XPortal Handbook

Academic planning

Coordinate programs, subjects, deliveries, groups, classes, trainers, and assessments.

Academic records build on one another. Set up the reusable course structure first, then schedule delivery and assessment.

Understand the planning layers

AreaPurpose
ProgramsThe courses or qualifications offered by the organisation, with their required subjects and order in Academic Rules
SubjectsThe units delivered within programs
Subject deliveriesWhen and where each subject runs: one run at one campus between two dates
Groups and classesWho studies together, and the sessions each group attends within a delivery
AssessmentsAssessment activities and their progress

How these fit together to plan students, from a program's first subject to a student's weekly classes, is explained in Rolling intakes.

  1. Confirm the required Locations exist, with their classrooms.
  2. Create or review the Program, including its total duration in weeks.
  3. Create the required Subjects.
  4. Build the program's Academic Rules: its required subjects, their order, and any prerequisites.
  5. Add subject deliveries at each campus, well ahead of time.
  6. Create the Groups students will study in, then add classes to each delivery for those groups.
  7. Assign trainers to their groups and confirm assessment requirements before delivery begins.

Changing a shared program or subject can affect future planning. Review where it is already used before editing it.

Monitor assessments

The Assessments area helps teams follow work through stages such as not started, in progress, submitted, marking in progress, resubmission required, satisfactory, not satisfactory, or did not submit.

Record the status that matches the evidence available. Assessment outcomes can affect student progress and reporting, so follow your organisation's academic and moderation procedures.

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