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Tasks

Desktop Overview

Getting Started

Installing Xperios

Running Xperios for the First Time

How is your Data Managed?

Managing the Local Cache

Culture, Language and your Education Sector

Culture

Language

Setting Your Device Region

Education System

Look and Feel

Layout of Xperios Screen

The Dashboard

Record Card

Standard Dialogue

System Settings

Organisation Section

System Configuration

Detail tab

System tab

Finance tab

Teachers tab

Pupils tab

Comms tab

Connect tab

Languages tab

Modules tab

Payments tab

Portal Parameters

Areas

Departments

User Groups

Paritor Forms

Override Standard Email Content

Message Content Templates

CRM Section

Business Type

Disabilities

Ethnic Group

Job Roles

Relationship Types

Gender Types

Notifications and Adverts

Rapport Section

Issue Classification

Issue Severity

Issue Area

Issue Team

Interest Source

Distribution Lists

Library Items

Personas

Content Media

Marketing Lists

Campaigns

Calendar

Academic Year

Learning Duration

Leave Reasons

Register Keys

Task Results

Leave Types

Leave Requests

Teaching Groups

Activity Sections

Service Types

Activity Groups

Activities

Activity Cancel Reason

Exam Boards

Genre

Subjects

Assessments

Notes of Interest Areas

Teacher Activity Types

Finance Section

Ledger Codes

Funding

Charges

Remissions

Bursary

Discount Codes

VAT Codes

Credit Reasons

Catalogue

Activity Categories

Activity Levels

Activity Sections

Schools

School Categories

School Types

Local Authorities

Wards

Teachers Section

Teaching Contracts

Faculty

Pay Scales

Resources

Resource Categories

Resource Groups

Resource Locations

Contacts

Finding Contacts

Types of Contacts

Adding a Contact

Teachers

Schooble Account

Associating Individuals with Organisations

Gathering Association data from Schools

Archiving or Deleting a Contact

Manage User Access to Xperios

Field reference

Common fields

User

Debtor

School

Centre

Teacher

Booker

Pupil

Repairer

Schooble

Customer

Studies

Adding a Study

Study Items

Study Offers

Transferring Students to another Study

Events

Adding Events

Understanding the Event Application Flow

Approving an Application Requiring Evaluation

Event Transfer

Audition

Adding an Audition

Audition Options, and Items

Applicant Options

Exams

Adding Exams

Exam Options

Groups

Adding a Group

Adding Members to a Group

Editing Member Details

Group Waiting List

Tuition

Types of Prospectus

Adding Prospectus Items to a School/Centre

Adding an Activity

Editing Activities

Assigning Pupils to Lessons

Withdrawing Pupils

Transferring Pupils

Consultations

Prospectus

Pupils

Managing Delegates

Contacting Pupils

Inviting Pupils from Tuition Waiting List

Gathering Pupil Data

Appraise

Set up

Reporting Periods

Teacher Portal

Manager Reports

Publishing Reports

Resources

Understanding what Resources are

Resource Allocation

Repairs

Financial Management

Direct Billing

Invoice Summary

Manual Invoices

Posting a Credit Adjustment

Authorising or Rejecting Credits

Auto-Generate Refunds

Creating a Credit Refund

Re-Allocate Postings

Move Allocation

Withdrawing a Person from an Activity

Posting Manual Receipts

Posting a Refund Request

Writing Off an Invoice

Card Payments Schedules

Hold Payment Schedule

Updating Payment Options

Changing the Status of an Invoice

View Emails regarding a Scheduled Payment

Looking at a Debtors Portal

Indirect Tuition

Service Level Agreement

Manual Invoice

Teacher Pay

Teacher Claims

Contract Teachers

Reports

Business Management

System Management

Journal Manager

Debtors Section

Manage Invoice

Direct Debits List

Card Schedule Manager

Group Members Section

Group Member Remission/Subsidy Requests

Group Member List

Hire Section

Hire List

Pupil Hires Requiring Assignment

Org's Hires Requiring Assignment

Pupil Hires Awaiting Coll/Del

Org's Hires Awaiting Coll/Del

Hire Remission/Subsidy Requests

Schools Section

SLA Management

Teachers Section

DBS Management

Teacher Pay - Approval

Teacher Pay - Processed

Tuition Section

Tuition List

Note of Interest List

Remission/Subsidy Requests

Dashboard

Dashboard View

Grids

Filters

Sum

Select Columns

Group Data

Extracting Data

Report

Report Dialogue

Report View

Using Data API In Excel

Paritor Online Resources

Issue

Knowledge Base

Assistance Manager

Payments

Sage Pay

World Pay

Appendix

Tools

SMS Manager

Notifications

Field reference

Academic Year

Activities

Activity Cancel Reasons

Activity Categories

Activity Groups

Activity Levels

Activity Sections

Areas

Assessments

Auditions

Bursary

Business Type

Campaigns

Charges

Comments

Consultations

Content Media

Credit Reasons

Departments

Disabilities

Disciplines

Discount Codes

Ethnic Group

Events

Exam Boards

Exam Sessions

Faculty

Funding

Gender Types

Genre

Groups

Interest Source

Issue Area

Issue Classifications

Issue Severity

Issue Teams

Job Role

Learning Duration

Leave Reasons

Leave Requests

Leave Types

Ledger Codes

Levels

Library Items

Local Authorities

Marketing Lists

Message Content Templates

Notes of Interest Areas

Notifications and Adverts

Paritor Forms

Pay Scales

Personas

Portal Parameters

Prospectus

Register Keys

Relationship Types

Remissions

Resource Categories

Resource Groups

Resource Locations

Resources

SMSManager

School Categories

School Types

Service Types

Studies

Subjects

System Configuration

Task Results

Teacher Activity Types

Teaching Contracts

Teaching Groups

Technique Categories

Techniques

User Groups

VAT Codes

Wards

Shared areas

Activity Journal

Activity Plan

Attendees Statistics

Audition Applicant Summary

Audition Invite

Bar Chart

Barcode

Booker Summary

Catalogue Maintain

Colour Picker

D L Invoice Summary

Debtor Summary

Diary Display

Display Image

Event Delegate Summary

Event Transfer

Evidence Summary

Exam Session Applicant Summary

Group Member Add

Group Member Summary

Group Transfer List

H T M L Editor

H T M L Viewer

Hire Amend

Line Chart

Non Working Time

Pie Chart

Pupil Activity Fee

Pupil Activity List

Pupil Bar Chart

Pupil No I D Summary

Pupil Summary

Resource Assign

Resource Hire Summary

Resource Location

Schedule

Study Member Summary

Study Transfer List

Teacher Summary

Tuition Applicant Summary

U R L Link

Web Links

On this page

Schools Section

The agreements you hold with schools, and where each one has got to.

In this section

SLA Management

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