Section 1
Understand the platform areas and first actions after account activation.
Best for: ADMIN, HEADTEACHER
- Sign in and verify you are in the correct school context.
- Review dashboard alerts for setup status, subscription, and quota warnings.
- Open Settings and confirm school profile details are accurate.
- Assign initial users and confirm each role can access its expected modules.
Section 2
Use the right login route and recover access quickly when credentials fail.
Best for: All roles
- Use /login for school users and /admin for SkoolNet staff accounts.
- If login fails, use Forgot Password and complete reset from email.
- If forced password change appears, complete it before continuing.
- If access is blocked due to tenant status, contact SkoolNet support.
Section 3
Complete class, stream, and subject structures before daily operations.
Best for: ADMIN, HEADTEACHER, DOS
- Run setup wizard for school profile and operational defaults.
- Create classes and streams under Academics before enrolling learners.
- Configure subjects and assign subject teachers where required.
- Confirm setup step completion so dashboard modules unlock cleanly.
Section 4
Manage learner records and class placement with accurate status handling.
Best for: ADMIN, HEADTEACHER, TEACHER
- Create or import learner records with required identifiers.
- Set learner status correctly; only ACTIVE learners are eligible in key workflows.
- Use enrollment tools to assign learners to the correct class and stream.
- Validate promoted/retained outcomes before final commit actions.
Section 5
Capture marks reliably and preserve role-based data integrity.
Best for: TEACHER, HEADTEACHER, ADMIN
- Create assessments in the correct term and class context.
- Enter marks only for assigned classes/subjects where role checks permit.
- Review missing or invalid marks before report output.
- Use report pages to verify learner performance data completeness.
Section 6
Track daily attendance, monitor trends, and export records for reporting.
Best for: TEACHER, ADMIN
- Record attendance per class using daily status entries.
- Check summary counts to catch absent/late spikes quickly.
- Export attendance CSV with date range and class filters.
- Resolve anomalies before end-of-term reporting.
Section 7
Configure fee structures, invoices, and payment workflows end to end.
Best for: BURSAR, ADMIN
- Set up fee items and fee setup rules first.
- Generate invoices for active learner populations.
- Capture payments and reconcile receipts with cashbook entries.
- Use reports for audit-ready finance summaries.
Section 8
Use teacher-scoped tools for attendance, assessments, guardians, and enrollment.
Best for: TEACHER
- Open Teacher Dashboard to review assigned classes and pending actions.
- Use attendance and assessment modules within assigned scope.
- Manage learner-guardian links where permissions allow.
- For enrollment tasks, use the Academic enrollment flow with preview before commit.
Section 9
Understand how tenant status and quota rules affect user access and write actions.
Best for: ADMIN, SkoolNet staff
- Monitor tenant status (TRIAL, ACTIVE, SUSPENDED) and subscription tier.
- Demo-trial expiry can lock access for non-admin users.
- When quota is exceeded, write actions may be blocked while reads remain available.
- SkoolNet staff can update tier, quota, and expiry from tenant management.
Section 10
Use structured checks before escalating issues to support.
Best for: All roles
- Confirm the selected school context and user role first.
- Capture exact error messages and the page/action where they occurred.
- Retry after session refresh or re-login for token-related issues.
- Escalate to support with school ID, user email, and reproducible steps.