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Clients

Clients are your students and learners.

  • Residency

    This article explains how to track client residency for one or more schools and districts. Users can record school names, relationships, residency dates, and assigned contacts to ensure accurate data ...

  • Skills Profile

    This article provides guidance on creating, editing, and managing client Skills Profiles. The Skills Profile section allows users to rank client skills up to five times using a user-defined ranking sc...

  • Testing

    This article explains how to record and track assessment tests for clients, including test details, scores, and related information. By the end of this guide, you will understand how to input and mana...

  • Adding Address Field Values

    This article explains how to add and manage address field values in the system. It covers different address methods, recommended formatting for each field, and how to handle country-only addresses. Ad...