The Learner Overview module serves as a centralized data hub, providing a comprehensive 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 > Learners > Learner Overview
This feature eliminates the need to navigate between multiple system sections to compile a complete learner profile. It ensures authorized staff have immediate access to critical data for counseling, administrative updates, and parent communication.
Enter at least 3 characters (name, surname, family code, or admission number) into the search block. Results filter automatically.
Use the Status dropdown to include active, prospective, or past learners.
Click Reset to clear search criteria for a new query.
Learner Tab (Biographical): View core data across Personal, School, Medical, and Other sub-tabs.
To Edit: Click Edit Learner to update records via the 6-step setup wizard.
To Export: Use the Print (PDF) or Excel buttons at the bottom of the page.
Parents Tab: Manage contact and account details for Guardians 1, 2, and the Accountable Person.
To Edit: Click Edit Parent/Guardian. This opens Step 4 of the family setup in a new window.
Conduct Tab: View a summary of disciplinary history.
Note: This is a Read-Only summary. To add incidents, go to My School > Learners > Discipline.
To Print: Click Discipline Report, select the learner, click Preview, then Print.
Academics Tab: View current subjects and preliminary marks.
Note: This is a Read-Only view. To edit, go to My School > Curriculum.
To Print: Click Generate Report, select options, and click Generate Reports.
Attendance Tab: View presence history. Previous school absences are marked as "OB" (e.g., OB:18).
To Update: Go to My School > Learners > Attendance: Absentees.
Notes & Documents Tab: * Add Note: Click Add Note. Select Public (all users with rights) or Private (restricted to specific roles).
Upload: Use Choose File under Documents to attach external files (e.g., certificates).
Pop-up Blockers: If a PDF report fails to open, ensure your browser allows pop-ups for the d6 platform.
Data Synchronization: Updates made via the "Edit" buttons reflect globally across the system (Finance, Communication, and Admin).
Preliminary Marks: Academic marks displayed during the year are calculations based on current data and are subject to change until year-end finalization.
Tab Visibility: Specific tabs are hidden if the user has not been granted "Learner Overview Rights" in Staff Management. This ensures data security and POPIA compliance.
Read-Only Sections: Conduct and Academic tabs are restricted to viewing only to prevent accidental modification of moderated records.
Code of Conduct Totals: Accumulated totals (e.g., demerits) expire based on School Setup (Monthly, Termly, etc.). Do not change this mid-year as it recalculates historical totals.