UsersSet up and find your work
- Register using your organisation's registration key, confirm your email address and sign in.
- Check your profile details, schools, primary role and FTE. Ask an administrator to correct role or school access.
- Use Home for programme progress, PDR, upcoming events, activity and planned absence.
- Use the bell to open notifications and follow links to bookings, absence updates or requested review work.
- Choose a module guide for step-by-step help.
ManagersStart with your assigned permissions
- Open the relevant management menu: planned absence, external CPD, PDR, programme activity or compliance.
- Use cycle, role and school filters to focus on the correct staff.
- Follow notifications for items requiring action and keep attendance, absence outcomes and review requests current.
- If an expected menu is missing, ask an administrator to check your role permissions.
AdministratorsPrepare an organisation
- Create cycles, schools, roles and absence reasons.
- Configure settings, including the current cycle, default role, registration and email behaviour.
- Add or import users and check their schools, primary role, FTE and elevated permissions.
- Build programmes, courses and events; configure PDR types and notices as needed.
- Test with representative accounts and review registration and email activity.
Use the setup checklist for the full sequence.