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Cross-Portal Readiness

Cross-portal readiness checklist: learners, exams, fees, library, and health demo sequence status.

Who can use this

  • ADMIN

Path

/admin/cross-portal

Dependencies

  • Use after initial setup to verify portals have seed activity.
  • Refresh after completing each demo step.

Screenshot

Cross-Portal Readiness desktop

Cross-Portal Readiness mobile

Steps

  1. Open Cross-Portal Readiness at /admin/cross-portal as ADMIN.

Cross-Portal Readiness step 1 desktop Desktop - focus for step 1 Cross-Portal Readiness step 1 mobile Mobile - focus for step 1

  1. Review KPIs: Students, Published exams, Invoices, Payments, Library loans, Clinic visits, Medicines.

Cross-Portal Readiness step 2 desktop Desktop - focus for step 2 Cross-Portal Readiness step 2 mobile Mobile - focus for step 2

  1. Walk Readiness checklist / Demo sequence: Admit learner → Generate invoice & record payment → Issue library item → Record health visit.

Cross-Portal Readiness step 3 desktop Desktop - focus for step 3 Cross-Portal Readiness step 3 mobile Mobile - focus for step 3

  1. Click Refresh status. Use Open admit form when students are Pending.

Cross-Portal Readiness step 4 desktop Desktop - focus for step 4 Cross-Portal Readiness step 4 mobile Mobile - focus for step 4

  1. Treat Pending items as setup work, not production incidents.

Cross-Portal Readiness step 5 desktop Desktop - focus for step 5 Cross-Portal Readiness step 5 mobile Mobile - focus for step 5

Fields and actions

  • KPIs and Ready/Pending checklist
  • Demo sequence steps
  • Refresh status / Open admit form

Common mistakes

  • Ignoring Pending fee steps before go-live
  • Refreshing without completing the underlying screen
  • Confusing demo sequence with daily ops