Director / Management
The Director portal is a read-mostly view for the management: how the school is doing, without needing to touch daily data entry.
Your menu
| Menu | What you see |
|---|---|
| Overview | Enrolment, attendance and fee collection trends |
| Reports | Fee collection, dues, attendance and academic results, ready to download |
| Staff | The staff list, roles and attendance |
| School Info | The school's details, as shown on documents |
| Online Payments | Fees paid online and the money settled to the school's account |
| Agreements | The school's agreement with Infovion (Terms, Data Processing Agreement, SLA) and who accepted it |
First sign-in
The first time the Director or Operator signs in, one of them is asked to review and accept the agreement on the school's behalf. This happens only once. You can read the documents again at any time under Agreements.
Tips
- Use Reports before management meetings. Figures are live, so there is no need to wait for month-end.
- To give another trustee access, ask the Operator to add them as a staff member with the Director role.