Teachers, heads of department and report approvers

Reports & markbook

Before you start: Prepare class rosters, subjects, terms and assessment components. Agree who may approve and release reports.

Open Reports & markbook

Actions depend on your school’s enabled modules, your permissions and the record’s current status.

Find your way around

Markbook · Assessment schemes · Report cards · Class analytics · Comment bank. Select these tabs inside the module; scroll the tab row sideways on a phone.

Reports & markbook module heading and available primary action in ZivoERP — Actual local ZivoERP interface, 14 September 2026. Navigation overview cropped to the module header; school records are outside the image. Select the image to enlarge it.

1. Configure assessment schemes

Open Assessment schemes and create a scheme for the subject and grade.
Add components, maximum marks and weights.
Check that the weights form the intended total before Create scheme.
Use Copy only for subjects with the same assessment structure, then review the copies.

What to check: The markbook has the intended grading components and weighting.

2. Enter marks and inspect analytics

Open Markbook and select the class, subject and term.
Enter marks within each component’s maximum and review the calculated totals.
Save; for CSV imports use the provided export/template and verify learner identifiers.
Review parent visibility controls for components where available.
Open Class analytics to check coverage and unusual results.

What to check: Saved marks and weighted results match the selected scheme and visibility settings.

3. Generate and approve report cards

Open Report cards and select Generate report cards.
Choose the class and term, then Generate.
Open each card, review marks and add subject or general comments; Comment bank can provide reusable wording.
Save changes and Submit for approval.
An authorised reviewer checks the card and selects Approve.

What to check: Report cards are approved but not necessarily released to families.

4. Release, troubleshoot holds and recall

Select the approved card or reviewed group of cards and choose Release.
Review release results for cards held by fee controls or other validation.
Resolve legitimate holds through Fees → Controls and the school’s approval process; do not silently override policy.
Confirm Release to parents for eligible cards and verify visibility in the parent workflow.
Use Recall with a reason when a released card needs authorised correction.

What to check: Only successfully released cards become available to parents; the release result identifies exceptions.

1. Configure assessment schemes

Open Assessment schemes and create a scheme for the subject and grade.

Add components, maximum marks and weights.

Check that the weights form the intended total before Create scheme.

Use Copy only for subjects with the same assessment structure, then review the copies.

What to check: The markbook has the intended grading components and weighting.

2. Enter marks and inspect analytics

Open Markbook and select the class, subject and term.

Enter marks within each component’s maximum and review the calculated totals.

Save; for CSV imports use the provided export/template and verify learner identifiers.

Review parent visibility controls for components where available.

Open Class analytics to check coverage and unusual results.

What to check: Saved marks and weighted results match the selected scheme and visibility settings.

3. Generate and approve report cards

Open Report cards and select Generate report cards.

Choose the class and term, then Generate.

Open each card, review marks and add subject or general comments; Comment bank can provide reusable wording.

Save changes and Submit for approval.

An authorised reviewer checks the card and selects Approve.

What to check: Report cards are approved but not necessarily released to families.

4. Release, troubleshoot holds and recall

Select the approved card or reviewed group of cards and choose Release.

Review release results for cards held by fee controls or other validation.

Resolve legitimate holds through Fees → Controls and the school’s approval process; do not silently override policy.

Confirm Release to parents for eligible cards and verify visibility in the parent workflow.

Use Recall with a reason when a released card needs authorised correction.

What to check: Only successfully released cards become available to parents; the release result identifies exceptions.