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Education — Screen Workflows
End-to-end flows across the Education add-on screens.
Onboard the Education team
Admin activates Education
→
Open Roles (seed templates)
→
Open Academic Directory
→
Assign roles to staff
Day-to-day flow
Review Admissions Applications
→
Enroll students
→
Manage courses
→
Enter grades
→
Approve grades (Dean)
Who can do what
| Step | Required capability | Typical role |
|---|---|---|
| Enroll a student | edu.enrollment.manage | Registrar |
| Manage a course | edu.course.manage | Instructor |
| Enter grades | edu.grade.enter | Instructor |
| Approve grades | edu.grade.approve | Dean |
| Manage faculty | edu.faculty.manage | Dean |
Frequently Asked Questions
What gates each step?
Each action needs its specific capability; users without it are blocked even inside the add-on.
Do these flows require the package?
Yes — every Education screen is guarded by tenant entitlement plus a Education role.
Where do I set up the master data used here?
On the Operational Setup screens.
Can roles be customized?
Yes — define custom Education roles from the Roles screen (only EDUCATION + GLOBAL capabilities).