Managing Instructors & Training Modules

🎉 Congratulations — you've completed the School Management tutorial! You now know how to set up students, manage classes, track skills, generate certificates, and keep your instructors trained and organised. Time to put it all into practice!

Lesson Overview

👨‍đŸĢ Welcome to Lesson 5

Great instructors are the backbone of any school. In this final lesson, you'll learn how to set up and manage your teaching team, and how to use Training Modules to keep their skills sharp.

By the end of this lesson you will be able to:

  • ✅ Create and configure instructor accounts
  • ✅ Assign instructors to classes and schedule slots
  • ✅ Understand the Instructor Portal
  • ✅ Create instructor training modules
  • ✅ Assign and track module completion
  • ✅ Use the instructor messaging system

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Screenshot of the Instructor Management page showing a list of instructors with their assigned classes, training module progress, and status indicators

Step 1 of 6

Creating Instructor Accounts

Step 1

👤 Step 1: Create an Instructor Account

Instructors are regular user accounts with the instructor flag enabled. Here's how to set one up:

Option A: Invite a New Instructor

  1. Navigate to Users or Team in the admin section
  2. Click "Add User" or "Invite"
  3. Fill in their details:
    • Name and Email (required)
    • Account Type — set to User (10) or Company Admin (20)
    • Is Instructor — ✅ enable this toggle
  4. They'll receive an invitation to set up their account

Option B: Promote an Existing User

  1. Find the user in your user list
  2. Edit their profile
  3. Enable the "Is Instructor" toggle
  4. Save — they'll now appear in instructor dropdowns and have access to the instructor portal

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Screenshot of the User Edit page with the 'Is Instructor' toggle highlighted and the Account Type dropdown showing 'User (10)'

🔑 Account Type Reference

Type Value Permissions
Administrator0Full system access
Viewer5Read-only access
User10Create and manage content
Company Admin20Full company management
Student30Student view and portal only
💡 Tip: Company Admins (type 20) can see all classes on the dashboard. Regular instructors (type 10) only see classes they're assigned to.
Step 2 of 6

Assigning Instructors to Classes

Step 2

🔗 Step 2: Assigning Instructors to Classes

Smart Moves supports three levels of instructor assignment, from broadest to most specific:

📌 Level 1: Class-Level Assignment

The instructor is assigned to the entire class and sees all sessions.

  1. Go to /class/edit/:classId
  2. In the Instructors section, select instructors from the dropdown
  3. Multiple instructors can be assigned to the same class
  4. Save

📌 Level 2: Schedule Slot Assignment

A specific instructor is assigned to a recurring time slot (e.g. every Monday 9am).

  1. In the class edit form's Schedule section
  2. For each schedule slot, select an instructor from the dropdown
  3. This instructor overrides the class-level assignment for that slot

📌 Level 3: Session Override

Override the instructor for a specific date (e.g. a substitute teacher on March 15th).

  1. Go to the class view page
  2. Find the specific session in the upcoming schedule
  3. Set a session override with a different instructor

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Diagram showing the three assignment levels: Class-Level (broadest), Schedule Slot (weekly), Session Override (single date) — with arrows showing the priority cascade

â„šī¸ Info: The system uses the most specific assignment: Session Override → Slot Assignment → Class Default
Step 3 of 6

The Instructor Portal

Step 3

đŸ–Ĩī¸ Step 3: The Instructor Portal

When instructors log into Smart Moves, they have access to their own portal with everything they need for their teaching day.

Accessing the Portal

Instructors navigate to /instructor/portal to see their personalised view.

Portal Sections

📅 Upcoming Schedule

Their classes for the coming days with times, locations, and student counts. Quick links to take attendance and view plans.

📋 Recent Attendance

Latest attendance records they've submitted. Quick access to fill in any missed sessions.

đŸ’Ŧ Messages

Company announcements and class-specific messages. Instructors can send messages to students and parents.

📚 Training Modules

Assigned training modules with completion status, scores, and quiz attempts.

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Screenshot of the Instructor Portal showing the four sections: Upcoming Schedule with class cards, Recent Attendance records, Messages panel, and Training Modules with progress bars

My Classes View

Instructors can also go to /instructor/myclasses to see:

  • đŸĢ All classes they're assigned to (next 14 days)
  • 📖 Assigned lesson plans per class
  • 📊 Recent attendance for their classes
💡 Tip: Encourage instructors to check their portal at the start of each teaching day — it's their personal command centre.
Step 4 of 6

Creating Instructor Training Modules

Step 4

📚 Step 4: Instructor Training Modules

Training modules are special programs designed for instructor professional development. They work like regular programs but include quizzes for assessment.

Creating a Training Module Program

  1. Navigate to Programs and click "Add Program"
  2. Enable the "Is Module" toggle — this marks it as an instructor training program
  3. Fill in the program details:
    • Title: e.g. "Water Safety Instructor Training"
    • Description: What this training covers
    • Field: The subject area
  4. Save the program

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Screenshot of the Add Program form with the 'Is Module' toggle enabled and highlighted

Adding Module Lessons with Quizzes

  1. Open the module program and add lessons
  2. Each module lesson can include a quiz with:
    • Question Count — how many questions
    • Answer Count — options per question (e.g. 4 for multiple choice)
    • Pass Score — minimum score to pass (e.g. 80%)
  3. Use Auto-Generate to create quiz questions from the module content
  4. Or add questions manually
â„šī¸ Info: Module lessons follow the same structure as regular lessons (steps/activities) but add the quiz assessment layer on top.
Step 5 of 6

Assigning Training Modules to Instructors

Step 5

📋 Step 5: Assigning & Tracking Training

Assigning Modules

  1. Navigate to /instructor/manageModules as a Company Admin
  2. You'll see:
    • 📋 A list of all instructor accounts
    • 📚 All available training modules
  3. Select the instructors you want to train
  4. Select the modules to assign
  5. Click "Assign Modules"

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Screenshot of the Manage Modules page showing a checklist of instructors on the left and a checklist of training modules on the right, with an 'Assign' button

What Instructors See

After assignment, instructors see their training modules at /instructor/modules:

📚 Water Safety Training

Progress: ████████░░ 80% | Quiz Score: 92% ✅ | Status: Completed

📚 Child Protection Fundamentals

Progress: ████░░░░░░ 40% | Quiz: Not Attempted | Status: In Progress

📚 First Aid Awareness

Progress: ░░░░░░░░░░ 0% | Quiz: — | Status: Not Started

Tracking Completion

As a manager, you can monitor all instructors' module progress from the Manage Modules page. Look for:

  • ✅ Completed — module finished and quiz passed
  • 🟡 In Progress — started but not finished
  • 🔴 Not Started — hasn't opened the module yet
💡 Tip: Set deadlines for module completion and follow up with instructors who fall behind. Regular training keeps your team at the top of their game!
Step 6 of 6

Instructor Messaging & Photos

Step 6

đŸ’Ŧ Step 6: Communication Tools

Effective communication is essential for running a school. Smart Moves provides messaging and photo sharing built right in.

Sending Messages

Instructors can send messages via /instructor/sendMessage:

  • đŸ’Ŧ Class Messages — broadcast to all students/parents in a class
  • 👤 Direct Messages — send to an individual student
  • đŸ“ĸ Company Messages — company-wide announcements (admin only)

How to Send a Message

  1. From the instructor portal or class view, click "Send Message"
  2. Select the recipient: a class, a student, or company-wide
  3. Write your message
  4. Click "Send"

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Screenshot of the Send Message form showing recipient dropdown (class/student/company), subject line, and message text area

📸 Uploading Class Photos

Capture and share class moments:

  1. From the class view or instructor portal, click "Upload Photo"
  2. Select the photo file
  3. Tag students in the photo
  4. Upload — the photo appears in tagged students' portals

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Screenshot of the Photo Upload form showing a preview of an uploaded class photo with student tag checkboxes

📱 Where Messages & Photos Appear

Students see messages and tagged photos on their Student Portal (/student/home):

đŸ’Ŧ Messages Tab

Class messages, direct messages, and announcements in chronological order.

📸 Photos Tab

Photos they've been tagged in, organised by class session date.

âš ī¸ Important: Be mindful of privacy policies when sharing student photos. Ensure you have parental consent before uploading photos of minors.

🎓 Congratulations!

You've completed the School Management tutorial program. You're now equipped to run your school on Smart Moves like a pro!