Every module, in plain language
Sectorg3 is one platform with five management products: schools, healthcare facilities, ISP billing providers, SACCOs and microfinance institutions, and community societies. This document describes every module and register across those products, what each one is for, and the records it keeps.
Scope note. This documentation explains capability and records only. It deliberately does not describe security mechanisms, internal controls or service addresses. Those are covered separately by the platform team.
What Sectorg3 is
Sectorg3 is pooled, multi-tenant management software operated by Celebrity Rat Technologies SMC (U) Ltd. Each customer receives a workspace for one product. Workspaces are isolated from one another: a school, a clinic, an ISP, a SACCO and a society each keep their own users, records and settings, while the platform provides shared billing, messaging, storage, payments, appearance, export and chat services.
The five products do not share a single generic database screen. Each product has its own module catalogue shaped around how that sector works — a hospital encounter is not a school term, and a loan book is not a rent roll — but they share the same platform foundation, operator console and service layer.
At a glance
| Product | Groups | Registers | Operator switches |
|---|---|---|---|
| School management | 9 | 86 | 15 |
| Healthcare management | 9 | 94 | 11 |
| ISP hotspot billing | 7 | 32 | 10 |
| SACCO and microfinance | 8 | 40 | 10 |
| Community and society | 7 | 43 | 10 |
| Shared services | — | 6 shared modules | 6 |
| Total | 40 groups | 295 | 62 |
Groups
Registers are grouped by the work they support, such as finance, clinical care, network or membership. Groups are the fastest way to find a module.
Registers
A register is a focused operational screen for one record type: applications, patients, vouchers, loans, visitors and so on. It handles listing, creating, editing and exporting.
Operator switches
Packages of capability that a platform operator can turn on or off for one workspace without a deployment.
Shared services
Capabilities used by every product: payments, messaging, internal chat, storage, appearance and data export.
How the platform fits together
A workspace is the unit of everything: one customer, one product, one set of records, one subscription. The platform operator manages the workspace lifecycle from a single control pane, while the customer manages its own people, modules and daily records inside the workspace.
One product per workspace
A workspace belongs to exactly one product. A school workspace does not contain clinic records, and a SACCO workspace does not contain school registers. Customers who operate more than one activity use separate workspaces.
Roles shaped by the product
Each product defines the roles its work needs: administrators, bursars, teachers, clinicians, pharmacists, credit officers, tellers, gate staff, residents and self-service users. A person is given the role that matches their job in that workspace.
Module packaging
Operators can switch modules on or off per workspace. The workspace navigation and the affected screens reflect the setting immediately, so a customer only sees the capabilities they have bought or been granted.
Billing account and licence
Every workspace has a billing account. Licensing supports a 14-day trial, renewable entitlement periods, an offline allowance with grace, and invoices with a seven-day settlement window.
Platform-wide services
These services are not tied to one product. They are available wherever the customer plan includes them.
| Service | What it provides |
|---|---|
| Payments and billing | Payment intents, settlement records, payouts, reconciliation and a billing account per workspace. |
| Email and SMS credits | Platform email and SMS delivery with credit balances, or a customer-owned SMTP connection. Email credits are priced per thousand messages and are valid for one month; SMS credits do not expire. |
| Storage | 2 GB included per workspace, rising to 10 GB and 50 GB on larger plans. Files are held in object storage under the workspace quota; an optional Google Drive connection can be enabled when the deployment connection is configured. |
| Presentation | Five themes per product, light and dark mode following the device, locale support, right-to-left layouts and coloured module icons. |
| Exports | CSV, JSON, XML and printable views on catalogue modules. Report cards and payslips render as PDF through the browser. |
| Internal chat | A product-scoped staff chat inside each workspace, kept separate from every other workspace and from the public site. |
| Licensing | Trial, entitlement renewal, invoices, dunning and offline grace, exposed through the licence hub. |
| Advertising | AdSense on public marketing and content pages. Authenticated dashboards show a house promotion by default; advertising slots there are enabled only after written platform confirmation. |
| Mobile | A progressive web app plus five Trusted Web Activity app sources, one per product, so each product can be installed and opened like a native app. |
School management
One workspace from admissions to report cards, fees to payroll.
School management is the deepest Sectorg3 product. A school runs admissions, academics, assessment, finance, operations, human resources, front office and engagement from one learner record, so a class teacher, a bursar and a parent see the same facts without re-entering them.
The catalogue is organised into nine groups. Every register below is tenant-scoped: it belongs to one school workspace and is never shared with another school. Larger operational features such as report cards, fee balances, payroll processing and the parent portal are handled by dedicated flows that sit on top of these registers.
What the product covers
- Lead-to-enrolment admissions pipeline with documents, siblings and a 360 learner profile.
- Academic years, terms, education levels, subjects, class subjects, timetables and homework.
- CBC assessment, exam scheduling, grading, promotion and report cards.
- Fee types, structures, discounts, assignments, invoices, payments and a canteen wallet.
- Library, hostels, transport, inventory, assets, shop products and shop orders.
- Departments, employees, leave, staff attendance, payroll, payslips and Sectorg3 Fund staff loans.
- Visitors, enquiries, complaints, post, notices, messages, calendar and tasks.
- Trips, clubs, parent-teacher meetings, coaching, certificates, e-signatures, quizzes and aftercare.
- School website pages and news, parent and student self-service, and a product-scoped staff chat.
Operator switches
Platform operators can enable or disable these capabilities for a single workspace. The switch follows the customer: navigation and the affected screens reflect the change immediately, and no redeployment is needed.
| Operator switch | Covers |
|---|---|
| Students | Admissions, student records and guardians. |
| Classes | Learning groups, streams and class teachers. |
| Attendance | Daily attendance registers and summaries. |
| Fees | Invoices, payments and refunds for learners. |
| Reports | Enrolment, attendance and fee reporting. |
| Staff | Staff directory and teaching assignments. |
| Admissions & learners | Applications, documents, siblings, behaviour and counselling. |
| Academics | Years, terms, levels, subjects, streams and timetables. |
| Assessment | Exams, grading, promotions and report cards. |
| Finance | Fee structures, discounts, expenses and other income. |
| Operations | Library, hostels, transport, inventory, assets and shop. |
| Human resources | Employees, leave, attendance, payroll, payslips and Sectorg3 Fund loans. |
| Front office | Visitors, enquiries, complaints, post, notices and messages. |
| Engagement | Homework, trips, clubs, meetings, coaching and certificates. |
| School website | Public pages, news and downloadable publications. |
Register catalogue
Each register is a small operational screen inside the workspace. The key records column lists the main details captured, not every field.
People
People covers the learner journey before and around the classroom: applications, verified documents, sibling links, behaviour records and confidential counselling cases.
| Module | What it does | Key records |
|---|---|---|
| ApplicationsApplication | Lead-to-enrolment pipeline for new learners. | Application no., First name, Middle name, Last name, Sex, Date of birth |
| DocumentsDocument | Birth certificates, transfers and verified learner files. | Student, Title, Type, File path, Issued on, Expires on |
| SiblingsSibling link | Connect brothers and sisters for one parent account. | Student, Sibling, Relation |
| BehaviourBehaviour record | Positive and corrective behaviour, linked to counselling. | Student, Date, Polarity, Category, Severity, Description |
| CounsellingCounselling case | Confidential guidance cases and follow-up. | Student, Opened on, Concern, Counsellor, Status, Closed on |
Academics
Academics holds the teaching structure: sessions and terms, education levels, subjects and class subjects, the weekly timetable, homework, the download centre, online courses, lessons and live classes.
| Module | What it does | Key records |
|---|---|---|
| Academic yearsAcademic year | Sessions such as 2026, with one current year. | Name, Starts, Ends, Current year, Status |
| TermsTerm | Term dates inside an academic year. | Academic year, Name, Starts, Ends, Current term, Status |
| Education levelsEducation level | Nursery, primary, secondary, college and university stages. | Name, Code, Stage, Order, Grading scheme, Status |
| SubjectsSubject | Theory, practical and combined subjects with credit units. | Level, Code, Name, Type, Credit units, Compulsory |
| Class subjectsClass subject | Assign a teacher and weekly periods per class subject. | Class, Subject, Academic year, Subject teacher, Periods per week |
| TimetableTimetable slot | Weekly subject periods, rooms and teachers. | Class, Subject, Term, Teacher, Day, Starts |
| HomeworkHomework | Assign, collect and score homework. | Class, Subject, Teacher, Title, Instructions, Assigned |
| Download centreDownload | Syllabus, study material and assignment files. | Category, Title, Description, File path, Audience, Status |
| Online coursesCourse | Free or paid online courses with live class links. | Title, Code, Description, Price, Paid course, Teacher |
| Course lessonsLesson | Ordered lessons inside a course. | Course, Title, Content, Video URL, Order, Status |
| Live classesLive class | Scheduled Zoom or Google Meet sessions. | Title, Course, Class, Subject, Platform, Join URL |
Assessment
Assessment holds examinations and progression: assessment definitions, the exam schedule and promotion decisions that move learners to the next class.
| Module | What it does | Key records |
|---|---|---|
| AssessmentsAssessment | Weighted continuous assessments, projects and exams. | Term, Class, Subject, Type, Title, Max score |
| Exam scheduleExam slot | Halls, invigilators and sitting times. | Term, Class, Subject, Date, Starts, Ends |
| PromotionsPromotion | Promote, retain, graduate or release a learner. | Student, From year, To year, From class, To class, Outcome |
Finance
Finance covers the money ledger: fee types, structures, discounts and assignments, expense and income heads and entries, canteen items, and shop products and orders.
| Module | What it does | Key records |
|---|---|---|
| Fee typesFee type | Tuition, boarding, transport and every other charge head. | Name, Code, Recurring, Frequency, Description, Status |
| Fee structuresFee structure | Price list per year, level or class. | Name, Academic year, Level, Class, Currency, Status |
| DiscountsDiscount | Percentage or fixed concessions with eligibility rules. | Name, Code, Type, Value, Applies to, Status |
| Fee assignmentsFee assignment | Attach a structure and discount to a learner. | Student, Fee structure, Discount, Gross, Net payable, Assigned |
| Expense headsExpense head | Groups for salaries, utilities, repairs and supplies. | Name, Code, Status |
| ExpensesExpense | Head-wise spending with voucher and receipt references. | Expense head, Voucher no., Spent on, Amount, Currency, Method |
| Income headsIncome head | Farm, rentals, hall hire and other revenue streams. | Name, Code, Status |
| Other incomeIncome entry | Non-fee income with receipt references. | Income head, Receipt no., Received on, Amount, Currency, Method |
| Canteen itemsCanteen item | Snacks and meals paid from the pocket-money wallet. | Name, SKU, Price, Stock, Status |
| Shop productsProduct | School merchandise and student artwork for sale. | Name, SKU, Price, Stock, Student artwork, Image path |
| Shop ordersOrder | Online shop orders and fulfilment status. | Order no., Student, Buyer, Contact, Total, Status |
Operations
Operations covers the physical school: library cataloguing and lending, hostels and allocations, transport routes, vehicles, stops, assignments and trips, inventory and suppliers, assets and maintenance.
| Module | What it does | Key records |
|---|---|---|
| Book categoriesBook category | Shelving groups for the library. | Name, Code, Status |
| Library booksBook | ISBN, rack, quantity and price for every title. | Category, Title, Author, Publisher, ISBN, Rack |
| Library membersLibrary member | Learners and staff who may borrow books. | Member no., Student, Joined, Status |
| Book issuesBook issue | Borrow, return and fine tracking. | Book, Member, Issued, Due, Returned, Fine |
| HostelsHostel | Boarding houses and their wardens. | Name, Warden, Location, Capacity, Status |
| Hostel roomsHostel room | Room types, beds and occupancy. | Hostel, Room no., Room type, Capacity, Occupied, Status |
| Hostel allocationsAllocation | Which learner occupies which bed. | Student, Hostel, Room, Academic year, Allocated, Vacated |
| Transport routesRoute | Bus routes and their start/end points. | Name, Code, Start, End, Status |
| VehiclesVehicle | Buses, vans, drivers and GPS-enabled tracking. | Name, Plate no., Route, Capacity, Driver, Driver phone |
| StopsStop | Pickup and drop-off points in sequence. | Route, Name, Order, Pickup, Drop-off |
| Transport rosterTransport assignment | Learner, route, stop and vehicle. | Student, Route, Stop, Vehicle, Academic year, Status |
| Trips logVehicle trip | Daily pickup and drop-off runs. | Vehicle, Route, Date, Direction, Departed, Arrived |
| Stock categoriesStock category | Stationery, cleaning and laboratory groups. | Name, Code, Status |
| SuppliersSupplier | Vendors for stock and services. | Name, Phone, Email, Address, Status |
| Stock itemsStock item | Quantities, reorder levels and unit costs. | Category, Supplier, Name, SKU, Unit, Quantity |
| Stock issuesStock issue | Track who took what from the store. | Item, Quantity, Issued to, Purpose, Issued on |
| AssetsAsset | Furniture, computers, vehicles and their custodians. | Category, Name, Tag no., Acquired, Cost, Location |
| MaintenanceMaintenance job | Scheduled repairs and service history. | Asset, Scheduled, Completed, Cost, Vendor, Notes |
Human resources
Human resources covers the staff lifecycle: departments, designations, employee records, leave, staff attendance, payroll and salary components, payslips, and the staff job board.
| Module | What it does | Key records |
|---|---|---|
| DepartmentsDepartment | Academic and administrative departments. | Name, Code, Head, Status |
| DesignationsDesignation | Job titles inside a department. | Department, Name, Status |
| Staff recordsStaff record | Full staff profile, contract and bank details. | Staff no., First name, Middle name, Last name, Sex, Date of birth |
| Leave typesLeave type | Annual, sick, maternity and unpaid leave. | Name, Days per year, Paid, Status |
| Leave requestsLeave request | Staff leave applications and decisions. | Staff, Leave type, Start, End, Days, Reason |
| Staff attendanceStaff attendance | Daily staff register for payroll and welfare. | Staff, Date, Status, Note |
| Payroll componentsPayroll component | Allowances and deductions applied at payroll. | Name, Code, Type, Calculation, Value, Taxable |
| Salary componentsSalary component | Assign allowances or deductions to a staff member. | Staff, Component, Amount |
| PayslipsPayslip | Generated payslips from processed payroll runs. | Run, Staff, Gross, Net, Status |
| Job postingsJob posting | Vacancies published on the public careers page. | Title, Department, Location, Type, Description, Closing date |
| Job applicationsJob application | Applications received against published vacancies. | Vacancy, Applicant, Email, Phone, Cover note, Applied on |
Front office
Front office covers the daily reception desk: visitors, enquiries, complaints, phone logs, postal records, notices, messages, a shared calendar and tasks.
| Module | What it does | Key records |
|---|---|---|
| VisitorsVisitor | Gate register with badges and check-out. | Name, Phone, ID no., Purpose, Meeting with, Badge no. |
| EnquiriesEnquiry | Admission leads and general enquiries. | Name, Phone, Email, Source, Subject, Detail |
| ComplaintsComplaint | Log, assign and resolve concerns. | Complainant, Phone, Category, Subject, Detail, Assigned to |
| Call logCall | Incoming and outgoing calls handled at the desk. | Caller, Phone, Direction, Purpose, Minutes, Notes |
| Postal registerPostal record | Incoming and dispatched mail. | Type, Reference, Sender, Recipient, Subject, Received |
| Notice boardNotice | Messages for students, parents and staff. | Title, Body, Audience, Publish, Expires, Pinned |
| Message logMessage | Email, SMS, WhatsApp and Telegram delivery log. | Channel, Recipient, Subject, Body, Status, Sent at |
| School calendarCalendar event | Exams, meetings, holidays and campus events. | Title, Starts, Ends, Type, Audience, Location |
| To-do listTo-do | Personal and desk tasks with priorities. | Title, Due, Priority, Assigned to, Status, Notes |
Engagement
Engagement covers school life beyond lessons: trips and participants, co-curricular activities and members, parent-teacher meetings and slots, coaching and enrolments, certificates, e-signatures, quizzes and questions, aftercare and enrolments, posters and student-life records.
| Module | What it does | Key records |
|---|---|---|
| TripsTrip | Day excursions and multi-day tours. | Title, Destination, Starts, Ends, Cost per learner, Capacity |
| Trip participantsParticipant | Consent and payment per learner. | Trip, Student, Consent, Paid, Status |
| Clubs & ECAActivity | Clubs, sports and extra-curricular activities. | Name, Category, Patron, Meeting day, Venue, Description |
| Club membersClub member | Learner membership in clubs and teams. | Activity, Student, Joined, Status |
| Parent-teacher meetingsPTM | Meeting days, venues and booking windows. | Title, Date, Starts, Ends, Venue, Status |
| PTM slotsPTM slot | Bookable teacher slots. | Meeting, Teacher, Starts, Ends, Student, Status |
| Coaching batchesCoaching batch | Extra coaching cohorts and fees. | Name, Subject, Teacher, Starts, Ends, Fee |
| Coaching enrolmentsCoaching enrolment | Learners in coaching and their progress. | Batch, Student, Enrolled, Status, Progress |
| CertificatesCertificate | Certificates, letters and student IDs. | Student, Template, Title, Serial no., Issued, Status |
| E-signaturesSignature request | Send documents for secure online signing. | Document type, Document ref, Signer, Signer email, Role, Signed at |
| QuizzesQuiz | Kahoot-style timed quizzes with shuffled questions. | Title, Class, Subject, Teacher, Duration (minutes), Shuffle questions |
| Question bankQuestion | MCQ, short answer and essay questions. | Quiz, Type, Question, Options (JSON), Correct answer, Points |
| AftercareAftercare session | Fixed or on-demand after-school childcare. | Name, Mode, Starts, Ends, Fee, Capacity |
| Aftercare enrolmentsAftercare enrolment | Children enrolled in aftercare. | Session, Student, Status |
| Poster templatesPoster template | Canva-style flyers, event memes and covers. | Name, Category, Template JSON, Status |
| Student feedFeed post | Campus events, club updates and study milestones. | Title, Body, Category, Student, Image path, Status |
Website
Website holds the public-facing school site: content pages and news posts.
| Module | What it does | Key records |
|---|---|---|
| Website pagesPage | About, admissions and contact pages. | Slug, Title, Content, Status, Published at |
| News postsNews post | School news, results announcements and events. | Title, Slug, Excerpt, Content, Image path, Status |
Beyond the registers
Beyond the registers, the school workspace includes enrolment dashboards, the report-card engine, fee statements and balances, payroll and payslips, the parent and student portal, export and print views, and per-product internal chat.
Healthcare management
A clinical record, a revenue cycle and a workforce in one facility workspace.
Healthcare management follows the patient from arrival to discharge and from service to settlement. Front desk, clinical care, diagnostics, pharmacy, hospital operations, revenue, workforce, administration and engagement share one patient record, so clinicians, laboratory staff, pharmacists and finance work from the same encounter.
The catalogue is organised into nine groups. Registers are tenant-scoped to one facility workspace. Patient statements, aging, clinical workflows and claim handling are dedicated flows built on these registers.
What the product covers
- Master patient index, clinic schedule, encounters, triage and medical certificates.
- Clinical notes, diagnoses, orders, vitals, allergies, immunisations, care plans and referrals.
- Admissions, bed transfers, theatre, maternity and telemedicine encounters.
- Laboratory tests, orders and results; radiology orders and reports; blood donors, units and requests.
- Medicine catalogue, suppliers, batches, purchases, prescriptions, dispensing and stock movements.
- Wards, beds, ambulance vehicles and trips, diet plans and meal orders, equipment and infection control.
- Services, invoices, payments, insurance providers, policies, claims and a full accounting ledger.
- Branches, ICD-10 codes, symptoms, findings, custom fields, print headers and consultation setup.
- Departments, specialisations, leave, overtime, employee loans, payroll, payslips, duty rosters and staff attendance.
- Events, surveys, downloads, website pages and posts, ID cards, patient statements, aging and a product-scoped staff chat.
Operator switches
Platform operators can enable or disable these capabilities for a single workspace. The switch follows the customer: navigation and the affected screens reflect the change immediately, and no redeployment is needed.
| Operator switch | Covers |
|---|---|
| Patients | Patient registry and clinical records. |
| Appointments | Clinic scheduling and visit status. |
| Front desk | Patient index, visits, triage, enquiries and certificates. |
| Clinical care | Notes, diagnoses, orders, admissions, theatre, maternity and referrals. |
| Diagnostics | Laboratory, radiology, blood bank and results. |
| Pharmacy | Medicines, batches, purchases, prescriptions and dispensing. |
| Hospital operations | Wards, beds, ambulance, diet, equipment and infection control. |
| Revenue & accounting | Services, invoices, payments, insurance claims and the ledger. |
| Workforce | Departments, employees, leave, payroll, rosters and attendance. |
| Administration | Branches, ICD-10, symptoms, findings, custom fields and print headers. |
| Website & engagement | Calendar, surveys, downloads, pages, posts and ID cards. |
Register catalogue
Each register is a small operational screen inside the workspace. The key records column lists the main details captured, not every field.
Front desk
Front desk covers the patient journey before clinical care: the master patient index, appointments, encounters, triage, visitors, enquiries, complaints and medical certificates.
| Module | What it does | Key records |
|---|---|---|
| PatientsPatient | Master patient index with demographics, next of kin and cover. | Patient no., First name, Middle name, Last name, Sex, Date of birth |
| AppointmentsAppointment | Clinic diary for every clinician, channel and visit type. | Patient, Clinician, Scheduled at, Reason, Notes, Status |
| Visits & OPDVisit | Every outpatient, emergency and follow-up encounter. | Encounter no., Patient, Visit type, Branch, Department, Clinician |
| TriageTriage record | Emergency acuity, arrival mode and first observations. | Patient, Visit, Acuity, Arrival mode, Triaged at, Temperature (x10 C) |
| VisitorsVisitor | Reception log with badges and check-out times. | Visitor no., Visitor name, Phone, Visiting, Purpose, Checked in |
| EnquiriesEnquiry | Phone, walk-in and web enquiries routed to a team member. | Enquirer, Phone, Channel, Subject, Message, Assigned to |
| ComplaintsComplaint | Patient feedback, investigation and resolution trail. | Complainant, Phone, Category, Details, Received on, Resolution |
| Medical certificatesMedical certificate | Sick leave, fitness, school and travel certificates. | Certificate no., Patient, Type, Issued on, Valid until, Diagnosis |
Clinical care
Clinical care holds the encounter record: notes, diagnoses, orders, vitals, allergies, immunisations, care plans, admissions, bed transfers, theatre, dental charts, births, deaths, referrals and telemedicine.
| Module | What it does | Key records |
|---|---|---|
| Clinical notesClinical note | SOAP notes, nursing notes and discharge summaries. | Patient, Visit, Note type, Author, Noted at, Subjective |
| DiagnosesDiagnosis | Coded diagnosis tracking with ICD-10 linkage. | Patient, Visit, ICD-10 code, Description, Type, Onset on |
| CPOE ordersOrder | Computerised physician order entry across every service. | Order no., Patient, Visit, Order type, Item, Priority |
| VitalsVitals record | Observations charted by nursing and clinical staff. | Patient, Visit, Recorded at, Temperature (C), Pulse, Respiratory rate |
| AllergiesAllergy | Allergens and reactions shown on every clinical screen. | Patient, Allergen, Reaction, Severity, Recorded on, Status |
| ImmunisationsImmunisation | Vaccine doses, batches and next-due reminders. | Patient, Vaccine, Dose, Administered on, Batch no., Administered by |
| Care plansCare plan | Goals, interventions and review dates for ongoing care. | Patient, Visit, Title, Goal, Interventions, Start on |
| Admissions (IPD)Admission | Inpatient stays, bed allocation and discharge. | Admission no., Patient, Visit, Ward, Bed, Admitting clinician |
| Bed transfersBed transfer | Ward and bed moves with the authorising clinician. | Patient, Admission, From bed, To bed, Transferred at, Reason |
| Theatre casesTheatre case | Operating list, surgical team and procedure timing. | Case no., Patient, Admission, Procedure, Surgeon, Anaesthetist |
| OdontogramTooth record | Dental charting by tooth, condition and treatment. | Patient, Tooth no., Condition, Treatment, Charted on, Charted by |
| Birth registerBirth | Delivery outcomes, APGAR and statutory birth register. | Birth no., Mother, Baby name, Born at, Sex, Weight (kg) |
| Death registerDeath record | Mortality register with cause and certificate number. | Death no., Patient, Died at, Cause, Certified by, Certificate no. |
| ReferralsReferral | Outgoing and incoming referrals with outcomes. | Referral no., Patient, Visit, Direction, Facility, Department |
| TelemedicineTelemedicine session | Remote consultations over video, audio or chat. | Session no., Patient, Clinician, Channel, Scheduled at, Started at |
Diagnostics
Diagnostics covers investigation: laboratory tests, orders and results, radiology orders and reports, and the blood bank with donors, units and requests.
| Module | What it does | Key records |
|---|---|---|
| Lab testsLab test | Test catalogue with specimen type, price and turnaround. | Code, Test name, Specimen, Category, Price, Turnaround (hours) |
| Lab ordersLab order | Specimen collection and progress through the laboratory. | Order no., Patient, Visit, Test, Ordered by, Ordered at |
| Lab resultsLab result | Validated values, reference ranges and release status. | Lab order, Patient, Result, Unit, Reference range, Narrative |
| Radiology ordersRadiology order | Imaging requests by modality and body part. | Order no., Patient, Visit, Modality, Body part, Ordered by |
| Radiology reportsRadiology report | Findings and impressions signed off by the radiologist. | Radiology order, Patient, Findings, Impression, Radiologist, Reported at |
| Blood donorsBlood donor | Voluntary and replacement donor register. | Donor no., First name, Last name, Sex, Date of birth, Phone |
| Blood unitsBlood unit | Components, expiry and cold-chain storage. | Unit no., Donor, Blood group, Component, Collected on, Expires on |
| Blood requestsBlood request | Cross-match requests through to issue at the bedside. | Request no., Patient, Blood unit, Blood group, Units, Requested by |
Pharmacy
Pharmacy covers medicines end to end: categories, the medicine catalogue, suppliers, batches, purchases and purchase items, prescriptions and items, dispensing and stock movements.
| Module | What it does | Key records |
|---|---|---|
| Medicine categoriesMedicine category | Therapeutic classes used across the formulary. | Name, Code, Description, Status |
| MedicinesMedicine | Formulary with strength, pack unit and reorder level. | Code, Name, Generic name, Category, Form, Strength |
| SuppliersSupplier | Wholesalers and their procurement contacts. | Name, Contact person, Phone, Email, Address, Status |
| Batches & expiryBatch | Stock by batch with expiry and quarantine flags. | Medicine, Batch no., Supplier, Quantity, Unit cost, Manufactured |
| PurchasesPurchase | Procurement headers reconciled against supplier invoices. | Purchase no., Supplier, Purchased on, Supplier invoice, Total, Notes |
| Purchase linesPurchase line | Line-level quantities and costs for each purchase. | Purchase, Medicine, Quantity, Unit cost, Line total |
| PrescriptionsPrescription | Prescriber orders awaiting dispensing. | Prescription no., Patient, Visit, Prescriber, Prescribed at, Notes |
| Prescription linesPrescription line | Dose, frequency, duration and quantity per medicine. | Prescription, Medicine, Dosage, Frequency, Duration (days), Quantity |
| DispensesDispense | What left the pharmacy, to whom and at what value. | Dispense no., Prescription, Patient, Dispensed by, Dispensed at, Amount |
| Stock movementsStock movement | Receipts, issues, adjustments and disposals. | Medicine, Batch, Movement, Quantity, Reference, Moved at |
Hospital operations
Hospital operations covers the physical facility: wards and beds, ambulance vehicles and trips, diet plans and meal orders, equipment and maintenance, infection cases, and clinical inventory.
| Module | What it does | Key records |
|---|---|---|
| WardsWard | Ward structure from general beds to ICU and isolation. | Name, Code, Type, Floor, Capacity, Status |
| BedsBed | Real-time bed occupancy and daily charges. | Ward, Bed no., Type, Daily rate, Status |
| Ambulance fleetAmbulance | Vehicles, capacity and service dates. | Name, Plate no., Type, Capacity, Last service, Status |
| Ambulance tripsAmbulance trip | Dispatch, arrival, destination and fare. | Trip no., Vehicle, Patient, Driver, Origin, Destination |
| Diet plansDiet plan | Prescribed nutrition for inpatients. | Patient, Admission, Diet type, Calories, Allergies, Start on |
| Meal ordersMeal order | Kitchen tickets and delivery confirmation. | Patient, Diet plan, Meal, Scheduled at, Delivered at, Notes |
| EquipmentEquipment | Biomedical asset register with warranty cover. | Name, Asset no., Category, Location, Purchased on, Warranty until |
| MaintenanceMaintenance job | Preventive and corrective service history. | Equipment, Type, Scheduled on, Completed on, Technician, Cost |
| Infection controlInfection case | Hospital-acquired infection metrics and isolation. | Patient, Infection, Source, Detected on, Resolved on, Isolation required |
| Inventory itemsInventory item | Consumables and general supplies with reorder levels and on-hand quantity. | Item code, Name, Category, Unit, On hand, Reorder level |
| Inventory movementsInventory movement | Receipts, issues, returns and write-offs against a department. | Movement no., Item, Department, Type, Quantity, Issued to |
Revenue & accounting
Revenue and accounting covers the money cycle: services, invoices and items, payments, insurance providers, policies, claims and claim items, expense types and expenses, the chart of accounts, journals and lines, vouchers and transactions.
| Module | What it does | Key records |
|---|---|---|
| Service pricesService | Billable service catalogue with tax treatment. | Code, Name, Category, Price, Tax rate (bps), Status |
| InvoicesInvoice | Patient invoices with tax, discount and balance. | Invoice no., Patient, Visit, Issued on, Due on, Subtotal |
| Invoice linesInvoice line | Service lines with quantity and price. | Invoice, Service, Description, Quantity, Unit price, Line total |
| Patient receiptsReceipt | Cash, mobile money, card and insurance receipts. | Receipt no., Invoice, Patient, Paid on, Amount, Method |
| Insurance providersInsurance provider | Insurers and third-party administrators. | Name, TPA, Contact person, Phone, Email, Address |
| Insurance policiesInsurance policy | Member cover, validity and limits. | Policy no., Provider, Patient, Member no., Valid from, Valid to |
| Insurance claimsInsurance claim | Claim submission, approvals and denial tracking. | Claim no., Invoice, Patient, Provider, Policy, Submitted on |
| Claim linesClaim line | Service-level detail attached to a claim. | Claim, Service, Description, Amount, Status |
| Expense typesExpense type | Chart of expense categories used by the facility. | Name, Code, Status |
| ExpensesExpense | Operating expenditure with approval status. | Expense no., Expense type, Branch, Incurred on, Amount, Payee |
| Chart of accountsAccount | Double-entry account structure for the finance office. | Code, Name, Type, Parent code, Status |
| JournalsJournal | Balanced journal headers posted to the ledger. | Journal no., Journal date, Type, Narration, Total debit, Total credit |
| Journal linesJournal line | Debit and credit entries per account. | Journal, Account, Debit, Credit, Description |
| VouchersVoucher | Payment, receipt and contra vouchers with approval. | Voucher no., Type, Voucher date, Payee, Amount, Account |
| Ledger transactionsLedger entry | Posted ledger feed generated from invoices, receipts and journals. | Occurred at, Type, Reference, Description, Debit, Credit |
Workforce
Workforce covers staffing: departments, designations, specialisations, employees, leave types, requests and balances, overtime, employee loans, payroll runs, payslips, duty rosters and staff attendance.
| Module | What it does | Key records |
|---|---|---|
| DepartmentsDepartment | Clinical, nursing, diagnostic and support departments. | Name, Code, Type, Head, Status |
| DesignationsDesignation | Job titles aligned to departments. | Name, Code, Department, Status |
| SpecialisationsSpecialisation | Every doctor category from paediatrics to cardiothoracic. | Name, Code, Status |
| EmployeesEmployee | Workforce master with employment terms and pay. | Staff no., First name, Last name, Sex, Date of birth, Phone |
| Leave typesLeave type | Annual, sick, maternity and study leave definitions. | Name, Days per year, Paid, Status |
| Leave requestsLeave request | Applications, approvals and department cover. | Employee, Leave type, Start on, End on, Days, Reason |
| Leave balancesLeave balance | Entitlement and usage by employee and year. | Employee, Leave type, Year, Entitled, Taken, Balance |
| OvertimeOvertime entry | Extra hours, rates and approval for payroll. | Employee, Worked on, Hours, Rate, Amount, Approved by |
| Staff loansStaff loan | Salary-advance balances and monthly deductions. | Loan no., Employee, Amount, Balance, Monthly deduction, Start on |
| Payroll runsPayroll run | Monthly gross, deductions and net pay. | Run no., Year, Month, Gross, Deductions, Net |
| PayslipsPayslip | Per-employee payslips for each payroll run. | Payroll run, Employee, Gross, Deductions, Net, Paid on |
| Duty rostersDuty shift | Shift planning and on-call cover by department. | Staff member, Department, Shift, Duty date, Start, End |
| Staff attendanceAttendance entry | QR, biometric and manual clock-in records. | Staff member, Date, Check in, Check out, Method, Notes |
Administration
Administration holds facility configuration: branches, ICD-10 codes, symptoms, findings, custom fields, print headers and consultation setup.
| Module | What it does | Key records |
|---|---|---|
| BranchesBranch | Facility sites, each with its own licence and head. | Name, Code, Facility type, Address, Phone, Email |
| ICD-10 codesICD-10 code | Diagnosis coding reference used by the clinical screens. | Code, Title, Chapter, Status |
| SymptomsSymptom | Presenting complaints for structured triage. | Name, Code, Body system, Status |
| Examination findingsFinding | Structured examination vocabulary. | Name, Category, Status |
| Custom fieldsCustom field | Facility-specific capture fields without schema changes. | Entity, Label, Type, Options, Required, Status |
| Print headersPrint header | Letterhead and footer for invoices and reports. | Name, Header HTML, Footer HTML, Paper size, Status |
| Live consultationsConsultation setup | Zoom, Google Meet or custom link defaults and the local how-to for remote clinics. | Provider, Host account, Default meeting link, How to run a live consultation, Status |
Website & engagement
Website and engagement covers communication: calendar events, survey forms and responses, downloads, website pages and posts, and identity cards.
| Module | What it does | Key records |
|---|---|---|
| Annual calendarCalendar event | Holidays, campaigns, inspections and outreach days. | Title, Type, Starts on, Ends on, Location, Owner |
| Survey formsSurvey form | Patient and staff satisfaction instruments. | Title, Slug, Audience, Description, Status |
| Survey responsesSurvey response | Submitted answers and satisfaction scores. | Survey form, Respondent, Patient, Submitted at, Score, Answers |
| Download centreDownload | Forms, policies, brochures and reports for the public site. | Title, Category, File path, Visibility, Published on, Status |
| Website pagesWebsite page | Public facility website content. | Title, Slug, Excerpt, Body, Published on, Status |
| News & updatesNews post | Health tips, notices and facility news. | Title, Slug, Excerpt, Body, Published on, Status |
| Identity cardsIdentity card | Patient and staff cards with QR verification. | Holder type, Holder ID, Card no., Issued on, Expires on, Status |
Beyond the registers
Beyond the registers, the healthcare workspace includes the patient 360 view, clinical encounter workflow, patient statements and aging, insurance claim handling, ID cards, facility dashboards, export and print views, and per-product internal chat.
ISP hotspot billing
Subscribers, packages, hotspots, network assets and support in one billing workspace.
ISP hotspot billing runs the commercial and operational side of an internet provider: who subscribes, what they bought, how they connect, what they owe and what the network looks like. Subscribers, packages, invoices, vouchers, sessions, network assets and support tickets share one workspace.
The catalogue is organised into seven groups. Registers hold configuration and operational history; live RouterOS and RADIUS connections are enabled per deployment when the provider supplies access.
What the product covers
- Subscriber records, packages, contracts, invoices, receipts and sales leads.
- Routers, access points, devices, towers, fibre lines and coverage zones.
- Hotspot vouchers and batches, agents, active sessions and RADIUS event logs.
- Tariffs, wallet top-ups, taxes, adjustments and withdrawals.
- Support tickets and comments, outages, speed tests and installation records.
- Outreach campaigns, SMS batches and subscriber notifications.
- Usage and revenue reporting registers.
- Product-scoped internal chat for staff.
Operator switches
Platform operators can enable or disable these capabilities for a single workspace. The switch follows the customer: navigation and the affected screens reflect the change immediately, and no redeployment is needed.
| Operator switch | Covers |
|---|---|
| Subscribers | Hotspot subscribers and service status. |
| Packages | Sellable bandwidth plans and pricing. |
| Invoices | Recurring subscriber invoices and payments. |
| Customers | Subscribers, packages, contracts, receipts and leads. |
| Network | Routers, access points, devices, towers, fibre and coverage. |
| Hotspot & vouchers | Vouchers, batches, agents, sessions and RADIUS events. |
| Billing & finance | Tariffs, wallet top-ups, taxes, adjustments and withdrawals. |
| Support & field | Tickets, outages, speed tests and installations. |
| Outreach | Campaigns, SMS batches and subscriber notifications. |
| Insights | Usage and revenue reporting registers. |
Register catalogue
Each register is a small operational screen inside the workspace. The key records column lists the main details captured, not every field.
Customers
Customers covers the commercial relationship: subscribers, packages, invoices, receipts, leads and contracts.
| Module | What it does | Key records |
|---|---|---|
| SubscribersSubscriber | Internet accounts with package, contact and service status. | Account no., Name, Phone, Email, Address, Package |
| PackagesPackage | Sellable bandwidth plans and their billing cycle. | Package name, Speed (Mbps), Price, Cycle, Currency, Status |
| InvoicesInvoice | Recurring service invoices with period and due date. | Invoice no., Subscriber, Package, Period start, Period end, Amount |
| ReceiptsReceipt | Payments received against subscriber invoices. | Receipt no., Invoice, Paid on, Amount, Method, Reference |
| LeadsLead | Prospects captured from field work, referrals and campaigns. | Name, Phone, Email, Address, Source, Interest |
| ContractsContract | Service commitments, terms and monthly value. | Contract no., Subscriber, Start date, End date, Monthly value, Commitment (months) |
Network
Network holds the physical and logical estate: routers, access points, devices, towers, fibre lines and coverage zones.
| Module | What it does | Key records |
|---|---|---|
| RoutersRouter | MikroTik and other NAS devices managed by this workspace. | Router name, Model, Host / IP, API port, Identity, Location |
| Access pointsAccess point | Radio units, their parent router and connected clients. | Access point, Router, MAC address, Location, Clients, Channel |
| DevicesDevice | Customer premises equipment, radios and switches. | Device, Serial no., MAC address, Type, Router, Firmware |
| TowersTower | Masts and rooftops with coordinates and height. | Tower, Code, Site, Latitude, Longitude, Height (m) |
| Fibre linesFibre line | Fibre routes, length and core count between sites. | Line no., Route, Length (km), Cores, Start site, End site |
| Coverage zonesCoverage zone | Served areas with radius and estimated households. | Zone, Area, Tower, Radius (km), Households, Status |
Hotspot & vouchers
Hotspot and vouchers covers access sales: vouchers, voucher batches, agents, sessions and RADIUS event logs.
| Module | What it does | Key records |
|---|---|---|
| VouchersVoucher | Prepaid hotspot codes with validity and usage. | Code, Batch, Package, Price, Minutes, Valid from |
| Voucher batchesVoucher batch | Batches generated for an agent, package and duration. | Batch no., Batch name, Package, Quantity, Duration (minutes), Unit price |
| AgentsAgent | Resellers and field agents who sell vouchers. | Agent, Phone, Email, Territory, Commission (basis points), Status |
| SessionsSession | Live and historical hotspot/PPP sessions. | Subscriber, Router, Username, IP address, MAC address, Started at |
| RADIUS logsRADIUS event | Authentication and accounting events from NAS devices. | Username, NAS, Event, IP address, MAC address, Logged at |
Billing & finance
Billing and finance covers money movement: tariffs, wallet top-ups, taxes, adjustments and withdrawals.
| Module | What it does | Key records |
|---|---|---|
| TariffsTariff | Tax and surcharge rates applied to invoices. | Tariff, Applies to, Rate (basis points), Flat amount, Country, Status |
| Wallet top-upsTop-up | Prepaid balances loaded onto subscriber accounts. | Top-up no., Subscriber, Amount, Method, Reference, Topped up on |
| TaxesTax | VAT, excise and local levies on connectivity revenue. | Tax, Rate (basis points), Country, Status |
| AdjustmentsAdjustment | Credits, write-offs and corrections against invoices. | Adjustment no., Invoice, Reason, Amount, Date, Notes |
| WithdrawalsWithdrawal | Payout requests from the operator wallet. | Withdrawal no., Amount, Destination, Reference, Requested on, Paid at |
Support & field
Support and field covers service delivery: tickets and comments, outages, speed tests and installations.
| Module | What it does | Key records |
|---|---|---|
| TicketsTicket | Connectivity faults, billing queries and field requests. | Ticket no., Subscriber, Category, Priority, Subject, Description |
| Ticket commentsComment | Conversation and work notes on each ticket. | Ticket, Author, Comment, Status |
| OutagesOutage | Planned and unplanned downtime with cause and scope. | Outage, Router, Scope, Started at, Resolved at, Cause |
| Speed testsSpeed test | Measured download, upload and latency per subscriber. | Subscriber, Download (Mbps), Upload (Mbps), Latency (ms), Tested at, Status |
| InstallationsInstallation | Field installation jobs with technician and schedule. | Job no., Subscriber, Address, Scheduled on, Technician, Notes |
Outreach
Outreach covers demand generation and communication: campaigns, SMS batches and notifications.
| Module | What it does | Key records |
|---|---|---|
| CampaignsCampaign | Acquisition and retention campaigns with conversion counts. | Campaign, Channel, Audience, Message, Starts on, Ends on |
| SMS batchesSMS batch | Bulk text messages with delivery counts. | Batch no., Campaign, Recipients, Delivered, Sent at, Message |
| NotificationsNotification | Service alerts and reminders sent to subscribers. | Notification, Subscriber, Channel, Body, Sent at, Status |
Insights
Insights covers reporting: usage reports and revenue reports.
| Module | What it does | Key records |
|---|---|---|
| Usage reportsUsage report | Captured per-subscriber traffic and revenue per period. | Period, Subscriber, Bytes in, Bytes out, Revenue, Captured on |
| Revenue reportsRevenue report | Invoiced and collected revenue with subscriber movement. | Period, Invoiced, Collected, Active subscribers, Churned subscribers, Captured on |
Beyond the registers
Beyond the registers, the ISP workspace includes subscriber lifecycle views, hotspot and voucher operations, support workflows, usage and revenue reporting, export and print views, and per-product internal chat.
SACCO and microfinance
Membership, savings, credit, banking and accounting for a member-owned institution.
SACCO and microfinance manages a member-owned financial institution: who belongs, what they save, what they borrow, how funds move, and how the books close. Membership, savings, credit, banking, accounting, insurance and digital services share one workspace.
The catalogue is organised into eight groups. Registers are tenant-scoped to one SACCO or microfinance workspace. Loan schedules, member statements and portfolio reporting are dedicated flows built on these registers.
What the product covers
- Members, next of kin, groups, shares and dividends.
- Savings accounts, transactions, fixed deposits, target savings, teller sessions and standing orders.
- Loan book, repayment schedules, guarantors, collateral, credit checks and write-offs.
- Bank accounts, cheques, clearing, cash transfers and mobile money records.
- Chart of accounts, journals and lines, budgets, expenses and suppliers.
- Credit-life insurance products, policies, claims and premiums.
- SMS banking registers, API clients, notifications and appointments.
- Portfolio, savings and financial reports.
- Product-scoped internal chat for staff.
Operator switches
Platform operators can enable or disable these capabilities for a single workspace. The switch follows the customer: navigation and the affected screens reflect the change immediately, and no redeployment is needed.
| Operator switch | Covers |
|---|---|
| Members | SACCO membership roll and shares. |
| Savings | Savings accounts and transaction ledger. |
| Loans | Loan applications, approvals and repayments. |
| Membership | Members, next of kin, groups, shares and dividends. |
| Credit & loans | Loan book, schedules, guarantors, collateral and write-offs. |
| Banking | Bank accounts, cheques, clearing, transfers and mobile money. |
| Accounting | Chart of accounts, journals, budgets, expenses and suppliers. |
| Insurance | Credit-life products, policies, claims and premiums. |
| Digital banking | SMS banking, API clients, notifications and appointments. |
| Reports | Portfolio, savings and financial reporting registers. |
Register catalogue
Each register is a small operational screen inside the workspace. The key records column lists the main details captured, not every field.
Membership
Membership covers who belongs: members, next of kin, groups, shares and dividends.
| Module | What it does | Key records |
|---|---|---|
| MembersMember | SACCO membership roll with join date and share count. | Member no., First name, Last name, Phone, Email, Joined on |
| Next of kinNext of kin | Beneficiaries and emergency contacts per member. | Member, Full name, Relationship, Phone, Email, Status |
| GroupsGroup | Village groups, BOSA/FOSA units and cooperatives. | Group name, Code, Type, Chairperson, Meeting day, Status |
| Share capitalShare purchase | Share purchases at their nominal value. | Member, Shares, Nominal value, Purchased on, Status |
| DividendsDividend | Declared and paid dividends per member and period. | Member, Period, Rate (basis points), Amount, Declared on, Paid on |
Savings & deposits
Savings covers member deposits: accounts, transactions, fixed deposits, target savings, teller sessions and standing orders.
| Module | What it does | Key records |
|---|---|---|
| Savings accountsSavings account | Member accounts and their current balance. | Member, Account no., Balance, Currency, Status |
| Savings ledgerSavings entry | Deposits, withdrawals and derived balances. Post via the savings screen. | Account, Type, Amount, Balance after, Reference, Recorded by |
| Fixed depositsFixed deposit | Term deposits with rate and maturity date. | Member, Deposit no., Principal, Rate (basis points), Start date, Maturity date |
| Target savingsTarget | Goal-based savings with progress tracking. | Member, Goal, Target, Saved, Target date, Status |
| Teller sessionsTeller session | Cash drawer opening and closing with float counts. | Teller, Branch, Opened at, Closed at, Opening float, Closing float |
| Standing ordersStanding order | Recurring deposits from a member account. | Member, Account, Amount, Frequency, Next run, Status |
Credit & loans
Credit and loans covers lending: the loan book, repayments, schedules, guarantors, collateral, credit checks and write-offs.
| Module | What it does | Key records |
|---|---|---|
| LoansLoan | Loan applications, approvals and outstanding balances. | Loan no., Member, Principal, Interest (basis points), Term (months), Outstanding |
| Loan repaymentsRepayment | Repayments posted through the loan screen. | Loan, Amount, Paid on, Reference, Recorded by, Posted at |
| Repayment schedulesInstalment | Instalment plan with principal, interest and fees. | Loan, Instalment, Due on, Principal, Interest, Fees |
| GuarantorsGuarantor | Members guaranteeing a loan and the amount covered. | Loan, Guarantor, Amount covered, Status |
| CollateralCollateral | Security held against a loan with estimated value. | Loan, Description, Estimated value, Notes, Status |
| Credit checksCredit check | Bureau checks and recorded credit scores. | Member, Bureau, Score, Checked on, Outcome, Reference |
| Write-offsWrite-off | Approved bad-debt write-offs against a loan. | Loan, Amount, Reason, Approved by, Written on, Status |
Banking
Banking covers institutional money movement: bank accounts, cheques, clearing, cash transfers and mobile money.
| Module | What it does | Key records |
|---|---|---|
| Bank accountsBank account | SACCO bank accounts and current balances. | Account name, Bank, Account no., Branch, Currency, Balance |
| ChequesCheque | Issued cheques and their payees. | Bank account, Cheque no., Payee, Amount, Issued on, Status |
| Cheque clearingClearing entry | Clearing dates and references for issued cheques. | Cheque, Cleared on, Amount, Reference, Status |
| Cash transfersTransfer | Internal transfers between cash and bank accounts. | Transfer no., From, To, Amount, Transferred on, Reference |
| Mobile moneyMobile money entry | MTN and Airtel collections and payouts. | Member, Provider, MSISDN, Amount, Direction, Transacted at |
Accounting
Accounting covers the books: chart of accounts, journals and lines, budgets, expenses and suppliers.
| Module | What it does | Key records |
|---|---|---|
| Chart of accountsAccount | Double-entry account codes and their types. | Code, Account name, Type, Parent code, Status |
| JournalsJournal | General journal headers with narration and source. | Journal no., Date, Narration, Source, Status |
| Journal linesJournal line | Debit and credit legs of each journal. | Journal, Account, Debit, Credit, Memo, Status |
| BudgetsBudget line | Budgeted versus actual amounts per account and period. | Budget, Period, Account, Budgeted, Actual, Status |
| ExpensesExpense | Operating expenses by supplier and category. | Expense no., Supplier, Category, Spent on, Amount, Description |
| SuppliersSupplier | Vendors paid from the expense ledger. | Supplier, Category, Phone, Email, Status |
Insurance
Insurance covers member protection: products, policies, claims and premiums.
| Module | What it does | Key records |
|---|---|---|
| Insurance productsProduct | Credit-life and member cover products. | Product, Provider, Premium rate (basis points), Cover amount, Status |
| Insurance policiesPolicy | Member policies with cover period and premium. | Product, Member, Policy no., Start date, End date, Premium |
| Insurance claimsClaim | Claims lodged against a policy. | Policy, Claim no., Lodged on, Claimed, Approved, Reason |
| PremiumsPremium | Premium instalments due on each policy. | Policy, Due on, Amount, Paid on, Status |
Digital banking
Digital banking covers remote service: SMS banking records, API clients, notifications and appointments.
| Module | What it does | Key records |
|---|---|---|
| SMS bankingSMS instruction | Balance, deposit and withdrawal instructions received by SMS. | Member, MSISDN, Command, Amount, Processed at, Reference |
| API clientsAPI client | USSD and partner integrations, scopes and last use. | Client, Client ID, Scopes, Last used, Status |
| NotificationsNotification | Member alerts sent by SMS, email or in-app. | Member, Channel, Title, Body, Sent at, Status |
| AppointmentsAppointment | Member bookings with a loan officer or branch. | Member, Purpose, Scheduled at, Officer, Status |
Reports
Reports covers oversight: portfolio, savings and financial reports.
| Module | What it does | Key records |
|---|---|---|
| Portfolio reportsPortfolio report | Loan book, disbursements and portfolio-at-risk by period. | Period, Loans, Disbursed, Outstanding, Portfolio at risk, Captured on |
| Savings reportsSavings report | Deposits, withdrawals and savings balances by period. | Period, Deposits, Withdrawals, Balance, Captured on, Status |
| Financial reportsFinancial report | Revenue, expenses and surplus by period. | Period, Revenue, Expenses, Surplus, Captured on, Status |
Beyond the registers
Beyond the registers, the SACCO workspace includes the member lifecycle, loan appraisal and repayment workflow, teller operations, insurance handling, portfolio reporting, export and print views, and per-product internal chat.
Community and society
Property, residents, security, facilities and community life in one society workspace.
Community and society runs a residential estate, society or membership organisation: buildings and residents, gate and visitor control, community communication, facilities and bookings, helpdesk and vendors, finance, and a public website. It is a full operations workspace, not only a membership roll.
The catalogue is organised into seven groups. Registers are tenant-scoped to one society workspace. Gate workflows, resident statements and community engagement are dedicated flows built on these registers.
What the product covers
- Buildings, floors, flat types, units, residents, households, agreements and rent invoices.
- Visitors, gate passes, walk-ins, checkouts, SOS alerts and delivery companies.
- Announcements, community feed, comments, chat threads and a resident directory.
- Amenities, bookings, construction projects and updates, tours and purchase requests.
- Helpdesk tickets and comments, vendors, forms and submissions, and staff rosters.
- Invoices, payments, expenses, taxes, subscriptions and ad campaigns.
- Website pages, posts, careers, enquiries and media.
- Product-scoped internal chat for staff.
Operator switches
Platform operators can enable or disable these capabilities for a single workspace. The switch follows the customer: navigation and the affected screens reflect the change immediately, and no redeployment is needed.
| Operator switch | Covers |
|---|---|
| Members | Society membership roll and households. |
| Dues | Dues cycles, invoices and collections. |
| Events | Community events and notices. |
| Property & residents | Buildings, units, residents, tenancies and rent invoices. |
| Gate & security | Visitors, gate passes, walk-ins, checkouts and SOS alerts. |
| Community feed | Announcements, feed, chat and the resident directory. |
| Facilities & bookings | Amenities, bookings, construction projects and tours. |
| Helpdesk & vendors | Tickets, vendors, forms and staff rosters. |
| Finance | Invoices, payments, expenses, taxes and subscriptions. |
| Website | CMS pages, posts, careers, enquiries, media and ad campaigns. |
Register catalogue
Each register is a small operational screen inside the workspace. The key records column lists the main details captured, not every field.
Property & residents
Property and residents covers the estate structure: buildings, floors, flat types, units, residents, households, agreements and rent invoices.
| Module | What it does | Key records |
|---|---|---|
| BuildingsBuilding | Blocks, towers and estates managed by this workspace. | Building name, Code, Address, City, Country, Floors |
| FloorsFloor | Levels inside a building with their unit counts. | Building, Floor name, Level, Units, Status |
| Flat typesFlat type | 1 RK, 2 BHK, studio, penthouse and villa templates. | Flat type, Bedrooms, Monthly rent, Description, Status |
| UnitsUnit | Flats, houses and workspaces with occupancy state. | Building, Floor, Unit number, Flat type, Area (sq ft), Occupancy |
| ResidentsResident | Owners and tenants assigned to units. | Unit, Full name, Phone, Email, Role, Move-in date |
| HouseholdsHousehold | Family and tenant groups sharing a unit. | Unit, Head of household, Members, Pets, Status |
| Tenancy agreementsAgreement | Lease terms, rent and deposit for each tenancy. | Unit, Resident, Start date, End date, Rent, Deposit |
| Rent invoicesRent invoice | Periodic rent ledger with due dates and balances. | Invoice no., Unit, Resident, Period, Amount, Due date |
Gate & security
Gate and security covers access control operations: visitors, gate passes, walk-ins, checkouts, SOS alerts and delivery companies.
| Module | What it does | Key records |
|---|---|---|
| VisitorsVisitor | Expected guests, service visits and delivery arrivals. | Unit, Visitor, Phone, ID / passport, Type, Expected at |
| Gate passesGate pass | Pre-approved QR passes with vehicle and time window. | Visitor, Pass code, Vehicle, Valid from, Valid to, Status |
| Walk-insWalk-in | Gate registration with photo, company and target unit. | Target unit, Visitor, Phone, Company, Photo path, Checked in |
| Live checkoutsCheckout | Everyone currently inside with a one-tap checkout. | Visitor, Unit, Checked in, Checked out, Status |
| SOS alertsSOS alert | Panic-button alerts routed to guards and administrators. | Raised by, Unit, Message, Raised at, Status |
| Delivery companiesDelivery company | Partners residents can pick when logging a delivery. | Company, Phone, Tracking URL, Status |
Community
Community feed covers society communication: announcements, feed posts, comments, chat threads, messages and the resident directory.
| Module | What it does | Key records |
|---|---|---|
| AnnouncementsAnnouncement | Targeted notices by unit, building or role. | Title, Audience, Message, Priority, Expires on, Status |
| Community feedFeed post | Text, images and video shared with residents. | Author, Title, Post, Media path, Status |
| Feed commentsComment | Threaded comments and moderation on feed posts. | Post, Author, Comment, Status |
| Chat threadsChat thread | Real-time conversations between residents, guards and staff. | Subject, Participants, Status |
| Chat messagesChat message | Messages with sender and delivery timestamp. | Thread, Sender, Message, Sent at, Status |
| Resident directoryDirectory entry | Opt-in resident directory with tap-to-chat. | Resident, Display name, Phone, Visible in directory, Status |
Facilities & bookings
Facilities and bookings covers shared assets and projects: amenities, bookings, construction projects and updates, tours and purchase requests.
| Module | What it does | Key records |
|---|---|---|
| AmenitiesAmenity | Bookable spaces with capacity, rules and pricing. | Amenity, Capacity, Rules, Hourly rate, Status |
| BookingsBooking | Time-slot reservations with approval and payment state. | Amenity, Booked by, Start, End, Amount, Status |
| Construction projectsProject | Construction tracked until the building opens. | Project, Building, Budget, Progress %, Started, Target completion |
| Construction updatesProgress update | Site progress notes with percentage complete. | Project, Title, Progress %, Update, Recorded on, Status |
| Property toursTour | Scheduled viewings for prospective owners and tenants. | Unit, Client, Phone, Scheduled, Agent, Status |
| Purchase requestsPurchase request | Buyer interest captured at the point of a deal. | Unit, Client, Phone, Offer, Notes, Status |
Helpdesk & vendors
Helpdesk and vendors covers service delivery: tickets and comments, vendors, forms and submissions, and the staff roster.
| Module | What it does | Key records |
|---|---|---|
| Helpdesk ticketsTicket | Auto-numbered complaints with priority and vendor assignment. | Ticket no., Unit, Category, Priority, Subject, Description |
| Ticket commentsTicket comment | Threaded updates, images and status changes on tickets. | Ticket, Author, Comment, Status |
| VendorsVendor | Service partners who work their own ticket queue. | Vendor, Service, Phone, Email, Status |
| No-code formsForm | Form builder definitions with per-role visibility. | Form, Purpose, Schema JSON, Status |
| Form submissionsSubmission | Approval queue for no-code form responses. | Form, Submitted by, Answers JSON, Status |
| Team rosterTeam member | Staff roles with per-module permissions. | Full name, Role, Phone, Permissions JSON, Status |
Finance
Finance covers society money: invoices, payments, expenses, taxes, subscriptions and ad campaigns.
| Module | What it does | Key records |
|---|---|---|
| InvoicesInvoice | Billing, arrears and outstanding balances by unit. | Invoice no., Unit, Resident, Issued on, Due date, Total |
| PaymentsPayment | Receipts against invoices with method and reference. | Receipt no., Invoice, Paid on, Amount, Method, Reference |
| ExpensesExpense | Operating costs by category and vendor. | Expense no., Category, Vendor, Spent on, Amount, Description |
| TaxesTax | Localised tax rates and jurisdictions. | Tax, Rate (basis points), Country, Status |
| SubscriptionsSubscription | Recurring platform or service plans and renewals. | Plan, Cycle, Amount, Next due, Status |
| Ad campaignsCampaign | Policy-safe local promotions with impressions and clicks. | Campaign, Advertiser, Targeting, Starts on, Ends on, Budget |
Website
Website covers public communication: pages, posts, careers, enquiries and media.
| Module | What it does | Key records |
|---|---|---|
| PagesPage | Frontend pages maintained by the society administrator. | Title, Slug, Body, Status |
| Website postsPost | Blog posts, news and community stories. | Title, Slug, Excerpt, Body, Published on, Status |
| CareersVacancy | Job vacancies published on the community website. | Title, Department, Location, Description, Closes on, Status |
| Contact messagesMessage | Enquiries submitted through the public website. | Name, Email, Phone, Subject, Message, Status |
| Media libraryMedia asset | Reels, pictures and documents used by the website. | Title, Kind, File path, Tags, Status |
Beyond the registers
Beyond the registers, the society workspace includes resident lifecycle views, gate operations, community engagement, facility bookings, helpdesk workflows, finance statements, website publishing, export and print views, and per-product internal chat.
Integration status
Sectorg3 separates operational records from external connections. The registers and workflows described above are built and usable; a live connection to a third-party provider is enabled per deployment once the commercial agreement and credentials exist.
| Area | What is available now | What an external connection adds |
|---|---|---|
| Messaging | Email and SMS credits, tenant SMTP, message and notification records. | Provider accounts for bulk SMS, WhatsApp or Telegram delivery. |
| ISP network | Router, access point, device, tower, fibre, coverage, voucher, session and RADIUS event registers. | Live RouterOS or RADIUS control for provisioning and session enforcement. |
| SACCO digital banking | SMS banking records, API client records, notifications, appointments, mobile-money registers. | USSD/SMS banking gateways and mobile-money settlement with the operator. |
| Payments | Payment intents, settlement records, reconciliation and billing accounts. | Live card, mobile-money and bank rails through the approved providers. |
| Healthcare meetings | Telemedicine encounter registers and consultation setup. | Meet or Zoom accounts for hosted video consultations. |
| Field devices | Staff attendance, gate, visitor and identity-card records. | Biometric readers, turnstiles and gate hardware at the site. |
| Google Drive | Tenant storage, quotas and secure uploads. | A Google Drive connection once the deployment connection is configured. |
Glossary
- Workspace
- One customer account for one product, containing its users, records, settings and subscription.
- Tenant
- The platform term for a customer workspace. Data belongs to a tenant and is not shared with another.
- Product
- One of the five management systems: school, healthcare, ISP billing, SACCO or community.
- Module
- A functional area of a product, such as finance, pharmacy or credit.
- Register
- A focused screen for one record type inside a module group, with list, create, edit and export actions.
- Group
- A collection of related registers, such as operations or diagnostics.
- Operator switch
- A package of capability a platform operator can enable or disable for one workspace.
- Entitlement
- The licensed right to use a workspace and its modules for a period.
- Credits
- Prepaid balances for email and SMS delivery.
- Demonstration
- A read-only public walkthrough with sample data, separate from any live workspace.
- Shared service
- A platform capability used by every product, such as payments, messaging, chat, storage, appearance or export.
- PWA / TWA
- Installable web app technologies used to ship each product as a mobile app.