School Management Portal
Budget per Category Report
The Budget per Category report allows you to generate summary and detailed budget reports that compare your current budget year with a previous year. This article explains how to generate both summary and detailed budget reports per category. Reports ...
How to generate a Budget Report per Budgeter
The Budget Document per Budgeter is a planning tool for setting up next year's budget. It can be printed per staff member, showing only the budget items each person is responsible for — helping each budgeter plan their portion of the school budget ...
Manage other contacts
The Other Contacts module is a specialised address book for managing individuals who are not primary parents, staff, or learners but still require communication from the school. This includes sports coaches, extra-mural tutors, contractors, or ...
How to generate the DOE Learners at Risk Report
The Learners at Risk Report can be generated as a PDF or exported to Excel for reporting to the Department of Education. Reports > DOE > Curriculum > DOE Learners at Risk How do I generate the report? Select the curriculum and year. Select the ...
How to generate a petty cash claim form
The Petty Cash Claim form is used to claim official expenses incurred using personal funds. This article explains how to generate the form for printing. Reports > Documents> Documents: Petty Cash Claim How do I generate a petty cash claim form? Click ...
How to generate a Travel Claim form
The Travel Claim form is used to claim official travel expenses incurred by a private vehicle. Reports > Documents > Travel Claim How do I generate the form? Click Preview. The form is now ready to be printed. Frequently asked questions What does the ...
How to generate a Memorandum
The Memorandum function generates a school memorandum that can be printed with or without pre-filled information. Reports > Documents > Memorandum How do I generate a memorandum? Select With details or Without details from the dropdown. If With ...
How to capture marks per learner
The Marks per Learner function allows the user to enter marks for a specific learner. This is ideal for learners who enrol mid-year and whose marks from their previous school need to be captured for reporting purposes. My School > People > Learners > ...
Set up and manage school houses
School houses (also known as sport teams in the system) allow you to organise learners into competitive groups for sports and house activities. This article guides you through creating houses, setting up annual teams, allocating team managers, and ...
How to view My Budgets
The My Budgets screen allows you to preview all budget accounts, view amounts per budget head, and export data to Excel. Finances > Budget: My Budgets How do I view budget information? To view by budget head, click the Budget Head dropdown. To view ...
Review achievement allocations
The Review Achievement Allocations section allows you to view and manage all achievements that have been assigned to learners. You can inspect allocations by category and activity, and remove incorrect allocations as needed. My School > Achievements ...
How to allocate achievements manually
Manual Allocation is used to assign non-academic achievements individually to learners by hand. This applies to achievements such as Sport, Culture and Leadership that cannot be automatically calculated from marks. It can also be used by for Academic ...
Allocate academic achievements automatically
Automatic achievement allocation enables you to assign academic achievements to learners based on criteria you have previously configured, such as marks or performance thresholds. This article explains how to set up and run automatic allocation of ...
How to set up a certificate template
The Certificate Template defines the layout of the various items on the certificate. Multiple achievements can be linked to one certificate template. Achievements are set up at My School > Achievements > Achievements. Four example templates (in blue) ...
How to capture marks per group
The Marks per Group function allows you to process marks in bulk accurately and efficiently for a complete subject group. My School > People: Learners > Learner Marks > Marks per Group What do the function buttons do? “=” button: Recalculates marks ...
How to set up a Report Template
The Report Template module enables administrators to configure the layout, data visibility, and formatting of learner reports. Templates are fully customisable regarding font size, mark columns, and the inclusion of specific data fields. My School > ...
How to set up and manage Achievements
Achievements are the items for which learners receive recognition or awards. These are grouped under School Activities such as Academic, Tennis and Leadership. Typical achievements include: Top 10 per subject, 1st team captain, head boy. My School > ...
How to set up Template Formulas
Template Formulas automate the calculation of final results to determine whether a learner is promoted or repeats the year. The system combines term marks, SBA components and exams without manual intervention. My School > System > Curriculum > ...
How to use Term Decisions
The Term Decisions module is an automated diagnostic tool used to calculate, monitor and adjust learner results for a specific term. The system evaluates marks against linked Decision Guidelines (e.g. 2012 DOE-NPPPPR) to provide a real-time status of ...
Authorise Payments
Payment authorisations allow you to approve and process creditor payments before they are sent to creditors. This article explains how to create, review, and manage payment authorisations in d6. Finance > Creditors > Authorise Payments How do I ...
Creditor Invoices
This article explains how to create, edit, copy, delete, and resubmit rejected creditor invoices. Finance > Creditors: Invoices How do I create an invoice? Click Create an invoice. Select the creditor and enter the invoice amounts per general ledger ...
How to manage Creditor Accounts
The Creditor Accounts function allows you to create and manage accounts for the school's various suppliers. It facilitates capturing invoices, credit notes, and payments. Finance > Creditors > Accounts How do I create a creditor account? Click Create ...
How to promote learners
The Promotions function allows you to promote each learner to the next grade. Start with the highest grade when processing promotions. My School > Learners > Year-End Preparations > Promotions Important: This method of promoting learners is only ...
How to manage Marks Capturing Rights
The Marks Capturing Rights feature controls which staff members may enter and edit learner marks in the Curriculum module. Rights are assigned based on system roles (Subject Heads and Subject Group Teachers) or through manual allocation. My School > ...
How to generate a Debtor Analysis report
The Debtor Analysis report provides a detailed breakdown of debtor transactions for the selected period. It is generated as a PDF. Reports > Finance > Debtors: Debtor Analysis How do I generate the report? Select the period and debtor type. Click ...
How to generate an Exemption List
The Exemption List report generates a list of learners with school fee exemptions. It is produced as a PDF — Adobe Acrobat Reader is required to view it. Reports > Finances > Debtors > Exemption Application How do I generate the report? Choose ...
How to generate an age analysis report
The Age Analysis report generates a detailed breakdown of outstanding debtor balances by age category. This article explains how to configure and generate the report. Reports > Finances > Debtors: Age Analysis How do I generate an age analysis ...
How to set up school terms
Setting up school terms is essential as the system is term-driven, and modules like Curriculum require this as a foundation. Public schools typically set up 4 terms per year. My School > System > General > Terms How do I set up school terms? Click ...
How to manage creditor payment authorisations
This article explains how to create and manage creditor payment authorisations in d6+. Payment authorisations allow you to approve creditor transactions for payment via EFT or cash. Finances > Creditors > Payment Authorisations How do I create a ...
How to process Creditor Journals
Creditor Journals are used to make adjustments between general ledger accounts and creditor accounts. Finances > Creditors > Journals Note: Creditor accounts must be created before journals can be processed. How do I process a creditor journal? Click ...
How to manage Debtor Accounts
The Debtor Accounts function allows you to create and manage accounts for school debtors, collectors and other debtors. It facilitates all debtor transactions including journals, adjustments, handovers and receipts. Finance > Debtors > Accounts How ...
How to use Final Decisions
The Final Decisions module is used to calculate, monitor and manually adjust learner promotion results and final marks at the end of an academic cycle. My School > Curriculum > Final Decisions Select the year and grade. Review the calculations. ...
How to link subject choices to learners in d6
This article explains how to link subjects to learners in d6. Subjects can be linked per learner, per subject, or per group. My School > Curriculum > Learning Programme Setup How do I link subjects to learners? Navigate to Learning Programme Setup ...
How to document Learner Support
The Learner Support module is a centralised repository for documenting academic, emotional, or behavioural interventions. It provides a chronological record of support given to learners. My School > Learners > Learner Support How do I document ...
How to use Learner Support
The Learner Support module is a centralised repository for documenting academic, emotional or behavioural interventions. It allows the school to maintain a chronological record of support provided to learners, ensuring continuity of care and ...
How to set up Decision Methods
The Decision Methods module establishes the logical criteria used by the system to determine whether a learner is promoted, retained or progressed. Rules are configured per educational phase and are essential for generating accurate year-end results ...
How to set up and manage the Asset register
The Assets module allows the school to set up and maintain an asset register. Assets are organised in categories, assigned to locations, and linked to suppliers. My School > System: Assets How do I set up the asset register? Set up Categories, ...
How to set up the Code of Conduct
The Code of Conduct function allows the school to set up Recognitions and Violations linked to the discipline module through positive and negative marks. My School > Code of Conduct Setup order Set up Categories for behaviour types (e.g. Discipline, ...
How to generate a Curriculum Data Report
The Curriculum Data Report provides a comprehensive view of the Learning Programme structure for a selected year and grade. It lists all preset and manually created components — including tasks and associated assessments — organised by subject. My ...
How to copy Learning Programmes
The Copy Learning Programme feature allows schools to duplicate existing curriculum structures — including subjects, assessments, weightings and learner allocations — from one term to another or from one academic year to the next. This significantly ...
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