Documents

Step 1: Start Here

Step 2: Set up Students data  

Step 3 : Sudomain and Website Configuration  (Not compulsory but recommended).

step 4:  Disable Modules Not required (Not compulsory but recommended).

Step 2: 

Setting Up Your Institution: A Step-by-Step Guide

This guide will walk you through the essential steps to configure your institution's data within the system.

Step 2: Establishing Class and Section Structure

1. Creating Sections:

   • Navigate to: Academic -> Class & Section -> Control Classes -> Section tab.
   • Click "Section" and enter the desired section name (e.g., "A").
   • Save your changes.

2. Creating Classes:

   • Within the same location (Academic -> Class & Section -> Control Classes), create a new class.
   • Customize the class name to suit your institution's structure. Examples include:
     • Standard Academic: Class 1, Class 2, etc.
     • Skill-Based: Basics, Foundation, Advanced Level 1,2,3 etc.
     • Coaching/Training: Batch, Elite, Champion.
   • Consider these naming conventions for diverse learning environments:
     • General & Academic:
       • Foundation Batch: For introductory courses.
       • Mastery Program: For advanced specialization.
       • Excellence Class: For high-performance learners.
       • Elite Course: For premium, specialized training.
       • Skill Booster: For targeted skill enhancement.
     • Yoga, Dance, Music & Art:
       • Rhythm & Grace: For movement-based classes.
       • Harmony Hub: For musical or meditative practices.
       • Zen Flow: For mindfulness and flexibility.
       • Creative Sparks: For artistic expression.
       • Express & Impress: For performance-oriented disciplines.
     • Sports & Fitness:
       • Power Moves: For combat sports or strength training.
       • Active Zone: For general fitness and athleticism.
       • Champion’s League: For competitive sports training.
       • Peak Performance: For endurance and advanced fitness.
       • Warrior Training: For high-intensity or self-defense programs.

Step 3: Adding Teachers and Staff ( Only if your academy requires it)

1. Define Designations:

   • Navigate to: Employee -> Add Designation.
   • Enter relevant designations (e.g., Director, Principal, Teacher, Librarian, Accountant, Aaya).

2. Create Departments:

   • Navigate to: Employee -> Add Department.
   • Add departments relevant to your institution (e.g., Office Staff, Finance, Library, Arts / Humanities, General, Commerce, Science, Sports).

3. Add Employee Profiles:

   • Navigate to: Employee -> Add Employee.
   • Complete the employee profile with required details.
   • Login Details: These credentials will be used by the employee to access website. You may share this username/password with them, if you wish.
   • Bank Details: If not required, select "Skip Bank Details."
   • Role Management: Assign appropriate roles. Caution: Admin roles grant extensive system privileges. Exercise caution when assigning these roles. Don't give it to all.
   • Similarly, you can add more employees like office staff, Accountants etc.

Step 4: Assigning Teachers to Classes

• Navigate to: Academic -> Classes & Section -> Assign Class Teacher.
• Select the class and assign the corresponding teacher.

Step 5: Enrolling Students

1. Student Admission Categories:

   • Navigate to: Admission -> Category.
   • Create admission categories (e.g. General,OBC,,SC/ST, Science,,Commerce, Arts / Humanities, Hindu,,Muslim, Christian, Bhudhist, Jain, Transferred, Open School etc.)
   •  Alternatively, use a single "General" category.

2. Student Admission:

   • Navigate to: Admission -> Create Admission.
   • Complete the student admission form.
   • Login Details: These credentials will be used by the student and the parent to access website. You may share this username/password with them, if you wish.
   • Mandatory Fields: Only fields marked with an asterisk (*) are required.
   • Mandatory Fields: To disable mandatory fields (e.g., Guardian Occupation), navigate to: Settings -> System Student -> Fields.

3. Student Data Import:

   • Alternatively, upload student data via an Excel/CSV file.  Admission -> Multi Import

Step 6: Setting Up Fee Collection

1. Fee Types:

   • Navigate to: Student Accounting -> Fee Types.
   • Define fee types (e.g., Admission Fees, Monthly Fees, Library Fees etc).
   • Create individual entries for each monthly fee (e.g., January Fees, February Fees).

2. Fee Groups:

   • Navigate to: Student Accounting -> Fee Groups.
   • Create fee groups (e.g., Class 1 Fee Group).
   • Assign relevant fee types, due dates, and amounts to each group.
   • It means same Fees Type could be added in multiple Fee Groups with different due dates and Amount.

3. Fee Allocation:

   • Allocate fee groups to the appropriate classes.

4. Fee Collection and Reporting:

   • To collect fees: Fees Pay/Invoice.
   • To view outstanding fees: Due Fees Invoice.
   • Generate comprehensive reports in the Reports section. Though, In Reports section "Due Fees report" shows Total Due fees for whole allocation.

• With this Important Parts of settings are completed.

• Additional Configuration:

Based on your specific needs, explore other settings such as:

• Reception management
• ID card templates
• Certificate templates
• Hostel management
• Inventory management
• Library management

Documents

Step 1: Start Here

Step 2: Set up Students data  

Step 3 : Sudomain and Website Configuration  (Not compulsory but recommended).

step 4:  Disable Modules Not required (Not compulsory but recommended).