How to use the Learner Overview

How to use the Learner Overview

The Learner Overview module is a centralised data hub providing a 360-degree view of a learner’s school career. It consolidates biographical details, parent/guardian contact info, conduct history, academic performance and attendance records into a single interface.

My School > People > Learners > Learners > Learner Overview

How do I search for a learner?

  • Enter at least 3 characters (name, surname, family code or admission number) in the search block. Results filter automatically.

  • Use the Learner Status dropdown to include Current learners, All left learners, Learners left during the current year, All learners. or Waitlist learners.

  • Click Reset to clear the search criteria.

What does each tab show?

  • Learner tab (Biographical): Core data across Personal, School, Medical and Other sub-tabs. Click Edit Learner to update via the 6-step wizard. Use Print (PDF) or Export buttons to export.

  • Parents tab: Contact and account details for Guardians 1, 2 and the Accountable Person. Click Edit Parent/Guardian to open Step 4 of the family setup.

  • Conduct tab: Read-only summary of disciplinary history. Click Generate Report to view or print the learner’s Code of Conduct report.

  • To add incidents, go to: My School > People > Learners > Learners > Discipline.

  • Academics tab: Read-only view of current subjects and preliminary marks. Use Generate Report or Export to export the information. To generate a report card, go to Reports > Reports > Learners > Marks and Achievements > Report Cards.

  • Attendance tab: Attendance history. Previous school absences are marked "OB". To update, go to My School > People > Learners > Attendance > Absentees.

  • Notes & Documents tab: Click Add Note and select Public (all users with rights) or Private (restricted). Use Choose File to attach external documents.

Frequently asked questions

Why are some tabs hidden for certain staff members?

Specific tabs are hidden unless the user has been granted Learner Overview Rights in Staff Management. This ensures data security and POPIA compliance.

Why does a PDF report fail to open?

Check that your browser allows pop-ups for the d6 platform. Pop-up blockers commonly prevent report windows from opening.

Last updated: March 2026  |  Version 9.0

© Copyright d6 group (Pty) Ltd.

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