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Students Management

Version: 1.1 Last Updated: August 31, 2024

Overview

The Students List page provides a comprehensive view of all students in the school management system. It allows users to search, sort, filter, and manage student records efficiently.

Key Features

1. Navigation

  • The page is accessible via the main dashboard, as indicated by the breadcrumb trail: Dashboard / Students List

2. Search Functionality

  • A search bar is prominently displayed at the top of the page
  • Users can enter student names, emails, or other relevant information to quickly find specific records

3. Sorting Options

  • A "Sort" dropdown menu allows users to organize the list
  • Available sorting options include:
    • None: No specific sorting applied
    • Ascending (A-Z): Sorts students alphabetically by name from A to Z
    • Descending (Z-A): Sorts students alphabetically by name from Z to A
    • Recent: Sorts students by most recently added or modified (default option)

4. Class Filtering

  • The "Filter by Class" dropdown enables users to view students from specific classes
  • Available filter options include:
    • All (default, shows students from all classes)
    • JSS1 (Junior Secondary School, Year 1)
    • JSS2 (Junior Secondary School, Year 2)
    • JSS3 (Junior Secondary School, Year 3)
    • SSS1 (Senior Secondary School, Year 1)
    • SSS2 (Senior Secondary School, Year 2)
    • SSS3 (Senior Secondary School, Year 3)

      NOTE: The filter options will differ base on school profile and will always be the available classes in the school.

5. Adding New Students

  • The "+ Add Student" button in the top-right corner opens a modal with options for adding new students
  • The modal presents three options:
    1. Create New Student: Manually enter a new student's information
    2. Import Student(s) from CSV: Upload multiple student records using a CSV file. Download template here. Populate the template with the students information according to this format.
    3. Import Student(s) from Excel: Upload multiple student records using an Excel file. Download template here. Populate the template with the students information according to this format.

6. Student Information Display

The main table displays key information for each student:

  • Name (with gender indicated below)
  • Email address
  • Status (e.g., "New")
  • Activity status (Active/Not Active)
  • Action buttons for editing or deleting the student record

Using the Students List Page

  1. Searching for a Student:

    • Type the student's name, email, or other identifying information into the search bar
    • The list will automatically update to show matching results
  2. Sorting the List:

    • Click on the "Sort" dropdown
    • Select one of the following options:
      • None: Removes any applied sorting
      • Ascending (A-Z): Arranges students alphabetically by name from A to Z
      • Descending (Z-A): Arranges students alphabetically by name from Z to A
      • Recent: Displays students based on most recent additions or modifications (default)
    • The list will update to reflect your chosen sorting method
  3. Filtering by Class:

    • Click on the "Filter by Class" dropdown
    • Select one of the following options:
      • All: Shows students from all classes
      • JSS1, JSS2, JSS3: Filters for Junior Secondary School students (Years 1-3)
      • SSS1, SSS2, SSS3: Filters for Senior Secondary School students (Years 1-3)
    • The list will update to show only students in the selected class
  4. Adding New Students:

    • Click the "+ Add Student" button
    • In the modal that appears, choose one of the following options: a. Create New Student: Fill out the form with the new student's information b. Import Student(s) from CSV: Select and upload a CSV file containing multiple student records c. Import Student(s) from Excel: Select and upload an Excel file containing multiple student records
    • Follow the prompts to complete the addition of new student(s)
  5. Editing or Deleting a Student Record:

    • Locate the student in the list
    • Click the pencil icon to edit the student's information
    • Click the trash can icon to delete the student's record (use with caution)
  6. Checking Student Status:

    • The "Status" column shows the current state of each student (e.g., "New")
    • The "Is Active" column indicates whether a student is currently active in the system

Tips

  • Use the "Recent" sorting option to quickly see the latest additions or changes to student records
  • Combine sorting and filtering options to efficiently organize and view specific groups of students
  • Use the class filter to quickly view students in specific year groups (e.g., all JSS1 students)
  • When adding multiple students, consider using the CSV or Excel import options to save time
  • Regularly update student information to keep records accurate
  • Be cautious when deleting student records, as this action may be irreversible

For additional assistance or to report issues with the Students List page, please contact us or your administrator.

Editing Student Information

When you need to update a student's information, you can use the Edit Student Form. The pencil icon on the students list table Here's how to use this feature:

  1. Accessing the Edit Student Form:

    • From the Students List, locate the student whose information you want to edit.
    • Click on the pencil icon in the "Action" column for that student.
    • This will open the Edit Student Form.
  2. Edit Student Form Fields: The form contains the following fields:

    • First Name: Student's given name
    • Last Name: Student's family name
    • Email: Student's email address
    • Phone Number: Student's contact number
    • Status: Current status of the student (e.g., New, Active, etc.)
    • Is Active: Dropdown to set whether the student is currently active
    • Street Address: Student's residential address
    • City: City of residence
    • State: State or province of residence
    • Country: Country of residence
    • Zip Code: Postal code
    • Gender: Options include Male, Female, and Other
  3. Updating Information:

    • Review and update the necessary fields.
    • Ensure all required fields are filled out correctly.
  4. Status and Activity:

    • The "Status" dropdown allows you to update the student's current status in the system.
    • The "Is Active" dropdown lets you set whether the student is currently active or not.
  5. Gender Selection:

    • Select the appropriate gender by clicking on the corresponding radio button.
  6. Saving Changes:

    • After making all necessary changes, click the "Update Student" button at the bottom of the form.
    • This will save the updated information and return you to the Students List.

Tips for Editing Student Information

  • Double-check all entered information for accuracy before submitting.
  • Pay special attention to the email address, as it's often used for communication and system access.
  • If you're unsure about any changes, consult with the appropriate school staff before updating.
  • Regularly review and update student information to ensure records remain current.
  • If a student's status or active state changes, be sure to update these fields promptly.