OCR for Education now includes institution-wide presentation settings, safer account onboarding, stronger schedule controls, expanded accommodation operations, institution-specific Portal Billing, settlements, and banking-details review.
Use the linked guides in the navigation to learn the exact responsibilities and safeguards for each feature.
Before you begin
- Institution Admin
- Campus Admin
- Finance
- Faculty
- Student
Review the relevant detailed guide before using a newly introduced workflow
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Institution-wide date display
Institution Admin can select the date format in System Settings > Date Format. The selected format is used for user-facing dates across the institution portal, while database values and machine-readable form values remain unchanged.
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Campus-scoped role access
Campus Admin access is resolved from the user's institution and campus staff-role assignments. A user may have different roles at different campuses, but server-side checks still limit each page and action to the assigned institution and campus scope.
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Secure account setup and recovery
New-user invitations and password resets use a time-limited, single-use setup link. Passwords are not sent by email. Forgot-password requests are rate-limited to reduce abuse, and the user returns to the login page after setting a new password.
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Future-only schedule overrides
Schedule overrides cannot change an event that has already started or ended. Cancellation and move-date requests containing past dates, or a today's event whose start time has passed, are rejected so the timetable and audit history remain reliable.
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Accommodation operations
The accommodation workflow now covers buildings, rooms, beds, applications, offers, contracts, charges, check-in, checkout, leave, meal cancellation, room changes, transfers, refunds, and audit history.
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Institution Portal Billing
Institution Admin can submit the institution-specific portal charge and settlement frequency from System Settings > Portal Billing. The dedicated billing guide explains agreements, policy approval, effective dates, and the separation from My Finances.
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Institution storage purchasing
Institution Admin can purchase additional shared storage from published packages. Settlement payment posts an immediate wallet debit, while each purchase or renewal creates a receipt, email, and auditable transaction record.
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Settlement transaction ledger
Institution Admin, Finance, and Superadmin can review credits and debits with a DD-MM-YYYY date range, server-side pagination, safe tenant filtering, and XLSX export.
The summary describes the current portal behavior. Always follow the detailed role-specific guide when performing a sensitive action such as a payment, password reset, schedule override, or refund.
Recommended next step
Start with Portal Overview, then open the guide that matches your role and task.