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All Articles

01

Setting up venues

Navigate to Venues to create new venues Add venue information and assign activities to the venue.

02

Setting up participating schools

From the Teams page navigate to Opposing Schools & Teams Add opposing schools. Here you can set the team, activities and venues associated with the school. Set one of the participating schools as the ‘Default School’ - this is your …

03

Assigning teachers in charge to activities

Navigate to an Activity by clicking on “Activity Settings” from an Activity Group detail page. Click “Assign TICs” and assign staff using the form TICs have permission to mark rolls for the entire activity’s groups.

04

Assigning staff, coaches and students to groups

Navigate to an Activity Group detail page Click on the Actions button for one of the teams and click ‘Assign Staff’ or ‘Assign Coaches’ depending on which user type you would like to add. Staff will have more permissions in …

05

Setting up activity groups

Create a new Activity from Settings > Manage Activities. Here you can define the name, its category, pricing for Signups and which Year Groups are available to sign up to in the activity Signup form for parents. Activity categories can …

06

Setting up teams

Navigate to the Teams list page Assign an activity to the team - this enables the team to be found when assigning the team to an Activity Group.

07

General overview of groups and teams

Students are assigned to teams within an Activity Group. Staff can allocate the students to teams within an Activity Group from the activity group detail page. Staff and coaches can be assigned to an Activity Group within the activity group’s …

08

Co-Curricular Overview

Co-Curricular is PortalHQ’s biggest module by far — it runs every co-curricular activity at the school. Sports teams, music ensembles, clubs, individual tuition. From signups at the start of the term through to roll-marking at every session and the SMS …

09

Booked Events Overview

Simply set the times, dates, capacities, release and expiry dates. You can also link your booking to a custom form to collect further information with the response. Finally, you can assign students, parents or staff to the events and report …

10

Slips Overview

They can just be a signed slip or also be linked to a form for gathering extra information as well as a squiggle or digital signature. You have the ability to assign students, staff and parents and them run reports …

11

Forms Overview

The forms can have any number of fields and question types including text, checkboxes, radio, HTML and images. All submissions are stored inside the database, but they can also be emailed to people. Additionally, there are workflows and reporting attached …

12

Resources Overview

This can be forms, policies and links to main school services such as email, library, helpdesk, procedures and anything that stakeholders need to be exposed to. Resources is a repository of documents and links that can be categorised, searched for …

13

Notices Overview

PLACEHOLDER - will update later

14

Events Overview

All events run by the school are entered into this module and go through one or more steps of approval before being plotted on the calendar. The event organisers are able to submit detailed catering, ICT and maintenance requirements. The …

15

Calendar Overview

Every event organised by the school can be managed via PortalHQ. These events can undergo one or more approval processes before being displayed on the calendar. Events can be organized into various categories such as exams, assessments, pastoral activities, sports, …

16

Dashboard Overview

Student dashboard Student dashboard offers schools an ability to create link categories and place an unlimited number of links into those categories. Link categories are used to group links into meaningful sections. The links are displayed as cards. Each card …

17

PortalHQ APIs

Some of PortalHQ clients do not have a SIS that has an API capability. For these clients we have developed an API that gives them the ability to POST data to our portal. You can use our API to post …

18

Identity Providers and SSO

We are currently providing SSO out of the box for schools with Cloudwork or Azure / SAML identity management solution. Cloudwork offers account management for students, staff and parents.

19

Edge (NZ)

We’re integrated with Edge for our New Zealand clients. Currently, we consume the following data: Student records with IDs, house, photos etc. Staff records Parent records Student timetables Calendar events Subjects and classes

20

Canvas

We are currently integrated with Canvas LMS by Instructure. We populate all the Enrolment Terms, Courses, Assignments, Submissions and Submission Comments using Data Stream functionality, in real time. We merge this data with SIS data where possible and merge student …

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