Admission Manager
Admission Module
Global MasterDefine Profession
Purpose
This screen is used to define and manage professions that can be selected during student admission, typically for the parent’s or guardian’s profession field in the student registration form.
Where to Find
You can access this screen by navigating to:
Admission Module → Global Master → Define ProfessionField Description
✅ Use Case
Student Admission Form:
When registering a student, this profession list appears as a dropdown or selection option for Father’s Profession, Mother’s Profession, or Guardian’s Profession fields.Reports & Certificates:
The defined profession linked to a parent/guardian is often displayed in reports, ID cards, certificates, and other official documents generated by the system.Filters in Reports:
You can filter or group students based on parent/guardian profession in various reports (e.g., profession-wise student list).Important Notes
Ensure professions are entered without spelling errors, as these will directly reflect in reports and certificates.
Duplicate profession names should be avoided to maintain clean and consistent data.
Changes or deletions of profession names may affect existing student records where these professions are already assigned.
Regularly review the list of defined professions to keep it updated and relevant for the institution’s reporting needs.
Define Session
Define Academic Year
Purpose
This screen is used to define and manage academic years (sessions) for the school or institution. Academic years define the timeline for admissions, classes, exams, fee schedules, and reports.
Where to Find
You can access this screen by navigating to:
Admission Module → Global Master → Define Session / Define Academic YearField Description
✅ Use Case
Student Admission:
Determines the academic session under which a student is enrolled.Fee Management:
Fee structures and schedules are tied to the academic year.Attendance & Exams:
Attendance records and exam schedules refer to the active academic year.Reports:
Academic year filters are used to generate session-wise reports like admission reports, performance reports, and fee defaulter lists.Important Notes
Always enter accurate academic year names and dates, as these impact fee plans, exams, reports, and other records.
Only one academic year should be marked as active at a time to avoid conflicts in admissions, attendance, and reporting.
Avoid editing or deleting academic years that have already been used in transactions, as this may cause data inconsistencies.
Regularly review and deactivate old academic years that are no longer in use to keep the data clean.
Define Financial Year
Purpose
This screen allows administrators to define and manage financial years. The financial year determines the period for which financial transactions (e.g., fee collection, salary processing, and accounting) are recorded and reported.
Where to Find
You can access this screen by navigating to:
Admission Module → Global Master → Define Session → Define Financial YearField Description
✅ Use Case
Fee Collection:
Determines the financial year in which fees are recorded.Accounting Reports:
Used to generate year-wise reports such as income, expenditure, balance sheets, and fee defaulters.Salary & Expenses:
Links salaries, vendor payments, and other financial transactions to the relevant financial year.Audit:
Helps during financial audits by clearly segmenting transactions year-wise.Important Notes
Ensure correct start and end dates are set, as these directly affect financial reporting, audits, and transaction validity.
Only one financial year should be active at a time to maintain accounting accuracy.
Avoid changing dates or names of financial years once transactions have been recorded, as this may cause audit and reporting issues.
Keep old financial years deactivated to prevent accidental posting of transactions in closed periods.
Define School
School Global Details
Purpose
This screen is used to define and update the basic profile and official details of the school. These details appear on official documents like fee receipts, report cards, certificates, and various system-generated reports.
Where to Find
You can access this screen by navigating to:
Global Masters→ Define School → School Global DetailsField Descriptions
Button Descriptions
✅ Use Cases
Displayed on fee receipts, report cards, certificates, transfer certificates, and other official documents generated by the system.
Referenced in admission forms, SMS/email communication, and portals where school identity is shown.
Used in statutory and regulatory reporting (e.g., U-DISE reports).
⚠️ Important Notes
Ensure all information is accurate and up to date, as this data reflects on all official communication and documents.
Any change in affiliation or school status must be promptly updated to avoid discrepancies in compliance reports.
Changes made here may take immediate effect on system-generated documents; review carefully before saving.
Only users with administrative privileges should be allowed to modify these settings.
School Global Details With Fee Type
Purpose
This screen allows the admin to define school profile details specific to different fee types (e.g., Regular Fee, Transport Fee, Hostel Fee). This ensures that the correct school identity information appears on receipts and reports based on the selected fee type.
Where to Find
You can access this screen by navigating to:
Global Masters→ Define School → School Global Details with fee typeField Descriptions
Button Descriptions
✅ Use Case
✅ The details here reflect on fee receipts, invoices, and statements generated for the selected fee type.
✅ Ensures accurate school identity on documents across different fee structures (like Hostel, Transport).
✅ Supports multi-campus or multi-branch schools managing different receipts per fee type.⚠️ Important Notes
It is essential to define each fee type separately to ensure proper display of school information across reports.
Incorrect or missing entries may result in misrepresentation of school details on financial documents.
Always select the appropriate receipt template under “Receipt Settings” to align with school branding.
Only authorized users should modify these records, as they impact printed and digital financial communications.
Define Class Details
Define Wing
Purpose
This screen allows the admin to define different wings or academic divisions of the school.
Examples of wings include:
Pre-Primary Wing
Primary Wing
Secondary Wing
Senior Secondary Wing
Defining wings helps organize students, staff, and records by academic sections or divisions for more efficient administration.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Deine Class Details → Define Wing📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Helps categorize school structure into different wings for academic and administrative clarity. ✅ Useful in student management, class assignments, and report generation based on school divisions.
✅ Supports schools with multiple levels or departments by providing clear segmentation.⚠️ Important Notes
Always ensure unique and meaningful names are used for each wing to avoid confusion.
Defining wings properly is essential for reports, class distribution, and permission control based on roles.
Only authorized users should manage wing definitions as it affects organizational hierarchy and reporting structure.
Define Wing
Purpose
This screen allows the admin to define academic classes within the school structure.
Each class is linked to a specific wing and school, and arranged in a desired order.
This ensures that all classes are properly organized for use in:
Student enrollment
Timetables
Academic reports
Section allocations
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Deine Class Details → Define Class📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Helps maintain a structured academic hierarchy within each school and wing.
✅ Essential for linking students, timetables, subjects, and teachers to specific classes.
✅ Useful in multi-campus schools to manage class-level distinctions across branches.⚠️ Important Notes
Ensure class names follow a standardized format (e.g., Class 1, Class 2, not One, Two).
The order field determines how classes are sorted—important for user-friendly dropdowns.
Always link each class to the correct wing and school to avoid confusion in academic mapping.
Only authorized personnel should configure classes to prevent data structure inconsistencies.
Define Section
Purpose
This screen allows the admin to create and organize sections within a class (e.g., Section A, B, C).
Sections help in managing students more efficiently within the same class level by grouping them into smaller units.
It supports:
Class-wise student distribution
Timetable management
Attendance, examination, and report generation by section
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Deine Class Details → Define Section📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Enables schools to divide students in each class for better teacher-student ratio.
✅ Helps in assigning teachers, creating section-wise reports, and organizing section-wise activities.
✅ Especially useful in schools with large student strength per class.⚠️ Important Notes
Use consistent and logical naming for sections (e.g., A, B, C or Alpha, Beta) to avoid confusion.
Order No. should be set carefully to ensure correct display and sorting in lists.
Changes to section structure may impact timetables, student allocation, and report formats, so modify cautiously.
Only authorized staff should handle section creation and updates.
Relate Class Section
Purpose
This screen allows the admin to assign or link sections to specific classes.
It defines the relationship between classes and their corresponding sections, enabling the school to structure students under appropriate combinations like:
Class 1 → Sections A, B
Class 2 → Sections A, B, C
This is essential for managing academic records, timetables, and staff allocation at the section level.📍 Where to Find
You can access this screen by navigating to:
Global Masters → Deine Class Details → Relate Class Section📝 Field Descriptions
Once a class is selected, the system displays the available sections (not shown in this cropped image), allowing the user to checkmark and assign them.
🔘 Button Descriptions
✅ Use Case
✅ Helps in organizing students into class-section combinations for all academic operations.
✅ Ensures accurate linkage for student admission, timetable generation, examination setup, and teacher allocation.
✅ Reduces manual errors and ensures system-wide consistency for class-structure-based modules.⚠️ Important Notes
Only predefined classes and sections can be linked here. Ensure both are already created.
Each class can have multiple sections based on the school structure.
Assignments made here affect admissions, attendance, and academic reporting, so changes should be handled carefully.
Only authorized personnel should perform mappings to maintain data accuracy.
Define Religion
Purpose
This screen allows the admin to define and manage religion categories in the system.
The defined religion names are used across multiple modules including:
Student admission
Staff registration
Reports and demographic analysis
It helps the school maintain accurate personal records for each individual, respecting diversity and regulatory compliance.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define Religion📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Enables schools to record religious affiliation for students and staff during admission or profile creation.
✅ Helps in generating customized reports or fulfilling government education board requirements.
✅ Useful for statistical analysis, scholarship eligibility, and inclusive event planning.⚠️ Important Notes
Enter religion names accurately and without duplication to avoid confusion in dropdowns.
This master list is used in various modules—editing or deleting an entry may affect historical data.
Ensure religion options are created with cultural sensitivity and aligned with school policy.
Only authorized users should update this list to maintain data integrity and compliance.
Define Caste
Purpose
This screen allows the admin to define and manage caste categories in the school system.
Caste information is used during:
Student admission
Government reporting
Scholarship eligibility tracking
Demographic analysis
Proper configuration ensures that the institution complies with educational regulations and supports inclusion policies.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define Caste📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Helps the school in recording caste-related data for students and staff.
✅ Facilitates government compliance, reporting, and scholarship processing.
✅ Supports schools in creating inclusive admission reports and ensuring transparency.⚠️ Important Notes
Ensure caste names are entered correctly and without duplication to maintain data quality.
Caste entries once created may appear in student admission forms, so avoid casual edits.
Handle caste data with confidentiality and respect, in accordance with institutional and legal guidelines.
Only authorized personnel should update this list to maintain system-wide consistency.
Define Sub caste
Purpose
This screen allows the admin to define and manage sub-caste details under each caste category.
It enhances the granularity of demographic data collected during:
Student admissions
Staff profiling
Government reporting or welfare program eligibility
Sub-castes are useful for schools that require more detailed classification under caste for compliance or statistical purposes.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define Sub Caste📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Helps institutions record accurate and detailed caste information as required by various government education bodies.
✅ Supports eligibility verification for scholarships, reservations, or educational schemes.
✅ Enhances the quality of demographic reporting and school analytics.⚠️ Important Notes
Sub-castes should only be created after their parent caste is defined in the system.
Avoid creating duplicate or inconsistent sub-caste names to ensure clean data.
Be sensitive and respectful while managing caste-related information—it should only be accessed or updated by authorized personnel.
Once sub-castes are linked with student records, editing them should be done with caution.
Define Category
Purpose
This screen allows the admin to define student or admission categories that can be used to classify students based on various criteria such as:
General
SC
ST
OBC
EWS (Economically Weaker Section)
Management Quota
These categories are important for managing admissions, fees, reports, and eligibility for schemes or concessions.📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define Category📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Allows schools to classify students for fee structure, seat allotment, and reporting.
✅ Supports government-mandated reporting and reservation management.
✅ Enables custom reporting by category for scholarships, analysis, and performance comparison.⚠️ Important Notes
Category names should be clearly defined and aligned with government norms or school policy.
Use the “Is Default” option carefully—it sets the default category for all new entries.
Avoid duplication of category names for clean dropdowns and report accuracy.
Only authorized personnel should modify category settings to ensure system-wide consistency.
Define Parish
Purpose
This screen allows the admin to define student or admission categories that can be used to classify students based on various criteria such as:
General
SC
ST
OBC
EWS (Economically Weaker Section)
Management Quota
These categories are important for managing admissions, fees, reports, and eligibility for schemes or concessions.📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define Category📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Allows schools to classify students for fee structure, seat allotment, and reporting.
✅ Supports government-mandated reporting and reservation management.
✅ Enables custom reporting by category for scholarships, analysis, and performance comparison.⚠️ Important Notes
Category names should be clearly defined and aligned with government norms or school policy.
Use the “Is Default” option carefully—it sets the default category for all new entries.
Avoid duplication of category names for clean dropdowns and report accuracy.
Only authorized personnel should modify category settings to ensure system-wide consistency.
Define Committee
Purpose
This screen allows the admin to define a committee by assigning members (employees, students, or others) to a specific committee type, along with their designation and duration of association. It helps in organizing institutional committees like:
Disciplinary Committee
Cultural Committee
Academic Committee
Examination Committee
Anti-Ragging Committee
This feature streamlines committee management for roles, responsibilities, and reporting.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define Committee📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Assign and manage committee roles for faculty, students, or external members.
✅ Maintain a record of active and past committee members with duration.
✅ Enable role-based communication and responsibility mapping within the institution.
✅ Print committee details for audits, approvals, or official records.
⚠️ Important Notes
Ensure date fields (From Date & To Date) are accurate to avoid overlapping assignments.
"Active Status" must be used judiciously to track current members effectively.
Only valid staff/students should be selected to avoid inconsistencies in reports.
Committees should be predefined before assigning members (manage via Master screens).
Define Club
Purpose
This screen allows the admin to define and manage different clubs within the institution. Clubs can be academic, cultural, or interest-based groups that help in holistic development of students and staff, such as:
Science Club
Literary Club
Music Club
Drama Club
Robotics Club
Defining clubs helps streamline event planning, student participation, and report generation related to extracurricular activities.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define Club📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Enables management of co-curricular and extra-curricular student activities.
✅ Facilitates assigning members and coordinators to specific clubs.
✅ Supports reports and dashboards related to club-wise student participation.
✅ Useful for organizing inter-house and inter-school competitions effectively.
⚠️ Important Notes
Avoid duplicate club names to ensure clean dropdowns and reporting.
Clearly name the clubs to reflect their purpose and engagement area.
Only authorized staff should define or edit club names for consistency.
Define House
Purpose
This screen allows the admin to define houses within the school system for inter-house competitions, discipline, attendance, and team activities. These houses foster a sense of identity, teamwork, and healthy competition among students.
Common examples include:
Red House
Blue House
Green House
Yellow House
Defining houses is essential for organizing sports, debates, quizzes, and other inter-house events.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define House📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Enables the creation of house groups for students and staff.
✅ Helps in managing inter-house competitions and assigning points.
✅ Facilitates attendance, discipline, and performance tracking by house.
✅ Supports automatic sorting of students into houses during admission.
⚠️ Important Notes
Ensure each house name is unique to avoid confusion in reports and assignments.
Use consistent naming conventions for clear recognition across the system.
Avoid frequent edits to house names after student assignments to maintain data integrity.
Meeting Details
Purpose
This screen allows the admin to record meeting details for various institutional committees. It helps track meeting schedules, attendance, agenda descriptions, and the number of participating members.
It is useful for documenting:
Academic Committee Meetings
Disciplinary Meetings
Cultural or Event Planning Discussions
Safety or Compliance Committee Reviews
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Meeting Details📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Maintains a centralized log of all committee meetings.
✅ Helps with audits, compliance checks, and activity tracking.
✅ Enables transparency in institutional decision-making processes.
✅ Assists in documenting minutes and outcomes of the meetings.
⚠️ Important Notes
Ensure the correct committee type is selected to avoid data misclassification.
Include clear and concise descriptions for better documentation.
Meeting records can support reviews, inspections, or administrative reports.
Avoid entering incorrect dates or participant counts to maintain accuracy.
Import Student
Purpose
This screen allows the admin to bulk import student and staff data into the system using Excel files. It significantly reduces manual data entry by enabling the upload of records in batches.
The tool supports multiple upload methods:
Excel to Online
Offline to Online
Import Student for Multiple Academic Years
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Import Student📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Import large batches of student or teacher records efficiently.
✅ Update data across multiple academic years when required.
✅ Minimize manual errors and speed up admissions or onboarding processes.
✅ Useful for newly onboarded schools or institutions transitioning from offline systems.
⚠️ Important Notes
Ensure the Excel file format strictly matches the required template (column names and order).
Always validate the data in Excel (no missing or incorrect values) before uploading.
For multi-academic year imports, ensure consistency in year-wise data entries.
Use the correct section (Student or Staff) to avoid uploading errors.
Define Strem
Purpose
This screen allows the admin to define different academic streams offered by the institution, such as:
Science
Commerce
Humanities (Arts)
Vocational
Technical
Streams help in grouping students based on curriculum focus in higher classes (usually Grade 11 & 12), enabling better management of subjects, timetables, and exam patterns.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define Stream📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Helps in stream-wise student admissions and subject allocation.
✅ Useful in configuring class sections, timetables, and stream-specific activities.
✅ Enables reporting and analytics based on academic streams.
✅ Mandatory for institutions offering senior secondary education (Classes 11–12).
⚠️ Important Notes
Avoid duplicate or confusing stream names to maintain reporting accuracy.
Once streams are assigned to students, changing the stream name may affect data consistency.
Follow institutional or board-prescribed naming conventions for standardization.
Stream names should reflect the academic focus clearly (e.g., "Science – PCM").
Parent Status
Purpose
This screen allows the admin to define various parental status categories to be associated with student records. This helps institutions track and record the current status of a student’s parents for documentation, eligibility, or support programs.
Common examples include:
Alive
Deceased
Single Parent
Divorced
Guardian Only
This data is essential for ensuring appropriate support, fee waivers, or counseling services.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Parents Status📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Helps identify students needing emotional, financial, or social support.
✅ Enables customized reporting and eligibility for scholarships or concessions.
✅ Aids in parental communication management (e.g., only mother/father contact).
✅ Supports legal documentation processes involving guardianship or care.
⚠️ Important Notes
Use standardized status names to avoid confusion in reporting.
Make sure entries reflect actual legal/guardian status for accuracy.
This data should be updated only by authorized users due to its sensitivity.
May be linked with student profile updates during admission or review.
Define Optional Subject
Purpose
This screen allows the admin to define various optional subjects that students can choose in addition to core subjects, based on their interests or academic requirements.
Examples of optional subjects include:
Physical Education
Informatics Practices
Fine Arts
Computer Science
Music
Economics (for non-Commerce students)
These subjects play a key role in curriculum flexibility and student development.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define Optional Subject📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Enables students to select subjects that align with their interests or career paths.
✅ Assists in optional subject mapping during admission or section allocation.
✅ Useful for flexible curriculum management, especially in Grades 9–12.
✅ Supports report generation and exam configuration based on subject choices.
⚠️ Important Notes
Ensure subject names follow the board-prescribed naming (e.g., CBSE, ICSE).
Avoid duplicate entries to keep the subject list clean and accurate.
Optional subjects should be linked to applicable classes/streams in subsequent configurations.
Periodically review and update the list to match institutional offerings and trends.
Define Classification
Purpose
This screen allows the admin to define student classification types, which can be used to group or categorize students based on specific criteria. These classifications help in personalized management, reporting, and filtering of student data.
Examples of student classifications include:
Regular
Special Needs
Scholarship Holder
Transport Availing
Day Scholar / Hostel
Such classifications support differentiated treatment in attendance, fee structure, examination, and services.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define Classification📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Helps filter students for reporting, examination setup, or transportation.
✅ Supports specialized fee setup or policy application (e.g., concession for scholarship holders).
✅ Enables structured data grouping for better administration.
✅ Useful for customizing student support programs or academic interventions.
⚠️ Important Notes
Use clear and non-overlapping names for each classification to avoid confusion.
Avoid making unnecessary changes after student records are assigned to a classification.
Classifications should reflect meaningful and actionable groupings aligned with school policies.
Can be used in conjunction with filters across modules like Attendance, Reports, and Fee.
Define Reason
Purpose
This screen allows the admin to define different reasons that can be used across multiple school modules—such as for attendance, leave applications, disciplinary actions, transfer certificates, or activity cancellations.
Common examples include:
Sick Leave
Personal Reason
Transfer to Another School
Medical Emergency
Fee Non-payment
Having predefined reasons ensures consistency in data entry and reporting across the system.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define Reason📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Ensures uniformity in recording student/staff leave or disciplinary actions.
✅ Enables clean and categorized reporting (e.g., number of students on medical leave).
✅ Useful for Transfer Certificates (TC), dropout tracking, or cancellation logs.
✅ Helps maintain consistent dropdown options across modules requiring a “reason” field.
⚠️ Important Notes
Keep reason names concise and unambiguous.
Avoid duplicate or redundant entries (e.g., “Sick” vs “Medical Leave”).
Review periodically to update or deactivate obsolete reasons.
Used system-wide—changes will reflect in multiple reporting areas.
Country Setting
Purpose
This screen allows the admin to configure country-specific settings that impact number formatting and communication preferences within the school management system. These settings ensure regional accuracy in representing numerical data and define how communication with parents is handled.
Common use cases include:
Displaying student fees or grades using the Indian or Western number format.
Sending notifications to parents via SMS or push notifications, depending on preferences and app usage.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Country Setting📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Automatically displays numbers in a format familiar to the region (e.g., fee: ₹1,00,000 instead of ₹100,000).
✅ Controls how important school updates are sent to parents (SMS or push).
✅ Ensures parents receive timely updates using their preferred or most accessible communication method.
✅ Supports multi-country school setups with region-specific settings.⚠️ Important Notes
For Push Notification to work, ensure that parents have access to the E-Care Mobile App.
Only one numbering system can be active at a time.
Settings apply system-wide and affect how data is viewed and communicated.
Schools should verify phone number and app usage accuracy before relying solely on one communication method.
Define Remark
Purpose
This screen allows the admin to predefine standard remarks that can be used across various school modules—such as for student reports, assessments, behavioral tracking, or progress cards.
Common examples include:
Excellent Performance
Needs Improvement
Absent During Assessment
Well Disciplined
Incomplete Work
Having predefined remarks ensures uniform and consistent communication across reports, teacher comments, and other student records.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Define Remark
📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Enables consistent language in student feedback across all classes and terms.
✅ Saves time for teachers by offering ready-to-use remark options.
✅ Standardizes the tone and terminology used in school documentation.
✅ Helps in generating automated report cards or disciplinary records.⚠️ Important Notes
Keep remarks concise, clear, and positive where possible.
Avoid spelling errors or vague phrases (e.g., replace “Good” with “Shows consistent improvement”).
Periodically review and update remarks to align with school tone or new academic strategies.
Remarks are used school-wide—ensure they are appropriate for all grade levels and contexts.
Session Transfer
Purpose
This screen enables the admin to transfer academic session data (such as class-section assignments and student admissions) from the current session to the next academic session. It ensures that students and their respective classes are properly migrated to the new academic year, maintaining continuity in academic records.
Typical use cases include:
Promoting students to the next grade with correct section mapping.
Preparing the system for a new academic year without losing historical data.
Ensuring student data is accurately retained for the new session setup.
📍 Where to Find
You can access this screen by navigating to:
Global Masters → Session Transfer📝 Field Descriptions
🔘 Button Descriptions
✅ Use Case
✅ Promotes all students to their next grade and associates them with the correct class-section automatically.
✅ Transfers historical class-section configurations to avoid reassigning manually.
✅ Ensures no data loss during transition from one academic session to another.
✅ Reduces administrative effort at the end/start of an academic year.⚠️ Important Notes
Make sure that the Next Session is already created/configured in the system before proceeding.
Only authorized staff should perform this transfer to avoid errors in student promotion.
The status will change to “Transferred” once the action is completed.
Transferring is usually irreversible—double-check all selections before confirming.
Backup data is recommended before initiating the session transfer.
Master Settings
Global Search Option Settings
Purpose
This screen allows the admin to configure the default search filters and display settings used across the student information system. It defines how students can be searched (e.g., by name, admission number, mobile number) and what key identifier should appear in reports.
These settings ensure that staff can locate student records efficiently and that reports show consistent, relevant details.
📍 Where to Find
You can access this screen by navigating to:
Master Settings → Global Search Option Settings📝 Field Descriptions
Search Options for Students
Allows enabling/disabling the following identifiers for student search filters:
Display On Report
Specifies which key field should appear on student-related reports:
🔘 Button Description
✅ Use Case
✅ Helps front-office staff and administrators quickly locate student data.
✅ Ensures a consistent search experience across modules like attendance, fee management, and academics.
✅ Reduces time spent filtering large student databases.
✅ Customizes report headers to match school priorities (e.g., admission vs. transport tracking).⚠️ Important Notes
Selected options will reflect system-wide for all staff users.
Too many active search fields can slow down search performance—enable only the most used ones.
Default recommendation is to keep Admission No, Name, and Mobile Number checked.
Review periodically to adjust for changes in school operations or staff workflows.
Change Academic Year
Purpose
This screen allows users to switch the active academic and financial year for their session within the school management system. It is particularly useful when moving between sessions to view, edit, or manage data from different academic years.
This ensures that users work in the correct data context related to admissions, attendance, fees, exams, and more.
📍 Where to Find
You can access this screen by navigating to:
Master Settings → Change Academic Year📝 Field Descriptions
🔘 Button Description
✅ Use Case
✅ Essential for administrative staff to manage or review records from past or upcoming sessions.
✅ Used at the beginning of the new academic session to transition into new data entry.
✅ Helpful for audit, reporting, or student data verification from previous years.
✅ Supports working in a multi-school environment (if applicable).⚠️ Important Notes
This change typically applies to your user session only, not globally unless you have admin rights.
Make sure relevant session data (like classes, fees, timetables) has been configured before switching.
Always confirm the selected academic year before performing tasks like fee entry, exam uploads, or admissions.
You may need to refresh or re-navigate after clicking Change to load the selected session fully.
Quick Link
Purpose
This screen allows users to manage their personalized Quick Links—shortcuts to frequently used pages or modules within the school management system. It enhances workflow efficiency by minimizing navigation time to commonly accessed features.
Common quick links may include:
Student Registration
Class-wise Student Details
Fee Collection
Exam Marks Entry
📍 Where to Find
You can access this screen by navigating to:
Master Settings → Quick Link
📝 Field Descriptions
🔘 Button Description
✅ Use Case
✅ Helps teachers, staff, and admins quickly access frequently used modules.
✅ Reduces repetitive navigation through multi-level menus.
✅ Customizable per user—each staff member can maintain their own set of quick links.
✅ Ideal for fast-paced tasks like admissions, attendance, or result entry.⚠️ Important Notes
Only valid and authorized modules/pages will appear when typed in the input field.
This feature is user-specific—quick links added here are only visible to the logged-in user.
Avoid clutter—add only genuinely useful shortcuts.
Use the search bar to check if a module already exists before adding again.
Admission Setting
Purpose
This screen enables the admin to configure default settings for the student admission process, including form charges, session settings, SMS notifications, and prospectus handling. It standardizes and streamlines the workflow for student registrations, enquiries, and follow-up communications.
📍 Where to Find
You can access this screen by navigating to:
Master Settings → Admission Setting📝 Field Descriptions
Top Section: Defaults
Admission Process Toggles
Gender Setting
🔘 Button Description
✅ Use Case
✅ Automates communication and reduces manual follow-up with SMS alerts.
✅ Simplifies prospectus and registration tracking with synchronized receipt numbers.
✅ Allows for configuration based on school policy (e.g., auto roll no., admission fee).
✅ Ensures consistency in form processing for every admission cycle.⚠️ Important Notes
Make sure stationary validation is enabled only if inventory tracking is actively used.
Enquiry SMS improves engagement with prospective parents and students.
Credential SMS should be sent only if the parent portal or app is in use.
Periodically review settings before the start of a new session to ensure alignment with school policy.
Enquiry No Setting
Purpose
This screen allows the administrator to configure the format and generation method for enquiry numbers during the student admission enquiry process. It helps standardize how enquiry IDs are assigned, making tracking and record-keeping more organized and automated.
📍 Where to Find
You can access this screen by navigating to:
Master Settings → Enquiry No Setting📝 Field Descriptions
🔘 Button Description
✅ Use Case
✅ Ensures unique and systematic enquiry numbers for tracking admissions.
✅ Useful in institutions with high enquiry volumes needing auto-numbering.
✅ Enhances professionalism when communicating enquiry IDs with parents.
✅ Prefixes/suffixes can denote branch code, year, or campaign for better categorization.⚠️ Important Notes
If manual mode is selected, staff must enter enquiry numbers carefully to avoid duplicates.
Changing prefix/suffix after enquiries have been entered may affect sorting/reporting.
“Start From” works only for new sessions—does not reset existing data.
Consistency in format is key for data exports and integrations.
Prospectus & Registration No Setting
Purpose
This screen enables administrators to configure the format, type, and sequence of numbers issued for Prospectus and Registration. It ensures a consistent, structured approach across sessions, schools, and boards for tracking student admissions and document distribution.
📍 Where to Find
Navigate to:
Master Settings → Prospectus & Registration No Setting📝 Field Descriptions
Numbering Settings
🔘 Button Descriptions
✅ Use Case
✅ Useful for assigning structured and trackable Prospectus and Registration numbers.
✅ Supports unique numbering per school, session, or board.
✅ Enhances transparency in the admission process.
✅ Prevents duplication and ensures standardized document issuance.⚠️ Important Notes
If using Automatic, make sure to choose unique start numbers across sessions or classes.
Lead Zero improves readability and sorting but should be consistent year over year.
Updating settings mid-session may affect historical document continuity—use cautiously.
Apply consistent prefix/suffix schemes across schools to avoid confusion.
User Permission
Purpose
This screen allows administrators to assign and manage user-specific permissions within the system. It ensures that staff members have access only to the features and modules that are relevant to their roles and responsibilities.
📍 Where to Find
Navigate to:
Global Masrers → User Permission📝 Field Descriptions
Once a user and school are selected, the interface typically expands to show checkboxes or toggles for different modules (like Admissions, Reports, Fees, Attendance, etc.) that can be enabled or disabled.
✅ Use Case
✅ Ensures role-based access control across departments.
✅ Prevents unauthorized access to sensitive data or administrative modules.
✅ Streamlines the user interface by hiding irrelevant features from users.
✅ Supports multi-school management with school-specific permissions.⚠️ Important Notes
Only admins/super-admins can modify user permissions.
Always review permissions after assigning new roles or during audits.
Permissions may need to be reconfigured if system modules are added or updated.
Ensure school selection matches the user’s actual working branch in a multi-school environment.
Receipt Certificate Setting
Purpose
This screen allows administrators to select and manage the default format templates for various types of certificates and receipts issued by the school. By configuring these settings, the institution ensures consistency in official documentation and streamlines the printing process.
📍 Where to Find
Navigate to:
Master Settings → Receipt Certificate Setting
📝 Section & Field Descriptions
🧾 Receipt Settings
📜 Certificate Settings
🎓 Academic Certificates
🔘 Button Descriptions
✅ Use Case
✅ Maintains a standard format for each type of certificate/receipt across the institution.
✅ Helps print ready-to-use documents without reconfiguring format each time.
✅ Simplifies compliance with board/university guidelines requiring uniform certificate styles.
✅ Enables easy format switching for specific years, schools, or use-cases (e.g., exam-wise TC formats).⚠️ Important Notes
Make sure all selected templates are compatible with your print layout and content fields.
Double-check certificate contents (name, class, date, etc.) in the preview using the View button.
If managing multiple schools/branches, different templates may be configured per school.
Some formats may require admin-level access to create or edit (via Format Master module).
Define Tc details
Define Language
Purpose
This screen is used to define and manage languages that may be used or referenced across the system—such as for communication preferences, academic languages, or personal profile settings. It ensures standardized language data entry and usage across modules.
Where to Find
You can access this screen by navigating to:
Master Settings → Define Tc Details → Define LanguageField Description
✅ Use Cases
Student Admission Form:
Allows selecting the student’s or parent’s preferred language or medium of instruction during registration.Academic Records:
Defined languages may appear in report cards, transfer certificates, or internal reports where language preferences are required.Communication Preferences:
Helps institutions record and manage language preferences for communicating with parents and students.Important Notes
Ensure accurate spelling while entering language names, as these appear in reports and official records.
Avoid duplicate entries (e.g., "English" vs "english") to maintain clean and standardized data.
If a language is deleted or renamed, check for impacts on records where it has already been used.
Periodically review the list of defined languages to ensure it's up-to-date and relevant to the institution’s needs.
Define Caste
Purpose
This screen is used to define and manage caste categories that are required for Transfer Certificate (TC) generation or other official student records. It helps standardize caste-related data entry across the institution’s academic and administrative modules.
Where to Find
You can access this screen by navigating to:
Master Settings → Define Tc Details → Define TC CasteField Description
✅ Use Cases
Transfer Certificate (TC) Generation:
The defined caste is displayed on the student’s TC as part of personal and demographic information.Admission Form:
During admission, caste information is selected from the predefined list for consistency.Scholarship Eligibility and Reporting:
Caste information is used for filtering eligibility for scholarships or government benefit schemes.Reports and Filters:
Administrators can generate caste-wise student reports or statistics for internal analysis or official submission.Important Notes
Ensure caste names are spelled correctly and entered uniformly (e.g., avoid “O.B.C” and “OBC” as separate entries).
Do not create duplicate caste names; this can lead to inconsistent reporting and data duplication.
Be cautious while editing or deleting caste names that are already associated with existing student records.
Review the list periodically to ensure alignment with updated government classifications or institutional needs.
Define Extra Activity
Purpose
This screen is used to define and manage extra-curricular activities that students can participate in. These activities are often recorded in student profiles, report cards, and certificates, helping track holistic development beyond academics.
Where to Find
You can access this screen by navigating to:
Master Settings → Define Tc Details → Define Extra ActivityField Description
✅ Use Cases
Student Profile:
Selected activities can be displayed in the student’s personal profile or academic dashboard.Report Cards & Certificates:
These activities may appear in report cards, especially if assessed, or on participation/achievement certificates.Activity-Based Awards:
Helps in tracking and awarding students based on their participation in specific extra-curricular areas.Club/House Allotment:
Used to organize students into clubs or houses based on their interests or talents.Important Notes
Use standard, clear names for activities to ensure consistency across records (e.g., use "Drama" instead of both "Drama" and "Theater").
Avoid creating duplicate entries with slightly different spellings or names.
Changes to activity names after they are used in student records may affect reporting and display accuracy.
Review the activity list annually to keep it relevant to your school’s offerings and student interests.
Define Chracter
Purpose
This screen is used to define and manage character traits or remarks that can be assigned to students, particularly for use in Transfer Certificates (TC), report cards, or character certificates. It ensures consistency in how character-related attributes are recorded and reported.
Where to Find
You can access this screen by navigating to:
Master Settings → Define Tc Details→ Define CharacterField Description
✅ Use Cases
Transfer Certificate (TC):
The student’s character can be selected from this list and displayed in the character field on the TC.Character Certificate:
When generating a character certificate, predefined values ensure consistency and professionalism.Report Cards or Remarks:
Some schools may choose to show general character observations on academic reports or feedback forms.Important Notes
Use positive and professional terms that reflect common educational standards (e.g., avoid vague or negative entries).
Avoid duplicate or similar traits (e.g., "Very Good" and "Excellent" might be confusing if overused interchangeably).
Do not delete or rename character traits that are already in use for existing student records.
Regularly review and update the list to align with institutional standards and reporting practices.
Define Promotion Master
Purpose
This screen is used to define and manage promotion-related remarks or status labels that are used during the student promotion process (e.g., Promoted, Not Promoted, Promoted with Condition). It ensures standardization across promotion workflows and reports.
Where to Find
You can access this screen by navigating to:
Master Settings → Define Tc Details → Define Promotion MasterField Description
✅ Use Cases
Annual Promotion Processing:
When promoting students to the next class, these predefined labels are applied to specify each student’s promotion status.Report Cards or Promotion Reports:
The defined promotion status appears in academic reports or promotion summaries shared with parents and staff.TC/Exit Certificate:
The promotion status is sometimes displayed in Transfer Certificates or final documents when a student exits the school.Important Notes
Keep promotion names short, clear, and formal (e.g., use "Promoted" instead of "Passed to Next Class").
Avoid duplicate or unclear entries to maintain consistency in reports and avoid confusion.
Make sure promotion statuses match your school’s academic policy and promotion criteria.
Once a promotion name is in use, editing or deleting it may affect existing records or past promotion history.
Define Last Result
Purpose
This screen is used to define and manage the final academic result status labels for students, particularly for use in Transfer Certificates (TC), report cards, or student history records. It helps standardize result-related remarks like "Pass", "Fail", "Promoted", or "Detained".
Where to Find
You can access this screen by navigating to:
Master Settings → Define Tc Details → Define Last ResultField Description
✅ Use Cases
Transfer Certificate (TC):
The last result is displayed on a student's TC to indicate their academic outcome for the year.Report Cards:
Shows the final academic status based on performance across terms or the academic session.Historical Records:
Maintains a standardized log of each student’s final result over the years for analytics or official audits.Important Notes
Use consistent and standardized terminology to maintain professional and uniform reporting (e.g., use "Passed" instead of "pass" or "Pass out").
Avoid duplicate entries that only vary in capitalization or phrasing.
Be cautious when editing or deleting result statuses that have already been assigned to student records.
Align result names with institutional grading/promotion policies and ensure clarity for parents and external bodies.
Term Master
Purpose
This screen is used to define academic terms (e.g., Term 1, Term 2, Semester 1) for use in exam scheduling, result processing, and academic planning. Defining terms helps institutions manage curriculum delivery, assessments, and reporting in structured phases.
Where to Find
You can access this screen by navigating to:
Master Settings → Define Tc Details → Term MasterField Description
✅ Use Cases
Examination Planning:
Helps in grouping exams and assessments under specific terms for easier management and reporting.Report Cards:
Results are organized and presented term-wise for clarity and phased performance tracking.Curriculum Distribution:
Enables educators to plan syllabus coverage across defined terms.Attendance & Evaluation:
Supports term-based attendance and evaluation summaries.Important Notes
Use clear and consistent naming conventions (e.g., avoid using "T1" in one place and "Term 1" elsewhere).
Don’t duplicate term names; it can cause confusion in reports and student records.
Ensure all terms are created before setting up exam schedules or report card templates.
Once used in records, changes to term names may affect historical data or linked assessments.
Define Moral
Purpose
This screen is used to define and manage moral or value-based attributes (e.g., Honest, Responsible, Respectful) that can be assigned to students. These may appear in report cards, character evaluations, or value education assessments to promote ethical and behavioral development.
Where to Find
You can access this screen by navigating to:
Master Settings → Define Tc Details→ Define MoralField Description
✅ Use Cases
Character Evaluation:
Helps teachers assign specific moral traits to students based on behavior and classroom conduct.Report Cards / Progress Reports:
Moral traits can be included in report cards to show development in values-based education.Certificates:
Moral values may appear in character or conduct certificates for students during school leaving.Value Education Programs:
Supports moral education initiatives by allowing the institution to track and reward good moral behavior.Important Notes
Use clear, positive, and widely accepted values to ensure consistency and clarity (e.g., “Respectful” instead of “Nice”).
Avoid redundancy or near-duplicate values that can confuse evaluators.
Don’t delete values in use to prevent issues with linked records or historical student data.
Periodically review the list to align with evolving value education frameworks or institutional goals.
Define Mother Tounge
Purpose
This screen is used to define and manage mother tongue languages for students, which are recorded during the admission process or in student profiles. This helps institutions maintain demographic data and personalize communication and educational support.
Where to Find
You can access this screen by navigating to:
Master Settings → Define Tc Details → Define Mother TongueField Description
✅ Use Cases
Student Admission:
During the registration process, mother tongue is selected from this list for each student.Demographic Reports:
Helps generate reports based on language background to support regional planning or government reporting.Communication Planning:
Assists schools in tailoring communications or notifications in students’/parents’ native languages.Census & Compliance:
Useful for compliance with educational board or governmental surveys that require linguistic data.Important Notes
Ensure correct spelling and avoid duplicates (e.g., "Bengali" vs. "Bangla").
Use official or widely accepted names of languages for consistency in reports and certificates.
Once linked to student records, editing or deleting a mother tongue may impact data integrity.
Periodically review the list for relevance based on changing demographics and regional language preferences.
Update Address And Blood
Purpose
This screen is used to update student address and blood group information for all students of a specific class and section. It ensures that key demographic and health-related data are accurately recorded and can be updated easily by administrative staff.
Where to Find
You can access this screen by navigating to:
Master Settings → Update Address and BloodField Description
✅ Use Cases
Student Record Correction:
Enables school admins to quickly update outdated or missing address and contact information.Health Emergency Readiness:
Blood group data helps in case of student medical emergencies.Data Consistency Across Modules:
Ensures that address and contact details are reflected correctly in reports, ID cards, communication modules, etc.Bulk Updates:
Allows updating multiple student records in a single view, saving time and improving accuracy.⚠️ Important Notes
Ensure that all fields (especially contact numbers and addresses) are correctly spelled and formatted.
Blood group and religion must be selected from predefined dropdowns to maintain consistency.
Changes made on this screen may immediately reflect across other modules (e.g., transport, communication, health logs).
Double-check values before clicking Update, as overwriting existing data can affect reports and documents.
Certificate Ref No. Setting
Purpose
This screen is used to configure reference number formats for various types of certificates issued by the school (e.g., Bonafide, Character, Migration, etc.). It allows administrators to define how certificate numbers are generated, including prefixes, starting numbers, lead zeros, and suffixes, ensuring consistent and traceable documentation.
Where to Find
You can access this screen by navigating to:
Master Settings → Certificate Ref No. SettingField Description
✅ Use Cases
Document Control:
Helps generate unique and easily identifiable reference numbers for official school certificates.Batch Configuration:
Allows batch setup of numbering for multiple certificate types from a single interface.Customization per Type:
Enables different formats for each certificate type based on administrative or compliance requirements.Audit & Verification:
Ensures each certificate issued has a traceable number that can be verified later for authenticity.⚠️ Important Notes
Avoid using duplicate prefixes and starting numbers across certificate types to maintain uniqueness.
Ensure the correct number of lead zeros is applied to maintain standard formatting across sessions.
Suffixes like the year or board name can help during audit and sorting, especially in multi-year records.
Any change to existing numbering mid-session may cause inconsistencies—always confirm before modifying.
Apply changes only through authorized personnel to avoid misuse or numbering conflicts.
Admission Form Settings
Purpose
This screen allows administrators to select and apply a specific layout or format for the student admission form. Each format type corresponds to a predefined structure, which may differ in layout, included fields, design elements, or print configuration based on institutional preferences or compliance needs.
Where to Find
You can access this screen by navigating to:
Master Settings → Admission Form SettingsField Description
✅ Use Cases
Customization Per School:
Schools with multiple campuses or boards can choose different admission form layouts per branch.Regulatory Compliance:
Some formats may align with CBSE, ICSE, or State Board requirements.Design Preference:
Enables choosing a clean, structured form for better presentation during offline or printed admissions.Data Collection Needs:
Depending on the school’s requirement, some formats may include or exclude optional fields (e.g., medical history, previous school info).⚠️ Important Notes
Review each format carefully using the “View” button before finalizing, as layout affects data entry and printouts.
Changes to the admission form format may reflect immediately across student registration screens and print forms.
If the institution uses both online and offline admission modes, make sure the selected format supports both.
Format changes should be made only by authorized personnel to maintain consistency and compliance.
Saral ID Settings
Purpose
This screen is used to enable or disable the display of the Saral ID field on the student registration page. The Saral ID is a unique student identification number often used by government educational systems for tracking student records across institutions and sessions.
Where to Find
You can access this screen by navigating to:
Master Settings → Saral ID SettingField Description
✅ Use Cases
Government Mandates:
Required in states where the Saral ID is part of student data reporting and government compliance.Transfer Student Identification:
Ensures continuity of records for students transferring from other institutions.Institutional Record Keeping:
Schools using government or state-linked portals often need Saral ID for uploading student information.⚠️ Important Notes
Enabling this field is essential if Saral ID is mandatory in your region or school board.
Disabling it will hide the field from the registration interface, which may result in missing data during audits or uploads.
This setting affects all users accessing the student registration form, so configure carefully.
Changes should only be made by users with administrative privileges.
Stationary Details
Purpose
This screen is used to define and manage stationery items, their associated charges, and accounting details. Schools can use this to track stationery fees per academic session and ensure proper financial posting to the designated accounts.
Where to Find
You can access this screen by navigating to:
Master Settings → Stationary DetailsField Description
✅ Use Cases
Fee Integration:
Helps associate stationery items with student fees and ensure proper billing.Session-wise Tracking:
Maintains historical records of stationery charges per academic session.Accounting Accuracy:
Ensures correct mapping of revenue from stationery to specific post accounts.Multi-school Management:
Supports tracking stationery records distinctly for each school branch.⚠️ Important Notes
Ensure all stationery names are unique and clearly descriptive to avoid confusion.
Double-check the post account selection, as incorrect mapping could affect financial reports.
Amounts should include applicable taxes or charges, if any.
Any updates to stationery pricing or session must be reviewed by finance/admin users to maintain consistency.
Tc Settings
Purpose
This screen is used to configure Transfer Certificate (TC) generation rules and data dependencies. It allows administrators to define what information should be automatically pulled and what checks should be performed before generating a TC for a student.
Where to Find
You can access this screen by navigating to:
Master Settings → TC SettingField Description (TC Form Setting)
✅ Use Cases
Automated TC Generation:
Pulls academic and attendance data directly into the TC to reduce manual entry.Compliance & Clearance Checks:
Ensures students have cleared fee and library dues before being issued a TC.Data Consistency:
Prevents discrepancies by sourcing subjects and attendance from official modules.Custom Rule Application:
Lets schools choose whether to pull data from Marks Manager or Time Table based on internal practices.⚠️ Important Notes
Enable only one source for subject data—either Marks Manager or Time Table—to avoid conflicts.
Ensure modules like eCare, Fee Management, and Library are fully updated to reflect accurate clearance status.
Disabling dues checks may result in students receiving TCs without clearing financial obligations.
Only admin users should be allowed to change these settings, as they directly impact certificate issuance policy.
Report Layout Setting
Purpose
This screen is used to design and customize the layout of printable reports generated from the school management system. It provides granular control over report structure, page size, orientation, margins, headers/footers, fonts, and more—ensuring that all printed outputs follow a professional and institution-specific format.
Where to Find
You can access this screen by navigating to:
Master Settings → Report Layout SettingSection-Wise Field Descriptions
🔹 Report Selection
🔹 Report Setting
🔹 Page Orientation & Layout Setting
🔹 Height & Width Setting
🔹 Margin Setting
🔹 Header and Footer Settings
🔹 Font Size Setting
✅ Use Cases
Custom Report Formatting: Tailor every report’s structure to your school’s branding and documentation standards.
Board/Exam Compatibility: Align reports with CBSE, ICSE, or state board certificate and report formats.
Print Optimization: Control print layout for minimal paper use or enhanced readability.
Institution Identity: Ensure logos, titles, and margins match your school’s visual identity.
⚠️ Important Notes
Incorrect margins or dimensions may result in text cutoff or misalignment during printing.
Always use the View button to preview layout before saving and printing.
Layout settings are report-specific—each format must be individually configured.
Only authorized personnel should modify layout settings to avoid disruption of standardized report formats.
Define Document Type
Purpose
This screen is used to create and manage document types that are referenced across the student management system—for example, ID proof, address proof, transfer certificates, etc. It ensures consistency in the kinds of documents collected or generated and provides a structure for attaching or categorizing them.
Where to Find
You can access this screen by navigating to:
Master Settings → Document Settings → Define Document TypeField Description
✅ Use Cases
Document Uploads & Verification:
Allows consistent tagging of uploaded documents during admission or compliance checks.Certificate Mapping:
Define internal types such as Bonafide, Character, or TC for auto-document generation.Simplified Filtering:
Helps in filtering or retrieving documents by type in reporting and admin panels.Audit and Administration:
Maintains a registry of acceptable document types for legal or organizational purposes.⚠️ Important Notes
Avoid duplicate entries with similar names (e.g., “Birth Cert” vs. “Birth Certificate”) to prevent confusion.
Use meaningful and specific names that clearly define the purpose of the document type.
Deleting or modifying a document type already in use may affect linked records—proceed with caution.
The defined types are shared across modules, so ensure naming is consistent with institutional standards.
Admission
Enquiry
Purpose
This screen is used to record and manage admission enquiries received from prospective students or their guardians. It helps the school keep track of interest, follow up with potential admissions, and maintain a database of all leads for future communication and reporting.
Where to Find
You can access this screen by navigating to:
Admission → EnquiryField Description
✅ Use Cases
Lead Management:
Maintain records of all potential admissions with detailed personal and academic history.Follow-Up Planning:
Helps admission teams follow up with interested parties using accurate contact details.Source Analysis:
Analyze which marketing channels (online, referrals, print, etc.) bring in the most enquiries.Data Reference:
Link enquiry records to final admission records once converted.⚠️ Important Notes
Ensure unique enquiry numbers to avoid record duplication.
All contact details must be verified for accuracy to support follow-up processes.
Do not leave mandatory fields blank—especially those marked for session, contact, and class details.
Enquiries can be converted to admissions, so avoid entering dummy data.
Enquiry FollowUp
Purpose
This screen is designed to help schools track and manage follow-ups on admission enquiries. It enables staff to filter and review pending or completed follow-ups, record remarks, and ensure no enquiry goes unattended—thereby improving conversion rates from enquiry to admission.
Where to Find
You can access this screen by navigating to:
Admission → Enquiry Follow-UpField Description
Table Columns Displayed
✅ Use Cases
Timely Follow-Up:
Ensures no enquiry is missed and enables effective communication with prospective students.Enquiry Conversion Tracking:
Identify which follow-ups lead to actual admissions and optimize response strategies.Workload Management:
Allows counselors to view and manage their assigned follow-ups.Data-Driven Outreach:
Enables filtering by specific dates or student details for targeted contact.⚠️ Important Notes
Use consistent date formats when entering follow-up and enquiry dates to avoid filtering issues.
Always update follow-up remarks after each interaction for future reference.
The “Manage” column should only be accessible to users with appropriate permissions.
Data might not display unless filters are applied correctly—ensure session and date selections are made before clicking Get Data.
Prospectus Entry
Purpose
This screen is used to record the sale or issue of prospectuses to prospective students. It allows the institution to capture key applicant and parent details, track registration/prospectus numbers, and record payment modes, ensuring an organized admission inquiry workflow.
Where to Find
You can access this screen by navigating to:
Admission → Prospectus EntryField Description
🔹 Student & Guardian Information
🔹 Prospectus & Fee Information
✅ Use Cases
Admission Pipeline Tracking:
Maintain a log of every prospectus issued along with student details.Integrated Enquiry Linking:
Connect the form to prior enquiries to carry forward data and simplify processing.Fee Audit & Reporting:
Record and monitor payment details for prospectus sales for accounting purposes.Data Readiness for Admission:
Collect early-stage data needed during the formal registration process.⚠️ Important Notes
Ensure Reg No. / Pros No. is unique to avoid duplication.
Mandatory fields must be filled to allow saving.
Use consistent formatting for contact numbers and names to maintain data cleanliness.
Linking enquiry numbers improves traceability between interest and actual admission steps.
Always confirm that Paymode and Is Online status are accurately recorded for financial audits.
Admission Form Registration
Purpose
This screen is used to register new students into the system either with or without prior enquiry or prospectus. It captures the essential academic, personal, and demographic information needed to enroll a student in a specific academic session and class.
Where to Find
You can access this screen by navigating to:
Admission → Student Registration FormField Description (Tab: Student Details)
🔹 Top Bar Options
🔹 Registration Information
🔹 Student Details
🔹 Contact Information
🔹 Other Details
✅ Use Cases
New Admission Entry:
Complete form for fresh admissions not linked to previous enquiries or prospectuses.Data Linking:
Quickly pull and reuse data from previously created enquiry or prospectus entries.Financial Mapping:
Records amount, payment mode, and account heads for auditing and finance integration.Student Demographic Record:
Captures full profile for use in communication, reports, ID cards, and regulatory submissions.⚠️ Important Notes
Fields marked with * are mandatory.
Ensure that registration numbers are unique.
Linked enquiry or prospectus data must match the current session and class to be imported.
Payment and account details affect fee records—review carefully before saving.
Possible Siblings
Purpose
This screen is used to identify and manage sibling relationships between students in the school system. It allows administrative staff to match students who share parental and contact details, and mark them as siblings for fee concessions, communication grouping, or academic tracking.
Where to Find
You can access this screen by navigating to:
Admission → Possible SiblingsField Description
Top Buttons
✅ Use Cases
Sibling Fee Concessions:
Identifies siblings eligible for discounts or special fee categories.Parent Communication:
Links students so communication (SMS, notices, etc.) can be consolidated per family.Academic Tracking:
Allows viewing progress or movement of siblings in a grouped manner.Duplicate Record Prevention:
Ensures no redundant student records are created for the same family.⚠️ Important Notes
Ensure that the parent names and contact numbers match exactly for correct sibling detection.
The "Select to Remove" option should be used cautiously as it unlinks sibling records and may impact fee settings or group messaging.
You must click “Save Sibling” after making selections for changes to take effect.
This screen only shows possible siblings—you can verify the relationship manually before confirming.
Manual List Generation
Purpose
This screen is used to manually generate and manage student merit or admission lists based on selected criteria such as class, session, date, and admission status. It is especially useful for schools that use merit-based admission processes or need to manually track and organize student records during the enrollment cycle.
Where to Find
You can access this screen by navigating to:
Admission → Manual List GenerationField Description
Table Columns
✅ Use Cases
Merit-Based Admissions:
Useful for compiling a class-wise list of selected students based on admission timelines.Reporting & Filtering:
Helps quickly generate custom lists for review, approvals, or communications.Batch Processing:
Allows mass actions on a filtered list of students (e.g., status update or list printing).Audit & Verification:
Supports management reviews and audits of how students were admitted into specific classes or sessions.⚠️ Important Notes
Ensure you select both date range and session to avoid an empty result.
Only students matching the selected class and date filters will be displayed.
Use the “Select” checkbox carefully before updating the list—once saved, changes may reflect in downstream processes (e.g., reports or merit notices).
The View Details button should be used for final verification before confirming entries.
Student Registration
Purpose
This screen is used to register a student fully into the system, capturing all necessary personal, academic, demographic, and contact details. It is the most comprehensive admission form used when onboarding new or transferring students.
📍 Where to Find
Navigate to:
Admission → Student Registration🗂️ Form Sections & Field Descriptions
1. Header Options
2. Basic Admission Info
3. Student Details
4. Contacts
5. Other Student Details
6. Parent’s Details
Father's Information
Mother's Information
| (Same structure as father) | Plus Anniversary Date field. |
7. Guardian Details
8. Emergency Contact Details
9. Student-Staff Relation
10. Student Concession & Other Info
11. Previous School Details
12. Other School Sibling Details
13. Document Uploads Section
| Student Documents | Parents, Father, Mother Photos, TC |
| Government Documents | Aadhar Card, Address Proof |All include checkbox + View option.
14. Actions
✅ Use Cases
Complete Student Registration: Ideal for entering all student-related details in one go.
Data Migration: Can be used to onboard students coming from external systems with full details.
Government Compliance: Fields such as UDISE, PEN, Aadhar, etc., support CBSE/State mandates.
Audit-Ready Profiles: Structured sections ensure completeness for records, fees, health, and documents.
⚠️ Important Notes
Fields marked with red asterisk (*) are mandatory.
Government ID fields should be accurate to avoid errors in official reporting.
Check all dropdowns for standardization (Caste, Category, Club, Profession, etc.).
If you use imported data (via Enquiry or Prospectus), verify autofilled values before saving.
Manage Student Details
Download Photo
Purpose
This screen allows school administrators to download student or parent-related photographs (e.g., father, mother, student, guardian) class-wise in bulk. This is especially useful for printing ID cards, maintaining photo-based attendance records, and generating student files.
Where to Find
Navigate to:
Admission → Manage Student Details → Download PhotosField Descriptions
✅ Use Cases
ID Card Printing:
Download images in I-Card size for integration into printable student/staff ID cards.File Attachment:
Quickly gather father/mother photos for administrative documentation.Photo Verification:
Visually verify uploaded photos or spot missing entries (marked as NoImage.jpg).Data Backup:
Maintain a local archive of uploaded images, sorted by class and type.⚠️ Important Notes
Ensure photos are properly uploaded before downloading; “NoImage.jpg” indicates a missing or failed upload.
Selecting the correct image size and naming method is critical for downstream processing (e.g., printing or uploading elsewhere).
Always verify class and photo type before hitting Start Download to avoid unnecessary bandwidth use or incorrect files.
Update Student Details
Purpose
This screen is used for class-wise and section-wise bulk updating of specific student fields without opening individual profiles. It supports a wide range of personal, academic, and administrative data points—streamlining the data correction and entry process.
Where to Find
Go to:
Admission →Manage Student Details→ Update Student DetailsMain Options
Available Fields for Bulk Update (from dropdown)
Here’s a selection of commonly used fields available for bulk update:
Aadhar Card No.
Admission No.
Admitted Class
Anniversary Date
Apar ID
Bill No.
Birth Certificate Type
Blood Group
Board Registration No.
Boarding/Hostel
Booklet SLNO
Cast
Category
Contact Email
Contact Person Name, Mobile
Emergency Contact Details (1 & 2)
Disability/CWSN flag
Is RTE, Is Minority, Is EWS
…and many more.
🔄 Scroll-enabled dropdown lets the user select from dozens of customizable fields. Only one field can be updated at a time.
✅ Use Cases
Term Start Audit:
Ensure fields like Blood Group, Aadhar, Contact Info are completed for all students.CBSE/State Board Compliance:
Bulk update UDISE codes, Board Reg No, or Caste/Category as required for government submissions.Fee-Related Updates:
Fields like Boarding/Hostel, Category, or Bill No. affect how students are billed.Parent Communication Clean-up:
Quickly ensure that contact emails or mobile numbers are updated across sections.⚠️ Important Notes
You must select the class, section, and field to fetch the student list.
Always click “Update” after making changes—unsaved edits will be lost on refresh.
Some fields may have validations (e.g., Aadhar must be numeric and 12 digits).
Only one field at a time can be updated across the student list.
Set Student Status
Purpose
This screen is used to mark students as “New” for the current academic session or a specific class/section. It's particularly useful for identifying newly admitted students versus continuing ones, and can influence reports, fee concessions, or communication tags.
Where to Find
Navigate to:
Admission →Manage Student Details→ Set Student StatusField Descriptions
Student List Table
✅ Use Cases
Admission Reporting:
Identify and filter newly admitted students for reports or ID generation.Fee Setup:
Apply specific fee structures or concessions to new students only.Communication Filters:
Send welcome messages or orientation info only to new students.System Flags:
Use this checkbox to automate processes for "new joiners" like document collection, ID card printing, etc.⚠️ Important Notes
Changes are not saved until the Save button is clicked.
Ensure you are viewing the correct class and section to avoid erroneous tagging.
This field may integrate with other modules like Fee, Reports, or Student Documents.
This does not affect previous sessions or transfer students unless manually unchecked.
Change Active / Inactive Status
Purpose
This screen is used to mark students as active or inactive in bulk, class-wise. It allows administrators to manage enrollment status for current students—especially helpful for handling withdrawals, TC processing, reactivations, or temporary suspensions.
Where to Find
Navigate to:
Admission →Manage Student Details→ Change Active/Inactive StatusField Descriptions
Student List Columns
✅ Use Cases
TC (Transfer Certificate) Issuance:
Mark students inactive when transferring to another school.Mid-year Departures:
Reflect students who left during the session (with reason/date).Reactivation of Dropped Students:
Remove inactive status and update the reactivation date.Temporary Suspension:
Temporarily mark students inactive for cases like leave or suspension.⚠️ Important Notes
You must check or uncheck the "Set Active/Inactive" box for each student you want to update.
The reason and date fields are helpful for audit purposes but may not be mandatory.
Be sure to click “Update” to apply your changes.
Once set to inactive, students may be excluded from active reports, fee schedules, or attendance.
Assign Computer No. To Student
Purpose
This screen is used to assign or auto-assign unique computer numbers to each student within a class/section. These numbers are typically used for internal lab management, exam systems, or unique roll call systems where a separate “Computer No.” is required distinct from admission or roll numbers.
Where to Find
Navigate to:
Admission →Manage Student Details→ Assign Computer No. To StudentField Descriptions
Student List Table
✅ Use Cases
Computer Lab Management:
Assign a machine number to each student for organized seating or exam sessions.Online Exam Integration:
Map each student to a system ID for MCQ/CBT software.Unique Student Mapping:
Helps in scenarios where roll numbers repeat or aren’t system-assigned.Batch/Cluster Allocation:
Segment students into hardware units or class sections efficiently.⚠️ Important Notes
Do not leave blank fields if you plan to assign manually. Use Auto Assign if you want system-generated values.
Avoid duplicate numbers — each student should have a unique Computer No.
Always click “Assign” after updating to save the new values.
Use “Reset” before redoing assignment if you make an error.
Assign Roll No. to Student
Purpose
This screen is used to assign or auto-assign unique computer numbers to each student within a class/section. These numbers are typically used for internal lab management, exam systems, or unique roll call systems where a separate “Computer No.” is required distinct from admission or roll numbers.
Where to Find
Navigate to:
Admission →Manage Student Details→ Assign Computer No. To StudentField Descriptions
Student List Table
✅ Use Cases
Computer Lab Management:
Assign a machine number to each student for organized seating or exam sessions.Online Exam Integration:
Map each student to a system ID for MCQ/CBT software.Unique Student Mapping:
Helps in scenarios where roll numbers repeat or aren’t system-assigned.Batch/Cluster Allocation:
Segment students into hardware units or class sections efficiently.⚠️ Important Notes
Do not leave blank fields if you plan to assign manually. Use Auto Assign if you want system-generated values.
Avoid duplicate numbers — each student should have a unique Computer No.
Always click “Assign” after updating to save the new values.
Use “Reset” before redoing assignment if you make an error.
Upload Student Document
Purpose
This screen is used to upload and manage student documents (e.g., ID proof, birth certificate, report cards) for a selected student. It allows the admin to attach document files to individual student profiles for verification and record-keeping.
Where to Find
Navigate to:
Admission → Manage Student Details → Upload Student DocumentField Descriptions
Student Profile Section (Left Panel)
Displays selected student’s details:
Photo (if available)
Name (e.g., SNEHA)
Address
Father’s Name
Mother’s Name
Contact No.
Admission No. (e.g., 8042)
Student Document Table (Bottom Right)
Currently, the message “No data available in table” means no document has been uploaded for the selected student.
✅ Use Cases
Admission Verification: Upload ID, birth certificate, caste certificate, etc.
Academic Records: Store past mark sheets, TC, or report cards.
Compliance Tracking: Maintain digital records for audits and inspections.
Online Access: Enable quick retrieval of student documents when required.
⚠️ Important Notes
Always verify the uploaded document before saving.
Ensure correct Document Type is selected for easy categorization.
Use the Remove option to delete incorrect or outdated uploads.
Uploaded documents should be in standard formats (PDF, JPEG, PNG).
Student Bank Details
Purpose
This screen is used to enter, view, and manage student and parent bank details. It is typically required for fee refunds, scholarship disbursal, bank-linked welfare schemes, or other financial transactions involving students.
Where to Find
Navigate to:
Admission → Manage Student Details → Student Bank DetailsField Descriptions
Student Profile (Left Panel)
Displays key identity details for reference:
Student Photo
Name (e.g., SNEHA)
Address
Father's Name
Admission No. (e.g., 8042)
Class (e.g., 2-A)
Button Functions (Bottom Right)
✅ Use Cases
Scholarship Disbursement: Capture student bank details for government or private scholarship transfers.
Refund Management: Use account data for fee or caution deposit refunds.
Parent-Linked Schemes: Store parent bank details for schemes like PM Cares, or fee reimbursement.
Bank Linking: Support Aadhaar/financial identity mapping when needed.
⚠️ Important Notes
Always verify account and IFSC code accuracy before saving.
Ensure no blank mandatory fields are left while submitting data.
If both student and parent accounts are used, fill both sets of fields carefully.
Use the Reset button if you need to clear and correct any mistaken entries.
Ensure passport validity is updated only if applicable for the student.
Student Last Exam Details
Purpose
This screen is used to record and update a student’s marks from their last examination, including subject-wise scores, board roll number, and remarks. It is useful for academic tracking, report generation, and student performance monitoring.
Where to Find
Navigate to:
Admission → Manage Student Details → Student Last Exam DetailsField Descriptions
Student Profile Section (Left Panel)
Displays the selected student's identity details:
Photo
Name (e.g., ABHINAV KUMAR)
Address (e.g., PRATAPPUR KASHIPUR)
Father’s Name (e.g., LALIT RAM)
Admission No. (e.g., 6866)
Class (e.g., 2-A)
✅ Use Cases
Academic Recordkeeping: Maintain historical exam data for report generation or transfer certificates.
Performance Monitoring: Teachers can analyze subject-wise trends.
Migration/Promotion Decisions: Use exam results for promotion to next grade.
Parent Communication: Provides input for PTM and report card discussions.
⚠️ Important Notes
Ensure subject names and corresponding marks are entered correctly.
Leave no required marks field blank to avoid incomplete records.
Use the “Save/Update” button after each entry or edit.
Marks must be numeric; validate against the total marks criteria if applicable.
Board Roll Number is important for official records (for students from Board exam classes).
Student Class Promotion
Purpose
This screen is used to promote students from one academic session/class to the next. It allows school administrators to shift student records to a new class and section for the upcoming academic year while retaining historical academic data.
Where to Find
Navigate to:
Admission → Manage Student Details → Student Class PromotionField Descriptions
Student Promotion Table
✅ Use Cases
End-of-Year Promotions: Move students to the next class for a new session.
Section Reassignments: Shift students to different sections as needed.
Batch Migration: Promote an entire class in bulk using filters and dropdowns.
Custom Promotions: Handle edge cases (e.g., repeating a class or skipping a class).
⚠️ Important Notes
Ensure the “New Class” and “New Section” are correctly selected before saving.
Only selected (checked) students will be processed for promotion.
Always verify the academic session to avoid record mismatch.
Promotions should ideally be done after final exam results are recorded.
Student Class Section Transfer
Purpose
This screen is used to transfer students from one section to another within the same class. It is helpful for managing section reassignments due to capacity balancing, behavioral grouping, or academic adjustments.
Where to Find
Navigate to:
Admission → Manage Student Details → Student Class Section TransferField Descriptions
Student List Table
✅ Use Cases
Balancing Class Strength: Transfer students to equalize the number of students in each section.
Behavioral Grouping: Assign students to different sections based on discipline or group behavior needs.
Subject or Language Preference: Adjust sections based on optional subject/language choices.
Staff Allocation: Change sections based on availability or specialization of class teachers.
⚠️ Important Notes
Ensure section changes are properly communicated to teachers and parents.
Double-check that no student is duplicated or unintentionally moved to an incorrect section.
Click the Update button after selecting class/section to refresh the list before making changes.
After assigning new sections, there may be a Save or Confirm button (not visible in the image) — make sure to finalize the process.
Student Image Management
Purpose
This module helps school administrators upload, verify, and manage student profile images individually or in bulk. The system ensures each student has a properly linked image for records, ID cards, report cards, and other digital/printed uses.
🔹 1. Missing Images Screen
Purpose:
To identify students whose profile images are missing or improperly linked.Where to Find:
Navigate to:
Student Management → Image Management → Missing ImagesField Descriptions:
Table Columns:
🔹 2. Upload Student Image Screen
Purpose:
To upload or replace individual student images, view existing photos, and check/download image files.Where to Find:
Navigate to:
Student Management → Image Management → Upload Student ImageFeatures:
Class Dropdown to load student list.
Get Student Button to refresh student data.
Choose File to upload or update a photo for that student.
Show/Download Icon to preview and download existing images.
Bulk Upload Option and Missing Image Checker links at the top.
Notes:
Images can be replaced anytime.
Students already having images will display file names (e.g., 3161.jpeg).
Photos show as thumbnails beside each record for quick review.
🔹 3. Bulk Student Image Upload Screen
Purpose:
To upload multiple student photos at once using a naming convention (via Excel export and matching filenames).Where to Find:
From the “Upload Student Image” screen → click “Click to upload student image in bulk”Important Notes:
✅ Use Cases
Generate ID cards with student images.
Attach student photos in report cards, exam slips, or attendance.
Maintain complete student records for inspections or UDISE+ requirements.
Use student images in biometric/smartcard integration.
⚠️ Important Reminders
Always rename image files before uploading in bulk.
Do not upload blurry, stretched, or low-resolution images.
Ensure each student has only one valid image set (Full, Thumb, ID).
Use “Set NoImage” only when real photos are not available (temporary fallback).
Upload Parent Image
Purpose
This screen allows administrators or data entry personnel to upload and manage parent images (Father, Mother, or Escort) for students. These images are typically used in ID cards, reports, or internal verification.
🔍 Where to Find
You can access this screen by navigating to:
Admission → Manage Student Details → Upload Parent Image🧾 Screen Description (Image 1: Upload Parent Image Individually)
🧾 Screen Description (Image 2: Bulk Upload Parent Image)
Important Notes
Only one or multiple images can be uploaded based on internet speed.
Image files must be renamed as Photo ID or Admission Number.
Recommended image dimension: 432×506 pixels.
Do not use backslashes (/) in file names (e.g., Admission Numbers).
Options to match by:
Student ID
Admission Number
✅ Use Case
During admission: Upload parent images individually or in bulk to maintain complete student profiles.
For ID Cards/Certificates: The uploaded images can be used in auto-generated documents like ID cards, certificates, etc.
Security: Escort photos help in gate-pass or student pick-up verification processes.
⚠️ Important Notes
Ensure images are renamed correctly (based on Admission No. or Student ID).
Use the correct resolution to maintain quality and uniformity.
Upload the correct image type to avoid mismatches.
Always verify image previews post-upload.
DOB Request
Purpose
This screen is used to review, track, and manage Date of Birth (DOB) change requests submitted for students. It is typically used by school administrators or registrars to ensure proper documentation and approval of DOB modifications.
🔍 Where to Find
You can access this screen by navigating to:
Admission → DOB Request🧾 Screen Description
✅ Use Case
Schools may allow parents or staff to request corrections to a student’s DOB.
These requests appear here for administrative review and decision-making.
Useful in case of clerical errors during student registration or legal DOB updates.
⚠️ Important Notes
Only authorized users should be allowed to approve or reject DOB changes.
DOB changes can affect certificates, ID cards, reports, and government documents — verify properly before approval.
Maintain audit trails or logs of all changes for compliance.
Slot Creation
Purpose
This screen is used to create and manage time slots for examinations, interviews, document verifications, or other scheduled student-related activities. It helps in dividing total applicants across multiple slots to avoid overcrowding and ensure smooth operations.
🔍 Where to Find
Navigate to:
Admission → Slot Creation🧾 Field Descriptions
📊 Slot Table (Below Form)
✅ Use Cases
Schedule entrance exams with student batches across different times.
Assign document verification slots.
Split interview sessions efficiently over multiple time blocks.
Create class-wise time-based assessments or practice sessions.
⚠️ Important Notes
Slot creation must be based on accurate student count and capacity per slot.
Ensure slots do not overlap in timing or exceed seating capacity at a location.
After slot creation, use the “Manage” option to assign or modify student slot allocations.
Maintain equal distribution across slots to ensure fairness.
Define Merit Criteria
Purpose
This screen is used to define and manage merit point criteria for student admissions or selections. The merit criteria typically help the institution rank or shortlist students based on predefined parameters like academic performance, distance from school, sibling points, etc.
🔍 Where to Find
Navigate to:
Admission → Define Merit Criteria🧾 Field Descriptions
🔘 Action Buttons
✅ Use Case
During admission merit list generation, students can be scored against multiple criteria (e.g., marks, distance, sibling studying in school, alumni).
The maximum point helps standardize evaluation (e.g., total score out of 100 from various merit criteria).
Used in automated ranking systems to determine admission priority.
⚠️ Important Notes
Ensure that no two criteria have the same name in the same session unless intentional.
The sum of maximum points across all defined criteria should align with the institution’s total merit policy (e.g., total out of 100).
Regularly review and update merit criteria as per policy changes or government guidelines.
Slot Wise Point Entry
Purpose
This screen allows users to enter and update merit points for individual students based on predefined merit criteria, slot by slot. It helps in scoring students during evaluations such as entrance tests, interviews, document verifications, or admission rounds.
🔍 Where to Find
Navigate to:
Admission → Slot Wise Point Entry🧾 Field Descriptions (Top Filters)
Edit: Enables editing of point values.Update: Saves the entered or modified points into the system.
📋 Student List Table
✅ Use Cases
Admissions Evaluation: Schools may assess students based on multiple parameters and assign scores for each one using this screen.
Interviews or Skill Tests: Points can be entered for each evaluation area.
Final Merit List: The scores entered here are used to compute the total merit for admission ranking.
⚠️ Important Notes
Points should be entered carefully as they impact student ranking.
Ensure the correct slot and session are selected before updating.
Merit criteria must be defined in the "Define Merit Criteria" screen to appear here.
Only users with proper access should be allowed to modify scores.
Merit List Generation
Purpose
This screen allows administrators to generate merit lists for admissions based on points awarded in the evaluation process. These merit lists help in selecting students for admission in an orderly and fair manner, based on their scores and predefined eligibility criteria.
🔍 Where to Find
Navigate to:
Admission Module → Merit Management → Merit List Generation🧾 Field Descriptions (Top Section)
📋 Merit List Table (Below Form)
👁️ Preview list details🔄 Edit or update list information
💾 Download or save list report
✅ Use Case
Generate main and waiting lists based on score ranking.
Set admission cut-off points and cap the number of students to be admitted.
Maintain a historical record of all generated merit lists for audit or reporting.
Automate and simplify shortlisting for interviews or document verification.
⚠️ Important Notes
Ensure merit points have been entered correctly before generating the list.
Admission dates must be defined properly, as they impact scheduling.
Use applicant limits cautiously to avoid excluding eligible students.
You may generate multiple lists (e.g., Main, Waiting List 1, etc.) using different filters.
Re Slotting
Purpose
The Re Slotting screen is used to reassign a student from one slot to another—typically when a reschedule or slot correction is needed due to student request, admin adjustment, or error during original allocation. It also manages the associated payment adjustment if any fee is involved in the slot change.
🔍 Where to Find
Navigate to:
Admission → Re Slotting🧾 Field Descriptions
🔍 Search Filters (Top Section)
👤 Student Info Display (Mid Section)
After selecting and searching a student, these details will auto-fill:
🔁 Re-slotting Form (Bottom Section)
✅ Use Case
If a student missed their original slot and needs to be rebooked.
In case of parental or administrative request for a different date/time.
To redistribute students more evenly across slots based on capacity or staff changes.
For fee-based slot corrections, with payment details recorded.
⚠️ Important Notes
Ensure the new slot has available capacity before confirming.
Confirm payment is properly recorded when fees apply.
Audit trail should be maintained for any slot reassignment.
Only authorized users should access re-slotting due to sensitive scheduling and financial impact.
Upload School Details Document
Purpose
This screen is used to upload official school-related documents, such as affiliation certificates, recognition letters, infrastructure proofs, or any other required administrative files for school verification, audits, or internal recordkeeping.
🔍 Where to Find
Navigate to:
Admission → Upload School Details Document🧾 Field Descriptions
📋 Uploaded Document Table
✅ Use Cases
Uploading mandatory compliance documents (CBSE/State Board recognition, infrastructure verification).
Maintaining a digital archive of all important school documents.
Supporting school accreditation or inspection processes.
Enabling admins or auditors to remotely verify uploaded files.
⚠️ Important Notes
Ensure document format is as per system specification (PDF, JPG, PNG, etc.).
Document size must be within the allowed upload limit.
Uploaded documents may be used in verification workflows or during inspections.
Avoid uploading duplicate or irrelevant files to maintain clarity.
Requests for Changes from Parent
Purpose
This screen allows school administrators to view, manage, and respond to requests submitted by parents for changes in student information. These changes could be related to name corrections, class details, contact updates, or other editable data fields in the student profile.
🔍 Where to Find
Navigate to:
Admission → Requests for Changes from Parent🧾 Field Descriptions
🔘 Filter & Dropdown Controls (Top Section)
Pending: Newly submitted and unprocessed requestsAccepted: Approved and updated in the system
Cancelled: Denied or withdrawn requests |
| Search Box | Allows free-text search (e.g., by student name, class, or date). |📋 Request List Table
✅ Use Cases
Handling name corrections or date of birth updates.
Updating parental or guardian information.
Adjusting contact details, address, or uploaded documents.
Ensuring change requests are audited and tracked for transparency.
⚠️ Important Notes
Only users with appropriate rights should approve or reject requests.
Changes should be cross-verified with physical documents or parent declarations.
A digital audit trail should be maintained for regulatory compliance.
Avoid approving duplicate or conflicting requests for the same student.
Admission Entry
Admission Fee Collection
Purpose
This screen is used to collect and manage admission fees from students during the enrollment process. It also allows entry of concessions (if any), payment details, and proper allocation to heads and bank accounts.
🔍 Where to Find
Navigate to:
Admission → Admission Entry → Admission Fee Collection🧾 Field Descriptions
🔎 Search Section (Top)
👤 Student Info Section (Auto-Filled After Search)
💸 Fee & Concession Details
🏦 Payment Details (Bottom Section)
✅ Action Button
💡 Use Cases
Collecting admission fee from newly admitted students.
Applying concessions for eligible students.
Tracking payments by mode, date, and deposit account.
Ensuring data accuracy before finalizing admission.
⚠️ Important Notes
Verify student details carefully before saving.
Concession logic should be predefined and role-restricted.
Ensure selected bank account matches institutional accounting protocols.
Use remarks for audit clarity.
Adm Entry AmtStructure
Purpose
This screen is used to define, assign, or modify the fee structure (amounts and categories) for a particular class and session. It helps in organizing how fees are broken down under different heads (e.g., tuition, admission, ERP fee) and links them to the correct financial accounts.
🧭 Where to Find
Navigate to:
Admission → Admission Entry → Adm Entry AmtStructure🔍 Field Descriptions
🔽 Top Filters
💡 Fee Head(s) Table
This section lists all the applicable fee components (heads) with fields to define the amount and associate them with accounts.
⚠️ Heads like Discount or Adjustment are typically negative entries or special cases and should be carefully managed.
✅ Use Case
Defining class-wise and session-wise fee structure.
Linking each head to the appropriate accounting bucket.
Setting standardized charges for each student enrolled in a particular class/session.
💬 Important Notes
Ensure fee heads are clearly named and relevant to avoid confusion during collection and reporting.
Linking the correct Fee Account is crucial for accounting, especially in financial reports and audits.
Zero amounts may indicate optional heads or pending configuration.
This screen typically affects:
Admission Fee Collection screen
Student Ledger/Reports
Balance Sheet/Accounts Integration
Challan Amount
Purpose
This screen is used for manual entry of payment details against a student’s challan or fee demand. It allows the school administrator or accountant to record received payment amounts, reference numbers, and update accounting records accordingly.
🧭 Where to Find
Navigate to:
Admission → Admission Entry → Challan Amount🔍 Field Descriptions
🔼 Search Section
📄 Student Details Display (Auto-filled After Search)
🧾 Challan Payment Entry Section
✅ Action Button
💡 Use Case
Useful when a student pays outside the portal and manual acknowledgment is needed.
For adjusting offline or pending payments against the student's account.
Integrates into financial reports and receipts post-save.
⚠️ Important Notes
Make sure the session and student are selected accurately before proceeding.
Ref. No. and Pay Mode are important for audit and transaction tracing.
Accounts selected must match those defined in the fee structure for proper allocation.
student ID cards
Purpose
This screen is used to create and manage student ID cards by capturing or uploading the student's photograph, and fetching personal and academic details from the school database. This ensures every ID card is personalized and accurate.
Where to Find
You can access this screen by navigating to:
Admission → Create ID CardField Description
✅ Use Cases
1. Issuing ID Cards
The primary use is to generate professional student ID cards that include name, photo, class, admission number, DOB, and contact info.
2. Updating Student Photo
You can replace or update a student’s photo by capturing a new one or uploading a recent image.
3. Reprinting Lost or Damaged Cards
Easily search and reprint ID cards for students who lost or damaged theirs.
Important Notes
Ensure the image is clear and front-facing for ID purposes.
Double-check personal details for accuracy before printing the card.
Use consistent file naming and size for uploaded images.
The old image is useful to compare and verify before updating with a new photo.
Make sure image uploads do not exceed file size limits and follow format restrictions (usually JPG or PNG).
Generate Student Performa forms in bulk
Purpose
This screen is used to generate and print Student Information Performa forms in bulk for a selected class and section. These forms are used to collect or verify detailed information about each student, including parent/guardian details and photographs.
Where to Find
You can access this screen by navigating to:
Admission → Generate Student Info Performa In BulkField Description
✅ Use Cases
1. New Admissions or Yearly Verification
Schools use this form to gather or reconfirm details such as:
Student Name
Parent/Guardian Names
Contact Info
Photographs of Father, Mother, and Guardian
2. Manual Record Keeping
Printed performa forms are used to maintain physical files for administrative or audit purposes.
3. Photo Collection
Helps collect passport-size photos of each family member for school records or ID cards.
Important Notes
The form clearly mentions: “No overwriting – No cutting – Write in CAPITAL LETTERS only”, ensuring uniformity and clarity.
All columns are mandatory, so incomplete forms may be rejected or flagged.
Make sure class and section are correctly selected before printing, to avoid mismatch.
Use this feature to print in bulk instead of generating individual forms, saving time.
Print student labels
Purpose
This screen is used to print student labels in bulk, which typically include student details along with a barcode. These labels can be used for books, files, bus passes, ID tracking, examination attendance, or asset tagging.
Where to Find
You can access this screen by navigating to:
Admission → Print Student LabelField Description
✅ Use Cases
1. Bus Pass / Transport Tagging
Useful for generating bus route labels for students using school transport.
2. Library or File Management
Stick labels on library cards, answer sheets, or student files for quick identification using barcodes.
3. Exam Attendance / Barcode Scanning
Labels can be used for roll number-based identification using barcode scanners during exams.
4. Inventory & Bag Tags
Can be printed and attached to school bags or belongings for identification.
Important Notes
Ensure barcode scanners used are compatible with the label format.
Keep data clean and updated — wrong names or phone numbers will reflect on labels.
If “Transport” is selected, ensure route and stop data is properly filled for each student.
Page navigation (top toolbar) helps review multiple pages before final printing.
Use high-quality paper/sticker sheets for long-lasting use of labels.
Child Portrait
Purpose
This screen is used to maintain a holistic profile of a student’s personality and development in non-academic areas. It covers aspects like aptitude, emotional and social skills, medical history, and other attributes that help teachers, counselors, and administrators better understand the child's overall growth.
Where to Find
You can access this screen by navigating to:
Admission → Child PortraitField Description
✅ Use Cases
1. Counseling and Development
Enables counselors or teachers to track personality growth and recommend activities accordingly.
2. Parent-Teacher Meetings
Provides deep insights beyond academics that can be shared with parents.
3. Co-curricular Activity Planning
Helps identify students who should be encouraged to join clubs, teams, or arts based on aptitude.
4. Behavioral Tracking
Useful in tracking improvement or concerns over time regarding a student’s emotional or social growth.
Important Notes
This screen is focused on qualitative, observational data—ensure honest and consistent inputs.
Should be updated regularly by class teachers or counselors to reflect current student development.
Can be valuable in preparing student profiles, report cards, or psychological assessments.
“No Records Found” means no child portrait entries have been made yet for this student.
Prospectus Settlement Entry
Purpose
This screen is used to record, track, and settle the distribution of prospectuses issued during admissions. It helps the school reconcile prospectus issuance with student admission records, ensuring accurate accounting and transparency.
Where to Find
You can access this screen by navigating to:
Admission → Prospectus Settlement EntryField Description
✅ Use Cases
1. Admission Reconciliation
Ensures every sold or issued prospectus is matched with an actual student admission.
2. Prevent Prospectus Misuse
Helps schools track unused or unreturned prospectuses to avoid financial loss or manipulation.
3. Report Generation
Can be used in internal audits to show how many prospectuses were distributed vs. how many led to admissions.
4. Accounting Validation
Acts as a cross-verification tool between prospectus sales (often paid) and final admission entries.
Important Notes
Ensure student details and admission numbers are accurate before saving settlement entries.
Regularly check the “Only unsettled transactions” box to keep records up-to-date and avoid duplication.
If no entries appear after clicking “Get Details,” ensure correct date range and session are selected.
This screen is often managed by admission officers or finance/admin staff.
Gate Pass
Purpose
This screen is used to generate and manage student or staff gate passes, allowing authorized entry/exit from the school premises during school hours. It ensures security and proper record-keeping of all exits.
Where to Find
You can access this screen by navigating to:
Admission → Gate PassField Description
Student Gate Pass List (Below)
✅ Use Cases
Student Early Leave
For students leaving early due to illness, personal matters, etc., with official approval.Gate Security Record
Enables security personnel to check who is permitted to leave the premises.Transport Coordination
Helps transport staff manage bus routes or stop changes for students leaving early.Audit & Safety
Keeps logs of all entries and exits for internal audits and student safety tracking.Important Notes
Mandatory Fields should be filled clearly, especially escort name, reason, and authorizing authority.
Always verify escort identity physically at the gate, even if listed in the system.
Gate passes can be reviewed or deleted later if created by mistake.
If managing staff exits, toggle to “Staff” mode before generating the pass.
Send SMS
Purpose
This screen is used to send SMS notifications in bulk to students or their parents based on filtered criteria like class, route, session, or special group. It helps the school communicate important announcements, fee reminders, or event notices quickly.
Where to Find
You can access this screen by navigating to:
Admission → Send SMSField Description
Buttons & Actions
Student List Table (Below Filters)
✅ Use Cases
Fee Reminders
Remind parents about pending fees using student billing details.
Transport Updates
Notify changes in bus routes, delays, or stop changes.
Emergency Announcements
Quickly send urgent messages like school closures or event cancellations.
Event Notifications
Inform about parent-teacher meetings, annual day, exams, etc.
Important Notes
Ensure DLT-approved SMS templates are configured for transactional messages.
Double-check selected students before clicking Send SMS.
Use filters smartly to avoid sending messages to the wrong group.
“No data available in table” means no student matches the filters – review your selections.
Certificate
Certificates
Purpose
This screen is used to generate and print various certificates (such as Bonafide, Character, Migration, etc.) for students. It allows school staff to quickly search students by class/section and produce official documents as needed.
📍 Where to Find
You can access this screen by navigating to:
Certificate → Certificates🧾 Field Description
✅ Use Case
1. Certificate Generation
For any student listed, staff can select a certificate type (like Bonafide or Migration) and generate a printable document immediately.
2. Student Record Verification
Before generating certificates, the “Show” button can be used to verify student details.
3. Bulk Certificate Issuance
The filtered list allows multiple certificates to be generated quickly for a whole class or section (if supported).
📊 Reports & Documentation
The certificates generated from this screen are often used for:
Transfer requests
Passport applications
School migrations
Parent occupation records
Exam board submissions (like LOC for board exams)
⚠️ Important Notes
Accurate Data: Ensure all student data (name, DOB, admission no.) is correct as it reflects directly in certificates.
Preview Before Print: Always verify the certificate preview (if available) to avoid reprints or incorrect entries.
Defined Templates: Certificate formats are typically predefined. Customizations should be made in the backend/template configuration.
Access Rights: Only authorized staff should have access to this module, especially for official certificate printing.
TC
UP Board TC Form
Purpose
This screen is used to fill and manage Transfer Certificate (TC) details for students who are leaving the school, as per UP Board requirements. It records admission, promotion, and removal data year-wise and is essential for generating the Transfer Certificate in the prescribed format.
📍 Where to Find
You can access this screen by navigating to:
Certificate → TC → UP Board TC Form🧾 Field Description
✅ Use Case
1. Student Transfer/Withdrawal
Used when a student is leaving the school to:
Join another school
Move to a different city
Exit due to personal reasons
2. UP Board Documentation Compliance
This form helps generate a Transfer Certificate in a format required by UP Board regulations for proper documentation and audits.
3. Year-wise History Tracking
It helps maintain a year-wise record of a student’s admission, promotion, and conduct throughout their schooling in the institution.
📊 Reports & Documentation
The data filled here is used to:
Generate official Transfer Certificates
Submit student records to the UP Board
Verify student history for admission into other schools
⚠️ Important Notes
Ensure Accuracy: Dates and reasons for removal must be accurate and complete, as these are official school records.
Conduct Field: This is often reviewed by future schools; ensure fair and consistent entries.
Complete Past Years: Make sure all relevant past academic years are properly filled before issuing the TC.
Save Frequently: After filling each student’s data, always use the “Save” button to avoid data loss.
Tc Form
Purpose
This screen is used to fill, manage, and generate Transfer Certificates (TC) for students leaving the school. It includes all required details such as academic history, promotion status, school dues, character, attendance, and personal details necessary for an official TC document.
📍 Where to Find
You can access this screen by navigating to:
Certificate → TC→ TC Form🧾 Field Description
✅ Use Case
1. Transfer Processing
Complete details to issue official Transfer Certificate.
Covers academic, financial, and behavioral records.
2. Audit & Compliance
Ensures compliance with board requirements like CBSE/UP Board documentation.
3. Certificate Tracking
Every TC generated can be traced using Book No., TC No., and SLC/GR No.
📊 Reports & Documentation
This data contributes to:
Transfer Certificates (TC)
Leaving Records
Board Transfer Register
Student Exit Reports
⚠️ Important Notes
Mandatory Fields: TC will not generate unless all required fields are filled.
Consistent Records: Ensure values like attendance, dues, and conduct match school MIS records.
Audit Compliance: Book No. and TC No. must be unique and sequential.
Security: Only authorized users should have permission to generate TCs.
Tc Form Class Wise
Purpose
This screen is used to bulk fill and manage Transfer Certificate (TC) data for an entire class. It allows school administrators to input TC-related details for multiple students simultaneously, saving time and ensuring consistency in record-keeping.
📍 Where to Find
You can access this screen by navigating to:
Certificate→ TC→ TC Form Class Wise🧾 Field Description
🧾 Student List Table Fields
✅ Use Case
1. Mass TC Data Entry
Ideal for filling TC details of an entire section in one go.
2. Batch Generation
After data entry, Transfer Certificates can be generated in bulk for the selected students.
3. Audit-Ready Documentation
Ensures every student’s transfer details are accurately stored and retrievable when needed.
📊 Reports & Documentation
Used for:
Batch Transfer Certificate generation
Year-end school leaving reports
UP Board documentation
Historical record for audits
⚠️ Important Notes
Ensure Uniqueness: Book No., TC No., and SLC No. must be unique for each student.
Auto-fill Defaults: Dates may auto-fill for ease but must be checked for correctness.
Validation Required: Some fields (like Reason, Character, Attendance) may be mandatory depending on the board rules.
Bulk Save Frequently: Use the Save button after every few entries to avoid data loss.
Generate Tc
Purpose
This screen is used to preview, generate, and manage Transfer Certificates (TCs) for students. It categorizes TCs into Draft, Generated, and Cancelled, and allows for actions like previewing, final generation, or deletion/cancellation of a TC record.
📍 Where to Find
You can access this screen by navigating to:
Certificate → TC→ Generate TC🧾 Section-wise Description
🔹 Draft TC
Displays TCs that are filled but not yet finalized. These records can still be edited or deleted.
🔹 Generated TC
Shows the list of TCs that have been officially generated.
🔹 Cancelled TC
Displays a history of cancelled TCs.
✅ Use Case
1. TC Finalization Workflow
From Draft → Preview → Generate → Final Output
2. Record Tracking
View status of all TC entries (pending, generated, or cancelled).
3. Audit-Ready Trail
Helps maintain a complete log of issued and revoked certificates.
📊 Reports & Documentation
Finalized TCs can be used for:
Printing physical certificates
Submitting to education boards
Maintaining historical exit records
⚠️ Important Notes
Review Carefully: Always use "Preview TC" to verify data before generating.
Generate Button is Final: Once a TC is generated, edits are typically restricted unless cancelled.
Cancellation Log: Use proper reasons when cancelling to maintain transparency and traceability.
Bookkeeping: Ensure TC numbers are issued in order and not duplicated.
Generate TC In Bulk
Purpose
This screen is used to view, preview, and manage multiple Transfer Certificates (TCs) that have already been generated for an entire class or section. It also allows bulk previewing of certificates and supports TC cancellation actions.
📍 Where to Find
You can access this screen by navigating to:
Certificate → TC→ Generate TC In Bulk🧾 Field Description
🧾 Generated TC Table Columns
✅ Use Case
1. Bulk Review and Printing
View and preview multiple generated TCs for printing or verification purposes.
2. Certificate Management
Check TC status across the class and manage cancellations as needed.
3. Quick Oversight
Filter and monitor all students with issued TCs in a selected class or section for the academic year.
📊 Reports & Documentation
Data from this screen is used for:
Bulk printing of Transfer Certificates
Record auditing of issued and cancelled TCs
Maintaining historical student exit data
⚠️ Important Notes
Use "Preview TC In Bulk" before final printing to avoid errors in the certificates.
Cancellation should only be done if there's a valid reason (e.g., re-admission, data mistake).
Keep TC Numbers Sequential and consistent with the TC register for audit purposes.
Bulk Operations are useful but should be reviewed carefully to ensure no accidental cancellations or omissions.
Tc Report
This screen is used to generate and view Transfer Certificate (TC) reports for a specified date range. It provides a printable summary of all TCs (Drafted, Generated, or Cancelled) issued during that period—helpful for audits, record maintenance, or board inspections.
📍 Where to Find
Navigate to:
Certificates → TC→ TC Report🧾 Field Description
Drafted TCGenerated TC
Cancelled TC |
| Order By | Determines how the report is sorted:TC No.
Admission No.
Student Name |
| Class | Filter by specific class or view for All Classes. |
| Show Button | Displays the report in the preview panel based on selected filters. |📋 Report Preview Section
✅ Use Case
1. Audit Preparation
Generate reports for inspectors or management to verify TCs issued over a date range.
2. Internal Record-Keeping
Track TCs for a particular class, session, or reason (especially helpful during year-end).
3. Compliance & Board Requirements
Print and attach the report to official registers or submit to educational boards like CBSE/UP Board.
📊 Report Actions
Print / Export: Use top toolbar to print or export as PDF.
Search Within Report: Use the "Find" box to quickly search for a specific admission number or name.
⚠️ Important Notes
If "No record found" appears (as in the image), it means:
No TCs were drafted/generated/cancelled within the selected date range.
You may need to adjust filters (date range or class).
Ensure TCs are finalized before generating reports for accurate and complete data.
Report Layout: Follows a formal, printable format with school header, making it suitable for documentation.
Assign Characteristics to Student
Purpose
This screen allows school administrators or class teachers to assign behavioral and moral characteristics to each student for a given academic session. These entries are often used in Transfer Certificates, report cards, and student conduct reports.
📍 Where to Find
Navigate to:
Certificate → TC → Assign Characteristics to Student🧾 Field Description
Punctual,Obedient,
Helpful,
Creative,
Responsible, etc. |
| Remark | Free-text field to enter any custom notes or observations about the student's character. |✅ Use Case
1. For TC and Certificates
These characteristics appear in the General Conduct / Character section of Transfer Certificates (TCs).
2. Annual Reports / Parent-Teacher Meetings
Traits can be used in progress reports or during performance reviews.
3. Behavioral Tracking
Helps maintain a log of each student’s moral and personality development over the years.
⚠️ Important Notes
Always review entries before hitting Update as they reflect in formal documents.
If no characteristics are selected, TCs may display the field as blank or “Not Assigned.”
Encourage consistency among teachers while assigning character traits to avoid bias.
Bonafide Form
Purpose
This screen is used to generate a Bonafide Certificate for a student. A Bonafide Certificate confirms that a student is currently studying in the institution and is often required for official documentation, such as applying for scholarships, visas, or residence certificates.
📍 Where to Find
Navigate to:
Certificate → Bonafide Form🧾 Field Description
✅ Use Case
1. For Student Documents
Used by parents/students for official needs (e.g., railway pass, bank KYC, visa, etc.).
2. As Proof of Enrollment
Confirms the student’s active enrollment in a particular session and class.
3. Attached in Applications
Can be attached with transfer, address proof, or other applications requiring institutional validation.
⚠️ Important Notes
Ensure all details are accurate and match school records—especially name, DOB, and class.
Enter Bonafide Number in sequential order to maintain consistency in school records.
The Purpose field is mandatory for issuing a relevant and valid certificate.
The Character field will also appear in many official formats; use values like Excellent, Good, or Satisfactory only.
Assign Visa Details to Student
Purpose
This screen is used to record student travel and vacation details, particularly for students who go abroad and may require a visa-related certificate or report. It helps maintain logs for immigration, academic attendance, and regulatory compliance.
📍 Where to Find
Navigate to:
Certificate → Assign Visa Details to Student🧾 Field Description
✅ Use Case
1. For International Travel / NOC Certificate
This data is often required for issuing visa-related certificates, NOC for travel, or Bonafide for embassy purposes.
2. For Attendance and Promotion Decisions
Helps the administration keep track of absenteeism during term time or extended travel-related absences.
3. For Legal / Immigration Audit
Some schools submit this data to immigration consultants or educational authorities for compliance or student verification.
⚠️ Important Notes
Make sure the Vacation and Leave dates do not overlap or contradict each other.
Visa Place must be accurate and ideally match the place on visa/NOC applications.
All leave records must be approved in advance and filed with proof if needed.
Keep the Remark field meaningful for future tracking (e.g., "Travel to Canada with parents for 3 months").
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