The Learner Overview module serves as a centralised data hub providing a comprehensive 360-degree view of a learner's school career. It consolidates biographical details, parent/guardian contact information, conduct history, academic performance, and attendance records into a single interface.
My School > People > Learners > Learners > Learner Overview
Type at least 3 characters (name, surname, family code, or admission number) into the search box. Results are filtered automatically.
Use the Learner Status dropdown to include Current learners, All left learners, Left during current year, All learners, and Waiting list learners.
Click Reset to clear search criteria.
Learner tab (Biographical): Core data under Personal, School, Medical, and Other sub-tabs. Click Edit Learner to update via the 6-step process. Use Print or Export at the bottom 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.
Academic tab: Read-only view of current subjects and provisional marks. Use Generate Report or Export at the bottom to export.
Attendance tab: Attendance history. Absences at previous schools are marked as "OB". To change data, 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.
Specific tabs are hidden unless the user has been assigned Learner Overview rights in Staff Management. This ensures data security and POPIA compliance.
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Last updated: April 2026 | Version 5.0