School ERP User Guide

A simple guide for school staff to understand which module to open, what work can be done there, and what to check before saving important records.

Students Admissions Fees Attendance Exams Parents Reports

How To Use This Guide

Open the section that matches your department or daily task. Each section explains the purpose of the module, the normal steps to follow, and the important checks to avoid mistakes.

Start From Dashboard Use the main dashboard menu to open student, fee, attendance, exam, parent, and setup modules.
Search Before Editing Always confirm the correct student by name, class, admission number, or mobile before making changes.
Use Save Buttons Carefully Review class, section, academic year, date, and student details before saving attendance, fees, marks, or certificates.
Use Reports For Review Use report and statistics pages for checking totals, dues, attendance trends, admissions, and academic performance.

Basic Working Rules

  • Login with your assigned user name and password.
  • Open only the modules assigned to your role.
  • Do not share your login with other staff members.
  • Use search filters to confirm the correct student before editing.
  • Use reports after data entry to verify that records are saved correctly.

Common Checks Before Saving

  • Academic year is correct.
  • Class and section are correct.
  • Student name, admission number, and mobile number match.
  • Date is correct for attendance, payment, follow-up, or certificate work.
  • Amount, payment mode, marks, and remarks are reviewed before final save.

Daily Work Guide

Use this section as a quick answer sheet for staff. If the question is "which module should I open for this work?", start here.

Student Admission, Search, Edit, And Profiles Use these pages for student entry, correction, lookup, and complete profile review.
Work To Do Use This Page What To Do There Important Check
Add a new student Add Student Enter student profile, parent details, course, section, and admission data, then save the record. Make sure the student appears in search and classwise pages after saving.
Modify an existing student Edit Student Search by student ID, name, mobile, or admission number, open the student, change required fields, and update. This is the main correction page for mobile number, class, section, hostel flag, and deactive status.
Deactivate a student without deleting data Edit Student Open the student and use the Deactivate Student option to stop showing the student in active operational lists. Use this for discontinued or inactive students when previous records must remain available.
Find a student quickly across the institute Search Student Search with name, mobile, ID, admission number, class, or other filters to open the correct student. Use this when staff do not know the exact class or section.
See all students of one class and section Classwise View Choose class and section, load students, review the grid, and open the selected student's details in the same workspace. Best page for class teachers, office review, comparison, risks, and quick student preview.
See complete student dashboard Student Detailed View Open a student’s full record to review profile, attendance, marks, fees, and related history in one page. Use this when one student needs detailed investigation or parent discussion.
Track new admission enquiries and follow-ups Admissions Pipeline Create enquiry leads, update status, record follow-up notes, and move prospects toward admission. This is for pre-admission leads, not direct student master entry.
Attendance, Fees, Exams, And Reports Use these pages for daily academic operations after the student is already in the system.
Work To Do Use This Page What To Do There Important Check
Mark daily attendance Student Attendance Select academic year, class, section, date, and attendance mode, load students, mark present or absent, then save attendance. Confirm you are on the correct date and section before saving, especially when taking period-wise attendance.
Review attendance summary Student Attendance Use its class, section, and institute summary views to verify attendance trends and absentees. Export absentees when needed for follow-up calls or SMS.
Collect fee from a student Fee Payment Search the student, review due amount, choose fee heads or payment mode, process payment, and print or share the receipt. Use the optional student photo confirmation while collecting fee if parent verification is needed.
Check fee pending and collection reports Fee Reports Run classwise, sectionwise, or datewise fee reports for outstanding and received amounts. Use this page for reporting and analysis, not for direct fee collection.
Enter or manage exam marks Mastering Exams Choose exam, class, section, subject, and enter or update marks for students. Verify exam name, max marks, and subject before final save.
Generate student progress reports Progress Report Select class, section, student, and exams, then generate report cards with attendance, remarks, and export or print options. Use this for single-student, section, or class-wide report generation.
Study academic intelligence and risk signals AI Academic Intelligence Review class trends, fee risk, attendance concern, hostel split, visitors, and event-aware academic signals. Best for principal and admin review, not raw data entry.
Faculty, Timetable, Lesson Plan, And Operations Use these pages for teacher assignment, teaching execution, institute visits, events, and setup support.
Work To Do Use This Page What To Do There Important Check
Create or review faculty records Faculty Profile and Faculty Management pages Maintain faculty profile, subject assignment, workload, and related academic information. Teacher, subject, and class mapping should match timetable and lesson plan data.
Check faculty attendance and performance linkage Faculty attendance and performance pages from dashboard Review teacher-wise daily presence, performance records, and connected timetable responsibilities. Use this when timetable, attendance, and lesson plan execution need cross-checking.
Create and save timetable Timetable Builder Configure classes, sections, rooms, subjects, faculty, mappings, constraints, generate the timetable, and save class-section wise schedules. Selecting a class and section should later show the saved timetable for that section.
Plan and execute lessons in real time Lessons Plan Create lesson plans linked to faculty, class, section, and subjects, then update them with execution status, notes, and completion trail. Use this after faculty and timetable mappings are ready so lesson execution reflects actual periods.
Manage hostellers Hostel module pages from dashboard Use the hostel module to assign hostel-specific fields while keeping common student data in the student tables. Student master and hostel master should stay aligned for hosteller fee and profile usage.
Record institute visitors Visitor management page from dashboard Enter visitor details, purpose, meeting target, entry and exit logs, and track institute visit history. Useful for security desk and office records.
View institute events and readiness School Event Planner Open the event calendar board to review upcoming events, coordinators, venue, budget, and task completion. Use this page for monitoring and review without entering edit mode.
Create or edit institute events and tasks Event Management Create events like Independence Day, farewell, PTM, annual day, exam week, and assign operational tasks to staff. Use this page for actual data entry, task assignment, edits, and deletion.
Repair tables or complete installation Admin Setup / System Maintenance Use administrator-approved maintenance tools only when support asks you to verify or repair setup. Do not use maintenance actions without permission from the school administrator.

Role Wise Guide

If staff are trained by role instead of by module, use this section. It tells each department which screens they will use most often and what their normal workflow should look like.

Admin / Principal Best for overall control, review, approval, analytics, and school supervision.
Main Need Use This Screen Purpose
Review overall student operations Classwise View Monitor class strength, risk badges, class insights, and selected student details in one place.
Investigate one student deeply Student Detailed View Check complete profile, fee position, attendance, marks, and overall academic history.
Review school performance Statistics and AI Academic Intelligence See attendance risk, fee concern, hostel split, event impact, admissions, and other school-wide signals.
Supervise timetable and lesson execution Timetable Builder and Lessons Plan Ensure timetable is published correctly and teaching execution is happening as planned.
Control staff access User Management Assign page-wise access so non-admin users can open only the screens approved for their role.
Front Office / Admissions Desk Best for enquiry handling, student registration, search, and visitor-facing operations.
Main Need Use This Screen Purpose
Capture enquiry and follow-up Admissions Pipeline Register lead data, contact history, follow-up status, and convert serious enquiries toward admission.
Create student record after admission Add Student Enter new student master data after admission is confirmed.
Correct student details later Edit Student Fix spelling, contact details, class, section, hostel, active status, and other profile changes.
Search any student quickly Search Student Use when a parent or staff member only knows partial details like name or mobile number.
Record campus visitors Visitor Management Register entry, purpose of visit, whom they met, and exit details.
Accounts / Cashier Best for fee collection, receipts, dues follow-up, and fee reporting.
Main Need Use This Screen Purpose
Collect fees and issue receipt Fee Payment Search student, confirm dues, take payment, print receipt, and send communication if enabled.
Review dues and collections Fee Reports Run reports for pending fee, daily collection, and classwise recovery review.
Cross-check student fee status Student Detailed View See complete fee history when there is a parent dispute or adjustment need.
Review fee dashboard Statistics Check collection totals, pending totals, payment modes, and daily activity.
Faculty / Class Teacher Best for attendance, classroom review, marks, lesson execution, and student follow-up.
Main Need Use This Screen Purpose
Take daily attendance Student Attendance Mark class attendance by date, period, and mode, then review absentees and summaries.
Review own class students Classwise View Load one class-section and inspect profile, fee, marks, attendance, comparison, and summary.
Enter or review exam marks Mastering Exams / Mastering Marks Submit marks for subject-wise exams and update corrected values where needed.
Generate or verify progress report Progress Report Review how exam combinations, attendance, remarks, and report presentation will appear.
Execute planned teaching Lessons Plan Create lesson plans, mark actual execution, and note partial or skipped classes.
Parent Communication / Office Staff Best for parent records, notices, messaging, and service requests.
Main Need Use This Screen Purpose
Maintain parent details Parent Management Review parent profiles, student mapping, contact details, and parent access status.
Send school communication Mega Communication / Message Queue Prepare messages, review delivery queue, and track failed messages for retry.
Manage message templates Message Templates Keep reusable SMS, WhatsApp, and email messages ready for common school notices.
Review parent activity Statistics and Parent Management Check parent login activity, unread notices, and service request status.

Main Modules

Dashboard Start here to open modules, review shortcuts, and see important school status information.
Student Management Add, edit, search, view, deactivate, and review student profile information.
Admissions Pipeline Track enquiries, follow-ups, lead stages, counsellor actions, and admission closing.
Fee Management Collect fees, review dues, print receipts, and check collection reports.
Attendance Mark daily attendance, review absentees, and check attendance summaries.
Exams And Marks Create exams, enter marks, manage grades, and generate progress reports.
Parents Module Manage parent records, notices, parent dashboard activity, and communication tracking.
Hostel, Transport, Visitors, And Events Manage daily campus operations beyond classroom and fee work.
Statistics Review student strength, admissions, fee, attendance, academics, communication, campus, and system health summaries.

When Something Looks Wrong

For sensitive actions like deleting records, resetting data, changing user access, or restoring backup, contact the school administrator.