School Accounting School Management

School Accounting


There were six (6) main Account Classification by default you may input beginning/opening amount in per account name

  • Service Employment Cost
  • Material Resource Cost
  • Information Cost
  • Operating Expenses
  • Capital Expenditures
  • Sundries
  • Click the Account Classification if you want to add/edit certain mother account name.
  • Click the Add/Edit Account Name if you want to add/edit certain child account name.
  • Click Chart Account Update if you want to update certain account or all accounts
  • Select account name in the drop down field or use forward and back arrows to navigate records. Source records for this came from the disbursement transactions.



Add Student School Management

Add Student Module

This module is used to enter student record in the student masterfile database. Records can be edited and updated anytime.

  • First, click “Edit Record”
  • Type values in the fields, LRN, Student No., Last Name, First Name, Middle Name, Email Address, Etc…
  • Click Save and Close if done.
  • To add a student picture, right click on the picture box (top corner side) and select “Insert Object” and just click “Ok” in the next dialog box.
  • In the Bitmap-Paint app, click “Paste” and select “Paste from.
  • Locate the object/picture and click Open, then click Save icon
  • DO NOT click the “Save Record” button in the form as the system automatically saved the picture in the database.
Add Account School Management

Add Account Module

The “Add Account Module” is one of the vital modules of the ISMS School Management System. Here, students accounts are managed on a year to year basis. The system adopted a one-to-many relationship model for this feature. Meaning, one student can have many accounts (yearly account) depending on the number years student stayed in the school.

  • To add student account, select Student No. (a dropdown will show the list) that you want to be added
  • Select Status and Mode of Payment for reference.
  • Select School Year, Period, Department, Course/Level and Section
  • If “Department field” is SHS, the SHS Strand will be enabled
  • The system will detect any record of previous accounts of the student (if any)
  • Date enrolled is system defined.
  • Assessments is automatically fetch by the system with matching fields for School Year and Level
  • If no assessments could be found, the fields maybe override by typing a value directly to the fields (Assessmets, Previous Balance, Other Payables and Discount) In this case, manual input for Total Fees is necessary.
  • After assessments are complete, click “Schedule of Payments” for either “Monthly or Quarterly.
  • If selected “Monthly”, the system will divide the total fees into 12 equal calendar months starting from June and until May. If you wish to revert this function, please contact our support team.
  • If “Quarterly”, just type values manualy on your selected months.
  • List of books maybe added in the module (optional)
  • Input some Notes at the bottom to attributes info/remarks on the account.
  • Click “Save Record” and Close if you’re done.

If you need an urgent support, please call us at +639053942626.

Payment Reception School Management

Payment Reception Module

Payment Reception module is designed to cater student payment transactions performed by the school’s cashier. This modules is also called, Cashiering Module.

Payment Reception Module
  • Select a student in the list and click the “Click to Proceed Payment” button. You may use the search function provided to locate the student’s info. Just type the keyword on it.
  • In the “Desription” field, type anything that associates the payment…like for example, Tuiton Fee (TF), Miscellaneous (Misc) Uniform, Etc..
  • The “O.R. and Date fields are editable but by default, the system assigns value on it in real time.
  • Select “Account Name” for your transaction and input the right amount of payment. You can use more than 1 account names in every transaction.
  • By default, the Cash mode is used for the payment transaction mode.
  • Click “Post” then “Save” your transaction.
  • Select “Next Pay” if you want to receive payment for the next payor.
  • Select “Print Receipt” if you want to print receipt (or O.R.) for your current transaction.
  • Call the next qued transaction using the queuing box by checking the small white box and the “Call/Bell” button.

For an urgent support, please call +639053942626.

Admin Portal ROSE

Admin Portal

Important. Keep your account safe and secure.

Once you successfully completed the subscription process for ROSE, you will be receiving two (2) emails from ISMS.PH Admin. The first email contain a copy of your submitted subscription, this was sent after you submitted the form. The second email contain your account details which you’ll be using to gain access the admin portal.


Enter you Username and Password in the fields. Incase you forget your password, just click the link provided to reset your password. Make sure you have provided the correct and working email the time you submitted the subscription form.

Enter your Username in the field. An email will be sent for the match Username in the database.
Learn LMS - Badges

Managing Badges

Badges may be managed at the course or site level. (Note that teachers in a course cannot by default access site badges unless they have been given a system role with badge managing capabilities) For information on adding course or site badges, see Using badges. Individual users can manage their badges from their profile.

Managing course badges

  • If course badges have been enabled by the administrator then a teacher will see a Badges section from the More link when clicking the cog icon (Boost theme) or from Badges in the course administration block (non-Boost themes).
  • New badges may be added by clicking the ‘Add a new badge’ button, while clicking the name of an existing badge allows you to view its details and make changes if it is not enabled.

When the initial details have been added and the badge uploaded, clicking to continue leads to the screen where the criteria must be set along with extra information.

The badge must only be enabled once all necessary settings have been added.

Useful information

  • Fields which are not completed (such as Endorsements. Related badges etc) will not be shown on the badge page.
  • Versions of badges make it easy to keep track of badges over a period of time or badges at different levels or languages.
  • Endorsements are third party accreditations (official or unofficial) such as from an external body or the management of an institution, adding value to a badge by giving it their approval.
  • Related badges are badges which are linked in some way to the badge being awarded, for example on a similar topic or one of several levels (beginner, intermediate, advanced). They are shown as text only, not hyperlinks.
  • Moodle competencies may now be used as criteria for awarding badges.

Managing site badges

Badges should be enabled by default in Administration>Site administration>Advanced features and can be managed from Administration>Site administration>Badges>Manage badges. (For information on adding site badges see Using badges Criteria for awarding site badges are as follows:

  • Badges may be awarded for uploading a profile picture, as part of the profile completion criteria
  • Badges may be given to denote cohort membership
  • Badges may be awarded dependent on previously awarded badges. (This applies to course and site badges.)
  • Badges may be awarded based on competencies

All existing badges are displayed in a table showing current badge image, name, status, criteria, how many users have already earned this badge and a set of available actions.

Other settings are the same as for course badges.Badges which have manual award among their criteria can be issued by one user to another. Users who issue a badge must have “moodle/badges:awardbadge” capability. Site administrators can choose their role when issuing a badge.

Deleting badges

Once a badge has been awarded, there are two options for deleting it, available by clicking the X icon for the badge in question from the Manage badges screen for site or course badges.

  1. Delete, but keep existing issued badges -if this option is chosen, then the badge will no longer be available but students who have earned the badge will still have it displayed on their profiles.
  2. Delete and remove all existing issued badges – if this option is chosen, then the badge will no longer be available and students who earned the badge will no longer have it displayed on their profiles.

Note: Even though the badge is deleted from Moodle, if a student has added it to an external backpack, it will still be visible online, although the award criteria will no longer be available.

Individual user badge management

  • Users may manage their site and external badges by clicking on the user menu top right > Preferences >Badges > Manage badges. From here, they can view, search for and download badges.
  • This then displays “badges” in the profile


Here users can decide whether to automatically display all badges earned. (Badges can be individually displayed or hidden from Preferences > Badges > Manage badges.)

Backpack settings

In Preferences > Badges > Backpack settings, a connection can be set up with an external backpack provider such as the Badgr backpack. Connecting to a backpack lets you display external badges on your site and push badges earned on your site to your backpack.

You need to sign up for a backpack service before trying to set up a backpack connection.

When you enter your email address in the Backpack Settings page in Moodle, a verification email will be sent to you. You must click on the verification link in the email to activate your Backpack connection. After the backpack connection is successfully established, badges from your backpack can be displayed on your badges page and your profile page. You can select collections of badges from your backpack that you would like to display in your profile.

Note that connecting to external backpacks will not work on a Moodle hosted locally/offline.

A site admin may wish to disable the connection to external backbacks (badges_allowexternalbackpack) in ‘Badges settings’ in the Site administration. Existing users will then no longer see external badges from their backpack nor will they have the option to connect to an external account or push badges earned within Moodle to their backpack.

Learn LMS - Learning Modalities

Synchronous and Asynchronous Learning Modalities

Synchronous learning is when classes occur on set schedules and time frames. Students and instructors are online at the same time in synchronous classes since lectures, discussions, and presentations take place at specific hours.

On the other hand, Asynchronous classes let students complete their work on their own time. Students are given a time frame – it’s usually a one-week window – during which they need to connect to their class at least once or twice.

Adding a new course



Adding a course

By default a regular teacher can’t add a new course. To add a new course to Moodle, you need to have either AdministratorCourse Creator or Manager rights.To add a course:

  • From the Site administration link, click Courses>Manage courses and categories

Click New course in the category page on the right

  • Click on the category where you want your course to be. For more information see Course categories
  • Click the “New course” link
  • Enter the course settings, and then choose either to “Save and return” to go back to your course, or “Save and display” to go to the next screen.
  • On the next screen,if you have chosen “Save and display”, choose your students/teachers to assign to the course.

Deleting a course

Teachers cannot delete courses. Managers (i.e. users with a role for which the capability moodle/course:delete is allowed) can delete courses and course creators can delete courses they have created themselves, but only within 24 hours of creating the course. This is so that courses created by mistake may be deleted without needing to ask an administrator.

Administrators can always delete courses.

To delete a course (as an admin or manager):

  1. From the Site administration link, click Courses > Manage courses and categories
  2. Click the course’s category and click the course in the screen on the right.
  3. Click the Delete link.
Deleting a course

You can delete multiple courses by:

  • Creating a new (temporary) category. You can name it “To be deleted”.
  • Select and move the “About to be deleted” courses to that category (“To be deleted”).
  • Delete the category (“To be deleted”) and choose “Delete ALL – cannot be undone”.

There is no user interface for course creators to delete courses they have created; however they can do so by editing the URL of the course from to (replacing ‘view’ with ‘delete’).

Sorting courses

Courses may be sorted by an admin or manager from Administration>Site administration>Courses>Manage courses and categories.

Courses may be sorted by ascending/descending and by time created.Sorting courses

Course requests

The course request feature can be enabled by an administrator in Administration > Site administration > Courses > Course request.

An admin can set the default category for course requests, whether users can select a category when requesting a course, and who can receive notification of course requests (from a list of users with the capability moodle/site:approvecourse).

A ‘Request a new course’ button will then appear on the ‘All courses’ page. The All courses page can be accessed via a link in the Courses block. Alternatively, you can create a link (in an HTML block or page resource etc) to the request a new course page

If course requests are enabled, by default all authenticated users can make course requests. See Course requester role for details of how to restrict users who can make course requests.

Automatically approving course requests

A plugin auto-approve allows for courses to be automatically approve, as in the Learn Moodle Basics MOOC

Bulk course creation

For full details on how to bulk create courses and use course templates, see Upload courses.

  1. Go to Administration > Site Administration > Courses > Upload courses.
  2. Upload a CSV file either by dragging and dropping or using the button to select from the File picker.
  3. Select your import options and click Preview. If the settings are acceptable, click Upload.

Course templates

It is possible, from Administration>Site Administration>Courses>Upload courses to specify a course and settings to use as template for future courses.

Default blocks for new courses can also be configured in config.php.

Using an existing course as a template

First, create or locate on your Moodle the course you wish to use as a template and make a note of its shortname. A template course might for example have common headings or section summaries or policy agreements used throughout the site for consistency.

Note that only the content of the course will be restored; not its settings. Settings are added separately.

Method 1

  • Create your csv file. See Upload courses for accepted fields.
  • From the Site administration link, click Courses>Upload courses and add your file.
  • Preview it and scroll down to ‘Course process’. In the box ‘Restore from this course after upload’, add the shortname of your template course.
  • If you are creating several courses using the same template and you wish them all to have the same settings, you can specify these in the Default course values.
  • Upload your csv file.
Adding shortname of template courseDefault course values

Method 2

  • All the settings and the chosen template course can be specified in the csv file you create. Use templatecourse as the field for your chosen template course, and use the course shortname. See Upload courses for full list of fields you can include.
  • Here is an example of a csv file for restoring a course to be used as a template. It specifies for example the theme, language, enrolment method and alternative names for student and teacher.
  • Go to Administration>Site administration>Courses>Upload courses and add your csv file.

Using a backup course as a template

It is possible during the process of creating courses with a csv file in Site administration>Administration>Courses>Upload courses to specify and upload a backup file to be used as a template.

  • Create your csv file. See Upload courses for accepted fields.
  • From Site administration>Administration>Courses>Upload courses, add your file.
  • Preview it and scroll down to ‘Course process’. In the box ‘Restore from this file after upload’, add the backup file you wish to use as the template.
  • If you are creating several courses using the same template and you wish them all to have the same settings, you can specify these in the ‘Default course values’ section.
  • Alternatively, you can specify the course settings (such as format, enrolment methods, language) in the csv file. This method is useful if you wish different courses using the same template to have different settings.
  • Upload your csv file.
Uploading a template course

Using the course templates plugin

With emeneo’s course templates plugin you can very easily create template based courses. More information and the plugin package you can find here:

See also


Forum discussions

Learn LMS - How To

How to add category

In your Site administration page, go to Courses tab panel and perform the following…

Add category

  1. Click Courses in the upper tab menu
  2. Select Add a category (a window will appear)
  3. In the Add a new category, type Category name (mandatory field), an Id and description
  4. Then click Add new category button.

Note: You may string your newly created category to a parent in the upper part selection Id, Parent category.

Learn LMS - Enrolments

Competencies FAQ



Can a competency be added to more than one course or activity?

Definitely – and your organisation might well need to do this, if certain competencies need to be met in a series of courses or several activities within one course.

I can’t see evidence uploaded by my students

  • Are you a course teacher? You will not be able to see evidence of prior learning unless your administrator has given you a role with the capability moodle/competency:userevidenceview set to Allow .

How does ‘Attach evidence’ work?

  • A teacher can set “Attach evidence” as an option when an activity or a course is completed. Once an activity or course has been completed, the activity or course in question will display as Evidence at the bottom of the competency in question in a student’s learning plan. A manager or other user with the capability moodle/competency:userevidenceview set to Allow will be able to see this evidence.
  • However, they will not be alerted that the evidence is available, so the student should request a review, as below.

How does “Request review” work?

  • A student can request a review of a competency, for example if they have submitted a piece of work as attached evidence and they wish to alert their course tutor to this. The student accesses the competencies from their learning plan and clicks'”Request review” from the Edit menu.
  • The student will then see ‘waiting for review’ next to that competency.
  • The course tutor/supervisor or anyone who is allowed to review competencies will see the request from the learning plans block on their dashboard:
  • They click the link to access the student’s requested competency and (1 in screenshot below) click to start the review.
  • When the review is in progress, the words the student sees change from ‘waiting for review’ to ‘in review’.
  • The course tutor can then review the evidence (2 in screenshot below) and then (3) click to finish the review. The message ‘in review’ no longer displays for the student.
  • The course tutor can then rate the competency if required (4):

How can a course teacher review competencies?

See the Competency reviewer role.

How can a course teacher view their students’ learning plans?

See the Learning plan viewer role.

How can a course teacher manage their students’ learning plans?

See the Learning plan supervisor role.

How do teachers rate competencies?

Competencies may be met automatically upon activity completion (with the ‘Default’ scale as above) or teachers may rate competencies manually with a customised ‘Proficient’ scale.

  • A teacher accesses the Competency breakdown report, selects a student and clicks on a particular competency which has not yet been rated:
  • The teacher then clicks the ‘Rate’ button:
  • The teacher then chooses from the desired rating from the available options:
  • Once saved, the Proficient scale will change if the competency was met:
  • The competency breakdown report will reflect this, using the wording of the scale:
  • In the example below, the first competency was manually rated “Highly competent”; the second competency was automatically met upon activity completion and the third competency was manually rated “Not competent”.

I can’t see the Learning plans block

  • Are you a course teacher? You will not be able to see the Learning plans block unless your administrator has set the capability block/lp:view to Allow for teachers. However, administrators additionally need to set other capabilities in the system context relating to viewing learning plans and evidence for the block to display any useful information.
  • It might be helpful to create a custom role, such as ‘Supervisor’, with the capabilities you wish to allow in the system context.
  • If students have no learning plans, or if teachers/supervisors have no competencies needing reviewing, then the Learning plans block is not visible when editing is not turned on.

I can’t see competencies when trying to add them to a learning template

Make sure you are in the right part of the site. If you added competencies to a category you will need to add the learning template to that category. If you added competencies to the system you will need to add your learning plan template to the system.

The learning plan shows all competencies met but the course competencies screen shows some are still incomplete.

  • Competencies exist outside a course,so it might be that the competency has been met in another course but not the one you are in
  • If a manager or other user who is allowed to review competencies chooses to rate a competency from the learning plan, then the competency will not show as complete inside the course, but it will display as complete in the learning plan.

The progress bar shows 100% complete but the learning plan is not marked complete.

  • A learning plan does not automatically display as “complete” once all competencies have been met.
  • It may be manually marked as complete by a user with the relevant capabilities – or –
  • a due date may be set for completion when a learning plan template is created.

What is the difference between ‘default’ and ‘proficient’ when setting up scales in a competency framework?

  • The default value is what is displayed in the breakdown report and for a student in their learning plan when a competency is automatically met upon activity completion. In the example below, ‘competent” will display when a student completes a task satisfactorily.
  • Items in the Proficient list can be displayed when a teacher rates a competency manually. There may be several different levels which can all be competent. In the example below, ‘Just competent’,’Competent’ or ‘Highly competent’ will result in the student achieving that competency:
Custom competency scale

Note that the above is a custom created scale.

How can students create their own learning plans?

How can I export or import competency frameworks?

See Competency frameworks.

Any further questions?

Please post in the Competencies forum on