TotalApp Docs

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

StepRequired capabilityTypical role
Enroll a studentedu.enrollment.manageRegistrar
Manage a courseedu.course.manageInstructor
Enter gradesedu.grade.enterInstructor
Approve gradesedu.grade.approveDean
Manage facultyedu.faculty.manageDean

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).