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HELP MODULES
Enterprise Edition - General Search Functionality
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Enterprise Edition Export Feature to Create Customized Reports
Custom Report Control
How to Implement Online Registrations
Chat Module
Azure AD and Google Workspace Integration
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User Profile : E-mail Address Change
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MAIN PAGE
MANAGEMENT
Setup
Academic Years
Add Academic Years
Academic Terms
Add Academic Year Terms
Academic Age Groups
Add Academic Age Groups
Business Rules
Person Status
Add Person Status
Add Person Status Reason
Phase
Add Phases
Grade
Add Grades
Class
Add Classes
Country
Add Country
Province
Add Province
City
Add City
Suburb
Add Suburb
Region
Add Region
District
Add District
Circuit
Add Circuit
School Type
Add School Type
Examination Centre
Add Examination Centre
Examination Authority
Add Examination Authority
Platooning School
Add Platooning School
Feeder School
Add Feeder School
Twinning School
Add Twinning School
School Information
Upload School Logo
General
Contact
Add Contact
Address
Add Address
Email
Add Email
Detail (Lurits* Information)
Status
School Governance
School Documents
Diagrams
Add Diagrams
Document Types
Add Document Types
Document
Add Documents
Upload Document
Year Planner
Holidays
Add Holiday
Resources
Add Resource
School Calendar
Add Calendar Events
Add Appointment
QR Code Event Attendance
Steps to Create QR Code Events
Steps for Parents to Register Attendance
School Gallery
Add Album
Add Album Images
Mobile Application Advertisements
Advertisers
Add Advertiser
Advertisements
Add Advertisement
Advert Manager
Confirm Selection
Security
Manage User - Employee - Educator
Add Employee/Educator
Manage Portal User
Account Access
Manage Institution
Edit Institution
Edit User Last Name
Manage User Authorization
Manage Website User
Edit Website User
User Profile Edit Page
User Roles
User Rights Matrix
Role Master
System Documents
Notifications
Send Notification
Select Users
Dashboard
Management
Class Analysis
Absenteeism
Conduct
Birthdays
Subjects
Customers
CashFlow
Validation
Student Nationality
Educator Nationality
Student Subjects
Educator Subjects
Student Marks
Subjects Validation
Absenteeism Count
Custom Dashboards
ADMINISTRATION
Setup
Absent Reason
Add Absent Reasons
Achievement Type
Add Achievement Type
Achievement
Add Achievements
Ethnic Group
Add Ethnic Group
Extramural Type
Add Extramural Type
Extramural Activity
Add Extramural Activities
Language
Add Language
Marital Status
Add Marital Status
Medical Aid Scheme
Add Medical Aid Scheme
Occupation
Add Occupation
Psychology Test
Add Psychology Test
Relationship
Add Relationship
Religion
Add Religion
Residence/Hostel
Add Residence / Hostel
Sports House
Add Sports Houses
Title
Add Title
Variable Group Type
Add Variable Group Type
Variable Group
Add Variable Group
Grants
Type
Add Grant Type
Status
Add Grant Status
Status Reason
Add Grant Status Reason
Conduct
Conduct Levels
Add Conduct Levels
Conduct Actions
Add Conduct Actions
Conduct Options
Add Conduct Options
Master
Add Conduct
OVC's - Orphans and Vulnerable Children
Vulnerability Category
Add Vulnerability Category
Vulnerabilities
Add Vulnerability
Support Category
Add Support Category
Support
Add Support
Incidents
Incident Types
Add Incident Type
Student Incidents
Add Student Incident
Serious Incident Types
Add Serious Incident Type
Serious Incidents
Add Serious Incident
How to Add / Edit a Student Incident
Student Profile
Add Student
Upload Student Image
General
Medical
How to Capture a Student's Temperature
Contacts
Add Contacts
Copy Contact
Copy Guardian Contact - Example
Addresses
Add Address
Copy Address
Copy Guardian Address - Example
Emails
Add Email Address
Copy Email Address
Copy Guardian Email Address - Example
Languages
Add Language
Nationality
Add Nationality
History
Finance
Add Recurring Item
Add Student Grant
Academic
Add Student Subject
Absent
Add Absenteeism
Conduct
Add Conduct
Vulnerability
Add Vulnerability
Extramural
Add Extramural Activities
Achievement
Add Achievement
Residence
Add Residence
Aftercare
Add Aftercare
Travel
Add Travel
Groups
Add Groups
Notes
Add Note
Student Alert
Interviews
Add Interview
Documents
Add Documents
Upload Document
Psychology Test
Add Psychology Test
Other
NSC Registration
Statuses
Add Statuses
How to Update Mode of Transport on the Student Profile
How to Update Mode of Transport on the Student List Edit
How to do Variable Group Batch Allocations
How to Remove Variable Group Batch Allocations
SMS Log
Email Log
Student List Edit
List Edit Mode
Student History
Add Enrolment
Enrolment Wizard
Search Panel
Administration Panel
Student Panel
Address Panels
New Guardian Panel
Student Transfer
Transfer to School Tab
Student Transactions
Student Import
Barcode Medical Temperatures
How To Capture Temperatures Making Use of Barcodes
Student Document Upload
How to do a Bulk Upload of Student Photos
Status Updates
Class Re-Allocation
Class Re-Allocation Example
Student Batch Temperatures
Sport House Reallocation
Sport House Allocation Example
Absenteeism
Class - Daily Absenteeism
Class - Weekly Absenteeism
School - Daily Absenteeism
School - Weekly Absenteeism
Daily Absenteeism
Daily Absenteeism - Notification
Creating Email Message
Email Example
Creating SMS
Notification Confirmation
Absenteeism Corrections
Daily Absenteeism Notification Email
Weekly Absenteeism
Weekly Absenteeism Capturing Page
Weekly Absenteeism - Notification
Weekly Notification Confirmation
Weekly Absenteeism Corrections
How to Import Absenteeism
How to Import Absenteeism via Medical Temperatures
Conduct
How to Capture Student Conduct per Subject Class
How to Capture Stundent Conduct per Subject
School - Conduct
Conduct Capturing Page
Conduct - Notification
Conduct Notification Confirmation
Conduct Notification Email
Achievement
Achievement - Notification
Achievement Notification Confirmation
Achievement Corrections
Achievement Notification Email
Extramural
Extramural Activity Allocation Example
Residence
Residence Allocation Example
Grant
Vulnerability
Variable Groups
Student Variable Group Allocation
Student Exports
Absenteeism
Educator Captured Absenteeism
Student Query Lists
Alert Icons
Emergency Contact - Example
Absenteeism - Example
Achievement - Example
Address- Example
Aftercare - Example
Conduct - Example
Contact Number- Example
Email - Example
Extramural - Example
General - Example
Grant - Example
Interview - Example
Student Temperature Query List
Psychological Test - Example
Residence - Example
Student Guardian Information - Example
Travel - Example
Variable Group - Example
Vulnerability - Example
Family
Add Family
Guardian Profile
Add Guardian - General
Upload Guardian Image
Medical
Contacts
Addresses
Emails
Languages
Nationality
Interviews
Add Interview
Notes
Add Notes
Groups
Add Groups
Notifications
Documents
Add Documents
Upload Document
Students
SMS Log
Email Log
Guardian List Edit
Guardian Transactions
Medical Temperatures
Guardian Query Lists
Alumni Profile
Student Profile
How to Promote Students to Alumni
How to Send SMS's to Alumni
How to Send Emails to Alumni
Alumni List Edit
Alumni Variable Groups
How to Create Alumni Variable Groups
Alumni Query Lists
Address
Contact Number
Email
Variable Group
Year End Promotion
Year End Promotion Example
Reports
Report Example
Report Result
Excel Report Example
PERSONNEL
Setup
Appointments
Department
Add Department
Job Category
Add Job Category
Job Title
Add Job Title
Position
Add Position
Duration
Add Duration
Nature
Add Nature
Employer
Add Employer
Qualifications
Type
Add Type
Qualification
Add Qualification
Qualification Subjects
Association
Add Association
Leave Type
Add Leave Type
Remuneration Type
Add Remuneration Type
Employee Profile
Add Employee General
Medical
How to Capture Employees Temperatures on the Employee Profile
Contacts
Addresses
Emails
Languages
Nationality
Interviews
Notes
Groups
Documents
Appointment
Add Appointment
Absent
Add Absenteeism
Extramural
Association
Add Association
Experience
Add Experience
Qualification
Add Qualification
Leave
Leave
Add Leave
Balances
Add Balance
Remuneration
Add Remuneration
Statuses
SMS Log
Email Log
Employee List Edit
Employee Transactions
Capturing of Employee Temperatures on the Employee Profile
How to do Batch Capturing of Employee's Temperatures
How to Batch Update Leave Balances
Employee Query Lists
Association - Example
Appointment Query List Example
Leave - Example
Qualification - Example
Educator Profile
Add Educator General
Medical
Contacts
Addresses
Emails
Languages
Nationality
Interviews
Notes
Groups
Documents
Appointment
Absent
Extramural
Association
Experience
Qualification
Leave
Remuneration
Academic
Tertiary Subjects
Add Tertiary Subject
Add Subject
Specialization
Add Specialization
Statuses
SMS Log
Email Detail
SMS Log
Email Log
Educator List Edit
Educator Query Lists
Specialization - Example
Academic - Example
Educator Subjects - Example
Leave Management
Add Leave
Reports
CURRICULUM
General Setup
Cycles
Add Cycle
Efforts
Add Effort
Copy Efforts
Effort Example
Comments
Add Comment
Levels
Add Level
Symbols
Add Symbol
Copy Symbols
Symbol Example
Summary Marks
Subject Setup
Groups
Add Subject Group
Subjects
Add Subjects
Subject Grade
Add Subject Grade
Outcomes
Add Outcome
Competencies
Add Competency
Add Export Codes
Subject Grade List Edit
Subject Sets
Add Subject Sets
Add Subject Set Example
Allocations
Educators
Students
Assessment Setup
Assessment Types
Add Assessment Types
Assessments
Add Assessment
Add Assessment Example
Copy Assessments Example
Copy Assessments To
Assessment Dates
Promotion Setup
Results
Add Promotion Result
Rules and Conditions
Add Promotion Rule
Add Promotion Condition
Student Assessment
Student Assessment
Student Assessment Example - Selection
Display Cycle Detail
Display Outcome Detail
Display Competency Detail
By Subject
How to Capture Marks per Subject
By Student
Marks Capture by Cycle / Term
Student Comments
Student Results
Departmental Exports
Grade 10 - 12 Registration
Namibia Departmental Export
Gr 10 - 12 Registration
Add Department Export
Mail Merge
Setup
Add Setup Student Details
Add Setup Subjects & Marks
Export
Mail Merge Example
Step 1 - Setup Template
Step 2 - Select Mailings Tab
Step 3 - Select Start mail Merge
Step 4 - Select Normal Word Document
Step 5 - Select Recipients
Step 6 - Select Use Existing List
Step 7 - Insert Merge Fields
Step 8 Merge Fields
Merge Fields Inserted
Preview Results
Reports
System Reports
Report Example
Report Result
Export to Excel Example
Assessment Analysis
Query Lists
Student Assessments Query List Example
Student Subject Query List Example
Student Marks Sheets Query List Example
Subject Assessments Query List Example
Student Guardian Subject Information Query List Example
ACCOUNTING
Setup
Financial Setup
Financial Years
Add Financial Year & Periods
Document Numbers
Business Units
Add Business Unit
Accounts
Account Types
Add Account Type
Account Groups
Add Account Group
Accounts
Add Account
Account List Edit
Opening Balances
Budgets
Edit an Accounts Budget - Monthly
Edit an Account's Budget - Yearly
Copy a Budget
Journals
Add Journal
Copy from Previous Journal
How to Import a Journal (CSV Import)
Business Unit Reallocation
Banking
Debit Order Details
Add Debit Order Details
Create Debit Order File
Debit Order Form
How to Create the Debit Order file with the Customer Current Balances
Payments
Payment Form
Process Batch
Deposits
Deposit Form
Receipt Deposits
Receipt Deposit Form
Select Receipts
Statement Import
Mapping
Add New Mapping
How to Import a CSV Bank Mapping File
Import File
Add File to Import
How to Import/Map Other Receipts (GR)
How to do a Bank File Import - OFX File Format
How to do a Bank File Import - CSV File Format
Batch Transactions
How to Save Transactions and Continue Later
How to Import transactions from a CSV file
Reconciliation
Add Transaction
Customers
Setup
Alert Icons Setup
Customer Alerts
How to Allocate Alert to a Customer
How to do a Batch Allocation of Alerts to Customers
Customer Accounts
Customer Account Details
Addresses Tab
Emails Tab
Debit Orders Tab
Add Debit Order
Notes Tab
Add Customer Note
Students Tab
Groups
Add Variable Group
Documents
Add New Document
How to Split the Debit Order on a Customer per Business Unit for an Account
Customer List Edit
Opening Balances
Sliding Scale
Add Sliding Scale
Copy Sliding Scale
Recurring Items
Add Recurring Item
Billing Run
Debit Order Run
Write-Off
How to do a Customer Transfer
Business Unit Transfer
Interest Run
Add Interest Run
Student Transactions
Quote
Quote Details
Add Line Item Entries
Order
Order Details
Add Line Item Entries
Invoice
Invoice Details
Add Line Item Entries
Credit Note
Credit Note Details
Add Line Item Entries
Debit Note
Add Debit Note
Receipt
Add Receipt
Add Line Item - Invoiced
How to Process an Article 18a Receipt
How to Print QR Codes
How to Email a Customer Receipt
Refund
Refund Details
Add Line Item - Refund
Variable Groups
Email Statements
How to Email Statements to Guardians/Customers
How to Encrypt Customer Statements that are Sent via Email with Password
How to SMS Balances to Customers
Reports
System Reports
Query Lists
Customer Query List - Example
Customer Recurring Items - Example
Vendors
Vendor Accounts
Vendor Account Details
Add Contact Number
Addresses Tab
Add Address
Emails Tab
Add Email Address
Notes Tab
Add Vendor Note
Groups Tab
Add Vendor Variable Group
Documents Tab
Add Vendor Document
Opening Balances
Orders
Order Details
Add Line Item Entries
Invoices
Invoice Details
Add Line Item Entries
Credit Notes
Credit Note Details
Add Line Item Entries
Debit Note
Debit Note Details
Payments
Payment Details
Reports
System Reports
Query Lists
Vendors Query List
Items
Areas
Add Area
Groups
Add Group
Adjustment Reasons
Add Adjustment Reason
Price Lists
Add Price List
Item Types
Add Item Type
New Inventory - Asset
Add Asset Item
New Inventory - Item
Sizes Tab
New Item Size
Vendors Tab
New Vendor Price
Price Lists Tab
New Price List Item
Price Look Up Tab
Add Price Look Up
Stock Counts
Stock Count Details
How to Upload CSV files to assist with the Stock Adjustments (Stock – Item Types)
Adjustments
Adjustment Details
How to Upload CSV files to assist with the Stock Adjustments (Stock – Item Types)
Transfers
Transfer Details
Sales
Reports
System Reports
Query Lists
Asset Query List
Year End Process
Reports
System Reports
Management Reports
Query Lists
Transaction Details
Auditors Export
How to Create an Auditors Export File
SERVICES
SMS Settings
Message Template Types
Add Template Type
Message Templates
Add Templates
Insert Image
Upload Image File
Send Email
Insert Image
Upload Image File
Add Email Addresses
Add Attachments
Browse Attachment
Email Log
Send SMS
Address Book
SMS Log
Telegram
Prerequisites
Edupac Telegram Channel Management
How to Login/Connect to Telegram
How to Create a Channel
How to Add / Remove Members
How to Send / Broadcast a Message
Telegram Web App - What is it used for ?
How to Navigate / Access the Web App
How to Login into the Telegram Web App
How to Manage Channel Permissions
How to Manage Channel Administrators
Mobile Notification
Mobile Notifications Log
SA-SAMS Export
SA-SAMS Sync
Lurits
Basic Lurits Setups and Guidelines
General School Information
Management Setup
Administration Setup
Vulnerabilities (Disabilities)
Personnel
Appointments
Qualifications
Association
Educator Profile
Student Profile
Family
Family Setup
Guardian
Sequence Numbers
Data Centre
School Information
Learner Information
Educator Information
Lurits Submission Process
Step 2 - Export Data
Export Data from Edupac EnterPrise Edition
Creating Export Files
Step 3 - Copy Export File to Local C: Drive
Create Local Copy of Export File
Step 7 - Upload Feedback to Edupac EnterPrise Edition
Example of Unsuccessful Submission
Feedback Page
School Information Page - Feedback Received
Example of Successful Feedback
School Information Page - Feedback Received
Survey Tool
Categories
Add Categories
Questions
Add Questions
Answers
Fifteenth School Day Statistics
15th Day School Statistics
LMS Export and Update
LIBRARY
Search Central Repository
Setup
Media Defaults
How to Setup LTSM Issue Limitations
Authors
Add Author
Publishers
Add Publisher
Genres
Add Genres
Groups
Add Media Groups
Types
Add MediaType
Categories
Add Media Category
Series
Add Series
Origins
Add Origin
Covers
Add Covers
Editions
Add Edition
Media Titles
Add Media Titles
General
Authors
New Author
Genres
New Genre
Grades and Subjects
Add Subject
Items
Add Items
Management
Issue / Return / Reserve - Media Items
Issue Media Items to a Learner / Educator
Return Media Items
Reserving a Media Item
Lost and Paid
Failed to Retrieve
History
Batch Return
Media Searches
Media Search Result
Media Usage Log
How to do a Media Stock Take
Reports
Report Example
Report Result
Search
Search
Search
Search
HELP MODULES
MANAGEMENT
Security
Manage Institution
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Manage Institution
Edit Institution
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the
Edit
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Edit Institution
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Top
Edit
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the
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Edit Institution
Edit User Last Name
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Edit Institution
Left-Click
the
Edit
button to alter the Institution's Information.
Refer to
Edit Institution
Expand
Left-Click
the
Expansion Icon
to display additional information pertaining to the respective record.
Edit
Left-Click
the
Edit button
to alter the respective record's information.
Refer to
Edit User
Delete
Left-Click
the
Delete
button to delete the respective record's information.
