EDUCATION MANAGEMENT UESR MANUAL. Zearo Consulting | Version 1.0 | Oct 2011 NAVIGATION ICONS AND...

EDUCATION MANAGEMENT

UESR MANUAL

Zearo Consulting | Version 1.0 | Oct 2011

NAVIGATION ICONS AND SHORTCUTS


Icons:

In the Software Menu Tree, clicking on or activating any item that has the Window icon ( ) ) will open a window that will display data in a table.


EDIT:


GO:


VIEW:


FILE:


TOOLS:


HELP:


One Time Setup

1.Click on one time

setup

Navigation has two StepsSteps :1 Navigate by giving the name in look up Step 2: By using the following this steps

The above windows are belong to the One time setup


Caste :How to Navigate a caste?Step 1:

Step 2:Navigate by giving the name in look up

How to Create New and Delete Caste?

1.Click on Education

management

2.Click on One time set up

3.Click on cast

To create new RecordTo Delete

existing record


How to Create /edit a Caste?2.Save

1.Type the cast to

create/edit

This window is helps to keep the record of Caste (The system of dividing society into such classes. (E.g) Vanniyar, Naidu etc.) of the Education Management

Functions of caste in Education Management : In student/employee record . Report .

The following report will show which caste the student belongs to.



management


3.Click on Community

How to filter Caste Report?2. Select on Community

1.Select on Year

How to Navigate a Caste Report?Step 1:


Report

Zearo Consulting | Version 1.0 | Oct 2011Arowana Consulting | Version 1.0 | Aug 2011

How to Navigate a Religion ?

Step 1:

Step 2: Navigate by giving the name in look up

How to Create New and Delete Religion ?

Religion: 1.Click on Education

management


3.Click on Religion


existing record


This window helps to keep the record of Religion (The belief in and worship of a superhuman controlling power, esp. a personal God or gods. (E.g) Hindu, christian etc.) of the Education Management

Functions of Religion in Education Management :

In student/employee record .

Report .

The following report will show which Religion the student belongs to.

2.Save

1.Type the Religion to create/edit


How to Navigate a Religion Report?Step 1:


management2.Click on Reports


2. Select on Religion

1.Select on Year

How to filter Religion Report?


Report


How to Navigate a Classification/Community ?

Step 1:


How to Create New and Delete Classification/Community?

Classification/Community:1.Click on Education

management


3.Click on Classification/Communi

ty


existing record


This window helps to keep the record of Classification/Community (The Central Government of India classifies some of its citizens based on their social and economic condition (E.g) Scheduled Caste etc.) of the Education Management

Functions of Classification/Community in Education Management :

In student/employee record .

Report .

The following report will show which Classification/Community the student belongs to.

2.Save

1.Type the cast to

create/edit


How to Navigate a Religion?Step 1:


management

2.Click on Reports


How to filter Religion? Can also search by class

2. Select on Classification

1.Select on Year

1.Select on class


Report


Grade:How to Navigate a Grade ?

Step 1:



management


3.Click on Grade


How to Create New and Delete Grade ?


existing record


Grade : To set A particular level of rank, quality, proficiency, intensity, or value. E.g A1(80-91)Function of Grade in Education Management:Exam

2.Save

1.Type the Grade to

create/edit

3.Enter the Maximum

mark 2. 3.Enter

the Minimum mark

How to Create/edit a Grade?


Medium:How to Navigate a Medium ?Step 1:



management


3.Click on Medium


How to Create New and Delete Medium ?

How to Create /edit a Medium?


existing record

2.Save

1.Type the Medium t to create/edit


Medium : A medium of education system is one that uses e.g English as the primary medium of instruction

Function of Medium in Education Management:Class configurationReport. 1.Click on

Education management

2.Click on Reports

3.Click on Medium

2. Select on Medium

1.Select on Year

How to Navigate a Medium?Step 1:

How to filter Medium?


Report


OrientationHow to Navigate a Orientation ?Step 1:



management


3.Click on Orientation


How to Create New and Delete Orientation ?

How to Create /edit a Orientation?


existing record

2.Save

1.Type the Orientation to create/edit


Orientation : Board of Education for school level in India e.g State boardFunction of Orientation in Education Management:Class configuration


Day TypeHow to Navigate a Day Type ?Step 1:



management


3.Click on Day Type


How to Create New and Delete Day Type?

How to Create /edit a Day Type?


existing record

2.Save

1.Type the Day Type to create/edit


Day Type : To set the type of the day e.g working day etc

Function of Day Type in Education Management:Academic calendar


NationalityHow to Navigate a Nationality?Step 1:



management


3.Click on Nationality


How to Create New and Delete Nationality?

How to Create /edit a Nationality?


existing record

2.Save

1.Type the Nationality to create/edit


Nationality : To set the Nationality of the Student/employee Function of Nationality in Education Management:Student/employee record


SubjectHow to Navigate a Subject ?Step 1:



management


3.Click on Subject


How to Create New and Delete Subject ?

How to Create /edit a Subject?


existing record

2.Save

1.Type the Subject to

create/edit


Subject : To set the Subject in the Education ManagementFunction of Subject in Education Management:ExamClass configuration Reports


SessionHow to Navigate a Session ?Step 1:



management


3.Click on Session


How to Create New and Delete Session ?

How to Create /edit a Session?


existing record

2.Save

1.Type the cast to

create/edit


Session : To set the Session in the Education Management eg Morning

Function of Session in Education Management:Attendance


How to Navigate a Term ?Step 1:


Term 1.Click on Education

management


3.Click on Term


How to Create New and Delete Term ?

How to Create /edit a Term?


existing record

2.Save

1.Type the Term to

create/edit


Term : To set Term eg FA/SA or I Mid Term of Education Management

Function of Term in Education Management:Exam


Question TypeHow to Navigate a Question Type ?Step 1:



management


3.Click on Question Type


How to Create New and Delete Question Type ?

How to Create /edit a Question Type?


existing record

2.Save

1.Type the Question Type to

create/edit


Question Type : To set the Question Type of Education Management eg Multiple answer ,Big answer

Function of Question Type in Education Management:Class configuration-question


Product


How to Navigate To Price list?

How to Create To Price list?

1.Click on Material management

2.Click on Material

management rules

3.Click on Price list

4.To Save Record

3.Select the Currency

1.To create new Record

2.Type the price List Name

4.Select the price Precision


How to Create To Price list version ?

5.To Save Record


2.Type the Name

3.Select the price Precision

4.Select the Valid From Date

Price list :Is useful to set a Group of Product and its price under the some version and price list of the Education ManagementFunction of Asset in Education Management:Price under Product


1.Click on Material management

2.Click on Material

management rules

3.Click on Product

How to Navigate and Create Product?


5.To Save Record


2.Type the Name

3.Select the Product Category

4.Select the Tax category

4.Select the Uom

4.Select the Product Type

4.Select the start Date

4.Select the end Date


How to set shortcuts for Creating multiple Record with the same content inside for a new record e.g To create Multiple record under same category, Uom, product type

There are two steps:Step1:Use Value Preference 1.Place the cursor on the field2.Right click on the mouse3.Click on Value preference4.Click ok Step 2:Use Copy Record1.Edit the Name2.Delete the Serach key3.Save

Can use any one of the above step to create a new


Copy record

Value preference

The below Screen Shot will show the Icon and how it look?


5.To Save Record


3.Select the Price List

4.Select the List price

4.Select the Standard price

4.Select the Limit price

Product :Is useful to set Product and its price E.g LKG Admin 7400Function of Product in Education Management:Class Configuration,Route


Class ConfigurationHow to Navigate a Class Configuration?Step 1:



management


3.Click on Class

Configuration


How to Create Class?

To create another class click on New and follow the above steps.To delete the existing record click on the icon

How to Create Class Section?

2.Type class


3.To Save Record

2.Type class with Section


3.To Save Record

4.Select the Orientation of the class

5.Select the Medium of the class

6.Select the Next class of the class

To create another class Section click on New and follow the above steps.To delete the existing record click on the icon


2.Select the sessions of the

class


3.To Save Record

To create another class Session click on New and follow the above steps.To delete the existing record click on the icon

To create another class Subjects click on New and follow the above steps.To delete the existing record click on the icon

How to Create Class Session?

How to Create Class Subjects?

2.Select the Subjects of the

class


5.To Save Record

3.Enter the Total Mark

4.Enter the Pass Mark


For CBSE Exam

1

2

Check on, If the subject has any of this

two


3

Check on,If the subject

has sub competency

4


To create another class Lesson click on New and follow the above steps.To delete the existing record click on the icon

3.To Save Record

How to Create Class Lesson?

2.Enter the Lessons in the Subjects of the

class



How to Create Question?

To create another Question click on New and follow the steps 1 to 5To delete the existing record click on the icon

To create Another Answer for the Question follow the steps 6 to 8.

To mark the correct answer from the option follow the step 9And finally save the record with question and answer given

5.To Save Record

3.Enter the Question for the Lessons


2.Select the Question type of the Lesson

9.To Save Record

8.To Save Record


7.Enter the answer for

the question

4.Enter the mark



management

2.Click on Reports

3.Click on Question

2. Select on Subject

1.Select on class group

2. Select on Lesson

How to Navigate a Question?

How to filter Question?


Class Section :The Next Class(e.g if the student is L.k.g their next class is U.k.g) in the class section is useful during the auto enrollment(which will automatically enroll student to next academic year )Function of The Next Class: Auto enrollmentClass session: To set the session for the classes eg. U.k.g will have morning and afternoon.Function of Class session :AttendanceClass subject: To set the what are all the subjects the class hasFunction of class subject :Exam Lesson: To set the what are all the lesson the subject hasFunction of Lesson: Question reportQuestion: To se the question type and what are all the question the subject hasFunction of Question: Question report


Report


How to Create a Fees?

How to Select Fees?

3.To Save Record

2.Click this icon to select the Fees


2.1.Click on the current price list

version

2.3.Select the fees of the class

2.2.Click Refresh

2.4.Click Ok Button


How to View the Created Fees of the Class? By click on this icon Grid view:

Form View:


Conduct/CharacterHow to Navigate a Conduct/Character ?Step 1:



management


3.Click on Conduct/Charac

ter


How to Create New and Delete Conduct/Character ?

How to Create /edit a Conduct/Character?


existing record

2.Save

1.Type the Conduct/Character to create/edit

Conduct/Character : To set the character of the student e.g good,badFunction of Conduct/Character in Education Management:DerollmentTC Report.


Message TypeHow to Navigate a Message Type ?Step 1:



management


3.Click on Message

Type


How to Create New and Delete Message Type ?

How to Create /edit a Message Type?


existing record

2.Save

1.Type the Message Type to

create/edit

Message Type: To define a set of people in one group/ level(school level /class level etc) or individual(student level) who should receive a Message.Function of Message Type in Education Management:Message(sms)


Asset


How to Navigate a Asset Group?

1.Click on Asset

2.Click on Fixed Asset

3.Click on Setup and Maintain4..Click on Fixed Asset

Setup5.Click on

Asset group

How to Create a Asset Group?

To create another Asset Group click on New and follow the above steps.To delete the existing record click on the icon


3.Save

2.Type the Name of the Asset group


Asset group :Is useful to set a Master Asset where all the asset of the master type can be assigned E.g Bus 1 asset can be assigned under Asset group Vehicle.

Function of Asset Group in Education Management:

Asset


1.Click on Asset


3.Click on Setup and Maintain4.Click on

Fixed Asset Setup

5.Click on Asset

How to Navigate a Asset?


To create another Asset click on New and follow the above steps.To delete the existing record click on the icon

How to Create an Asset?1.To create new Record

4.Save

2.Type the Asset Name

3.Select the asset group


To create another Asset Usage click on New and follow the above steps.To delete the existing record click on the icon

How to Create an Asset Usage?1.To create new Record

4.Save

2.Select the Date of f.c

3.Select the Use Date


To create another License Information son click on New and follow the above steps.To delete the existing record click on the icon

How to Create a License Information?1.To create new Record

3.Save

2.Type Policy

Renewal Date


To create another Insurance Information click on New and follow the above steps.To delete the existing record click on the icon

How to Create an Insurance Information?


4.Save

2.Type the Date of

Insurance

3.Type the policy

Renewal Date


To create another Asset User click on New and follow the above steps.To delete the existing record click on the icon

How to Create an Asset User?1.To create new Record

4.Save

2.Select the driver

3.Select the Start date of

the user


How to Navigate an Asset Service Type?1.Click

on Asset2.Click on

Fixed Asset3.Click on Setup and Maintain4.Click on Fixed Asset

setup5.Click on

Asset Service type

How to Create an Asset Service type?

To create another Asset Service click on New and follow the above steps.To delete the existing record click on the icon


3.Save

2.Type the Name of the Asset Service

Type


To create another Asset Service click on New and follow the above steps.To delete the existing record click on the icon Function of the asset service in the education Management ReportsThe following report will show How many services has done to the Asset

How to Create a Asset Service?1.To create new Record

6.Save

2.Select the year

3.Select the Asset

Service type

4.Select the Service date

5.Select the driver



management

2.Click on Reports

3.Click on transport service

How to Navigate an Transport Service?

How to filter Question? 2. Select on

Vehicle

1.Select on Year

2.2 Select on Driver


Reports


To create another Asset Maintenance click on New and follow the above steps.To delete the existing record click on the icon

How to Create an Asset Maintenance? 1.To create new Record

9.Save

2.Select the Year

3.Type the Amount

4.Type the Date of

complaint

5.Type the Cost of Spare

6.Type the date of work

7.Type the Detail of bill

no

8.Type the Labour

expenses



management

2.Click on Reports3.Click on Transport

Maintenance

How to filter Transport Maintenance?

Function of the asset Maintenance in the education Management ReportsThe following report will show How many Maintenance has done to the Asset

How to Navigate an Transport Maintenance?

2. Select on Vehicle

1.Select on Year

2.2 Select on Driver


Reports


Asset :Is useful to set a Asset and its detail of the Education Management E.g Bus 1 and it’s Insurance, License Detail,User,Service,Maintanence

Function of Asset in Education Management:Reports


Route


3.To Save Record

2.Select the Vehicle


3.Type the Route Name

4.Select the Driver

2.Click on Routes

How to Navigate To Routes?

How to Create To Routes?

To create another Routes click on New and follow the above steps.To delete the existing record click on the icon


2.1.Click on the current price list

version

2.3.Select the fees of the class

2.2.Click Refresh

2.4.Click Ok Button

3.To Save Record

2.Click this icon to select the Fees

1.To create new RecordHow to Create To Routes and specify fee for stage?

How to select fee for stage?


To create another Routes and specify fee for stage click on New and follow the above steps.To delete the existing record click on the icon

The student stage List will show the student under stage, route, period


Academic calendar


1.

2.

3.

How to Navigate Academic calendar?


Creating the academic calendar

Arowana Consulting | Version 1.0 | Aug 2011

1.Select the working date

2.Check on working months

3.Check on working days

4.save

2013_2014


The moths and days will appear automatically.


After the enrollment can see the enrolled student detail and student count on class


Check Configuration

Payment Gateway

Revenue Management

Oracle /SA

SABRE/RESERVATIONS

How to Navigate Check Configuration Window ?

1. In Lookup dropdown enter “Check Configuration”2. Press Enter Button and Check Configuration Window will appear.

1 2


• Navigate to Education Management Check configuration

2

1

3


Check Configuration?

1.System will check the Financial year is configured, if it is Configured.. It will appear in the Description Field As (Checking Financial year .....2013 Financial Year OK.....) 2.System will check the Academic Year.3.System will check Current price list Version.4. Checks Class Configuration.


1. Deleting Check Configuration is not possible .

1


Import student


Import student The excel format is shown below:The excel should be in .csv it will not allow .xlsx or othersImport the student without changing the format of the excel Consequences of changing the format•Change of format will not allow the data to place on right fieldTHINGS TO BE CONSIDERED WHILE ENTERING THE DATA IN THE EXCElThe Classification, Religion, Community, Gender should be entered as per in the master data(one time setup) for eg. if the one time setup has gender as MALE(in caps) the excel should also be filled in caps.(case-sensitive)Or first three character should match with the master data.Mandatory The Key field in the excel should be filledField should not change after importing:KeyE-mail id (If the e-mail id is specified it should not change)Following 2 Steps are to Import Student:Step 1: Import File loaderStep 2: Import Business Partner


Field to be in Excel (do not change the order)


How the excel look?


Step 1: How to Navigate Import File Loader ? Step 1:

Step 2: Give the name in Lookup

1.Click on Asset


3.Click on Setup and Maintain4.Click on Fixed Asset

setup5.Click on Import

File Loader


How to Import File in Import File Loader ? 1.Select the on Student import

2.Select the on UTF 8

3.Select File to load


4.Choose the file

5.Upload the file


6.Navigate to check the Imported data

7. Click ok

6.1. check whether imported data got placed

in right field

6.2. Scroll down to check whether all imported data

got placed in right field


8.Click okThis dialogue box will show the count

of data


Step 2: How to Navigate Import Business Partner ? Step 1:


1.Click on System Admin

2.Click on Data

3.Click on Data Import

4.Click on Import

Business Partner

1.Delete the format row

2.Click on any one of the Student and click on

Grid toggle icon


3.Click on import business partner


5.Click Ok

4.Select the Client


5.Click Ok

This Dialogue box will how many (student)

rows got inserted ,updated and

errors


How to Update /edit the Imported Student? Make the change in the Excel (in the same format/order)Except The key and the E-mail id(change of this field will create duplicate value)

Follow the above steps It will Update only the changes

Can not able to Delete the Transacted Student or Asset or Product


How to Manually Create the Staff/Employee and Student?


Step 1: How to Navigate Business Partner? Step 1:


1.Click on Partner Relation

2.Click on Business

Partner Rules

3.Click on Business Partner


How to Create Staff/employee ? 1.To Create New Record

2.Type the Staff name

3.Click on Teacher Business Partner

Group

1.To Create New Record


3.Click on Teacher Business Partner

Group

5.Click on Employee

Tab

4.save


6.Click on Employee Check box


Follow the above Business partner to navigate

How to Create Student? 1.To Create New

Record


4.Click on Standard as

Business Partner Group

3.Check on is student box

6.Click on Student

Tab

5.save


7.Fill the student

data

8.save


One click Enrollment


How to do one click enrollment?

Once you click on fetch button all the not enrolled imported will display, if all the imported student to be enrolled check on select all and submit or navigate to one click enroll line select the student individually.

3.Cilck on Fetch button

2.save

4.Cilck on Submit button

1. New


How to process on Individual student record?

Select the student, check on enroll box and select Class, if needed Mess/transport and submit.

2.save

1

7.save

2

3.Mess if needed 4.Transport

if needed

5.Type the amount paid

if needed

5.Type the Discounted amount if needed


This window will show the enrolled student of that transaction.


Enrollment


Enrollment

Payment Gateway

Revenue Management

Oracle /SA

SABRE/RESERVATIONS

How to Navigate Enrollment Window ?

1. In Lookup dropdown enter “Enrollment”2. Press Enter Button and Enrollment Window will appear.

1 2


• Navigate to Education Management Yearly Setup Enrollment

2

3

4

1


Create New Record for Enrollment

• Select New Record New Record


• Enrollment screen will Appear as shown in the below Screen Shot


1 How to Enroll Student?

1.Scan Student ID using barcode scanner or type Student ID and tab out or Enter. Also type father mobile number or Notification number of the student to fetch 2.Select Student from lookup

2


How to Enroll Student?

1.Student info window will display student id, current class, father name, mobile information.2.Select Class section 3.Select route and Stage for transportation4.Select Applicable month for the transportation requested

5. Select Mess Fee for hostel student6. Select Applicable month for the same7. Save8. Note: Ensure All product are updated with current price list

1 2 3 4

5

6

7


1 2 31. Click Line.2. Ensure all

required fees has been attached. This window will show list of fee name, Quantity, Unit price, Line price, Start date to collect fee, End date to collect fees, Period

3. After confirming all the information navigate back to Enrollment Student

Note: Based on above fee, date SMS notification will be triggered to parents mobile number


1 21. Ensure

Enrollment is still Draft status

2. After confirming All fee hit Submit button


1 2

1. Observe now the document status is Closed from Drafted2. Also Processed check box is selected3. Also Submit button is disabled4. This confirms that Student has been enrolled.

Optionally navigate to Current enrollment window to confirm the enrollment of student

3


1 2

1. Navigate to Education Management Reports Student Information List

2. Select Student id or Student name just created3. Click Submit Button

3


Above report will show all enrolled student information. Student information will not appear if the student is not enrolled


• Deleting Enrolled student is not possible only we can deroll the student after enrollment. Refer Deroll topic for more information


1 2

1. If Student is already enrolled above information message will appear.2. Now we can promote this student to next class different year or we

can de-roll this student


Current Enrollment


Current Enrollment

Payment Gateway

Revenue Management

Oracle /SA

SABRE/RESERVATIONS

How to Navigate Current Enrollment Window ?

1. In Lookup dropdown enter “Current Enrollment”2. Press Enter Button and Current Enrollment Window will appear.

1

2


• Navigate to Education Management Current Enrollment

1

2


1. Overall Enrollment Screen will appear2. Select Grid Toggle Button

2


Current enrollment screen will be appear as shown below1.Student Name will displayed2.Bill amount will be Displayed3.Class of the Student4.Notification number for current enrollment student5. Year of the particular student Enrolled

1

4

3

2

5


1. New record can not be created in Current Enrollment Screen

1


1. Deleting Current Enrolled student is not possible

1


Bill


How to Navigate and set a Cashbook?

11.Type the Cashbook

Name2

3

Navigation

2.Save


How to Navigate and give access to the user to use Bill?

1

1.Select the Cashbook

2.Select the Price List

3.Select the Warehouse

2.Save


If the User don’t have the access the following screen will appear.


2.Click on Bill

How to Navigate Bill?

How to Use Bill?2.Scane or Type the Student ID/Mother’s, Father’s mobile

no/Notification number to search student and press enter

Or 2.1Type or select the student and press enter

1.To create New

Record

3.Type the amount to be paid(the given amount

will get occupied in bill line. According to the relevant period of the

minimum amount)

4.save


Student Account Detail: It will show the student 1.Total amount: The Overall fee the Student Supposed to pay(Total amount +Minimum amount + Last year due amt.) 2.Minimum amount: The amount to pay in that particular Period(Month)3.Last year Due Amount: Last year Balance of the student 4.Discount Over all: Discount Over all5.Current discount: Current Transaction discountBilling Info: It will Show to which Cash book the money is being TransactedAnd will also show the Cash book Balance.

The student Detail will

display once enter button is

pressed


Bill Line: 1.It will show what are all the amount the student supposed to pay in detail.. 2.Can give discount in discount field in the bill line for the particular period.

2


3.Enter the discount amount

How to Give Discount?1.Select the Period where the discount needed.

2.Click on Grid toggle

1

4.save


Completed Line: It will show what are all the amount the student payed in detail..


Only by giving complete the amount will get transact to the cashbook. Once the transaction is saved or completed it can not be deleted.

1.save

2.complete

Check the paid amount


Next transaction: It will show Minimum amount =Paid amount – Last transaction Minimum amountOverall discount

Proceed the Next transaction by following the above steps.


Cancel Bill


How to Cancel Bill?

Give the student id , the last transaction will appear and that can be deleteable.

1.Type the Student ID

2.save

3.Cilck on cancel bill button

4


This window will show what are all the deleted fees for the bill in which it is assigned.


Cancel Expense


How to cancel Expense?

1.Type the Expense No

2.save

3.Cilck on cancel Expense button

Once the expense no is given it will show the expense detail


Update/Delete fee


How to update/Delete fee?

1.Type the Student ID

6.Cilck on Complete button

3

2.save

Step 4,5 is in below screen shot.


4.Cilck on product which to be deleted

5.Uncheck the active box


Attendance


Attendance

Payment Gateway

Revenue Management

Oracle /SA

SABRE/RESERVATIONS

How to Navigate Attendance Window ?

1. In Lookup dropdown enter “Attendance”2. Press Enter Button and attendance Window will appear.

1 2


• Navigate to Education Management Attendance Attendence

1

3

2

4


Create New Record for Attendance

1. Select New Record

1


1. Attendance screen will Appear as shown in the below Screen Shot


To add all the absentees student manually of that session follow the step 4.1 to 6 after adding all the absentees finally click on Add Attendance button.

How to take an Attendance?

2.The Current Day and session will aut0maticlly

appear or manually select the day and

session

1.To Create New record

4.1Or Select the absentees Student

4.Scan the absentees Student

6.Add Attendance

3.Save

6.Save

5.2Select the Class section

5.1Select the Class


1. If the student in not Enrolled , the message will display as bellow screen shot

1


1. If the student is enrolled , the attendance Calculation will display in Below Sub Window named as Att. Line

1


1. Deleting Attendance student is not possible , Cannot delete completed/processed transactions.

1


Exam


4.Select the respective term

6.save

3.Select the respective

subject

2.Select the class

respectively

5.Select the respective Year

1.To create New

How to Navigate Exam?

How to Create Exam?


management2.Click on

Exam

3.Click on Exam

After key-in the marks click on process now


1.Enter the marks of

the student

2.save

1.Other then marks remaining fields will automatically populate. 2.The students in the class will be displayed in the Key-in marks.3.To enter the marks for remaining students go next and follow the same steps.

How to Enter marks?


Exam for CCE Cbse

4.Select the respective term

6.save

5.Select the respective

subject

3.Select the class

respectively

2.Select the respective Year

1.To create New

7

8

9

10

After key-in the marks click on process now


Key-in

Entering mark is same as above mentioned .1.Other then marks remaining fields will automatically populate. 1.The students in the class will be displayed in the Key-in marks.2.To enter the marks for remaining students go next and follow the same steps.


Exam :Is useful to set student academic detail of the Education ManagementFunction of Asset in Education Management:Reports1.Fast learners2.Slow learners3.Average performer4.Progress

How to Navigate to Fast learners, Slow learners, Average performer? 1.Click on

Education management

2.Click on Exam

3.Click on Fast Learners

3.1.Click on Slow Learners3.2.Click on

Average performer


Report The report will show the respective student under Fast learner, slow learner, average performer according to the mark

1.Select the Year

2.Select the Class

How to Filter to Fast learners, Slow learners, Average performer?


Expense


How to Navigate Expense?

How to Create Expense Record?


management2.Click on Expense

1.To create New Record

4.Save

2.Select the Expense Type

3.Select the Amount


Expense: Is the Place to set the Expenses of the Education ManagementFunction of Expense in Education Management: Expense Report


Report



Report2.Click on Expense Report


LIBRARY


How to do library configuration?

2 3

4.save

1.To create New


How to manage library

The enrolled student will automatically display in the library,select the student the detail will display


2 3

5.save

1.To create New

4.If the book is issued

0r 4.If the book is

returned


Transportation


How to Navigate Transportation?

How to Create Transportation Record?



Transportation


11.Save

3.Select the Expense Type

2.Select the Year 4..Select the

Vehicle 5.Select the day

6.Select the Driver

7.Type the Previous Km for new record , if the record of the vehicle is

already present the previous km will

populate automatically.

10.Type the Bill Amount 9.Type the

Diesel Value

12.Complet

e

8.Select the Present Km


Transportation: Is useful to Set the Distance travelled and its cost Function of the in Transportation Education Management: Transport Report


Report



Report2.Click on Transport


De-rollment


Derollment

Payment Gateway

Revenue Management

Oracle /SA

SABRE/RESERVATIONS

How to Navigate Derollment Window ?

1. In Lookup dropdown enter “Derollment”2. Press Enter Button and Derollment Window will appear.

2

1


• Navigate to Education Management Yearly Setup Derollment

1

2

3


Create New Record for Derollment



• Derollment screen will Appear as shown in the below Screen Shot


1 How to Deroll Student?

1.Scan Student ID using barcode scanner or type Student ID and tab out or Enter. Also type father mobile number or Notification number of the student to fetch 2.Select Student from lookup3.Select Date of Leaving

2

3


The student Detail will display once enter button

is pressed

1.Enter Remark for deroll


Student Due Info

1.Click the Derollment

button

To deroll the student Balance should be zero


1

2

1. Navigate to Education Management Reports De-rolled students.

2. Select Year.3. Click Start Button.

3


Above report will show all derolled student information.


1. Select Character.2. Check if the

student is qualified for promote higher standard.

3. Check if the TC Issued to student.

4. Select TC applied date.

5. Select TC issued date.

6. Check send Email to send mail (or) SMS.

7. Click Deroll_Completed.

1

23

45 76


1 2

1. Observe now the document status is Completed from Drafted2. Also Processed check box is selected3. Also Deroll_Complete button is disabled4. This confirms that Student has been derolled.

3


• Deleting Derolled student is not possible.

1.


SMS Configuration


SMS Configuration

Payment Gateway

Revenue Management

Oracle /SA

SABRE/RESERVATIONS

How to Navigate Configuration Window ?

1. In Lookup dropdown enter “SMS Configuration”2. Press Enter Button and SMS Configuration Window will appear.

12


• Navigate to Education Management SMS SMS configuration

2

1

3


SMS Configuration

SMS Configuration?1.API - To send SMS using Web portal .2.Mobile – To send SMS using Mobile device.3.None – SMS will not be send.


How to send SMS using API?

1.Select the API. 2.Enter the Web address.3.Enter the User Name.4.Enter the Password.5.Enter the Sender ID.6.Save.

1

2

3

4

5

6


How to send SMS using Mobile device?

1.Select the Mobile. 2.Save.

12


How to use None check box?

1.Select the None. 2.Save.1

2


1. Deleting SMS Configuration is not possible .

1


Message(SMS)


Message(SMS)

Payment Gateway

Revenue Management

Oracle /SA

SABRE/RESERVATIONS

How to Navigate Message(SMS) Window ?

1. In Lookup dropdown enter “Message(SMS)”2. Press Enter Button and Message(SMS) Window will appear.

21


• Navigate to Education Management SMS Message (SMS)

1

2

3


Create New Record for Message(SMS)



• Enrollment screen will Appear as shown in the below Screen Shot


Message type?1.Class Level - To send SMS to particular class .2.School Level – To send SMS to all.3.Student Level – To send SMS to particular student.


12 4

3

To Test the message?1.select Test checkbox.2.Enter Phone Number.3.Enter Message.4.Click Test button.


How to Send School Level SMS?1.Select the School Level.2.Enter Message.3.Display’s Character Count.4.Display ‘s Message count.5.Display’s Total Number of message to be sent.6.Save.7.Click Complete button.

1 2 76 5

43


How to Send Class Level SMS?1.Select the Class Level.2.Select the Class.3.Select the Section.4.Enter Message.5.Save.6.Click Complete.

5 1 2 3 4

6


How to Send Class Level SMS?1.Select the Class Level.2.Select the Class.3.Select the Section.4.Select the Student.5.Enter Message.6.Save.7.Click Complete.

6 1 2 3 4

7

5


1

23

1. Click Message(SMS) Line.

2. Display Message Sent status.

3. Display Message Sent status.

4. Display Message Sent through.

4


1

2

1. Observe now the document status is Completed from Drafted2. Also Processed check box is selected3. Also Submit button is disabled4. This confirms that message has been sent.

3


• Deleting Message is not possible.


Auto Enrollment


Auto Enrollment: Is useful to Enroll the Current Year Student To Next Year or Class With a Single Click


2.Select the Current Academic Year

3.Select the Next Academic Year

4.Click on student Info

5.Click on line tab

8.Submit (the student will enroll

to next class )


Auto Enrollment6.Make sure on

Student Info. If the Student is not

Promoted for Next Class click on the

student


7.Uncheck the is auto enroll(the student will not

promote to next class)


Users and Rolls

THE END

EDUCATION MANAGEMENT UESR MANUAL. Zearo Consulting | Version 1.0 | Oct 2011 NAVIGATION ICONS AND...

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Transcript of EDUCATION MANAGEMENT UESR MANUAL. Zearo Consulting | Version 1.0 | Oct 2011 NAVIGATION ICONS AND...