Parent Documents

Parent Documents

The Parent Documents module provides a secure digital filing system for storing parent records such as ID copies, proof of residence, and other required documents. An audit trail records who uploaded each document and when.

My School > People:  Parents > Parent Documents

How do I upload a parent document?

  1. Navigate to My School > Parents > Parents:  Parent Documents.

  2. Use the Search bar to find the specific parent.

  3. Click Choose File next to the relevant document type and select the file from your device.

  4. Click Load File. The system records the uploader's name and timestamp.

How do I filter, view and delete documents?

  • Status: Toggle between Current or Left parents.

  • Type: Filter to a specific document category (e.g. Copy of ID).

  • Show: Filter to show parents missing a required document.

  • View/Download: Click the document title link to open or download it.

  • Remove: Click Remove next to the document to delete it.

How do I add custom document types?

By default, only “Copy of ID” is available. To add more, go to My School > System  >  General > Documents: Document Types and create the required categories. Only one file per type per person is allowed — use numbered names (e.g. Medical Certificate 1) if multiple files of the same type are needed.

Frequently asked questions

Who has access to upload and delete parent documents?

The 1.3 Learner / Parent Administration right is required. The 1.1 School Administration right is needed to create Document Types. View rights on individual profiles are controlled separately under Learner Overview access.

Why can I only upload one file per document type?

The system restricts each category to a single file per person to keep records organised and ensure the correct document is always easily identifiable. Create numbered categories if multiple versions are needed.

How do I find all parents missing a specific document?

Set the Type filter to the specific document (e.g. Proof of Residence) and the Show filter to Show only parents without documents.

Last updated: April 2026  |  Version 5.0

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