ERP OVERVIEW

Welcome to our community page where you will find updates on the modules with versions under drop down menu to get the information you've been searching for. Each modification implemented and the issue getting resolved from it gets highlighted. To open the particular module, click on the 'ERP' visible on the left side. After clicking on it, a list will be viewable. Once the specific module is selected, the new features functionalities with infographics and the way to navigate are shared as well. At the end, we request you to subscribe us so that an alert/notification is sent to you to be in sync with the module's update ASAP.

LMS OVERVIEW

Description of the Learning Management System.

MOBILE OVERVIEW

Description of the Mobile Application.

CHATBOT OVERVIEW

Description of the Chatbot system.

SCHOOL ONLINE MODULE

Feature 1: Provision to Delete Assigned Diary Entries

This enhancement provides schools with greater flexibility and control by allowing the deletion of incorrectly assigned diaries for both student-wise and class-wise assignments.

Navigation

School Online → Diary Assigner

Key Functionality
  • Delete option has been introduced for:
    • Student-wise Head Assigner
    • Class-wise Head Assigner
  • Enables users to remove wrongly assigned diary entries easily.
  • Ensures that only valid and accurate diary assignments are maintained in the system.
Benefits
  • Allows quick correction of wrongly assigned diary entries.
  • Improves accuracy and reliability of diary records.
  • Enhances administrative control and reduces dependency on backend support for corrections.

Feature 2: Group Report Enhancement

To provide schools with a clear and structured overview of all groups created in the system, along with visibility into how many users are assigned under each group.

Key Functionality
  • Added a new report under School Online → Reports → Group Report.
  • The report includes the following filters:
    • Group Name
    • Group Visibility
    • Group Type – Classwise, Student Wise, Employee Wise, or Housewise
  • Displays details of each group along with the count of users assigned to it.
Benefits
  • Enables schools to easily monitor and manage group structures.
  • Helps identify unassigned or duplicate groups to maintain data consistency.
  • Provides quick insights for administrative decisions related to class, employee, or house-based grouping.
  • Enhances transparency and control over group management across the school system.

ADMISSION REGISTRATION MODULE

Feature 1: Health Card Upload and Download Option

This enhancement introduces an option to upload and download the Health Card (Medical Form) within the Registration module, simplifying health record management for both administrators and parents.

Navigation

Registration → Master Setting → Registration Setting → Group Wise Setting

Parent Portal: Side Menu → Health Card → Download

Key Functionality
  • Under Group-wise Setting, an option has been added to Upload and Download the Health Card (Medical Form).
  • On the Parent Portal, Health Card module is available in the side menu.
  • Parents can conveniently download the Health Card directly from this module or from the Download Guidelines section during registration.
Key Benefits
  • Provides a centralized and organized way to manage student health records.
  • Enables parents to easily access and download the Health Card without manual support.
  • Improves efficiency and transparency in the health document submission process.

Feature 2: Addition of APAAR ID and SRN Fields in Registration Form

To enhance student identity management and align with updated institutional requirements, two new fields — APAAR ID and SRN — have been added to the Registration form.

Navigation

Registration → Entry → Registration

Key Functionality
  • New fields APAAR ID and SRN have been introduced alongside PEN and Aadhaar Number in the Registration form.
  • Both fields are alphanumeric in nature and can be entered during the registration process.
  • The captured details will be stored along with other student information for future reference and reporting.
Key Benefits
  • Supports compliance with updated student identification and record-keeping standards.
  • Ensures a more comprehensive and accurate student information database.
  • Facilitates smoother data exchange and verification with external educational systems.

Feature 3: Auto-Assignment of Roll Number on Student Transfer

This enhancement ensures accurate and sequential roll number assignment when students are transferred from the Registration module to the Student Information (SI) module.

Key Functionality
  • When a student is registered and transferred to the SI module, the system will now automatically assign a Roll Number based on the Max +1 series logic.
  • This replaces the earlier behavior where the Roll Number was assigned as 0 by default.
  • Ensures consistent roll number sequencing without manual intervention.
Key Benefits
  • Automates roll number generation, reducing manual effort and errors.
  • Maintains proper sequencing and data consistency across modules.
  • Improves accuracy and reliability during the student transfer process.

Feature 4: Registration Receipt Download Provision

With this update, users can now instantly download registration receipts post offline entry, bringing greater convenience and efficiency to the registration process.

Key Functionality
  • A new Registration Receipt tab has been introduced in the Registration section.
  • Once an offline registration entry is saved, users can directly download the receipt from the same form.
  • Alternatively, after saving the offline registration, the system can auto-redirect to the Registration Collection page, where the Receipt Download option is also available.
Key Benefits
  • Provides quick access to registration receipts without navigating to multiple pages.
  • Enhances efficiency in managing offline registrations and payment confirmations.
  • Improves user experience with a seamless, one-click receipt download process.

STUDENT INFORMATION MODULE & TRANSPORT MODULE UPDATES

Feature 1: Authorized Pick-Up Person Image Updation

A new form, Authorized Pick-Up Person Image Updation, has been introduced to allow schools to maintain images of individuals authorized to pick up students.

Key Functionality
  • Schools can upload or update the image of each authorized person linked to a student.
  • Ensures that student pick-up records are accurately associated with the correct authorized individual.
Navigation Path

Student Information → Authorized Pick-Up Person Image Updation Form

Benefits
  • Enhances student safety and security during pick-up.
  • Simplifies identification of authorized persons for school staff.
  • Reduces the risk of unauthorized pick-ups and improves administrative control.

Feature 2: Student Signature Upload in Student Master

The Student Master module now supports uploading student signatures in addition to student images.

Key Functionality
  • Schools can upload and update student signatures directly from the Student Image Updation form.
  • Uploaded signatures are also accessible and visible via the Parent Portal for verification and official purposes.
Benefits
  • Enables schools to maintain authentic student signatures for academic and administrative records.
  • Supports official documentation and report card verification.
  • Simplifies administrative processes by centralizing signature management.

Feature 3: Sibling Details Tags in Student ID Card

The Student ID Card generation module now supports displaying sibling information through new tags:

  • Sibling Admission Number
    •
  • Sibling Name
    •

These tags will only display on the ID card if the student has a sibling recorded in the system.

Benefits
  • Provides a quick reference to sibling details on the student ID card.
  • Enhances administrative convenience and family record visibility.
  • Ensures ID cards remain clean and relevant by showing sibling information only when applicable.

Feature 4: Additional Staff Detail Tags in Report Templates

The Staff Report Detail Templates under Student Information → Reports → Certificate Setting → Template have been enhanced to include new staff-related tags for more comprehensive reporting.

Key Functionality
  • Newly added tags include: Nationality, Mother Tongue, Religion, Marital Status, Aadhar No, Caste, Place of Birth, Marriage Date, Spouse Name, Official Email Id, Identification Mark, Report Person, High Qualification, Social Category, Probation Upto, Date of Confirmation, Nature of Appointment, Children Details (all fields), Qualification Details (all fields), Training Details (all fields).
  • These tags allow dynamic retrieval of staff information when generating certificates or reports.

Feature 1: Transport Information New Reports Added

New reports have been introduced in the Transport Module to enhance tracking and management of student transport data. The following reports are now available:

  • Bus Stop Group Detail – Displays comprehensive details of all defined bus stop groups.
  • Transport Availed Students - Stop Group Wise – Lists all students availing transport, categorized by stop group.
  • Transport Availed Student Count - Stop Group Wise – Provides a summarized count of students availing transport for each stop group.
Benefits
  • Improves visibility of transport utilization by stop group.
  • Facilitates better planning and allocation of transport resources.
  • Enables administrators to analyze student transport data efficiently.

Feature 2: Improved Visibility for Installment Name in Route Assigner

To enhance data readability and user experience, the Installment Name column in the Route Assigner screen has been adjusted for better visibility. The column width has been increased by optimizing the width of the Rate and No. of Times columns, ensuring that full installment names are clearly displayed.

Benefits
  • Improves clarity and readability of installment details.
  • Enhances user experience while managing transport fee installments.
  • Reduces confusion and minimizes the need for manual scrolling or hovering to view complete information.

FEE & BILLING MODULE - NEW FEATURE

Feature 1: Additional Student Details in Fee Concession Report

This enhancement provides schools with better visibility of concession-related student information by including key contact and address details in the Fee Concession report. This addition supports schools in planning house visits and maintaining accurate communication records.

Key Functionality
  • In Fee & Billing → Fee Report → Fee Concession → Fee Report Setting, additional fields have been introduced:
    • Concession Entry Date
    • Present Address
    • Mother’s Name
    • Contact Numbers
  • These details are now displayed alongside existing concession information in the report.
  • Facilitates easy access to essential student details for operational and follow-up purposes.
Benefits
  • Enables schools to plan and manage house visits efficiently for concession students.
  • Improves accessibility of student contact and address details in a single report.
  • Enhances administrative convenience and data completeness within the Fee Concession report.

Feature 2: New Report Added

A new Fee Final Due List report has been introduced to provide a comprehensive overview of students with outstanding fee amounts, helping schools manage and track pending dues more effectively.

Feature 3: Date Filter and Validation in Fee Fixed Report

This enhancement improves accuracy and control in fee data management by introducing mandatory date validation and date-range filtering in the Fee Fixed Report.

Key Functionality
  • A From Date – To Date filter has been added for refined data viewing.
  • Mandatory date entry for each fixed amount under fee heads and installments.
  • Entries without dates will not be accepted.
  • From Date defaults to academic session start.
  • To Date defaults to current system date.
  • Bulk entry functionality enabled.
Benefits
  • Ensures completeness and accuracy of fee records.
  • Facilitates better tracking and reporting through date-wise filtering.
  • Reduces data entry errors and improves administrative efficiency.
  • Supports faster bulk updates with enhanced validation control.

Feature 4: Editable Payment Type Configuration

This enhancement allows schools to customize and manage payment type names (e.g., School Fee, Admission Fee, Hostel Fee) to align with internal terminology.

Functionality
  • A new form – Payment Type has been introduced.
  • Schools can edit existing payment type names.
  • Updated names reflect across Receipt Details, Fee Collection Form, and Online Fee Portal.
Benefits
  • Provides flexibility to align terminology with school needs.
  • Ensures consistency across all fee-related interfaces.
  • Simplifies administration and improves clarity in fee records.

Feature 5: Fee Installment Tag in No Due Certificate

A new “FeeInstallment” tag can now be used within the certificate template to automatically fetch and display installment information in the No Due Certificate.

Feature 1: Option to Print Student Ledger with/without Header

A new enhancement while printing Student Ledger allows users to print the ledger with or without the header section, providing flexibility in document presentation.

Key Benefits
  • Customizable Printing: Choose whether to include the header in printed ledgers.
  • Professional Presentation: Tailor the output to meet school or parent requirements.
  • Improved Convenience: Streamlines printing options for staff and administration.
Navigation

Fee & Billing -> Fee Certificate -> Student Ledger

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Feature 2: Student Ledger – Customizable Footer

A new dynamic footer option has been added to the Student Ledger, allowing schools to customize the footer content as per their requirements.

Navigation

Fee & Billing -> Fee Certificate -> Student Ledger

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Key Benefits
  • Customizable Footers: Tailor footer content for official or internal use.
  • Professional Presentation: Ensures ledgers meet school formatting standards.
  • Flexible Reporting: Adjust footers without affecting the main ledger content.

Feature 3: Display Username and Print Date on All Fee Reports

All fee reports now display the username of the person generating the report and the print date, improving traceability and record-keeping.

Key Benefits
  • Better Accountability: Know who generated each report.
  • Improved Tracking: Easily reference the print date for records.
  • Enhanced Transparency: Supports accurate audit and reporting processes.

Feature 4: Bill Desk Payment Gateway Integration

A new Bill Desk payment gateway has been integrated, allowing seamless and secure online fee payments for parents. Bill Desk is one of India’s most trusted digital payment platforms, widely used by banks, businesses, and institutions to process online transactions securely and efficiently.

Feature 5: Percentage-Based Tuition Fee Generation

A new percentage-based tuition fee generation option has been added, using the Certificate Percentage field provided to the school to calculate fees automatically.

Navigation

Fee & Billing -> Reports -> Fee Certificate -> Select Certificate Type(Tuition Fee) -> Certificate Percentage

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Key Benefits
  • Automated Fee Calculation: Tuition fees are generated based on the school-provided certificate percentage.
  • Time-Saving: Reduces manual calculations and errors.
  • Flexible Management: Enables schools to implement percentage-based fee policies efficiently.

Feature 6: Automatic Transfer Due Generation on TC Issuance

A new enhancement allows automatic generation of transfer dues when issuing a Transfer Certificate (TC), based on predefined settings.

Key Benefits
  • Automated Process: Reduces manual effort in calculating transfer dues.
  • Accurate Billing: Ensures dues are generated correctly according to school settings.
  • Streamlined Workflow: Speeds up the TC issuance process and improves efficiency.

Feature 7: Fee Collection – Disable Partial Payments

A new enhancement allows schools to disable partial payment collection from the Fee Collection form via the Collection Settings page. Two options are available:

  • Partial Offline Payment: Enabled by the school for in-person fee collection.
  • Partial Online Payment: Enabled on the parent portal for online fee submissions.
Navigation

Fee & Billing -> Fee Setting -> Collection Setting

Partial Offline Payment

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Partial Online Payment

Fee & Billing -> Fee Setting -> Parent Portal Setting

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Key Benefits
  • Flexible Payment Control: Schools can manage how partial payments are collected.
  • Improved Accuracy: Reduces confusion by clearly separating offline and online partial payments.
  • Enhanced Convenience: Provides clarity for both staff and parents on payment options.

Feature 8: Automatic Quarterly Selection for Online Payments

A new enhancement provides flexibility to configure the core fee structure into quarterly or half yearly for parents to pay online fee through parent portal or mobile app.

Key Functionality
  • If the installment name is April and installment group is Installment, selecting April will automatically include May and June with their respective installment names and groups.
  • Supports seamless quarterly collection while keeping the monthly fee structure intact.
  • Reduces manual selection for parents and ensures all relevant installments are included in online payments.
Key Benefits
  • Convenient Payments: Parents can pay quarterly without missing any month.
  • Accurate Fee Collection: Automatically includes all installments within the quarter.
  • Time-Saving: Minimizes errors and reduces administrative follow-up.

Feature 9: Excess Fee Handling and Adjustment

A new enhancement allows schools to manage extra payments made by parents, even when the full academic year fee has been paid. The system intelligently allocates the excess amount to adjust against the last installment, other due installments, or carries it forward to the next academic year.

Key Functionality
  • Automatically allocates extra payments to the last or pending installment of the same academic year.
  • Allows carrying forward excess amounts to the next academic year if not fully adjusted.
  • Ensures accurate classification of collected amounts as excess fees for proper accounting.
  • Handles multiple scenarios: fully paid academic year, pending dues in any installment, or partial adjustment across years.
Key Benefits
  • Accurate Accounting: Extra payments are properly tracked and adjusted.
  • Flexible Management: Supports adjustments within the same year or across academic years.
  • Simplified Workflow: Reduces manual calculations and follow-up for school staff.

LIBRARY MODULE

Feature 1: Auto Display of Book Details on Scanning

This enhancement streamlines the book issue and return process by automatically displaying book details as soon as the barcode is scanned, eliminating the need to manually press the Enter key.

Key Functionality
  • Book details are now fetched and displayed automatically upon scanning the barcode.
  • Removes the need for additional manual action (Enter key press) after scanning.
  • Ensures a faster and smoother book issue/return workflow.
Benefits
  • Saves time and reduces manual effort during book transactions.
  • Improves operational efficiency and user experience for library staff.
  • Minimizes chances of input delays or scanning errors.

Feature 2: Re-Issue Button in Class-Wise Issue/Return Collection

A new enhancement allows library staff to conveniently re-issue books to students directly from the class-wise issue/return collection, streamlining the book management process.

Navigation Path

Library → Task → Class-wise Issue/Return Collection

Key Functionality
  • A new “Re-Issue” button has been added.
    •
  • Enables staff to quickly re-issue books without navigating to a separate workflow or module.
  • Reduces manual effort and saves time in managing re-issues.
Benefits
  • Improves efficiency in handling book re-issues for entire classes.
  • Minimizes errors and duplicate entries during re-issuance.
  • Enhances user experience for library staff by providing a single-click re-issue option.

SMS MODULE

Feature 1: Work Anniversary Communication Templates

This enhancement enables schools to celebrate and acknowledge staff work anniversaries through automated communication, improving staff engagement and fostering a positive institutional culture.

Navigation

SMS → Template Master → Staff Work Anniversary → SMS / Email / Internal Message / WhatsApp

Key Functionality
  • A new communication category — Staff Work Anniversary — has been added.
  • Supports Email, SMS, WhatsApp, and Internal Message.
  • Allows users to create and upload templates with:
    • Template Name
    • Message Content
    • ERP Fields Selection
    • Template ID
  • Templates can be reused for consistent and personalized messages.
Benefits
  • Automates work anniversary communication.
  • Strengthens employee engagement and recognition.
  • Provides flexibility across multiple communication channels.
  • Ensures consistency and professionalism in messages.

Feature 2: Addition of Slot Name in ERP Field Selection

This enhancement allows users to include the Slot Name field from the Time Slot Assigner form in message templates.

Key Functionality
  • A new option Slot Name has been added under Select ERP Field.
  • The selected Slot Name dynamically displays values created in the Time Slot Assigner Form.
  • Enables more accurate, slot-specific communication.
Benefits
  • Enhances message customization with slot-based details.
  • Improves clarity and relevance in automated messages.
  • Reduces manual effort and maintains consistency.

FRONT OFFICE MODULE

Feature 1: Enhanced Student Gate Pass Reporting and Layout Configuration

This enhancement improves the visibility, accuracy, and layout flexibility of the Student Gate Pass report, ensuring all key information, including guardian and pickup details, is displayed clearly within a single report page.

Functionality:
  1. Pickup Person Photo Column:

    Front Office → Reports → Student Gate Pass

    • Added a new column to display the pickup person’s photo for easy identification.
  2. Guardian Photo Display:

    Front Office → Student Gate Pass

    • A guardian photo box has been introduced to visually verify the guardian at the time of student release.
  3. Report Modification Provision:
    • Added capability to customize report layouts, including field width and field priority, ensuring data fits neatly on a single A4 landscape page.
Benefits:
  • Enhances student security and identification accuracy at the time of exit.
  • Improves report readability by fitting all gate pass data on one page.
  • Provides flexibility to tailor report layout as per school-specific needs.

HOLISTIC PROGRESS CARD - A STEP TOWARDS INCLUSIVE EDUCATION UNDER NEP AND NCF

The introduction of the new Holistic Progress Card (HPC), as envisioned by the National Education Policy (NEP) 2020 and guided by the National Curriculum Framework (NCF) 2023, has been embraced wholeheartedly by most schools.

As the new session begins, many schools have shared the HPC approach with parents during their introductory Parent-Teacher Meetings (PTMs). It has been an overwhelming and positive initiative, as parents feel more included in their child's progress throughout the academic year.

While the overall response to HPC has been encouraging, some parents may take a little more time to adjust to this new approach. Busy schedules may make it difficult for some to engage with feedback processes, while others, especially those less familiar with formal education systems, might feel unsure about how to share their input.

Schools can overcome these challenges by conducting more frequent PTMs and orientations, and by teachers making courtesy calls to parents. Schools can also invite parents to share their opinions, struggles, and strengths through life experiences in a supportive environment. The more inclusive a school is in involving parents in a child's progress, the more parents will gain confidence in sharing their feedback over time.

Organising exhibitions, webinars, and other interactive sessions can further encourage parents to engage positively with the HPC approach. With consistent efforts, schools can build a strong partnership with parents, making holistic progress a shared journey for the betterment of every child.

To help parents connect with this new approach to tracking student development, here’s a clear overview of what the Holistic Progress Card offers:
  1. Whole-Child Development
    • Tracks not just academic growth but also social, emotional, and creative skills.
  2. Skill-Based Reporting
    • Focuses on essential 21st-century skills like communication, problem-solving, and collaboration.
  3. Individual Insights
    • Provides a personalised report that reflects each child’s strengths, areas for improvement, and interests.
  4. Student Self-Reflection
    • Encourages students to assess their own learning and set personal goals.
  5. Feedback from Multiple Sources
    • Includes input from teachers, peers, and self-assessments for a complete view.
  6. Beyond Academics
    • Acknowledges achievements in arts, sports, values education, and well-being.
  7. Parent Involvement
    • Offers actionable suggestions for parents to support their child’s learning at home.

The HPC provides a holistic approach to education, focusing on the child’s overall growth rather than just academic performance, fostering a more inclusive and supportive learning environment.

DASHBOARD

Feature 1: Integration of FreshDesk – Ticket Management System

We have introduced a "Question Mark" icon on the vertical menu bar (below the settings icon) that opens the "All Tickets" page. This page allows school staff and employees to create, manage, and track support tickets, which are integrated with the CampusCare FreshDesk portal.

Key Features & Purpose
  • Seamless Ticket Creation: Staff can create support tickets directly from the ERP system
  • Integration with FreshDesk: Tickets are sent to the CampusCare service provider, where the support team resolves them and provides updates.
  • Efficient Communication: The ticket creator and support team can interact through the ticket interface until the issue is resolved.
  • Ticket Status Filters: Users can filter tickets based on status (All, Closed, Open, Pending, Resolved).
  • Administrator Access: The admin, assigned on the FreshDesk Assign page, can view tickets created by all staff under their assignment.
  • Email-Based Ticket Filtering: Admins can filter tickets based on email ID.
How to View a Ticket?
  1. Click on the Question Mark icon → The All Tickets page will open.
  2. Click on any ticket from the list → The ticket details will open.
  3. View messages from the support team.
  4. Use the Reply button (located at the bottom) to communicate with the support team.
  5. Even for closed tickets, the Reply button remains active, allowing users to reopen the ticket if the issue persists.
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How to Create a Ticket?
  1. Click on the Question Mark icon → The All Tickets page opens.
  2. Click on the plus (+) icon (top-right corner) → A Create Ticket pop-up appears.
  3. Fill in the required details:
    1. Subject: Mention the page or module where you are facing an issue.
    2. Email ID: Auto-filled based on the user creating the ticket.
    3. CC Emails: Add other recipients if needed.
    4. Description: Explain the issue (max 2000 characters).
    5. Attachments: Upload relevant files (JPG, PNG, PDF).
  4. Click Submit → The ticket is created and sent to the support team.
  5. A ticket number is automatically assigned, and the ticket appears on the main page.
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Permission-Based Access & FreshDesk Assign Page
  • The FreshDesk Assign page allows admins to assign employees and administrators to create and follow up on the tickets.
  • The email ID provided by CampusCare (the service provider) must be saved on this page for successful FreshDesk integration.
  • Ticket creation and access are permission-based, ensuring only authorized users can manage support requests.

Navigation: Master Setting >>> Confidential Setting >>> FreshDesk Assign

Impact & Benefits
  • Improved support system for school staff.
  • Faster query resolution through direct ERP-FreshDesk integration.
  • Easy ticket tracking & communication between users and the support team.
  • Enhanced accessibility with permission-based ticket management.
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MASTER SETTING MODULE

Feature 1: Enhanced Email Control for Attendance

We have implemented a new enhancement on the “Automated Status Mail” page to prevent automated attendance status emails from being sent on holidays and weekly offs.

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Key Updates:
  • Added an "Email Not Needed" dropdown to the form.
  • The dropdown lists all weekdays with a checkbox functionality.
  • Admins can select specific days to disable attendance status emails for staff and students on those days.

This update ensures that no unnecessary emails are sent on non-working days, improving email accuracy and reducing clutter.

STUDENT ATTENDANCE MODULE

Feature 1: New Report Added- Teacher-wise Attendance Not Done

We have added a Teacher-wise Attendance Not Done Report to provide better visibility into attendance entries that have not been completed.

Key Update:
  • The report will display all the dates within the “Attendance Entry Not Done” column for the particular class & section by displaying the name of the teacher who is responsible for marking attendance of that class.
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Why This Change?
  • Enables schools to identify gaps in attendance marking and take corrective actions.

EXAM MODULE

Feature 1: New Reports Added

We are pleased to introduce some new reports on the “New Consolidated Report” page. They are-

  • Section Wise Analysis: Helps schools compare student performance across different sections of the same class, identifying trends and areas needing improvement.
  • Subject Wise Class Average: Provides an overall subject-wise performance summary, enabling schools to assess subject difficulty levels and take necessary academic interventions.
  • Subject Wise Analysis: Offers a detailed performance breakdown of each subject, assisting educators in identifying weak areas and enhancing teaching strategies.
  • Exam Wise Comparison: This report provides a comparative analysis of student performance across different exams, helping administrators and educators evaluate progress effectively.

Feature 2: New Reports Added in “Exam Master Reports”

We are pleased to introduce some new reports on the “Exam Master Reports” page. They are-

  1. Report Card DoPDF Detail Report
    1. Allows admins to verify whether the generated report card has been saved as a PDF in the ERP system.
    2. Displays the DoPDF status as "Done" or "Not Done" for each student in the selected class and exam type.
  2. Report Card DoPDF Summary Report
    1. Summarizes the total number of report cards saved as PDFs.
    2. Displays columns for:
      1. Active Student Uploaded (count of PDFs saved for active students).
      2. TC Student Uploaded (count of PDFs saved for transferred students)
Example: If 8 out of 10 active students have their report card saved as a PDF draft, the column will show 8.
  1. Report Card Viewed Summary Report
    1. Tracks parent engagement by displaying the count of parents who have viewed their child’s report card.
    2. Includes:
      1. Active Student Parent Viewed (total count for active students).
      2. TC Student Parent Viewed (total count for TC students).
  2. Report Card Viewed Detail - Parent Viewed Report
    1. Provides a detailed view of whether each student’s report card has been accessed by their parent
    2. Includes:
      1. Viewed Status (Yes/No)
      2. Date-Time (timestamp of when the report card was viewed).
Benefits
  • Improved tracking of report card generation and PDF storage.
  • Better visibility into parent engagement with student performance.
  • Easy identification of pending PDF generation and report card views.

For any queries, please reach out to the support team.

Feature 3: Student Wise Subject Priority Report

A new report, Student Wise Subject Priority, has been added to the Exam Master Reports page. This report provides a structured view of subject priority numbers assigned to students, ensuring accurate sequencing of optional subjects on the generated report card.

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Key Features
  • Displays subject priority in separate columns.
  • Each row includes:
    • Student Name
    • Admission Number
    • Subject Name corresponding to each priority column.
  • Reflects the priority set on the Optional Subject Priority page.
  • Ensures that subjects are correctly sequenced in the final report card.
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Benefits
  • Accurate subject sequencing in report cards.
  • Clear visibility of optional subject priorities for each student.
  • Easier validation of subject preferences set in the system.

Feature 4: Consolidated Report Setting

We have introduced three new features on the Consolidated Report Setting page to enhance the customization and readability of reports generated through the New Consolidated Reports page

  1. Subject Abbr. Checkbox
    1. When enabled, the generated report will display abbreviated subject names instead of full names, improving clarity and space utilization.
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    2. Row Height Input Field
      1. Allows users to set a custom row height for better layout presentation and readability.
      2. Enter the value greater than or equal to 15
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    3. Bold Column Checkbox
      1. A new Bold Column has been added to the grid section.
      2. Selecting the checkbox of each row will bold all data in the generated report.
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Benefits
  • More readable and structured reports with subject abbreviations.
  • Customizable row height for better layout adjustments.
  • Improved data visibility with bold column formatting.

For more details, reach out to the support team.

STAFF INFORMATION MODULE

Feature 1: New Report added- “Staff Leave Details Month Wise”

The “Staff Leave Details Month-Wise” Report has been introduced to provide a detailed view of an employee’s leave usage across all months of a selected year. This report enables HR and administrators to easily track leave distribution, identify usage trends, and ensure better leave management and planning.

Key Functionality:
  • Enables selection of key parameters — Employee Name, Leave Year, and Leave Category.
  • Displays month-wise details with Employee Code, Leave Name, monthly leave count/status, and total leaves taken.
  • Provides a clear, structured report summarizing employee leave utilization for the selected period.
Navigation

Staff Information → Leave → Leave Report → Staff Leave Details Month Wise

Key Benefits:
  • Provides a clear month-wise breakdown of leave usage.
  • Helps HR and management monitor employee leave patterns and plan workforce availability.
  • Reduces manual effort in compiling leave summaries from multiple sources.
  • Enhances transparency and accuracy in leave tracking and reporting.

STUDENT TRANSPORT

Feature 1: New Reports added

New Reports in Transport Module: Bus Stop Group Detail, Transport Availed Students Stop Group wise, Transport Availed Student Count Stop Group wise

  • Bus Stop Group Detail – Displays comprehensive details of all defined bus stop groups.
  • Transport Availed Students - Stop Group Wise – Lists all students availing transport, categorized by stop group.
  • Transport Availed Student Count – Stop Group Wise – Provides a summarized count of students availing transport for each stop group.

Feature 2: Improved Visibility for Installment Name in Route Assigner

To enhance data readability and user experience, the Installment Name column in the Route Assigner screen has been adjusted for better visibility. The column width has been increased by optimizing the width of the Rate and No. of Times columns, ensuring that full installment names are clearly displayed.

Benefits
  • Improves clarity and readability of installment details.
  • Enhances user experience while managing transport fee installments.
  • Reduces confusion and the need for manual scrolling or hovering to view complete information.

Exam and Assessment

Feature 1: New Report Added

New Reports in Exam Module: Consolidate Range Wise Subject Count Report – This report provides a consolidated view of student performance across defined score ranges, helping schools analyze subject-wise achievement patterns and overall class performance distribution.

Feature 2: Class-Wise Attendance Sync for Report Card Display

This enhancement streamlines attendance data management by allowing schools to select all classes and save attendance records directly from the Attendance Module for report card integration.

Key Functionality
  • A new tab has been added under the Exam Attendance page.
  • Provides an option to select all classes and save attendance data collectively.
  • The saved attendance information is automatically synced for Report Card display.
Benefits
  • Simplifies the process of updating and managing exam attendance records.
  • Ensures accurate and up-to-date attendance data on report cards.
  • Saves time by enabling bulk class selection and data saving in a single step.

Feature 3: New Consolidated Reports and Graphs for Performance Analysis

Two new analytical tools have been introduced to enhance result evaluation and performance tracking:

  • Consolidate Class-Wise Range Count Report added in Consolidate Report Form to provide class-level performance summary.
  • Class-Wise Grade/Range Analysis Graph added in Graph Analysis Form for visual performance trends.

Feature 4: Subject Teacher Column Added in Result Summary II Report

This enhancement introduces a Subject Teacher column in the Result Summary II report, allowing teacher-wise performance analysis.

Exam & Assessments → Exam Reports & Analysis → New Consolidated Reports → Result Summary II

Key Functionality
  • The Result Summary II report now includes a Subject Teacher column.
  • Enables mapping of subjects with respective teachers for detailed analysis.
  • Supports teacher-wise review and performance comparison.
Benefits
  • Helps schools analyze results based on subject teachers.
  • Enhances transparency and accountability.
  • Useful for academic planning and teacher review.

Feature 5: Student Name Tags in Report Card

This enhancement introduces separate name tags for cleaner formatting.

Key Functionality
  • Supports:
    • First Name – first word
    • Middle Name – second word (if available)
    • Last Name – last word
  • Automatically identifies and separates name parts.
  • Ensures consistent name representation.
Benefits
  • Improves clarity and personalization.
  • Ensures uniform name formatting.
  • Helps in accurate data mapping.

Feature 6: Enhancements in Report Card

Enhanced Student Name Format

Introduced a new <<StudentName1>> tag.

Key Functionality
  • Displays names in format: First Name + Middle Initial + Last Name
  • Example: ADHYANSH VIJAYKUMAR PADDALWAR → ADHYANSH V. PADDALWAR
  • Auto formatting without manual editing.
Benefits
  • Consistent professional formatting.
  • Improved readability.
  • Reduces manual effort.
Additional Enhancements
  • <<ClassStrength>> tag to display total class strength.
  • <<RollNoGender>> tag: B1, B2, B3… for boys / G1, G2, G3… for girls.
  • Support for 60 subject groups using «TableStart:markSubjects60».
  • Age calculation tags:
    • <<AgeDuration>>
    • <<MonthsDuration>>
    • <<DaysDuration>>
  • Option to display an image for bottom grade.

Feature 7: Option to Display Header Only on First Page in Consolidated Reports

Exam & Assessments → Exam Reports & Analysis → Consolidated Report Setting

Benefits
  • Reduces repetitive headers.
  • Improves readability.
  • Optimizes space for student details.

Feature 8: Introduction of Descriptor Master and Descriptor Entry

Exam & Assessments → Entry → Descriptive Master

Key Functionality
  1. Select Class & Section.
  2. Select Exam (auto-fetches details).
  3. Select Subject Group & Subject.
  4. Enter Descriptive & Set Priority.
  5. Define Maximum Marks & Add to Total.
Benefits
  • Flexible descriptive configurations.
  • Accurate tracking of descriptive evaluations.
  • Standardized report generation.

Feature 9: Enhanced Exam Performance Dashboards

  • Top Student Details Dashboard: Shows subject-wise marks by Bottomwise, Examwise, or Subjectwise.
  • Pass/Fail/Outstanding Dashboard: Summary of performance categories.
Benefits
  • Quick academic trend identification.
  • Supports targeted intervention.
  • Provides comprehensive performance insights.

Feature 10: Subject and Exam-Wise Grade Setting

A new form Exam/Subject-wise Grade Master has been added.

Key Functionality
  1. School Set Target (Predicted Grade) – Locked for session.
  2. Grade Achieved (GA) – Color-coded:
    • Dark Green – Above target
    • Light Green – Meets target
    • Yellow – Below target
    • Red – Two points below target
  3. Working at Grade (WAG) – Formative assessment conversion.
  4. Learning Engagement – 6–8 assessments converted to grades.
  5. Multiple Terms Handling – Each term uses its own grade setting.
Benefits
  • Precise, term-wise grade management.
  • Color-coded insights.
  • Consistent grading across all assessments.

Feature 11: Subject-Wise Comment Assignment for Remark and Grade Entry

  • Remark Entry filter: Assign Subject-wise Comment.
  • Grade Entry filter: Assign Subject-wise Grade Comment.
  • Supports detailed feedback on report cards.

Staff : Leave and Attendance

Description of Staff's Leave and Attendance.

Payroll Module

Feature 1: Multi Acquittance Roll Configuration and Customization

This enhancement provides flexibility for schools to generate, modify, and customize multiple Acquittance Rolls within the Payroll module, supporting diverse reporting and signature requirements.

Parent Dashboard

Description of Parent Dashboard.

Management / Principal Dashboard

Description of Management/Principal Dashboard.

Centralized Dashboard

Description of centralized Dashboard.

ANECDOTE MODULE

Introduction of Anecdote Module

To enable schools to record, track, and share student behavior, achievements, and observations in a structured and transparent manner, promoting holistic student development and teacher-parent collaboration.

Key Functionality

A new Anecdote Module has been introduced with the following key components:

  1. Anecdote Entry – Allows Class Teachers and Subject Teachers to record student observations and behavioural notes.
  2. Observation Master – Enables the creation and management of predefined observation categories for consistency in reporting.
  3. Observation Type – Defines and classifies the types of anecdotes (e.g., Positive, Negative, Neutral) for better tracking and analysis.
  4. Parent Portal – Anecdote Details – Displays anecdotal records for parents to view their child’s progress and teacher feedback.
  5. Principal Portal – Anecdote Details – Allows the principal to monitor all anecdotal entries for performance review and behavioural oversight.
Benefits
  • Encourages transparent communication between teachers, parents, and school administration.
  • Provides a structured way to document and analyze student behavior and achievements.
  • Helps in early identification of behavioural trends for timely intervention.
  • Strengthens the collaboration between academic and non-academic teams for student development.

Master Setting

Feature 1: Verify Student Portal

The Verify Student Portal feature has been introduced to help administrators quickly verify and access student or parent portals directly from the ERP. This ensures smooth portal verification and reduces dependency on support for login or access-related checks.

Navigation

Master Setting -> Verify Portal -> Type(Student)

Key Functionality
  1. Key Functionality
    1. Allows selection of Type — Student or Parent.
    2. Enables search using User ID, Admission Number, or Name.
    3. Displays key student details including:
      1. Student Name
      2. Class
      3. Father’s Name
      4. Mother’s Name
    4. Provides an “Open Portal” option to directly access and verify the respective student’s portal.
  2. Benefits
    1. Simplifies the verification process for student/parent portal access.
    2. Reduces manual effort and dependency on backend teams for portal checks.
    3. Ensures faster resolution of login and access-related queries.
    4. Enhances administrative efficiency and data accuracy.

LMS Link 1 Details

Details about LMS Link 1.

LMS Link 2 Details

Details about LMS Link 2.

Mobile Link 1 Details

Details about Mobile Link 1.

Mobile Link 2 Details

Details about Mobile Link 2.

Chatbot Link 1 Details

Details about Chatbot Link 1.

Chatbot Link 2 Details

Details about Chatbot Link 2.