How to set up Decision Methods

How to set up Decision Methods

The Decision Methods module establishes the logical criteria used by the system to determine whether a learner is promoted, retained or progressed. Rules are configured per educational phase and are essential for generating accurate year-end results and promotion schedules.

My School > System  >  Curriculum > Promotion Requirements: Decision Methods

How do I create a Decision Method?

  1. Select the Year and Learning Phase (e.g. Senior Phase or FET), then click Add.

  2. Enter a descriptive Name in both English and Afrikaans.

  3. Select the Type: Promotion or Endorsement (e.g. Bachelor’s Degree/Diploma).

Tip: If your school uses internal criteria rather than standard DOE methods, copy an existing DOE method and modify the relevant calculation rules to save time.

How do I define Decisions?

  1. Navigate to the Decision tab and click Add.

  2. Select a result from the Decision dropdown: Promoted, Retained, Progression with Adjustment or Progressed due to Phase/Age.

  3. Enter the short codes (e.g. P, R, PROG) and full descriptions in both languages, then click Save.

How do I set the calculation logic?

  1. Navigate to the Calculation Rules tab and click Add.

  2. Define the criteria (e.g. Must pass Home Language at 50% or Must pass any 3 subjects at 40%).

  3. Repeat for all decisions required for the phase, then click Save.

Frequently asked questions

Can I change the Learning Phase after starting to create a method?

No. The Learning Phase cannot be changed once method creation has begun. This prevents data cross-contamination and ensures phase-specific logic remains isolated for reporting accuracy.

Why must calculation rules be assigned to a specific decision?

The system requires a result container (e.g. Promoted) so it knows which verdict to trigger when the criteria are met. Rules without a linked decision cannot be evaluated.

Last updated: March 2026  |  Version 4.0

© Copyright d6 group (Pty) Ltd.
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