School dashboard

What you can do

Access & setup

Intended access: Assigned account with the required permissions.

• A school account with the permissions shown below.
• Choose the relevant school, academic session or child before working.

Use the public sample demo to learn this flow. Your assigned ERP account determines access to actual school records.

How the workflow works

1. 01

   Review the school dashboard and current session

   A school account with the permissions shown below.

2. 02

   Open an outstanding action in the relevant module

   Daily Action Center: everything pending today, scoped to the caller is part of the documented workflow.

3. 03

   Inspect the campus counts and permitted branch settings

   Current school, branches and active session is part of the documented workflow.

4. 04

   Review the consequences before closing a campus

   Review the result in the connected record or workspace before moving on.

Rules & current limits

• Closing a populated campus is refused. The dashboard aggregates scoped records rather than replacing each module workflow.

Source inventory checked on 11 October 2026. Guide availability confirms documentation publication, not certification of every external service or device flow.

API & permissions reference

These are the source-matched API operations connected to this guide. Reading this reference does not execute any request.

Open the actual application

ERP links use your assigned account. Record-specific pages start from the list so you can choose a real record.

Keep exploring