Enrollment history with drop, add and transfer details
School transfer with school lookup and student data transfer
Home and mailing address capture with automatic Google maps integration
Personal contact information capture with multiple emails, phones and social media handles
Unlimited family member record entry
Legal custody and/or custodial parent indicator
Family member portal access control
Sibling grouping for multiple students within same school district or management account
Files and documents cabinet for each student
Multi-user internal comments entry on students
Mass update student information facility
Student re-enrollment option for dropped and graduated students
Bulk student data import from auto generated Excel template
CRM like functionality with notes, phone calls and meeting activities capture
Email, app and system based communication with staff
Student search via free form search
Advanced search on all system and custom fields
Saving advanced search as filters with reloading capability
Student information display in grid view with column on-off capability
Student data edit history
Student impersonation ability by administrators
Various canned and custom student reports
Custom Report Builder to generate precise student reports with advanced options:
Create queries using AND, OR, NOT, Greater Than, Less Than, Equal To, etc. conditions
Expand results by selecting display columns for detailed insights
Save queries for reuse, accessible by administrators with proper permissions
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Student Heath
Primary care physician's name
Primary care physician's phone number
Health insurance company's name
Health insurance company's phone number
Policy number
Policy holder's name
Preferred medical facility name
Preferred medical facility's phone number
Dentist's name
Dentist's phone number
Eye doctor's name
Eye doctor's phone number
Student critical health alert capture
Student critical alert display on student profile
Doctor's notes Immunization and physical record with date
In-school infirmary visit incident with nurse's notes
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Staff Management
Staff information management with rich data capture out of the box
Unlimited staff custom categories and fields entry
Identification information with multiple staff ID number capture
Salutation/prefix and suffix information capture
Staff photo upload capability
Social security number capture with data masking
Demographic information capture with gender, race, ethnicity, DOB, marital status, nationality and languages
Portal access with password settings by staff
Self-service password changing with password creation rule enforcement
On-demand portal access disablement for a particular staff
Multiple school employment option
Employment history with start and end dates
Grade levels taught indicator
Subjects taught indicator
Home and mailing address capture with automatic Google maps integration
Personal contact information capture with multiple emails, phones and social media handles
Emergency contact information
Files and documents cabinet for each student
Teacher certification information capture
Certification expiry indicator
Email, app and system based communication with students and other staff members
Staff search via free form search
Advanced search on all system and custom fields
Saving advanced search as filters with reloading capability
Staff information display in grid view with column on-off capability
Staff data edit history
Staff impersonation ability by administrators
Staff data report
Attendance marking on behalf of Teachers by Admin
Grade book marking on behalf of Teachers by Admin
Input final grades on behalf of Teachers by Admin
Input Standards and Effort grades on behalf of Homeroom Teachers by Admin
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Scheduling
Traditional fixed scheduling
Variable day-period-time scheduling
Calendar day based scheduling, e.g. special course that meets on random days based on demand and supply
Custom date range scheduling - not following school marking period dates
Year-round school schedules including Summer Term
Block scheduling - 4x4, alternate day block, trimester, or three 12-week terms, and skinnies
Up to a 20 day rotating schedule (student attends class once in a 20 school day time period)
Mosaic scheduling - combination of traditional and block schedules but a variation of time/period lengths are assigned to each class over the days of the cycle
Walk-in scheduling students into one or more course sections
Group scheduling students into one or more course sections
Group scheduling teachers into one or more course sections
Group drop students from one or more course sections
Deletion of schedule for one or more students from one or more course sections
Teacher reassignment from one course section to another
Student, parent course enrollment requests
Course enrollment requests capture by staff on behalf of students
Team teaching - two or more teachers of the same subject teach together
Interdisciplinary team teaching: two or more teachers form a team and work together to coordinate teaching in three-to-five subjects
Scheduling of part time staff and teaching staff that is shared with other schools Summer school scheduling without affecting scheduling for the regular school year
Students that are classified as home-schooled students to take one or more courses in the school
Home-schooled students scheduled into courses to show up in teacher's grade book and facilitate the taking of class attendance and record grades similarly to full time students
Scheduling to before or after school programs that are not part of the normal school day to be scheduled to enable student class attendance to be taken and reported upon
Allows scheduling a student into more than one course at the same time - ignoring conflicts
Allows teachers to be assigned to multiple sections in the same period - ignoring conflicts
Provides school-based staff the ability to easily identify open periods for students and staff for scheduling purposes
Required and elective course distinctions
Allows courses to be defined by track, for example Honors, AP, college
Allows courses to have different start times and time duration for different days of the week or periods/sections
Ability to create multi period course sections
Various canned scheduling reports
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Attendance
Unlimited attendance code creations
Default attendance code identification, e.g by default every student will be "Present" in class
Unlimited attendance category creation and association with course sections
Attendance entry restriction to office and staff based on specific attendance code
Excused, unexcused and tardy attendance markings
Attendance comments entry by teachers
Ability to override teacher's attendance
Attendance override comments entry by administrators
Ability to take attendance in advance for the day, before teacher comes in
Ability to mark absences, out of school excused absences in advance before teacher takes attendance
Ability to view missing attendance of teachers and take attendance on behalf of teachers
Ability to take attendance for every period in a day
Ability to take attendance for home-room only and define full day minutes accordingly
Ability to take attendance for a whole class in one click
Automatic calculation of Day Absence based upon state and district rules that indicates that a student will be considered absent for the school day if absent for more than the required minutes
Attendance recalculation based on full-day and half-day minutes adjustments
Various canned attendance reports
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Grading
Report card grade scale management with multiple grade scale entry
Report card comments - canned comments and teacher comments entry
Honor roll management based on grade scoring
Standard based grading - US common core and school specific standards management
Efforts and performance based grading
Letter grading based on break-off score
Percentage based grading
Allowable anomalous grading
Weighted grade scale based grade entry
Teacher's own grade scale based grade entry
Grades calculation based on grade book configuration at the course section level
Grades calculation based on weightage
Multi term grades calculation based on percentage allocation to each term in grade book configuration
Exam grades marking and automatic calculation into report card final grades
Progress reports showing raw score as well as weighted score at any any given time
Assignment exemption for students
Grades score rounding to up, down or none
Unlimited assignment type creation and weighting to 100%
Unlimited assignment creation
One click report card and transcript generation from grade book grades
Historical grades entry and GPA calculation
Report Cards with GPA
Transcripts
Various canned grade reports
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General
Custom school based subdomain
User login with remember-me option
Strong password creation rule enforcement
Password retrieval and resetting option
Multi lingual system in English, French and Spanish with any language pack availability on request
Support portal access within system
Support video access within system
Support ticket access within system
Multi-channel information and support services including phone, email, WhatsApp and social media channels
Responsive design, usable with phones, tablets, laptops and desktops on any size
Strong data privacy, FERPA and GDPR compliant
Mobile app - Android and iOS for Students and Parents to view all academic records of a student
Mobile app - Android and iOS for Teachers to take attendance and manage grade book and input final grades
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Admissions and Applicant Processing
Dashboard - Displays the number of applications received.
Dashboard - Shows the number of applications currently being processed.
Dashboard - Indicates the number of applicants who have been enrolled.
Dashboard - Lists the number of applications that have been rejected.
Dashboard - A bar graph showing the number of applications received each month, categorized by gender (Female, Male, Non-binary, Other, Undetermined).
Dashboard - Displays the number of applications by gender.
Dashboard - A pie chart showing the distribution of applications by program.
The dashboard is interactive, with clickable sections for "Application Received," "Processing," "Enrolled," and "Rejected," which filter the output accordingly.
Application Forms - Lists all application forms created by the user.
Application Forms - Displays the form name, last updated date, updated by, allow direct enrollment status, and current status.
Application Forms - Actions available for each form: edit, delete, preview, copy, and more.
Application Forms - Clicking "Add Application Form" directs the user to a section to create a new form according to their requirements.
Application Forms - Customizable fields under "General Info" such as Name, Preferred/Common Name, Previous/Maiden Name, District ID, State ID, Admission Number, Roll Number, Social Security Number, Other Govt. Issued Number, DOB, Gender, Race, Ethnicity, Marital Status, Country of Birth, Nationality, First Language, Second Language, and Third Language.
Application Forms - Form titled "Identification Information" with fields for Name, including Salutation, First Name, Middle Name, Last Name, and Suffix for the user to create their required fields.
Application Forms - Option to enable CAPTCHA in the form, indicated by a toggle switch and a reCAPTCHA logo.
Application Forms - Option to add a new page to the form.
Filter applicants by marking period.
Filter applicants by direct enrollment type (Yes or No).
Filter applicants by status.
Filter applicants by archived status.
Filter applicants by tags.
Filter applicants by the staff they are assigned to.
Export the list of applicants.Displays details of each applicant, including application date, applicant's name, application ID, mobile phone, email address, tags, status, and a process button.
Click on an applicant's name to access options to process the application, edit it, archive it, print it, assign it to staff, and add customizable tags.
Process application options include setting the enrollment status and providing comments.
Process Steps: Application is complete, Student meets academic requirements, Student meets financial requirements, Student was interviewed, Acceptance letter was sent to student, Student accepted, Student Rejection, Test Admission.
Enrollment status can be set to "Applied" with an option to update.
Set email templates based on specific events.
Add dynamic fields to personalize the email content.
Events include Applied, Directly Enrolled, Incomplete Application, Rejected, Provisionally Accepted, Accepted, Enrolled, and Wait-listed.
Customize the email subject and body.
Insert placeholders for dynamic fields such as applicant's first name, last name, school's name, and address.
Preview the email template before saving.
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Billing and Fees
Dashboard - Fee collections in the current school year
Dashboard - Fees overdue from students in the current school year
Dashboard - Fees due from students in the next 90 days
Dashboard - Monthly Collection History and Projections through a Bar chart showing monthly collections, overdue amounts, and due amounts for each month throughout different school years.
Dashboard - Total Collection by Fee Type through a pie chart showing the distribution of collections by fee type (set by the school itself)
Dashboard - Overdue amounts through a bar chart showing overdue amounts categorized by days overdue (<30 Days, 30 Days, 60 Days, 90+ Days)
Dashboard - Total collection by payment method through a Pie chart showing the distribution of collections by payment method (set by the school itself)
Ability to assign fees to one or multiple students.
Choose from predefined fee types or set up new ones.
Set and manage due dates for assigned fees.
Option to generate and send invoices when assigning fees.
Add multiple fee types for the same student.
Ability to add or remove students when assigning fees.
Option to provide descriptions for fee types.
Ability to record payments against assigned fees.
Support for various payment types, such as cash, check, credit card, and electronic funds transfer (EFT).
A detailed record of all transactions (payments, charges, etc.) for each student.
Option to deposit funds (e.g., scholarships, grants) into student accounts.
Manually register a payment made by a student.
Use student deposits to adjust fee balances.
Send payment links to students and parents via email for easy fee payments.
Define and manage a custom chart of G/L accounts for accurate accounting.
Create and manage fee types that align with the G/L accounts.
Set up sub-accounts within G/L accounts to further categorize transactions.
Create recurring subscription charges linked to G/L accounts.
Choose the frequency of subscriptions (daily, weekly, monthly, yearly).
Students activate their subscriptions after entering payment details.
Integration with Stripe for processing subscription payments.
Assign subscriptions to students directly through the Billing and Fees section.
Monitor the status of subscriptions (active/inactive) along with start and end dates.
Generate and print student account statements.
Filter transactions by date range or fee type for better tracking.
Download transaction data to Excel for analysis or reporting.
Ability to send reminders for overdue charges.
Option to void or waive charges for students as needed.
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Discipline Management
Student Behavior Records maintain detailed records of student behavior incidents.
Categorize and define different types of behavioral incidents (e.g., tardiness, bullying, disruptive behavior).
Incident recording - document specific details about each behavioral incident, including date, time, and location.
Record details about the student(s) involved in the incident, including any witnesses or other affected parties.
Develop and implement action plans for students involved in behavioral issues.
Assign disciplinary actions such as detentions, suspensions, or other interventions based on the behavior recorded.
Track progress in behavior improvement over time, with possible follow-ups.
Generate notifications or reports to communicate with parents regarding their child’s behavior and any actions taken.
Ability to define custom behavior categories based on school needs (e.g., positive behavior, violations, incidents).
Generate behavior reports for individual students, classes, or groups to identify patterns or trends.
Export behavior data for further analysis or reporting in different formats like Excel.
Analyze behavioral trends across students, classrooms, or grades to identify common issues or improvements.
Maintain a history of all recorded behavioral incidents for each student.
Track disciplinary actions taken for each student over time, including the severity of actions.
Automatically notify relevant parties (e.g., teachers, administrators, parents) when a behavioral incident occurs.
Customize forms used to report or track behavior incidents based on the needs of the institution.
Set school-specific standards for what constitutes acceptable behavior and how various incidents should be handled.
Ability to link behavior and discipline records to a student’s overall profile.
Automatically link behavior incidents to attendance records or academic performance when needed (e.g., tardiness impacting attendance).
Allow different staff members (e.g., teachers, counselors, administrators) to add, view, or edit behavior records based on their access levels.
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Teacher Lesson Plan
Central repository for all lesson plans with grid view display.
Option to download the lesson plan list in Excel format.
Ability to select and print multiple lesson plans.
Filter lesson plans by subject and course.
Search lesson plans by text using a search bar.
Toggle to view only the lesson plans owned by the logged-in teacher.
Edit lesson plans owned by the teacher.
Delete lesson plans owned by the teacher.
Copy any lesson plan, regardless of ownership, for customization.
Sample lesson plan provided as a guide for structured and effective planning.
Form-based creation process requiring subject, course, and lesson identifier.
Optional unit field for additional context in lesson plans.
Mandatory instructional goal field to define the lesson's objective.
WYSIWYG editor for rich text formatting and URL embedding.
Ability to connect lesson plans with predefined learning standards.
Integration with standards-based grading to align lesson plans with specific standards.
Ability to associate one or more lesson plans with a school workday from the class calendar.
Option to attach lesson plans specific to the current course or across all courses taught by the teacher.
Students can view attached lesson plans through their portals.
Parents can view attached lesson plans through their portals.
Easy navigation to attach lesson plans from the Class Calendar tab of a selected course.
Clear visual display of attached lesson plans on the class calendar.
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Multi Channel Communication
Configure an email server for sending notifications and alerts.
Option to set up the email server using SMTP relay.
Configure SMTP settings such as IP address, port number, SMTP type (SSL/TLS), username, password, and sender email address.
Option to set up the email server using an API.
Configure API settings, including service provider selection, sender email address, API ID, and API key.
Ability to save and finalize email server setup for seamless messaging.
Create broadcast groups for mass communication.
Assign unique names to broadcast groups.
Add members to broadcast groups, including students, parents, and staff.
Use filters to locate specific users when adding members to groups.
Manage and view created groups in the Groups section.
Compose messages directly within the system.
Send messages to specific broadcast groups.
Include a subject and body in the message composition.
Attach relevant files to messages.
Option to send messages as emails by toggling an email option.
Deliver messages instantly to all group members.
New AI-Powered Enhancements
AI-powered auto-translation of messages into the recipient’s stored first language.
Option to manually select a language for translation when recipient’s first language is not available.
Automatic multilingual handling for broadcast groups, delivering messages in each recipient’s preferred language.
Ability to send broadcast messages in one chosen language to all recipients.
AI-assisted writing tool (Alt + H) to generate text suggestions.
