Add and maintain pupil records

Add one pupil

1. 1Step 1. Open Students → All Students and choose the add-student action.
2. 2Step 2. Enter first name and last name separately; keep other names in the appropriate field. Add date of birth and gender where known.
3. 3Step 3. Choose the class and review the class start date and school admission date.
4. 4Step 4. Enter the guardian details and relationship. Check phone and email carefully.
5. 5Step 5. Review the final step, save, and confirm that the pupil appears once on the roll in the intended class.

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Add one pupil

Desktop app view · Example data

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Use the pupil overview

Open the pupil from the roll or search. The overview brings together identity, placement, attendance, learning records and follow-ups according to your permissions. Use the dedicated editing actions to correct details. Changing a display name is different from changing the pupil’s class or status.

• Check the school admission number alongside the system ID when identifying a child.
• Use student groups or tags for operational groupings. A group does not enrol the pupil into a different class.
• Keep guardian links accurate so one family can be linked to multiple children without creating a duplicate pupil.

Review dates, status and removal

The class start date determines historical eligibility for attendance. A school admission date records when the pupil joined the school. Adding either date does not create confirmed attendance registers.

• Use the supported status-change action when a pupil graduates, transfers or leaves. Review the allowed transition and reason.
• Deactivation and permanent deletion have different effects. Permanent deletion is blocked when dependent records such as marks, attendance, bills or loans exist.
• For class changes, use the appropriate placement, transfer or promotion workflow and verify the resulting class roll.