Occupation

Professions for parents and guardians.

An occupation is a profession such as Farmer, Teacher or Engineer. It is chosen for parents and guardians during student admission.

Where it is used

  • Student admission and parent records

Before you start

  • Add the common occupations before admitting students, so the dropdown is ready.

The list page

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

Occupation list page
Occupation list page
  1. 1Add Occupation 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).
OccupationThe profession name.
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 an occupation

  1. 1

    Open the form

    Click Add Occupation (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 occupation
    The add form for occupation
    #FieldRequiredWhat to enter
    1 Occupation Name Yes The profession, for example Farmer.
    2 Occupation Status No On (default) = visible to users.
  3. 3

    Save

    Click Save Occupation (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 occupation

  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 Occupation with the current values filled in. Change what you need and click Update Occupation.

Deactivating instead of deleting

To retire an occupation 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 occupation

  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.

Good to know

Newest first

Occupations are listed with the most recently added first.

Messages you may see

MessageWhat it means
<name> created successfully!The occupation was added.
<name> updated successfully!Your changes were saved.
<name> is deleted successfully!The occupation was removed.
The name has already been taken.That occupation already exists.
An error occurred. Please try again.The save or delete was refused, for example because the record is still in use elsewhere.