School Management Portal
How to generate a Grade List
The Grade List report generates a list of all learners per grade and register class, useful for class administration and departmental reporting. Reports > Learners > Learner Lists: Grade List How do I generate a Grade List? Select the grade(s) or all ...
How to generate a Birthday List
The Birthday List report generates a list of learners with birthdays in a selected month or date range, useful for personalised communication and recognition. Reports > Learners > Learner Lists: Birthday List How do I generate a Birthday List? Select ...
Generate a Composite Recording Sheet
Generate a Composite Recording Sheet to capture and print all learner marks across multiple subjects on a single sheet. Reports > Learners > Marks and Achievements > Composite Recording Sheet How do I generate a Composite Recording Sheet? Select the ...
How to generate a trial balance report in d6
How to generate a trial balance report in d6 to view all GL account balances for a selected period. Reports > Finance > General Ledger: Trial Balance How do I generate a trial balance? Select the date range. Choose whether to include zero-balance ...
How to manage Staff Leave
The Staff Leave module captures annual, sick, and other leave for staff members. Leave is deducted from leave balances and appears in staff attendance reports. My School > People > Staff > Leave How do I capture staff leave? Click Add Leave. Select ...
How to generate an Income Statement
The Income and Expenditure report (I&E) provides a summary of all income and expenditure for a selected period against the budget. Reports > Finance > General Ledger: Income and Expenditure How do I generate an Income and Expenditure report? Select ...
How to add a new learner
The Add New Learner function is used when a learner joins mid-year, returns after leaving, or transfers from another school. My School > People > Learners > Learners: Add New Learner How do I add a new learner mid-year? Click Register Learner. ...
How to manage Creditors
The Creditors module manages all supplier accounts. You can add, edit and view creditors, and link them to GL accounts for payment processing. Finances > Creditors: Creditors How do I add a creditor? Click Add Creditor. Enter the supplier name, ...
How to capture Learner Leave
The Learner Leave function captures planned absences such as sports tours, trips or extended family leave before they occur, so the system does not mark the learner as absent without a reason. My School > People > Learners > Attendance: Learner Leave ...
Payments
The Creditor Payments function records payments made to suppliers against open invoices. Finances > Creditors: Payments How do I capture a creditor payment? Click Make a payment. Select the creditor and the bank account. Enter the payment date and ...
How to manage Subject Groups
Subject Groups link learners to subjects and educators for marks capture and timetabling. Every learner who takes a subject must be in the correct subject group. My School > System > Curriculum > Subject Groups How do I create a subject group? Click ...
How to print certificate lists
The Certificate Lists report prints a list of all awards per register class, grouped by learner. Useful for awards ceremonies and learner files. Reports > Learners > Certificate Lists How do I generate certificate lists? Select the year and term. ...
How to set up Decision Guidelines
Decision Guidelines specify the exact calculation method the system must use to determine promotion results for each grade. This includes term results, year marks, and promotion marks. For the FET phase (Grade 10–12), this is required for calculating ...
How to set up and manage the Assets register
The Assets module enables schools to set up and manage a complete asset register, covering categories, locations, suppliers, importing and reporting. My School > System: Assets What are the sections of the Assets register? System Lookup: Asset ...
How to set up and manage learning programmes
Learning Programmes form the foundational framework for the academic year. They define the curriculum, grading scales, and promotion logic for a specific grade and term. A Learning Programme must be active for every grade and term to enable marks ...
How to view and distribute learner timetables
The Learner Timetables module allows staff to view, print, and electronically distribute individual schedules to learners and parents. A completed timetable must have been uploaded via the Timetabler module first. My School > People > Learners: ...
How to generate a ledger detail report
The Ledger Detail report provides detailed information about individual financial entries for a chosen account and period. Reports > Finance > Transactions: Ledger Detail How do I generate a ledger detail report? Choose the period: from and to dates. ...
How to manage Creditor Invoices
The Creditor Invoices function facilitates capturing invoices on supplier accounts. Invoices can be sent for approval or saved as a draft for later completion. Finances > Creditors: Invoices How do I create a creditor invoice? Click Create an ...
Re-registrations
Learners must indicate annually whether they intend to re-register at the same school or leave at the end of the year. This process affects statistics for departmental reporting, class lists, and year-end processing. My School > Learners > ...
Get started with Principal Timetabler
Timetabling is one of the most involved processes in the school environment. This guide walks you through the full workflow, from initial setup to uploading your completed timetable. My School > System > Curriculum > Timetabler What is the ...
How to view emergency numbers
Emergency numbers store the telephone numbers, addresses and contact details of the nearest police station, ambulance service, fire brigade, doctor or hospital. Staff can view these at any time from My Home. My Home > Emergency Numbers How do I view ...
Projek Detail
Generate a project detail report that displays transactions grouped by project, register class, or linked contacts. Reports > Finance > Transactions: Project Detail How do I generate a Project Detail report? Select the date range. Select the ...
How to set up and manage Budget Categories
Budget categories group and classify your school's budget items. Each category must have an account type (Income/Expense or Capital) and names in both Afrikaans and English. Finances > Budget > Categories How do I add a budget category? Click Create ...
How to set up and manage Reporting Structures
Reporting Structures is a multifunctional finance feature. By default it shows your budget information, and you can edit budget categories and their linked general ledger accounts. You can also create additional structures for consolidated reporting. ...
How to manage Discipline Letters
The Discipline Letters screen manages all discipline letter batches created during Action Processing. You can preview, edit, delete or restore letters and batches. My School > Code of Conduct > Discipline Letters How do I manage discipline letter ...
View Emergency Numbers
The Emergency Numbers feature provides quick access to the telephone numbers, addresses, and contact details of the nearest police station, ambulance, fire brigade, doctor, or hospital. Emergency service details must be configured in advance before ...
How to generate a Project Detail report
The Project Detail report generates a PDF breakdown of all financial transactions linked to a project. You can view transactions across all periods or filter by a specific date range, and group results by transaction, register class, or linked ...
How to generate Reports
The Reports module generates official learner progress documents for internal and external distribution. It consolidates academic marks, attendance records and educator comments into professional templates that can be printed or emailed directly to ...
How to manage Subjects
The Subjects module contains the master list of all academic offerings available within the school’s database. For South African public schools, CAPS curriculum subjects are pre-loaded with the necessary regulatory coding. This module allows ...
How to use Action Control
The Action Control function is task-driven. Action Control tasks only appear once a learner has reached a set number of violations as configured in the Action Setup module, and after Process Actions has been finalised. My School > System > Code of ...
Learner Overview
Overview 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 ...
How to send an SMS
The SMS function allows the school to communicate with Parents, Staff Members, Learners, Debtors, Channels and own numbers. Use cases include discipline, sport events, outstanding debts and general communication. My School > Communication > Send a ...
Generate staff personnel registers
This article explains how to generate personnel attendance registers for staff. Attendance registers are used to record daily attendances. Reports > Staff > Staff: Personnel registers How to generate a personnel register Choose whether to print for a ...
LURITS/CEMIS Compliance
This article explains which learner fields are mandatory for LURITS and CEMIS Departmental reporting, and how to ensure your data is compliant before export. My School > Learners > Learners Mandatory fields for compliance Ethnicity and Gender: ...
How to generate a learner attendance report
The Attendance report generates a historical learner attendance summary. Note: this is a reporting function — to print registers to record attendance going forward, use Reports > Learners > Management: Attendance Registers. Reports > Reports > ...
How to generate Debtor Account Statements
The Account Statements function generates statements for debtors, collectors and other debtors. Statements can be printed, mailed or emailed. Google Chrome is recommended. Finances > Debtors > Account Statements How do debtor statements work? Each ...
Marks Statistics
The Marks Statistics report provides a high-level analytical overview of academic performance per subject and grade. It is used by school management and Heads of Department to monitor academic standards and identify risk areas. Reports > Learners > ...
Set up register classes
Register class setup assigns educators to classrooms and configures the foundation for attendance and class management. Complete register class grouping and class designation before starting — this process cannot be reversed at year-end. My School > ...
How to send an email
The Email function allows the school to send emails to parents, learners, debtors, staff, groups, or custom email addresses. First ensure that communication groups are set up at My School > System > Communication > Communication Setup > Communication ...
How to export to SA-SAMS database
To submit your d6+ information to the Department of Education, a valid SA-SAMS export must be prepared. This requires certain learner, parent and personnel information to be included. My School > d6 Initiatives > Compliance > Export to SA-SAMS ...
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