The student record: what it shows and what it does not

For whom:
Front office
Time:
3 min

What you will get

The ability to read a student record at a glance, and to know where to go when what you want is not on it. You reach it through View on the student list.

Student record with contact details, portal access and the cohort The top panel is the registration data; the bottom one lists cohorts. The Forçar logout button only appears when the student has portal access.

What the record shows

At the top: the full name and, under it, the document.

In the first panel, six fields:

Field What it is
Email Where every system message goes
Phone Registration only; the system never calls or texts
Date of birth Registration only
Status Active or Inactive — a note of yours, which blocks nothing
City Appears only once an address has been filled in
Portal access What the student types to sign in, or No access

In the second panel, Cohorts: the cohorts they belong to, each with its own status and a View link. When the student is in none, the whole panel stays away.

The three buttons at the top

Button What it does
Force logout Drops the student's portal session. They are signed out the next time they click something, and get back in with the same password
Edit Opens the edit form
Back Returns to the student list

Force logout is for when a student used a borrowed computer and forgot to sign out, or when you suspect the password leaked. It does not change the password — it only ends whatever is open.

What the record does not show

The student's enrolments are not here. Neither are contracts, instalments, or how much they owe. It is the most common question from anyone opening this screen for the first time.

To reach them: Contracts › Enrolments, and the student's name in the search box. The enrolment screen is what brings together the contract, the payment method and the instalment table.

How you know it worked

You can answer three questions at a glance: who to write to (Email), whether they can get into the portal (Portal access), and where they study (Cohorts).

If something goes wrong

Portal access says "No access". The student has no login account. The article on how a student receives access, right next to this one, explains when that happens.

The Cohorts panel is missing. The student is not in any. Cohorts are assigned from the cohort's own screen, under Students › Cohorts.

The city is missing. The address is blank. It is optional unless your school demands it — and the bank demands it to issue a bank slip.

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