parent

Dashboard | Parent’s Manual
User Actions | Parent’s Manual
Registration & Enrolments | Parent’s Manual
Financial | Parent’s Manual
Timetable | Parent’s Manual
Homework | Parent’s Manual
Academic Data | Parent’s Manual
Sessions | Parent’s Manual
Student/Parents Meetings | Parent’s Manual
Teachers | Parent’s Manual
Remarks & Actions | Parent’s Manual
Progress | Parent’s Manual
Attendance | Parent’s Manual
Requests | Parent’s Manual
Transportation | Parent’s Manual
Quizzes/Surveys | Parent’s Manual
Reporting | Parent’s Manual
Useful Links | Parent’s Manual

Alumni

Dashboard | Alumni’s Manual
User Actions | Alumni’s Manual
My Classmates | Alumni’s Manual
Personal Data | Alumni’s Manual
Application Management | Alumni’s Manual
Requests | Alumni’s Manual

Modules

Core

Module Configuration

Dropdown Lists
General Settings

In General

How can I Create a Username and an Email Using Only the First First Name and the First Last Name, for a Multiple Name User?
What is the time the end user sees in Classter
How Can I Upload Student Data from an Excel Sheet?
How Can I Define which Employee Receives Notification when a Consent form Is Submitted?
How Can I Send an Email Invitation to Fill in the Consent?
Can I Change the Default Language to Global?
How Can an Email Address be Automatically Synced Once I Register a Student?
How Can I Change Usernames and Passwords for Users (All Types)?
How Do I Set Up the Automatic Email Notification for Students, Parents and Teachers?
How Can I Add External Links on the Dashboard?
How is Password Strength Measured?
How to Change the Price/Cost for a Specific Academic Year/Grade from Classter Portal
Why Some Students Dont Receive Bulk Emails While Others Do?

Basic Institution Set-up

How Can Students and Parents See Enrollments (My Subjects / Courses)
Creating a New Academic Period
My Institute
Customize & Edit Terminology
Custom Tabs
Academic Periods
Levels
How Do you Disable Academic Periods for Students, Parents and Teachers?

Educational Programs, Subjects and Services

How Can I Edit the Educational Program for a Group of Students?
How Can I Massively Change the Educational Program for Many Students?
Educational Programs
Subjects
Services
Classifications
How Do I Enable the Registry Category and where Is It Used?
How Do I Set Constraints for a Course?
How Do I Upload Files to a Specific Subject and where Can the Files Uploaded be Viewed by Students?

Students, Classes and Enrollments

Student User Credentials Management
I Cannot See a Student in the Student’s List. Why?
Which are the Alternatives to Enroll Classes/ Subjects to Students?
How Can I Filter Students Based on Given Consents?
How Can I Find Which Students Had an X Status During an Academic Period?
Transferring Students to New Academic Period
How Can I Reclaim Deleted Subjects for a Student?
How Can I Change the Status from Student to Alumni?
How Can I Mass Assign Students to Classes and Subjects (K12 Schools)?
How Can I Divide a Class Into 2 Sub-groups for a Subject?
Student Registration Statistics
What is the Purpose of Contact Date and Status Date When I Create a New Student and When I Edit the Students Educational Program?
How do I Bulk Enroll Students to Services?

Relatives Management

Student Management | Relatives & Siblings Management
Relative Management
Sibling Management | Relatives & Siblings Management

Educators and Allocations

How Can I Allocate More Than One Teacher to a Subject?
How Can I Create a Working Hour Report for Teachers?
How Can a Teacher See a Student’s General Academic Progress

Roles & Rights Management

How Can I Convert an Employee to Admin?
How Can I Add a User Role to a Classter User?
How Can I Define Which Users Have Access in Personal Files?
A User Holds Multiple Roles in Classter. How Can They Choose Which Role to Log in?
Role Management
How an Admin Can Login as Any User Type (Ιmpersonation)
Introduction | Roles & Rights Management
Editing Roles
Creating New user Roles
Account Management – User Accounts
How Can I Allocate the Role Technician to a Teacher?
How Can I Copy Settings from an Existing to a New Role?
How Can I Change an Employee to Admin?
Why Can’t My Students Sign in to Classter (Role Issue)

Reporting

How to Create a Custom Report

Student Card Management

Card Templates
Card Management
Use of QR codes in the system | Student Card Management

CRM Module

Events & Announcements

I want the participants to reply whether they will attend my event or not. Is this possible through Classter?
What is the difference between an announcement and a central announcement?
How can I create an event category
How can I measure attendees’ satisfaction in an event?
How to configure create and view events
I want to categorize my institution’s events and announcements in different categories. How can I do that?
I want to view available classrooms when scheduling an event. Is this possible?
I want to plan an event. How can I see the available timeslots?
I want to book available resources for my event, is this possible?
Can I provide multiple information about my event?

Parents-Students-Teachers Meetings

What if a parent has certain availability as well?
Can I cancel a scheduled meeting (Parent/Teacher)?
How Can I Create Online Parent’s-Teacher’s Meetings?
How can a Teacher see the list of his availability/ unavailability for appointments?
How can a Teacher, set his/ her Availability for meetings? Is there a way to set the availability for everyone in the institution?
Student/Parent Meetings – Meeting List
Student/Parent Meetings – Schedule a Meeting

Messaging & Notifications

How to send notifications when the absences limit is met?
What are the different types of messaging?
How can I send automatic notifications
What is the user preferred method in messaging? Why is this useful?
How can I send an email, where the recipient will not be able to reply?
Can I create an email signature in Classter
Am I getting charged when sending out messages

CRM Categories & Actions

How can I configure which user type can complete each step when creating a CRM Action?
How can a parent/student view a CRM Action? Which steps are required?
How can I create a quick action on my dashboard to create a CRM Action?
What is the meaning of auto approval in a CRM Action?
Add New CRM Actions
Create New Entity
Manage Entities

Module Configuration

General CRM Settings
Dynamic Lists Configurations
Dropdown Lists

Academics

Timetable Management

Timetable Configuration
Advanced Configuration | Timetable
Timetable Management
Timetable Actions & Constraints
Timetable Reports
Viewing the Timetable
Auto-Create Sessions Based on my Timetable in Classter

Sessions and Homework

Enable Subjects’ selection based on timetable
Create a Homework Category and Scenario
Create a Session for a Subject When It Isn’t Linked with Subject/Class
Plan Homework that Is Not Visible to Parents or Students
Create a Specific Folder Related to a Class or Subject
Copy Sessions to Other Weeks
Connect Classter With A Video Conference Platform for Creating A Virtual Classroom
Sessions & Homework Introduction

Assessments and Assignments

Marking Scenarios in Assignments
Teacher Delete an Assessment
How Can a Student Receive a Mark in an Assessment/ Assignment that it was Created Before Student Enrollment?
Massively Unenroll Students From Subjects
How Can I Delete an Assessment when it is Already Graded?
Delete an Assessment when it is Already Graded
Assessment Types
Marking Settings – Enrollments – Set Subject Academic Settings
Create and Share Assignments in a Distance Learning Setup
Enrollments
Assessment Types
Assessments Management
Set the Total Mark of an Assessment Manually

Numeric and Descriptive Marking

Decimals in Numeric Marking
Re-arrange Criteria’s Order in a Marking Scenario
Set-up a Marking Scale for One or More Subjects
Connecting Marking Configuration Options to Subjects
Marking Periods
Marking Ranges
Marking Criteria
Numeric and Descriptive Marking | What are the Differences and What is Classter Report Hierarchy
Marking Settings
General Marking Settings
Dropdown Lists
Marking Scenarios
Marking Management
Create Marking Periods
Bulk Update Subjects with new Marking Scenarios and Ranges

Attendance Management

How Can I Track Student’s Attendance?
How Can I View Attendance Reports?
How Can I Activate Student’s Presence by Default?
Difference Between ‘Save’ and ‘Save and Submit’ in the Absences Screen
Attendance Settings
Attendance Management
Difference Between a Numeric Marking Range and a Descriptive Marking Range Set up to Use “Numeric Marking”
Enable Fast Attendance Entries
Enable the ‘Save and Submit’ Option on the Subjects Attendance Page

Pointing System

Introduction
Pointing System Management
Sessions
Layout
Attendance
General Configuration for Pointing System

Billing

Arrangements and Pricing Plans

How to add interest in Classter for an already settled payment?
Pricing category automatically selected when adding an educational program to a student
Dropdown Lists
Arrangement Categories
Arrangement Plan
Difference Between Mandatory and Automatic Association of New Arrangements with Educational Programs
Create an Arrangement Plan with Installments and Connect it with a Student
Billing Plan
Create and Edit Billing Reasons
What is An Arrangement? How Can I Modify it?
Send Financial Notifications
Create and Edit Pricing Categories
Create and Edit Tax Categories
Create Arrangement Parameters
What is an arrangement parameter in Billing Module? How can I modify it?
Arrangement List
Arrangements – Students List
Create Payment Methods

Discounts and Installments

Create and Add Discounts in Students’ Financial Arrangements
Create and Edit Discount Compatible Categories
Create and Edit Discount Categories
Reduction Scenarios

Transaction Types

Create Transaction Types/ Series
Transactions Configuration Overview
Mass Billing
Accounting – Student Form
New Transaction – Student Form

Payment Receipts

Configure the Type of a Payment Receipt
Issue a Payment Receipt
List of Payers
Total View – Student Form
Parents Payment Portal
Admin Payments Portal

Online Payments

Create Payment Method
Add Bank Accounts
Create Payments Account Employee

Reports

Financial Reporting Overview
Reports – Student Form

Admission

The logic behind the Admission Module

What are the differences between a student’s vs a parent’s application?
How does admission flow in a single vs a multiple application?
How to create applications without creating an applicant login account?
How are admission users created?

Sign-up Form

How can I direct my candidates to the Sign-up form?
How can I find the Sign-up URL?
How does the Signup form work
How Can I Include an Instructions Section in the Sign-Up form in Admissions Portal?
How Can I Edit the “Verification Email Notification Message” Appearing in the Sign-Up Form
How Can I Change the Fields in the Sign-Up Form in the Admissions Portal?

Admission Portal

What are the application type, category, and intake dropdown lists? How can I configure them? In which sequence?
How can a parent apply for one more new student?
How can a parent apply for multiple students (e.g. twins)?
How can I choose which user types are able to apply (student/parent)?
Which Data Tabs are Available in the Personal Data tab in Admissions Portal?
How Can I Include an Instructions Section in the Admissions Portal?
How Can I Hide the “Other” Option From the Gender Field in the Personal Data Tab in Admissions Portal?
How Can I Customize the Process Tabs in the Personal Data Tab in the Admissions Portal?
How Can I Change the Fields in the Personal Data Tab in Admissions Portal?

Application Creation Flow

Can an email be sent to a back-office employee when an application is submitted?
How is it possible for an applicant to receive an email when he submits an application?

Qualifications, Entrance Assessments, Interviews & Points

How can I ask for multiple language knowledge or work experience fields?
How can I configure the qualification data tab for the admission process? (K12)
Entry Requirements
Entrance Assessments

Admission Data & Consents

How can I group admission fields into one section and define their order?
How can I massively download files uploaded by an applicant?
How can I create a consent box or admission data form with multiple fields originating from different documents?
How can I see positive or negative answers to a question or consent?
How can I view unanswered consents or admission documents by applicants?
Why is a consent not visible?
How Can I Add Admissions Data (Files & Info) in the Application Process?
How Can I Set Different Rejection Statuses in Admission Process?

Application Management

Info message for personal data validations
How can I get a list of all students with no active application?
How can a user delete an application in Classter?
An applicant has signed up and verified his email. Can I find this applicant on the student list?
Can 2 applicants use the same email address?
What is the difference between Admission Users and User Accounts ?
How can I view the list of applicants/admission users?
What are the basic actions an admin or an admission officer can make through the Application Management menu for one application?
An applicant has applied in the past but has forgotten his password. What should I do?
How Can I See Applicants in Various Stages During the Admission Process?
How Can I Permanently Delete an Admission User?
Application Category
Application Type
Application Status
Printing – Copying – Exporting Information

Application Intakes & Admission Periods

I accept only part-time students for a specific period. How can I achieve this through Classter?
What should I do if different educational programs have different admission periods?
Is it possible to enable my applicants to apply for future intakes?
I don’t understand the meaning of intakes. Should I create intakes?
Can I have multiple admission periods at the same time?
How can I accept overdue applications?
How Can I Reopen a Closed Intake?
Application Intake | Admissions Module

Module Configuration

General Admissions Settings
Qualification Settings | Admissions Module
Application Settings
Dropdown Lists

Tips & Tricks

I want an external system or site to send applicants/students to Classter. Is this possible?
An applicant is created manually from a back-office employee. How can I provide him access to the applicant portal?
When a student is accepted, I need to automatically create an account in Office365 or Google Workspace and invite him. How can I configure this?

Notifications & Acceptance Letters

How to enable the applicant’s portal so that applicants can accept or reject an offer?

Online Enrollments

How can I enable a tab where applicants select extra-curriculum or other services (e.g. accommodation, transportation, etc.)
How can I enable Classter to ask for electives?

Re-registrations

What are the different tabs students/parents will need to go through to re-register?
How is the next year’s educational program selected when a parent re-registers a student or a student re-registers himself?

Surveys & Quizzes

Quizzes Management

Quiz Categories
Create Quizzes

Question Bank

Question Bank
Quiz Answers

For Teachers/Students

Teacher Portal
Student Portal

Library

Module Configuration

Library Configuration
Library Settings

Library Management

Library Management
Student Portal
Teacher Portal
Importing Books

Transportation

Fuel Types & Buses

Fuel Types & Busses

Routes Management

Student Daily Routes Management
Student Route Intentions & Exceptions
Student Routes Management
Routes & Zones

Internship & Thesis

Module Configuration

General
Configuration
Program Configuration
Subject Configuration

Internship & Thesis Management

Maximum number of applications for Thessis or Internship per Student
Quiz
Companies
Students
Administrator / Supervisor

Advanced Features

API Documentation

API Documentation

Custom Menus

Creating and Editing Custom Menus
In General

Templates

Creating Templates
Editing Templates

Card Templates

Create Student/Teacher/Employee Cards
In General

Notifications

In General
Adding Notifications

Mass Imports

Mass Imports

Third-Party Integrations

What is the URL and IP address I need to proceed with a payment gateway integration?
In General
Google Maps API Key

Integration with Moodle

About Moodle Integration (Full Sync)
Moodle Integration with Classter (Full Sync)
Synchronizing your Classter Data with Moodle (Full Sync)
Moodle Integration (Partial Sync)

Integration with MS Teams

Integration Settings | Admin’s Manual
Sign in to MS Teams | User’s Guide
Create Classes In MS Teams | User’s Guide
Chat, Assignment & Calendar Tabs | User’s Guide
Managing Classes Transferred from Classter to MS Teams | User’s Guide

Integration with Turnitin

Turnitin Integration Manual

Integration with Webex

Webex Connection via Classter
Connection Type: Using a Classter Classroom
Connection Type: Using a Teachers Personal Account

Integration with Zoom

About Zoom Integration | Basic Configuration
Creating Zoom Meetings per Classroom
Creating Zoom Meetings per Lecturer

Integration with Untis

Integration with Untis

Integration with Canvas

Canvas Integration | Step By Step Guide

Integration with Docusign

How can I use DocuSign through Classter?

Integration with SDS

SDS Integration Manual

Integration with Google Workspace

Google Workspace Integration Manual

Integration with Mailgun

How Can I Send System Emails From Different Email Addresses?
Mailgun Set up

Integration with Office 365

Which Data Will Be Synced With Azure (Classter-Office 365 Integration)
Integrate with Office 365 for Education | Onboarding Manual

Mobile App

In General

User Login | Mobile App Manual
Main Menu – Parent’s View | Mobile App Manual
Main Menu – Student’s View | Mobile App Manual
Main Menu – Teacher’s View | Mobile Apps Manual

Announcements & Calendar

Announcements & Calendar – Parent’s View | Mobile App Manual
Announcements & Calendar – Student’s View | Mobile App Manual
Announcements & Calendar – Educator’s View | Mobile Apps Manual

Messages

Messages – Parent’s View | Mobile App Manual
Messages – Student’s View | Mobile App Manual
Messages – Educator’s View | Mobile Apps Manual

Attendance & Homework

Attendance & Homework – Parent’s View | Mobile App Manual
Attendance & Homework – Student’s View | Mobile Apps Manual
Attendance – Educator’s View | Mobile Apps Manual

Assessments

Assessments Overview – Parent’s View | Mobile App Manual
Assessments Overview – Student’s View | Mobile Apps Manual

College

Curriculum

How Can I Add a Curriculum to an Educational Program
Introduction to Curricula | Curriculum
Create a New Curriculum | Curriculum
Edit a Curriculum | Curriculum
Example of a Complex Curriculum Structure | Curriculum
Filter By Educational Program | Curriculum
Course Categories Properties | Curriculum

App Settings

Main Settings

Basic Customization

Enable profile page functionality for the following entries
Log all Subjects as Deleted to statistical log trail when a Student status is changed to the following statuses
Add log to Subjects-Classes only when the Student is in status
Enable statistical enrollment log for the following types
Set ID-Code type to be used in Employees cards
Set ID – Code type to be used in Lecturer cards
Set ID-Code type to be used in Student cards
Configuring Supervisor Mode
Use digital signature in consents verification
Employee receiving notifications for consent modifications
Enable Logging for the following processes
Hide Students Invitation to Class option at Classes Form
Show information labels in student form
Use the grid view as the default view in all important lists
List full names as Surname/Name
Public name for timetable categories filter
Enable Unit-Subject filtering based on timetable categories
Do not allow duplicate abbreviation description for the following Entities
Editing Entities at the same time
Automated Class-Group title and Abbreviation Creation
Show Personal Files
Enable Educational Program Category

Companies & Partners

Allow login to companies and external partners

Dashboard Settings

Custom message for Alumni on Dashboard
Enable Custom message for Alumni on Dashboard
Custom message for Partners-Companies on Dashboard
Enable Custom message for Partners-Companies on Dashboard
Hidden Dashboard Timeline Elements For Parents
Hidden Dashboard Timeline Elements For Students
Set custom message for users on Dashboard
Enable Custom message for users on Dashboard
Select elements that you want to hide at user’s dashboard (portal’s main page)
Show Academic Data to Alumni Portal
Hide o365 Link Button From Dashboard
Show assignments start date on calendar
Use Custom Menus

Higher Education Customization

Don’t auto suggest Class in Module enrollments
Enable pre requirements on secretary
Curriculum classifications – inherit the Filters by Educational Program from parent classifications
Dont allow Student progress or transfers if outstanding payments exist
Additional actions after the annual results calculation
Enrollment history grouping per
Check for existing Group limits in Group enrollments
Students can have more than one Classes per Classes enrollment
Enable Student enrollment view based on enrollment history
Default Group Type for the Automatic Group Creation
Update the name of the Class using the related Program – Degree-Year of the Class saved
Add the related Program-Degree as part of the Group name when automatic Group creation is enabled
Use automatic Class creation based on Module
Enable Configuration for Higher Education

Localization Settings

Use Custom Post Codes
Address Format Type
Default Language
Hidden Languages
Holidays Configuration
Institute active days
Institute’s Τime Ζone

Messaging & Notifications

System Notifications Filter
Allow Educators to add new sender email
Use specific sender email address per
Configure Notification Service
First Contact Date Notification for these Statuses
Overwrite comparison-tracehold number per Student based on this custom field
Enable Smart Notifications
Allowed Messaging Types For Teachers
Messaging Sender Description in Institute Notifications
Responsible data protection officer
Employee Receiving Notifications when end users change their personal data
Institute Administration Officer
Allow Internal Messages to Institute’s Administration Officer
Available preferred contact methods
Default email used in messages

Mobile App

Show Assessment Statistics
Mobile App Default Message Category
Show Student registration program
Show Student QrCode
Show Assessment Comparison Chart per Marking Period and Assessment Type
Show Assessment Chart Per Marking Period

Period to Period Transfers

Enable Re-registrations based on Annual Results
Use Next Year given in the Admission TAB of each Year
Enroll Units based on Unit’s series
Enroll groups based on group’s series
Set from which academic periods, a Student transfer is considered as a ‘re-registration’
Set the date after which the ‘Re-registration’ flag is not set to true when a Student is transferred from another period to the current
When we transfer students to next Academic Period, the following field of the Student will be increased

Personnel & Contacts

Employees and Contact types which companies-employers are able to create new entries
Warn end user if a new Teacher already exists in the institute
Show Father-Mother Name

Security Settings

Enable the following custom xml exports
Behavior of ‘Disable External Sync’ in Entities
Append a suffix to the username account (usually used in multi-institutes configuration)
User types that have access to Student medical information
Classter will send welcome email to user when a new account is created
Configure Default Role for Accounts
Configure username formats
Allow End Users To Change Profile Data
Unsuccessful message for 2-factor authentication
Employee receiving notification for unsuccessful forgot password request
Use 2-factor authentication for relatives at forgot password process
Enable 2-Factor Authentication for the following actions
Message type for 2-Factor Authentication
Show First Password to Staff
Use User Mobile – Phone number as First Time Password instead of the random number
Password Expiration Policy
New users must change password at first login

Services Parameters

Register any activity timetable enrollment change for a Student in the activity history log using the following Reason Category
Subject Category for Service Marking related Units auto-creation
Program for Service Marking related Units auto-creation
Year for Service Marking related subjects auto-creation
Enable Auto-Creation of Units connected with services
Service Marking Class
Enable Service Marking
Register any Activity Pricing Category Change for a Students in the activity history log using the following Reason Category
The stop date may be before the start date
Delete services history when deleting a service from a Student
Register changes made in the activity history log

Student Form

Automated Academic Registration Numbering Format
Change registration number of Students when they are transferred to a new Academic Period
Method of assigning mentors to Students
Mentors Dropdown- include Employees
Default status for new Unit enrollment
Allow users to remove Units from Students, even if there are registered marks or grades
Registration numbering is per Years classification
Each Location has a separate registration numbering list-queue
Enable auto-generation of the Educational Program Registration Number
Registration Number from previous enrollment
Check if a registration number already exists, before saving a Student
If non-automated registration numbers, submit zero instead of null
Automatic Registration Numbering for Student with status
Enable Educational Program Special Drop down (Educational Program)
Educational Program Description Generated Based On Overall Status
Max Num of Educational Programs per Student
Allow Student creation without educational program
Allow a Relative to be connected multiple times to a Student
Users must enter either ID Number or Passport Number before saving a Student
Warning for duplicate Values [Name-Mobile-ID Card]
Coming of age
Forbid end users from changing the initial default Student status
Use additional change reason in status change
The status change date can be up to X days back.
Set Default Student status (when a user adds a new educational program)
Enable auto-generation of the Student Academic Registration Number
Set Default Guardian (on new Student creation)
Set Default Location (on new Student creation form)

Student-Parents Portal

Allow relatives to edit Students personal data until date
Info text for Educational Program Category selection form.
Ask for a pin code (one time-password) when a Student selects an Ed Program Category
Educational Program Category selection
Enable self-registration of Registry Category for Students
Allow Parents to Submit-Edit Admission Data
Allow relatives to edit Student’s personal data from date
Allow relatives to edit Students personal data
Personal Data – Available fields Configuration
Enabled functions for Parents-Students in Academic Data View
My Subjects – Enable Link Reference
Hide the comparison chart Student’s Grades Vs Class Average Grade
Show Contact Details In Classmates Form
Show Classmates For Parent & Student
Show Subject registration status on parent portal
Hide Enrollments View From Parents-Students
Show enrolled Teachers on parent’s portal
Hide Teachers contact information from Students
Parents Portal – Hide a Student from a parent if the Academic Contact option is not checked

Teachers Portal Rights

Allow Teachers to add period Class comments
Enabled functions for Teachers in Academic progress View
Set which user type can edit the title of a Subject
Enable Subject editing for enrolled Teachers
Allow Teachers To Configure Their Availability For
Teachers can see colleague’s phone and email
Set Teacher roles that have the right to view the general comment of Students
Student’s Academic Progress Tab: Teachers can view only statistics for Subjects they teach
Teachers do not have access to their Students’ contact and demographic data

Academic Settings

Timetable Settings

Lecturers preselected timetable category as all
Show timetable comments on timetable views. Enable for the following user types
Show break slots on timetable views
Show hours on timetable views
Default minutes duration on timetable views
Shade any related timetable period as used by default
Timetable sessions can overlap
Make classroom selection mandatory in all timetable entries
Default Min Minutes of Timetable Period per Lesson
Timetable calendar time slot (for calendar view option)
Update Lecturer enrollments when a new timetable entry is created
Classroom utilization is per

Sessions and Homework

Allow Teachers to copy homework from previous period even if they weren’t assigned to this Subject
Default filter value for Parents/Students
Allow Staff/Teachers to Enter/Modify publish time
The recorded video will be available for X days after session recording
Present Recording Links from external sources (WebEx and/or Zoom)
Time until users will preview todays homework as preselected for timetable view
Enabled homework categories for notification
Homework Recipient Types
Homework Message Method
Homework Template
Homework Default Message Category
Enable Save and Send Message option on duty scheduling
Set default from filter value 10 days than today’s date
Set the time for automated publication of Homework to parents/Student
Filter Homework copies based on timetable
Session Recipient Types
Sessions Message Method
Session Template
Sessions Default Message Category
Enable Save and Send Message option on session scheduling
Choose Years For Which Parents Will be Able to Join Session
Disable to access in external platforms, if there are outstanding payments
Teacher’s Session Visibility
Assessment Types used in Sessions
Allow New Sessions in Holidays
Check For Duplicate Session
Auto-create sessions using the timetable
How users select time when a new session is created
Default Date Range For Session List
Calendar Category for Session events
Select session features availability for Student’s and Parents
How Can I Create Sessions from the Timetable?
How Can I Activate Homework Notifications?
How Can I Plan Homework that Is Not Visible to Parents or Students?

Quiz Settings

Set Admission Questionnaires
Default Entity who answers admission surveys
Type of Calculation
Marking Range – for Totals
Do not allow duplicate selections in Matching questions
Hide Anonymous Entries Check From Questionnaires

Marking Settings

Auto re-calculate Gradebook Marks, when assessment marks are submitted
Move the comment column next to the student’s name for the Gradebook

Annual Results

Change Subject Status based on Yearly Result
Annual Result Scale
Default Annual Results Model per Educational Program
Enable Annual Results Models for Annual Results calculations

Assessments - Assignments

Template for Teachers
Assessment Marking Configuration / Ask for publish verification during marking
Notification Category upon Assignment Submission
Notify Educators upon Assignment Submissions
Recipient Types
Message Method
Template for Students
Default Message Category
Enable Save & Send Message option on assessment marking
Present assessment marks only if assessment’s end date has passed
A Student will be shown in the Assessments-exam marking form only if the Students is already registered as present in this assessment-exam
Enable Assessment Mark Limit Totals
Assessment Methods enabled in Bulk Assessment Creation form
Enable Student selection by end users
How parents should be able to view outcomes or learning objective results
Minimum number of Students for marking approval
Define the percentage of assessment result that go for mark reviewing
Employee Receiving Assessment Workflow Notification
Allow users to change assessment status through marking process
Enable Assessments Workflow
Use Assessment Types On Graphs
Default publish state for marked assessments
‘Delivery Status’ Preselection
Enable ‘Delivery Status’ indication on Assessments
CRM Category for Remarks
Enable CRM on Assessment Marking
Maximum number of Assessments & Assignments
Enable a Limit for the Number of Assessments & Assignments per day and or week
Hide any Student who is enrolled to a Class – Unit with a date greater than the Assessment & Assignment date
Enable Invigilators field on Assessments & Assignments
Use Examination Levels in Assessments & Assignments
Criteria can be assigned to multiple assessments
Use timetable periods when you schedule an Assessment & Assignment
Assessment Type Aliases
Hidden Assessment Types

General Academic Settings

Show literal instead of mark for the following functions
Show scale color in descriptive marking
Enable daily marking
Present Detailed Analysis Of Marks (per marking category)
Hide Thumbs Up – Down Statistics On The Student’s Academic Progress Tab
Descriptive Report Card
Report Card for term marks

Marking

Hide marking categories that have different Program filter of the selected view
Allow Teachers to run auto calculation of term marks
Max mark value in Synoptic Exam
Enable synoptic examinations
Number of Days for auto-locking of marks (after initial Teacher’s publish date)
Save And Publish Allowed User Types
Enable Save & Publish button in Gradebook
Lecturers can change the marking structure of Units they supervise
Disable Qualification Mark check for Sub-Criteria when the ‘Parent’ criteria is manualy entered by the end user
Enable Free Text and List options in Term Marking
Enable Rich Text Comments
Maximum num of characters in marking comments (free texts)
Enable Unit enrollment status on term marking form
Automatically show assessment columns as expanded in term marking
Show calculated assessments in term marking
Gradebook Available Fields
Numerical term marking form Override any decimals setting by using the General App setting for academic decimals
Calculate assessments average on term marking based on marking’s period end date
Academic Decimals Setting
Automatic computation of the Overall Final Grade per marking period

Pointing System

Show when points are [Above | Below]
Notification custom Message
Show Notification to Parents-Students when they reach x points
Enable timeline notification to Parents-Students
Late Points
Presence / Absence Points
Thumbs Up / Down Step Points
Calculation Type
Badges
Periods
Active Period
Periods Type
Enable Pointing System Functions
Enable Pointing System
Give positive or negative feedback about a child

Attendance

Attendance Justification

Information message during new justifications requests
Employees to be notified when a new attendance justification request is created
Type of Attendance entries users can justify
Allowed User types to upload justification documents

Attendance Notifications

Select Default Internal Message-email Template for presence (Per Session Type)
Select Default Internal Message-email Template for Late (Per Session Type)
Select Default Internal Message-email Template for absences (Per Session Type)
Select Default Internal Message-email Template for presence (Per Day Type)
Select Default Internal Message-email Template for Late (Per Day Type)
Select Default Internal Message-email Template for absence (Per Day Type)
SMS Template for Presences
SMS Template for Late
SMS Template for Absences
Set Sender Name for SMS
Resend Notifications for entries even if the checkbox “Message Sent” is selected
Grouping of Notifications
Send Only One Notification Per Day
Type of Notification to be sent
Activate Notification When a verified absence is saved by Teacher
Enable Internal Messaging by selecting a message category
Notifications will Be Sent To
Enable Attendance Notifications For

Attendance Taking

If the Student has a Subject status of Attendance Semi-Exempt (marked Orange) then the default Late Category is
If the Student has a Subject status of Attendance Semi-Exempt (marked Orange) then the default Presence Category is
If the Student has a Subject status of Attendance Semi-Exempt (marked Orange) then the default Absence Category is
If the Student has a Subject status of Attendance Semi-Exempt (marked Red) then the default Late Category is
If the Student has a Subject status of Attendance Semi-Exempt (marked Red) then the default Presence Category is
If the Student has a Subject status of Attendance Semi-Exempt (marked Red) then the default Absence Category is
Use notification workflow in services attendance entries
Select a default category for Late Arrival in Services
Preselected Presence Category for Services
Preselected Absence Category for Services
Preselected Late Reason for Subjects
Select a default c