> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt > Use this file to discover all available pages before exploring further. # Navigation & User Experience > How to navigate College Management day to day - where to start, where to find everything, how the workspace is organised, and how different roles experience the system. This page explains how College Management is laid out in Bizaxl and how your team interacts with it every day. Whether you are an admissions officer starting your morning, an instructor about to take attendance, or a finance officer running the monthly fee collection - here is where everything lives and how to get to it quickly. *** ## Where You Start: The Education Workspace When you open Bizaxl and click **Education** in the left-side menu, you land on the **Education Workspace**. This is the home base for College Management. The workspace is designed so that the most common daily tasks are right at the top, and the full record and report library is just below, organised into labelled cards. Education workspace with annotations pointing to the shortcuts section at the top, the Reports and Masters cards below, and the left sidebar navigation *** ## Section 1: Shortcuts (Top of Workspace) The top section of the workspace contains **8 shortcuts** - live tiles that give you one-click access to the most frequently used records and tools. Each shortcut shows a count of relevant records so you know the current situation without opening anything. | Shortcut | Live Count Shown | What It Opens | | ------------------------------------ | --------------------------------------------- | --------------------------------------------------------------------------------- | | **Student** | Number of currently active (enabled) students | Student list, filtered to enabled = Yes | | **Instructor** | Number of active instructors | Instructor list, filtered to status = Active | | **Programme** | Total number of programmes | Programme list | | **Course** | Total number of courses | Course list | | **Sales Invoice** | Number of unpaid fee invoices | Sales Invoice list filtered to education-linked invoices with outstanding balance | | **Student Monthly Attendance Sheet** | - | Monthly attendance report (opens directly) | | **Course Scheduling Tool** | - | Bulk class scheduling tool | | **Student Attendance Tool** | - | Bulk attendance marking tool | **How to use shortcuts daily:** * Check **Student** shortcut to verify active student count is correct * Check **Sales Invoice** shortcut to see how many fee invoices are outstanding - this is your daily fee collection indicator * Use **Student Attendance Tool** and **Course Scheduling Tool** shortcuts to go directly to the tools you use every day Workspace shortcuts section showing eight tiles with icons, labels, and live counts *** ## Section 2: Reports & Masters Cards Below the shortcuts, all records and reports are organised into **14 labelled cards**. Each card groups related items together. Click the card heading to expand it and see all links inside. ### Student Management Card Contains all student-related records: Student, Student Group, Student Category, Student Batch Name, Programme Enrolment, Course Enrolment, Student Log, Guardian **Who uses it daily:** Admissions officers and registrars ### Academics Card Contains: Academic Year, Academic Term, Programme, Course, Topic, Course Schedule, Course Activity **Who uses it daily:** Academic administrators setting up the calendar and curriculum ### Admissions Card Contains: Student Applicant, Student Admission **Who uses it daily:** Admissions team during intake periods ### Assessment Card Contains: Assessment Plan, Assessment Criteria, Assessment Group, Assessment Result, Grading Scale **Who uses it daily:** Instructors during exam periods; admin staff at result-entry time ### Fee Management Card Contains: Fees, Fee Structure, Fee Category, Sales Invoice, Sales Order **Who uses it daily:** Finance and accounts team ### Attendance Card Contains: Student Attendance, Student Leave Application **Who uses it daily:** Instructors and administrators for corrections and leave reviews ### Tools Card Contains: Programme Enrolment Tool, Student Group Creation Tool, Student Attendance Tool, Student Report Generation Tool, Assessment Result Tool, Course Scheduling Tool **Who uses it:** Administrators at the start of each academic year and during bulk operations ### Setup Card Contains: Instructor, Room **Who uses it:** Administrators when onboarding new instructors or adding teaching spaces ### Settings Card Contains: Education Settings **Who uses it:** System administrator during initial setup and at the start of each academic year ### Content Masters Card Contains: Article, Video, Quiz **Who uses it:** Academic staff creating learning content linked to topics (used with LMS) ### Assessment Reports Card Contains: Course Wise Assessment Report, Final Assessment Grades, Assessment Plan Status, Student Report Generation Tool **Who uses it daily:** Instructors and academic administrators during and after assessment periods ### Fee Reports Card Contains: Student Fee Collection, Programme Wise Fee Collection **Who uses it daily:** Finance officers monitoring collection; management for revenue reporting ### Attendance Reports Card Contains: Absent Student Report, Student Monthly Attendance Sheet, Student Batch-Wise Attendance **Who uses it daily:** Instructors and pastoral staff monitoring attendance ### Other Reports Card Contains: Student and Guardian Contact Details **Who uses it:** Admissions and communications teams Education workspace showing several expanded report and record cards with their link contents visible *** ## Daily Workflows by Role ### Admissions Officer - Daily Routine 1. Open **Education workspace** 2. Go to **Admissions card → Student Applicant** to see today's new applications 3. Open each pending application, review, and update status to Approved or Rejected 4. For approved applicants, click **Create Student** to convert them to enrolled students 5. Check **Student shortcut** to confirm student count reflects new admissions ### Academic Administrator - Start of Term 1. Open **Education workspace** 2. Go to **Settings card → Education Settings** - confirm the current Academic Year and Term are correct 3. Go to **Tools card → Student Group Creation Tool** - generate student groups for the new term 4. Go to **Tools card → Course Scheduling Tool** - generate class schedules for each group 5. Go to **Tools card → Programme Enrolment Tool** - advance returning students into the new year ### Instructor - Every Class 1. Open **Education workspace** 2. Click **Student Attendance Tool** shortcut at the top 3. Select the student group and today's session 4. Mark absent students and click Submit 5. Return to workspace - done in under a minute ### Finance Officer - Billing Run 1. Open **Education workspace** 2. Go to **Fee Management card → Fee Schedule → New** 3. Select the Fee Structure, set the due date, add student groups 4. Submit - fee invoices are created and emails are sent automatically 5. Go to **Fee Reports card → Student Fee Collection** to monitor payments 6. Check **Sales Invoice shortcut** daily for outstanding balance count ### Management - Performance Review 1. Open **Education workspace** 2. Go to **Attendance Reports card → Student Batch-Wise Attendance** - check group attendance rates 3. Go to **Assessment Reports card → Final Assessment Grades** - review grade distribution 4. Go to **Fee Reports card → Programme Wise Fee Collection** - review fee income by programme *** ## The Course Schedule Calendar The Class Schedule Calendar is the most visual part of College Management. It shows all scheduled sessions as colour-coded blocks across a weekly or monthly grid. **To open it:** 1. Go to **Academics card → Course Schedule** 2. In the list view toolbar, click the **Calendar icon** The calendar lets you: * Switch between Day, Week, and Month views * Click any session to open the Course Schedule record * Filter by Student Group or Instructor using the sidebar filters Course Schedule calendar showing weekly view with colour-coded sessions, day/week/month switcher, and filter panel on the left *** ## Where to Monitor Activity | What You Want to Monitor | Where to Look | How Often | | ------------------------------------ | ----------------------------------------------------- | ------------------------- | | Today's outstanding fee invoices | Sales Invoice shortcut (count) | Daily | | New student applications | Admissions card → Student Applicant | Daily during intake | | Attendance for the week | Attendance Reports → Absent Student Report | Weekly | | This month's attendance by student | Attendance Reports → Student Monthly Attendance Sheet | Monthly | | Which assessments still need results | Assessment Reports → Assessment Plan Status | Weekly during exam period | | Fee collection progress | Fee Reports → Student Fee Collection | Weekly | | Programme revenue | Fee Reports → Programme Wise Fee Collection | Monthly | | Class schedule clashes | Academics card → Course Schedule (Calendar view) | As needed | *** ## Where to Review Pending Work | Pending Work | Where to Find It | | ------------------------------------ | ---------------------------------------------------------- | | Applications awaiting review | Student Applicant list filtered to status = "Applied" | | Fee invoices not yet paid | Sales Invoice list filtered to outstanding amount > 0 | | Assessment plans with no results | Assessment Plan Status report | | Leave applications awaiting approval | Student Leave Application list filtered to status = "Open" | | Fee schedules not yet submitted | Fee Schedule list filtered to status = "Draft" | *** ## Role-Based Visibility Access to records and features in College Management is controlled by user roles: | Role | What They Can Do | | -------------------- | ----------------------------------------------------------------------------------------------------------------------- | | **Academics User** | Create, edit, and submit most academic records - students, enrolments, groups, attendance, assessment plans and results | | **Instructor** | Read student records and attendance; create and submit assessment results and leave applications | | **Student** | Read their own student record and programme enrolments; create attendance records (own) and leave applications | | **Accounts User** | Create, edit, and submit fee-related records and sales invoices | | **Accounts Manager** | All accounts user permissions, plus approve and submit fee structures and schedules | Your system administrator assigns these roles to user accounts. A staff member may have multiple roles - for example, an administrator might have both Academics User and Accounts User roles. *** ## Global Search You can find any record in College Management without navigating through the workspace. Click the search bar at the top of the screen and type any of the following: * A student's name → opens their Student record * A programme name → opens the Programme record * A course name → opens the Course record * A fee schedule name → opens the Fee Schedule * Any report name → opens that report This is the fastest way to jump to a specific record when you already know what you are looking for.