Class Credit Balance

Overview

The Class credit balance feature on the Slingui platform allows teachers and schools to manage, view, and audit the number of classes available to each student. The system automatically records credit usage based on attendance and allows manual adjustments when necessary.

This document explains how to access this feature, interpret the history, and understand the debit and credit rules.

📍 How to Access the Credit Balance

To view a specific student’s balance and history, follow these steps:

In the main menu, go to Account.
Select Students & groups.
Find the student in the list.
Click the student’s Actions button.
Open the Class credits balance tab.

📊 Page Overview

On the Class credits balance page, you will find:

Current balance: The total credits currently available to the student.
Event history: A detailed list of all transactions (additions and deductions) that have affected the student’s balance.
Date filter: Located at the top of the list, this allows you to filter and view information for a specific period only.

The event history table contains the following columns:

Date: The date and time the event was generated.
Amount: The amount debited (deducted) from or credited (added) to the balance.
Source: The origin of the change (e.g., manual adjustment, Class review, etc.).
Class: The date and time of the class that generated the change (displayed only when relevant to a specific class).
Owner: The user responsible for generating the event (the person who performed the action).
Description: A description or note about the event (optional field).

⚖️ How to Adjust the Balance Manually

If you need to add credits (for example, after the purchase of a new class package) or remove credits manually, follow these steps:

In the Class credits balance tab, click Adjust balance.
A modal window appears with the following fields to complete:
- Type: Select “Credit” to add credits or “Debt” to remove credits from the current balance.
- Amount: Enter the adjustment amount. Important: This field accepts whole numbers only.
- Description: An optional field for adding context about the reason for the adjustment.
Save the operation. The balance and history are updated immediately.

⚙️ Balance Update Rules

A student’s credit balance does not change arbitrarily. It is affected exclusively by the following actions:

1. Manual Adjustments

Credits added manually (through the Adjust balance button).
Credits deducted manually (through the Adjust balance button).

2. Class Attendance Status (Class Review)

The attendance values (Presence) set for the student in the Class review form (accessible through the Calendar page) generate automatic balance events:

Present: Generates a single debit event (-1) in the credit balance.
Unexcused Absence: Generates a single debit event (-1) in the credit balance.
Excused Absence: Generates a single credit event (+1) in the balance.
- Note: This credit acts as a reversal and is only generated if the student’s attendance for this same class was previously saved as “Present” or “Unexcused Absence”.

💡 Note on Calendar automation: A class’s “Status” value can automatically change students’ “Presence” values. Consequently, class status changes can trigger credit or debit events. See the Calendar Documentation for a detailed explanation of how a class’s “Status” affects students’ “Presence”.

⚠️ Important Warning

Completed classes without recorded attendance do not consume credits.

If a class is set to completed (“Done”) in the system, but the student’s attendance field (“Presence”) is left blank in the Class review form, no debit event is created in the student’s balance.

To ensure the balance is deducted correctly, attendance (Present or Unexcused Absence) must be completed in the class review.

“Block Time” events: Calendar events created with the “Block Time” type are exclusively for organizing schedules. They do not affect the student’s class credit balance under any circumstances.