Administration

Everything that happens around the course.

The organizational hierarchy and who it grants what, the calendar and schedules, roster and enrollment administration, organizational landing pages, reporting, and site-wide configuration.

Organizational hierarchy

Access is a consequence of placement, not a separate thing to maintain.

Guidepost is organized the way your institution already is. Every course belongs to a Group, every Group to a Schoolhouse, every Schoolhouse to your Organization — and visibility follows that same structure automatically.

Organizational levels and what each one can see and do
LevelWhat it sees and can do
OrganizationThe whole institution. Sees and can edit existing content across everything beneath it.
SchoolhouseA major division. Sees and can edit existing content within its own groups and everything beneath them.
GroupA team or department. Sees and can edit existing content within its own scope.
CourseWhere content actually lives — owned by the Course Directors, Instructors and ISDs assigned specifically to it.

Titles label your org chart. Placement governs access.

At each level, staff titles — Chief, Deputy Chief, Staff — are labels for your own structure. All three carry identical system permissions at whatever level they are placed. What actually determines what someone can see and do is where they are placed, not which title they hold.

That separation is deliberate. It means your titles can mean whatever they mean in your institution without the platform reinterpreting them, and it means the answer to "why can this person see that" is always one fact rather than two.

Management reaches below a placement, never at it

A single rule answers "what can this person manage" for every level: strictly below their own placement. Someone at a Schoolhouse manages its Groups; someone at an Organization manages its Schoolhouses.

Nobody manages their own level, which prevents the case where a staff member can remove the assignment that grants their own access.

A course can also exist outside the hierarchy entirely, reachable only by its own assigned staff.

Course-level roles

Below the hierarchy, every course has its own assigned staff.

Course-level roles and their responsibilities
RoleWhat they do
Course DirectorAssigned to specific courses, and can hold several. Oversight for those courses only.
InstructorAssigned to specific courses. Teaches, grades and edits existing content — cannot create new courses or restructure them.
ISD
Instructional Systems Designer
Assigned to specific courses. The only role that can create a new course or restructure an existing one — adding, removing or reordering modules and pages.
Course Support StaffAssigned to specific courses. Day-to-day roster and administrative support.
Why course creation sits with an ISD. As broader oversight reaches further up the organization, more people gain the ability to edit content. Reserving structural change for an ISD assigned to that specific course keeps a course's shape stable — a director three levels up can correct a typo without being able to reorder the course out from under the person who designed it.

Scheduling & planning

A visual calendar of every course run and every class session.

Two kinds of thing, drawn differently

A course run window is a bar spanning its dates. A session is a marker on a single day. They are rendered differently because they answer different questions — "when is this course running" and "when do I need to be in a room."

Sessions come from both places they genuinely exist: a pinned session on a specific date, and a recurring weekly slot expanded from the course's run window.

Day, week and month views

Month view pages through a fixed two-year window — six months back and seventeen forward — anchored on today rather than on the month being viewed, so the reachable range does not drift as somebody pages through it. Next year's planning is reachable without leaving the page.

The calendar as a starting point

Course creation and run or session scheduling can both be started directly from the calendar, with the date already filled in from the day you clicked. Each course shown links straight to the right destination for whoever is looking at it.

Weekly student schedules

Released on your timetable

Upload one PDF schedule per week of a course. Release dates are computed automatically from the course start date, with a manual override for any week where a course does not follow the usual rhythm.

Students see each week's schedule when that week arrives, not before. The release gate is the distinguishing feature — a learner opens it to find out what week three holds, so it must not appear before week three.

Staff schedules

Separate, and never student-visible

A staff-only Excel schedule per course, rendered as a live table in the browser alongside a download of the original file. Multiple uploads per course are kept, with no schema imposed on the workbook.

Fiscal-year schedules

Placed exactly where needed

An uploaded workbook rendered as a live table on its own page — not just offered as a download — with placement chosen explicitly across specific Organization, Schoolhouse and Group pages. There is no automatic cascade; the schedule appears where you put it.

The Guidepost course calendar in month view. A weekday-aligned grid shows class
                  sessions with their start times and course codes; one day holds five sessions, so
                  three are listed and the rest sit behind a plus-two-more control.
Month view, paging a two-year window. A day busier than the cell can show keeps its row at a sensible height by putting the remainder behind an expander.

Enrollment & roster administration

Rosters that carry enough detail to answer a question.

Nine live fields per person

Including alternate first and last name, organization, personnel level, and who approved the enrollment and when.

The same fields are shown on both the roster and the course detail page through shared components, so the two cannot drift apart.

Pre-course questionnaires

A survey can be set as a course's entry requirement — a student completes it before their enrollment proceeds.

Useful for prerequisite self-assessment, dietary or accessibility needs, or baseline knowledge capture. Responses are viewable as charts and exportable to PDF, and staff are notified as they arrive.

Roster document library

Attach reference roster spreadsheets to a course and keep them as a history, rendered as a readable table in the browser as well as downloadable.

This is a document library, entirely separate from the roster import that creates enrollments. Uploading one changes nobody's enrollment.

Waitlists

When a course is full, students join a waitlist rather than being turned away. Seats are filled by course staff deliberately — there is no automatic promotion that fills a seat without anyone deciding to.

Approval-gated enrollment

Courses can require instructor approval. A student is held as Pending until a member of course staff approves them, and the approval is recorded on the roster with who and when.

Reversible archiving

A course can be archived and brought back again. Tidying up the catalog never means losing the history of who took what.

Importing a roster and storing a roster document are different acts. The import reads a spreadsheet in order to create enrollments — it resolves names to accounts and enrolls people. The document library simply stores a spreadsheet against the course as reference material. The boundary between the two is stated as tests, not just as convention.

Organizational presence

Every unit gets a page of its own.

Every Organization, Schoolhouse and Group has its own landing page carrying an emblem, a banner, announcements and unit-level statistics. Announcements cascade downward through the hierarchy, so something posted at the Organization reaches the units beneath it without being posted four more times.

The built-in sections are implemented as content blocks in the same system used to add custom content — not as a separate toggle mechanism. That means any section can be reordered, removed or reintroduced alongside authored content, rather than sitting in a fixed order with a checkbox next to it.

Users choose a default landing destination. If they have not set one, it is computed from their actual placement rather than left arbitrary — the broadest unit they are assigned to, or for course-level staff, the Group their assigned courses belong to.

Announcements

Posted once, seen downward

An announcement posted at the Organization reaches the Schoolhouses and Groups beneath it without being posted four more times, and a Group can still post something that stays local to it.

Statistics

Unit-level figures in place

Each unit page carries statistics for that unit, so the answer to "how is this schoolhouse doing" is on the schoolhouse's own page rather than in a report someone has to go and build.

Reporting & surveys

Results that arrive without being asked for.

Scheduled reports

Recurring reports, filterable by course or group, delivered by email on a flexible day, week or month interval. Reports keep a version history like other authored items — view or revert to any earlier definition.

Survey results

Survey responses are charted and exportable to PDF, across six question types including Likert scale, Matrix and Ranking. Pre-course questionnaire responses come back the same way, with staff notified as they arrive.

One targeting system

Delivery is aimed through a unified recipient system — an individual, a group, a directory group or a whole course — reused by both surveys and scheduled reports rather than reimplemented separately for each.

Auto-send triggers

Surveys can fire automatically: per student on completion for online courses, or per cohort at course end for in-person ones, with configurable reminder offsets.

Progress and completion

Module-level and overall completion figures are computed from one shared function, so a report and a student's own progress bar cannot show different numbers.

Standing data-quality reports

Some checks run as standing reports rather than one-off queries — for example surfacing any account still missing its unique numeric identifier.

Site-wide administration

The controls that apply to the whole platform.

Hierarchy management console

Create and rename Organizations, Schoolhouses and Groups, and assign staff with a title. Each placement is exactly one level, enforced at the database.

The COTR duty

A duty that can be added to a Schoolhouse or Organization-level placement, rather than a separate role. A COTR can upload and update fiscal-year training schedules and place the resulting link on exactly the pages that need it, independent of the usual visibility rules.

AIN on every account

A unique numeric identifier assigned per person, required for every account and shown alongside name and email wherever staff details already appear.

Administrator-provisioned accounts

Course-level and organizational accounts are provisioned by an administrator. There is no public self-registration.

Site-wide settings

A database-backed settings singleton, including a controlled kill switch for the AI assistant enforced at the single point both the interface and the underlying endpoints already consult.

Consolidated navigation

Related destinations are grouped into Library, Authoring and Admin menus, considerably shortening the navigation bar for administrative roles — with a tested ceiling on top-level items per role so the bar cannot grow unnoticed.

Keep reading

The other half happens inside the course.

Authoring, content types, Browse and Credit modes, assessment, certification and alumni content are covered on the Course Delivery page.