This article is the first part of our self learn series. Here, we will explain the initial setups that must be completed in sequence before rolling out the system. We will also cover the daily tasks of a system admin. After the initial setups in Settings and Maintenance are completed, kindly read Self-Learn - Marketing.
Settings and maintenance refers to the settings in Settings > General and the daily tasks of a System Admin.
Settings and maintenance covers the initial setups that must be performed by a system admin. Initial setups are one-time setup that is performed by a single individual. Before using Sqayy CMS, the first settings that must be completed are the general settings.
By completing the general settings, user should be able to master the four basic features in the system which are:
- Add - create/add/record an item into the system
- Update - update the information of an item
- Delete - remove item from the system (some items cannot be deleted as it is being used by the system)
- Set active/inactive - hide items
At its most basic function, user should be able to identify that when an item (such as department or martial status) is added into the system, the same item will appear in other places throughout the system.
This would also mean that if the name of a department is updated from Marketing to Sales and Marketing, the name will also be updated in other pages throughout the system.
The same logic applies when user deletes the item or set the item to inactive. If user is able to identify both input and output, they are on the right track to mastering the system.
Daily tasks are processes that must be performed by system admin on a daily basis. Take note that the tasks in this article do not necessarily match the SOP of a campus.
As a system admin, they are responsible to manage staff account and post announcement. The list of tasks are like so:
- Change staff and student password - System admin is the go-to person when a staff or student forgets their password
- Post system announcement - System admin can post announcement to staff and students. Announcements can be viewed from staff portal and student portal
General settings refers to the settings found in Settings > General. The list of settings are:
System Preference - System preference is where user can customise how they prefer the system to appear and function. Click the link to find out more about what user can configure in system preference.
Organization Information - Organization information is where user can update campus information. The information keyed in organisation information will be displayed in most documents generated by the system. Click the link to find out more about what user can configure in organization information.
Staff - Staff is where user can manage the list of available staff in their organisation. User will have to key in and record staff information. This is also where user will assign staff under departments such as Marketing, Academic, etc. and tie staff to a position such as Head of Marketing or Lecturer. Please click the link to find out more.
User - User is where system admin can manage staff portal account. If a staff has left the organisation, this is where system admin can deactivate their account. System admin can also change password if staff forgot their password. Please click the link to find out more.
Department - This is where user manage the list of departments in an organisation. They can add, update and delete departments in the system. Departments that are set to Active, will appear for user to select when they want to update staff information. Please click the link to find out more.
References - References are the list of general items such as marital status, schools, relationships and etc. Please click the link to find out more about the list of items you can manage in references.
Access Level - Access level is where user can decide which staff gets which feature in staff portal. You may not want lecturers who use the system to amend academic settings or allow marketing staff to see student ledger. Click the link to find out more about access level.
Phrase - User is able to modify the default terms in the system. Click the link to find out the list of terms you can modify.
Barring - User can set the conditions for automatic barring. Click the link to find out more.
Campus - User can add, update and delete the list of campuses. The campus settings allows user to manage students in different campuses using a single system. Click the link to find out more.
Initial Setups Checklist
Refer to the table below for the initial setups that must be completed in the correct sequence before user can proceed with using the system.
|Settings > Academic||Faculty|
|Settings > General||System Preference|
- Self-Learn Marketing
- Self-Learn Admissions
- Self-Learn Finance
- Self-Learn Academic
- Self-Learn Exam
- Self-Learn Learning