OCR for Education now includes institution-wide presentation settings, safer account onboarding, stronger schedule controls, expanded accommodation operations, and an online subscription billing workflow.
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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Online OCR for Education billing
Institution Admin can review subscriptions and invoices, pay unpaid invoices, resend invoice email, download invoices, and cancel eligible unpaid invoices. The dedicated billing guide explains the package and payment terms.
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.