Onboarding Education



Welcome to the beginning of your education journey in your new Student Management System (SMS). Throughout your onboarding journey you will be expected to attend a series of training sessions that have been carefully developed to prepare you for successfully using our software to conduct your business operations. 

Training Sessions

Your education journey has been split into a series of training sessions intended to establish the fundamental skills and knowledge required to operate the core functionality of your new system. Completing the full training series will bring you from a state of zero product knowledge through to being a government reporting hero. The series will also delve into the details of curriculum management, finance, and the full student lifecycle. 

Each training lesson has been intentionally written to build on concepts delivered in earlier sessions and therefore forms part of a wider curriculum. For that reason, we strongly encourage you to attend all sessions. 

Training Audience

Specific training sessions will be of greater interest to users that hold specific roles within your institution. We acknowledge this requirement by grouping training sessions into sections according to the following categorisation table:


System Responsibilities

Example Roles


  • Configuration of system
  • Configuring external integrations
  • Academic and curriculum management
  • High Level Administrator
  • Training Manager
  • Compliance Manager


  • Processing admissions
  • Timetabling
  • Student Services Officer
  • Admissions Officer


  • Managing student records
  • Taking attendance
  • Recording results
  • Running operational reports
  • Managing financial records
  • Government reporting
  • Trainer
  • Finance Officer
  • Marketing

Training Session Outline

The diagram below outlines the broad progression of content throughout the training series. Note that each coloured box is referred to as a Topic but some topics span more than one training session. The levels reflect the recommended target audience for each session. 

Figure 1. Training Outline.

Session Information

Please click on each of the following links to view detailed information for each session. This includes session recordings, links to upcoming webinars, downloadable content and detailed related resources. 

Gemma is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.