School Reference Public

Learners & Guardians

Managing the learner master index and the guardian directory in ERPat School: LRN and PII fields, the learner profile, adding guardians, creating and verifying the learner↔guardian link (the Data Privacy gate), and provisioning parent/student portal logins.

Guide version: r1 Module version: 0.2.0 Updated: 2026-07-22 Estimated time: 6 min 1 views
OPERATE THE SYSTEM

Learners & Guardians

These two screens hold the school’s people. Learners (school/learners) is the master index of every child — their LRN and personal details. Parents & Guardians (school/guardians) is the directory of the adults responsible for them, and it owns the single most important relationship in the module: the verified learner↔guardian link that later decides who may see which child in the parent portal.

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Learner and guardian are separate records joined by a link. A learner can have several guardians; a guardian can be linked to several learners. The link carries the relationship and access details — and it starts unverified. Verifying it is a deliberate, audited act (Data Privacy Act, RA 10173). Everything on this page builds toward that link and its verification.

Part 1 · Learners

The learner master is the “Identity” domain — one record per child, holding the Learner Reference Number (LRN) and personal information. It is gated by school_learners with _create/_update/_delete children.

The learner list

The list shows one row per learner. Clicking a name opens the profile modal. You can filter the list by status and by sex.

ColumnWhat it shows
LRNThe Learner Reference Number.
NameThe learner’s name — click to open the profile modal.
SexRecorded sex.
Birth dateDate of birth.
Guardian countHow many guardians are linked.
Statusactive · inactive · graduated · transferred_out.

Add or edit a learner

Only the first and last name are strictly required; the rest builds a complete DepEd-ready profile. The LRN is entered inline and stored as an identifier.

FieldRequired?Notes
Learner no.OptionalInternal learner number.
First nameRequiredGiven name.
Middle nameOptional
Last nameRequiredFamily name.
SuffixOptionalJr., III, etc.
Birth dateOptionalDate of birth.
SexOptional
Birth placeOptional
Mother tongueOptional
ReligionOptional
NationalityOptionalDefaults to “Filipino”.
AddressOptional
Contact no.Optional
EmailOptionalNeeded later to provision a student portal login.
Prior schoolOptionalFor transferees.
StatusOptionalDefaults to active.
LRNOptionalEntered inline; stored as an lrn-type learner identifier.
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Keep LRNs clean. The LRN feeds the LIS/EBEIS validator, which flags learners with missing or malformed LRNs and duplicate LRNs. Entering it correctly here saves clean-up later.

The learner profile

Clicking a learner opens a profile view showing their details, their identifiers (the LRN and any others), and their linked guardians. Richer profile context — documents, enrollment, attendance and grades — is layered in by the pages that own those domains.

Provision a student portal login

From a learner you can create a student portal account. It needs school_learners_update and the learner must have an email.

  1. Use “Provision student portal login”

    This creates a customer user from the learner’s email with a temporary password. It is refused if the learner already has a portal account, or has no email, or the email is already in use.

  2. The learner sets their own password

    They then use forgot-password to set their own. From then on they sign in at school/student — see the Student Portal Playbook.

Deleting a learner needs school_learners_delete.


Part 2 · Guardians

The guardian directory holds the responsible adults, and it owns the learner↔guardian link — the authorization spine of the whole module. It is gated by school_guardians with _create/_update/_delete children.

The guardian list

ColumnWhat it shows
NameThe guardian’s name — click to open the profile modal.
RelationshipRelationship to the learner(s).
MobileContact number.
EmailContact email — needed to provision a parent portal login.
Learner countHow many learners are linked.
Portal statusLinked (has a portal account) or No portal.
StatusActive / inactive.

Add or edit a guardian

FieldRequired?Notes
First nameRequiredGiven name.
Middle nameOptional
Last nameRequiredFamily name.
RelationshipOptionale.g. mother, father, guardian.
OccupationOptional
EmployerOptional
MobileOptional
EmailOptionalNeeded to provision a parent portal login.
AddressOptional
StatusOptionalActive / inactive.

Link a guardian to a learner

Use the Link modal to attach a guardian to a learner. This is where you record what the guardian is allowed to do. A new link starts unverified (verified = 0).

FieldRequired?Notes
LearnerRequiredThe child being linked.
RelationshipOptionalRelationship on this specific link.
Access levelOptionalDefaults to full.
Is primary contactOptionalMarks the main point of contact.
Pickup authorityOptionalMay this guardian pick the child up.
Is emergency contactOptionalReach this guardian in an emergency.

Verify the link — the Data Privacy gate

Linked
unverified · no portal access
Verified
verified = 1 · unlocks the parent portal for this child

Verify link is the act that confirms this adult really is responsible for this child. It sets verified = 1 along with who verified it and when, and it is audited (verify_guardian, critical severity). It needs school_guardians_update.

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Verification is what unlocks the parent portal. A parent portal account only ever sees children whose guardian link is verified — an unverified link is invisible to the portal. This is the RA 10173 gate: verify only after you have confirmed the relationship, and never as a shortcut. See Data Privacy & Safeguarding.

Unlink removes a link entirely.

Provision a parent portal login

Creating a parent portal account works exactly like the learner one. It needs school_guardians_update and the guardian must have an email.

  1. Use “Provision parent portal login”

    Creates a customer user from the guardian’s email with a temporary password. Refused if the guardian already has a portal account, or has no email, or the email is already in use.

  2. The parent sets their own password

    They use forgot-password to set their own, then sign in at school/parent. Even with an account, they see only verified children. See the Parent Portal Playbook.


Putting it together

The typical sequence for a brand-new family, before enrollment:

  1. Add the learner

    Enter the learner with LRN under school/learners.

  2. Add the guardian

    Enter the responsible adult under school/guardians.

  3. Link them

    Attach the guardian to the learner with the access and contact flags.

  4. Verify the link

    Confirm the relationship and Verify — the audited gate.

  5. Provision portals (optional)

    Create parent and/or student portal logins if the family will use them.

With the learner and a verified guardian in place, you are ready to create an enrollment application.

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