Designation

Job titles for staff, such as Principal or Accountant.

A designation is a staff job title such as Principal, Teacher or Accountant.

Where it is used

  • The Designation dropdown on teacher and staff forms
  • Resignation records

Before you start

  • Add designations before you add staff.

The list page

Open Main Entry → Designation from the sidebar, or click the Designation card on the Main Entry dashboard.

Designation list page
Designation list page
  1. 1Add Designation opens the form in a panel on the right.
  2. 2Status: green Active or grey Inactive. It is read-only here; change it from the edit form.
  3. 3Edit (pencil) opens the same form with the record filled in.
  4. 4Delete (red bin) removes the record after a confirmation.
ColumnShows
SNRow number on the current page (it restarts at 1 on each page).
DesignationThe job title.
StatusActive or Inactive. Inactive rows appear faded.
Created AtThe date the record was added.
ActionsEdit and delete buttons. You only see the ones your role allows.

Known issue: search box

The search box on this page is shown but does not narrow the list yet. Use Rows and the page buttons under the table to move around.

Add a designation

  1. 1

    Open the form

    Click Add Designation (callout 1 above). A panel slides in from the right.
  2. 2

    Fill in the details

    Complete the fields below. The numbers match the callouts in the screenshot.
    The add form for designation
    The add form for designation
    #FieldRequiredWhat to enter
    1 Designation Name Yes At least 2 characters, for example Principal.
    2 Designation Status No On (default) = visible to users.
  3. 3

    Save

    Click Save Designation (the last callout). On success the panel closes, the list refreshes and a green Success message appears. If something is wrong, a red Error message lists the problems and the panel stays open so you can fix them. Cancel, the × or a click outside the panel closes it without saving.

Edit designation

  1. 1

    Open the record

    Find the row and click the pencil icon in the Actions column (callout 3).
  2. 2

    Change and update

    The panel opens as Edit Designation with the current values filled in. Change what you need and click Update Designation.

Deactivating instead of deleting

To retire a designation without losing history, edit it and switch Status off. It stays in the list as Inactive and drops out of the dropdowns that use it.

Delete designation

  1. 1

    Click the bin

    Click the red bin icon in the Actions column (callout 4).
  2. 2

    Confirm

    Your browser asks you to confirm. Click OK to delete or Cancel to keep it.

Deleting is permanent

Deleted records cannot be restored. If it has already been used elsewhere in the system the delete may be refused with An error occurred. Please try again. Mark it Inactive instead.

Messages you may see

MessageWhat it means
<name> designation created successfully!The record was added.
<name> designation updated successfully!Your changes were saved.
<name> is deleted successfully!The record was removed.
The slug has already been taken.A record with the same name already exists. Names are compared ignoring capitals, spaces and punctuation, so Grade 1, grade 1 and Grade-1 count as the same.
An error occurred. Please try again.The save or delete was refused, for example because the record is still in use elsewhere.