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
What’s New in School Online
This release strengthens parent communication and usability across the School Online module by ensuring instant notifications, clearer student identification, and configurable messaging control. Parents now receive real-time push alerts when diary entries are assigned, while staff can select students more accurately in circulars using admission number and class details. Schools also gain the flexibility to enable or disable the Student Message tab centrally, allowing communication channels to align with institutional policies and improving overall engagement and responsiveness.
Feature 1: Push Notification on Diary Assignment to Students
Purpose
To improve parent communication and ensure timely awareness of academic updates, the Diary Assigner feature has been enhanced with automatic push notifications. Parents are now instantly notified on the mobile app whenever a diary entry is assigned to their child, strengthening engagement and reducing missed information.
Key Functionality
- Introduced a “Notification” button in the Diary Assigner form.
- The button is enabled by default, ensuring parents are notified automatically.
- On diary assignment, a push notification is sent to parents via the mobile app only.
- A Notification button is available on the form to manage or trigger notifications as required.
Benefits
- Timely Parent Updates: Parents receive instant alerts for diary assignments.
- Improved Engagement: Keeps parents informed about daily academic activities.
- Reduced Missed Communication: Ensures diary updates are not overlooked.
- User-Friendly Control: Default notification setting with manual override if needed.
- Digital-First Communication: Strengthens mobile app usage and communication efficiency.
Feature 2: Enhanced Student Identification in Student-wise Circular
To avoid ambiguity while sending circulars and help schools accurately identify students, the Student-wise Circular selection has been enhanced to display additional student details along with the name.
Key Functionality
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In Student-wise Circular, the student list now displays:
- Student Name
- Admission Number
- Class & Section
- Helps users clearly distinguish between students with similar names while selecting recipients.
Feature 3: Student Message Tab Enable/Disable Setting
Purpose
To give schools better control over student communication visibility, a new configuration has been introduced to enable or disable the Student Message tab as required.
Key Functionality
- Added a Message Enable / Disable toggle in General Settings.
- Allows schools to show or hide the Student Message tab for students.
- Setting applies centrally based on school communication policy.
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
What's New in Registration
The Registration module has been strengthened to ensure that Admit Cards accurately reflect each student's selected stream and subject preferences captured during registration. Schools can now configure admit cards to display stream details priority-wise (e.g., only Priority-1 or multiple preferences) along with the exact subjects chosen by the student. This eliminates data mismatches, improves clarity for parents and students, and supports schools managing multiple streams with flexible admission policies.
Feature 1: Stream & Subject Display Configuration in Admit Card
Purpose
To make admit cards more informative and aligned with the student's registration choices, new provisions have been introduced to display stream and subject details directly on the Admit Card. This enhancement ensures that the admit card accurately reflects the stream preference and subject selection made by the student during registration, reducing ambiguity and improving communication with students and parents.
Navigation
Registration → Certificate Setting → Admit Card
Key Functionality
- Added new tags for Stream and Subject in Admit Card Certificate Settings.
- Enables schools to fetch and display stream data preference-wise:
- Print only Priority 1 stream, or
- Automatically fall back to the next priority if Priority 1 is unavailable, or
- Display multiple preferences (e.g., Priority 1 to 3) as configured.
- Subjects are displayed based on the student's selected subjects during registration.
- Ensures the admit card prints the actual stream selected/filled by the student, with priority-based control.
Key Benefits
- Accurate Representation: Admit cards now clearly reflect the student's chosen stream and subjects.
- Preference-Based Control: Schools can decide whether to show only Priority 1 or multiple stream preferences.
- Reduced Confusion: Eliminates mismatch between registration data and admit card details.
- Professional Documentation: Produces clear, complete, and reliable admit cards for examinations.
- Flexible Configuration: Supports multiple-stream schools with varying admission and preference policies.
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
What’s New in Student Information
This release strengthens student data quality, reporting flexibility, and statutory readiness across the Student Information module. Schools can now create richer custom reports with student and parent images, present clearer tenure details in certificates, and generate UDISE submissions aligned with configured exam results.
The new Student Field Status tool enables proactive monitoring and correction of missing data through export and bulk upload. This helps institutions maintain accurate, compliant, and well-organized student records with reduced manual effort.
Feature 1: Student & Parent Image Fields in Custom Reports
Purpose
To enhance report personalization and improve visual identification, additional image fields have been introduced in System Report Settings for Custom Report Types. Schools can now include student and parent photographs directly in custom reports.
Key Functionality
-
Added the following fields under Report Settings → System Reports → Custom Report Type:
- Student Photograph
- Father’s Image
- Mother’s Image
- Guardian’s Image
- Users can select these fields while designing custom reports.
- Selected image fields are automatically rendered in generated reports.
Key Benefits
- Enhanced Report Presentation: Improves visual clarity and completeness.
- Flexible Report Design: Schools can choose where images are required.
- Reduced Manual Effort: Eliminates the need to attach photos separately.
- Better Identification: Useful for certificates and verification documents.
Feature 2: Date of Joining & Date of Leaving Tags in Certificate
Purpose
To support clearer academic timeline representation in certificates, new date-related tags have been introduced with a Month–Year format. This ensures certificates display student tenure information in a clean, standardized, and readable manner.
Key Functionality
-
Added new tags in Student Reports → Certificate Setting:
- Date of Joining
- Date of Leaving
- Dates are displayed in Month Year format (e.g., January 2025, July 2026).
- Tags can be used in all applicable certificate templates.
Feature 3: Student UDISE Static Report with Exam-Based Configuration
Purpose
To support accurate statutory reporting and ensure consistency in UDISE submissions, a new Student UDISE Static Report has been introduced. This report is generated based on exam configuration settings, ensuring that the final academic result reflected in the UDISE report aligns with the school’s defined exam structure.
Key Functionality
- Introduced a new Student UDISE Static Report under Student Information → Reports.
- Requires Exam Settings selection to generate the final result in the UDISE report.
- The report fetches result data based on the configured exam (e.g., Current Exam / Previous Exam) as defined in Report Settings.
- Ensures consistency between academic results and UDISE reporting data.
Key Benefits
- Accurate Statutory Reporting: Ensures UDISE data reflects correct final exam results.
- Configuration-Driven Output: Schools can control which exam data is used for reporting.
- Reduced Data Mismatch: Aligns report output with academic settings and evaluations.
- Audit & Compliance Ready: Supports reliable data submission to education authorities.
Feature 4: Student Field Status & Data Updation Management
Purpose
To help schools monitor data completeness and correct missing student information efficiently, a new Student Field Status form has been introduced. This enhancement provides field-wise visibility of filled and blank data, along with export and upload options, enabling schools to improve data accuracy and maintain compliance with reporting requirements.
Key Functionality
-
Student Field Status
- Displays field-wise statistics for both:
- Mandatory Fields
- Optional Fields
- For each field, the system shows:
- Count of records filled
- Count of blank records
- Completion percentage (visual indicator)
- Helps quickly identify data gaps across the student database.
- Displays field-wise statistics for both:
-
Export of Blank Data
- Provides an export option to download details of students where fields are blank.
- Enables offline correction and review before re-uploading data.
-
Data Updation via Upload
- Allows schools to upload corrected data directly using the Data Updation Form.
- Supports bulk updates for faster correction of incomplete records.
- Includes validation during upload to ensure data consistency.
-
Role-Based Access Control
- Access to Student Field Status is permission-based.
- Permissions must be assigned from Role Master to control visibility and usage.
Feature 5: Additional Staff Detail Tags in Report Templates
Staff Report Templates under Student Information → Reports → Certificate Setting → Template now include additional tags for comprehensive reporting.
Key Functionality
- New tags include: Nationality, Mother Tongue, Religion, Marital Status, Aadhaar No., Caste, Place of Birth, Marriage Date, Spouse Name, Official Email ID, Identification Mark, Reporting Person, Highest Qualification, Social Category, Probation Upto, Date of Confirmation, Nature of Appointment.
-
Also includes complete datasets for:
- Children Details
- Qualification Details
- Training Details
- Enables dynamic retrieval of staff data in certificates and reports.
Key Benefits
- Complete Data Visibility: Instantly identify incomplete student fields.
- Improved Data Accuracy: Enables systematic correction of missing information.
- Time-Saving: Reduces manual checking and individual record updates.
- Compliance Ready: Ensures student data meets audit, statutory, and reporting standards.
- Secure Access: Role-based permissions maintain data governance and control.
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
What's New in Fee & Billing
This release significantly strengthens financial transparency, reconciliation accuracy, and collection efficiency across the Fee & Billing module. Schools now benefit from clearer visibility of payable amounts—including cheque bounce charges—along with improved online payment verification through Billdesk integration. The introduction of split settlement for Ease buzz simplifies banking operations, while new reports and session corrections enhance audit readiness. A completely redesigned Fee Dashboard delivers real-time, graphical insights into collections, defaulters, and trends, enabling principals and management to make faster, data-driven decisions with reduced manual effort.
Feature 1: Cheque Bounce Amount Visibility in Requisition Slip
Purpose
To ensure accurate and transparent fee communication with parents, the Requisition Slip has been enhanced to consistently display pending cheque bounce charges. This change ensures that the actual payable amount is always reflected on the requisition slip until the cheque bounce amount is fully collected, avoiding confusion and missed dues.
Key Functionality
- When a cheque bounce charge is pending, it is automatically tagged to the Requisition Slip.
- The cheque bounce amount will appear on the requisition slip for any installment generated (current or future).
- The charge continues to be displayed until the cheque bounce amount is paid by the parent.
- Once collected, the cheque bounce amount will no longer appear on subsequent requisition slips.
- Ensures the requisition slip always shows the correct total payable amount from the parent's perspective.
Benefits
- Accurate Fee Demand: Parents clearly see all pending charges, including cheque bounce amounts.
- No Revenue Leakage: Prevents cheque bounce charges from being overlooked or missed.
- Consistent Billing: Bounce charges are carried forward automatically across installments.
- Reduced Disputes: Eliminates confusion regarding additional charges at the time of payment.
- Improved Financial Control: Ensures complete and timely recovery of cheque bounce penalties.
Feature 2:Easebuzz Payment Gateway - Split Settlement Support
Purpose
To simplify reconciliation and auditing for schools using the Easebuzz payment gateway, split settlement functionality has been introduced. This enhancement allows schools to operate multiple bank accounts under a single MID, eliminating the need to manage multiple MIDs and reducing operational complexity.
Key Functionality
- Enables multiple bank accounts to be configured under one Easebuzz MID (similar to Atom split functionality).
- Supports transaction-level mapping to route collections to the appropriate bank account.
- Ensures automated settlement into respective bank accounts based on defined rules.
- Maintains accurate transaction tracking for reporting, reconciliation, and audits.
Benefits
- Simplified Reconciliation: Removes dependency on multiple MIDs, making reconciliation easier and cleaner.
- Audit-Friendly: Centralized MID with split settlements improves traceability and audit readiness.
- Operational Efficiency: Reduces payment gateway configuration and management overhead.
- Flexible Banking Setup: Supports multiple bank accounts without changing the payment flow for parents.
- Scalable for Large Schools: Ideal for institutions managing collections across different accounts or branches.
Feature 3:Class & Section Display in Student Profile Details (Fee Collection)
The Student Profile Details view in Fee Collection has been enhanced to display the Class and Section of each student. This ensures clearer student identification—especially in sibling profiles—and helps users quickly verify academic context while performing fee-related activities.
Feature 4: Fee Cancelled Report Added
A new Fee Cancelled Report has been introduced in the Fee & Billing module. This report follows the same format as the Fee Deleted Report and displays all cancelled fee receipt records, enabling schools to track and review cancelled transactions accurately for audit and reconciliation purposes.
Feature 5: Academic Session Format Correction in Multi-Year Collection with Registration Report
In the Multi-Year Collection with Registration report, the Academic Session column has been corrected to display the full session format (e.g., 2025-2026) instead of only the starting year (2025). This now aligns the display with the existing Multi-Year Collection Report, ensuring consistency and clearer interpretation of academic year data.
Feature 6: Integration of Billdesk Status API for Online Payment Verification
Purpose
To enhance reliability in online fee transactions, the Billdesk Status API has been implemented for real-time verification of payment status. This ensures that pending or uncertain transactions can be re-verified directly with the payment gateway, reducing reconciliation gaps and manual follow-ups.
Key Functionality
- Integrated Billdesk Status API in the Online Payment Status form.
- Enables real-time fetching of the latest transaction status from Billdesk.
- “Reverify” action validates transactions that are in Transaction Begin / Failed states.
- Updates payment records automatically based on gateway response.
- Supports verification using Transaction No., Date Range, and Payment Type filters.
Benefits
- Accurate Reconciliation: Eliminates mismatches between ERP and gateway records.
- Reduced Manual Effort: Instant verification without back-office intervention.
- Improved Parent Experience: Faster confirmation of successful payments.
- Operational Transparency: Clear visibility of actual gateway transaction status.
Feature 7: Enhanced Fee Dashboard - 10x UI & Analytics Upgrade
Purpose
The Fee Dashboard has been completely redesigned to provide a faster, more intuitive, and data-driven view of fee collections. The new interface delivers real-time financial insights through interactive graphs and tables, enabling schools to monitor collections, dues, and trends more effectively without navigating multiple reports.
Key Functionality
The upgraded dashboard now includes:
- Today Fee Collection (User-Wise): Track daily collections by individual users/counters.
- Year-Wise Fee Summary:Overall collection overview for the academic year.
- Collection Mode Analysis: Breakup by Cash / Online / Cheque / Other modes.
- Installment-Wise Collection Data: Performance of each installment.
- Day-Wise Collection for Month: Daily trend view for the selected month.
- Post Due-Date Collection: Count of students who paid after due date.
- Defaulter as on Date: Select any date to view pending students and amount.
- Class-Wise Fee Summary: Collection and outstanding per class.
Visualization Options
- Dual representation enabled:
- Bar Graph / Pie Chart
- Tabular View
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.
Fee & Billing -> Fee Certificate -> Student Ledger
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.
NavigationFee & Billing -> Fee Certificate -> Student Ledger
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.
NavigationFee & Billing -> Reports -> Fee Certificate -> Select Certificate Type(Tuition Fee) -> Certificate Percentage
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.
Fee & Billing -> Fee Setting -> Collection Setting
Partial Offline Payment
Partial Online Payment
Fee & Billing -> Fee Setting -> Parent Portal Setting
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.
- 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.
- 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
What's New in SMS
The SMS module has been enhanced to support structured health-related communication with parents through a dedicated Health Care category. Schools can now send standardized messages using key medical fields such as allergy, medication, measurements, and nursing details directly from the system. This ensures timely, accurate, and consistent sharing of student health information, strengthening parent awareness, improving response to medical needs, and enabling better utilization of health records for proactive care.
Feature 1: Health Care SMS Category & Communication Settings
Purpose
To strengthen health-related communication with parents, a new Health Care SMS category has been introduced. This enhancement enables schools to send structured, accurate health updates directly from the system, ensuring timely awareness of student health information and improving parent–school communication.
Key Functionality
1. Health Care Category in SMS Template Master
- Added a new Health Care category in SMS → Template Master.
-
New ERP fields available for template configuration:
- Allergy
- Medication
- Precaution
- Measurement
- Date
- Remarks
- Present Illness
- Prescribed Medicine
- Suggestion
2. Health Care Module in Communication Settings
- Added Health Care module in SMS → Setting Master → Communication Setting.
- Enables SMS communication for:
- Allergy Details
- Measurement Details
- Nursing Details
Benefits
- Improved Parent Awareness: Keeps parents informed about important health-related updates.
- Accurate & Structured Messaging: Standardized fields ensure correct and consistent information sharing.
- Timely Communication: Enables quick notifications for health observations or treatments.
- Better Health Record Utilization: Integrates health data seamlessly with SMS communication.
- Enhanced Trust & Transparency: Strengthens confidence through proactive health communication.
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.
What's New in Front Office
This release modernizes Front Office operations by improving appointment management, visitor tracking, and reporting flexibility. Schools can now capture richer appointment details, convert appointments to visitor check-ins with a single click, and maintain a reliable audit trail of all campus visitors. Enhanced report configurability further allows front office teams to tailor outputs to their needs, strengthening security, transparency, and day-to-day coordination at the reception.
Feature 1: Enhanced Employee Appointment Details & Management
To capture complete and accurate appointment information and improve clarity during scheduling, the Employee Appointment form has been enhanced with additional personal and visit-related details. These changes ensure better preparation for meetings and improve front office coordination.
Front Office → Employee Appointment
Key Functionality:
-
Added new fields in Employee Appointment:
- Person Contact No.
- Gender
- Address
- Visit Purpose (values sourced from Visit Purpose master)
- Reason field renamed to Remarks for clearer and more flexible usage.
- Ensures all appointment-related information is captured in a structured manner.
Benefits:
- Improved Data Completeness: Ensures all visitor and appointment details are available upfront.
- Better Meeting Preparedness: Helps staff and employees prepare for scheduled visits.
- Standardized Visit Purpose: Master-based selection ensures consistency in reporting.
- Clearer Communication: “Remarks” field supports more descriptive notes.
Feature 2: Appointment-Based Visitor Check-In & Reporting
To streamline visitor handling and strengthen security, the Visitor Details process has been enhanced to support appointment-based check-ins and tracking. This allows the front office team to manage visitor entry efficiently while maintaining accurate records for audit and compliance.
Front Office → Visitor Details
Key Functionality:
-
Visitor Details form now includes:
- Today's Appointments view
- Date-wise appointment filter for checking upcoming or past appointments.
- Front Office staff can Check In visitors directly from the appointment list.
- On Check In, the appointment is automatically recorded as a Visitor entry.
- Introduced a new Checked-In Appointments Report displaying:
- Person Name
- Person Contact No.
- Appointment Date & Time
- Purpose of Visit
- Meeting With
- Check-In Date & Time
Benefits:
- Faster Visitor Handling: Eliminates manual searching and duplicate entry at reception.
- Improved Security & Traceability: Maintains a clear log of who entered the school and when.
- Operational Efficiency: Seamless transition from appointment to visitor entry.
- Audit-Ready Reporting: Provides structured data for security reviews and compliance.
Feature 3: Configurable Report Settings for Front Office Reports
Front Office Reports now support configurable report settings. Schools can define visible columns, field order, grouping, sorting, page size, orientation, and formatting as per their requirements, ensuring flexible and standardized report generation for Front Office operations such as Student Gate Pass reports.
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:
-
Pickup Person Photo Column:
Front Office → Reports → Student Gate Pass
- Added a new column to display the pickup person’s photo for easy identification.
-
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.
-
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:
- Whole-Child Development
- Tracks not just academic growth but also social, emotional, and creative skills.
- Skill-Based Reporting
- Focuses on essential 21st-century skills like communication, problem-solving, and collaboration.
- Individual Insights
- Provides a personalised report that reflects each child’s strengths, areas for improvement, and interests.
- Student Self-Reflection
- Encourages students to assess their own learning and set personal goals.
- Feedback from Multiple Sources
- Includes input from teachers, peers, and self-assessments for a complete view.
- Beyond Academics
- Acknowledges achievements in arts, sports, values education, and well-being.
- 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
What’s New in Utilisation Dashboard
A new Utilisation Dashboard (Beta) has been introduced to provide schools with early visibility into system usage and key operational metrics. Positioned for quick access, the dashboard offers preliminary analytics to support data-driven reviews while clearly indicating its beta status. This enables management to explore insights with appropriate caution as the module continues to evolve.
Purpose:
To provide early access to system usage insights, a new module “Utilisation Dashboard (Beta)” has been introduced. This dashboard offers preliminary analytics while remaining under development, enabling schools to explore key metrics with appropriate caution.
Key Functionality:
- Added a new moduleUtilisation Dashboard (Beta).
- The module is displayed at the top of the menu, before Master Setting for quick access.
- A mandatory disclaimer is shown on the dashboard:
Disclaimer:
“Note: The module is under development and may contain discrepancies. Please validate the data with the actual report before relying on it.”
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?
- Click on the Question Mark icon → The All Tickets page will open.
- Click on any ticket from the list → The ticket details will open.
- View messages from the support team.
- Use the Reply button (located at the bottom) to communicate with the support team.
- Even for closed tickets, the Reply button remains active, allowing users to reopen the ticket if the issue persists.
How to Create a Ticket?
- Click on the Question Mark icon → The All Tickets page opens.
- Click on the plus (+) icon (top-right corner) → A Create Ticket pop-up appears.
- Fill in the required details:
- Subject: Mention the page or module where you are facing an issue.
- Email ID: Auto-filled based on the user creating the ticket.
- CC Emails: Add other recipients if needed.
- Description: Explain the issue (max 2000 characters).
- Attachments: Upload relevant files (JPG, PNG, PDF).
- Click Submit → The ticket is created and sent to the support team.
- A ticket number is automatically assigned, and the ticket appears on the main page.
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.
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.
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.
Why This Change?
- Enables schools to identify gaps in attendance marking and take corrective actions.
STAFF INFORMATION MODULE
What’s New in Staff Information
This release improves flexibility and control across staff operations by enabling smarter leave handling and fully customizable staff reporting. Employees can now apply different leave types on the same day in separate halves as per configured clubbing rules, reflecting real workplace scenarios without manual intervention. At the same time, dynamic report settings empower schools to design staff reports using system, custom, and dynamic fields, ensuring outputs match institutional needs and improve administrative efficiency.
Feature 1: Half-Day Leave Clubbing Support for Different Leave Types
Purpose
To provide greater flexibility in leave management, the system has been enhanced to support different leave types on the same day when applied for separate halves. This ensures that leave applications align correctly with configured leave rules and reflects real-world scenarios without unnecessary system restrictions.
Key Functionality:
- Allows employees to apply two different leave types on the same date, one for First Half and another for Second Half (e.g., CL + LWP).
- Validates applications against the Leave Clubbing rules defined in Leave Rules configuration.
- Ensures accurate leave balance calculation and correct leave status recording.
Key Benefits
- Improved Flexibility: Employees can apply appropriate leave types for different halves of the same day.
- Rule-Based Accuracy: Leave applications strictly follow configured clubbing rules.
- Reduced Manual Intervention: Eliminates the need for HR/admin corrections.
- Better User Experience: Prevents incorrect error messages and simplifies leave application.
- Policy Compliance: Ensures leave behaviour matches organizational leave policies.
Feature 2: Enhanced Report Settings for Staff Information
Key Benefits
- Introduced Report Settings in Staff Information, aligned with the functionality available in Student Information.
- Enabled report configuration for both System Fields and Custom Fields.
- Added support to display dynamic fields in the report settings.
- Included all staff-related fields in report settings, including Qualification, to support comprehensive report printing.
Feature 3: Dynamic Field Configuration in Staff Reports
Staff Reports now support dynamic field creation and configuration, allowing schools to add or remove report fields as needed. This flexibility enables schools to customize staff reports based on their specific requirements and ensures only relevant information is displayed and generated in reports.
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
What’s New in Exam & Assessments
This release enhances transparency and parent engagement in academic reporting by introducing visual attendance alerts and unified result access Report cards now automatically highlight attendance percentages falling below the school-defined threshold, enabling parents and teachers to instantly identify eligibility concerns. Additionally, the Parent Portal offers a newConsolidated Report Card, providing a single, comprehensive view of student performance across exams—reducing navigation effort and improving understanding of overall academic progress.
Feature 1: Attendance Percentage Highlighting in Report Card
Purpose
To improve visibility and draw attention to low attendance cases, the Report Card has been enhanced tovisually highlight attendance percentagesthat fall below the mandatory threshold defined by the school. This helps parents, teachers, and management quickly identify students who do not meet attendance requirements.
Exam & Assessments Exam Reports & Analysis Report Card Generation
Key Functionality
- Attendance details (Attendance Count and Attendance Percentage) are displayed on the Report Card.
- The system compares the student’s attendance percentage with the minimum required attendance configured under Classification Grade.
-
If the attendance percentage falls within the configured low-attendance range:
- attendance percentage is highlighted in red colour.
- Both Background Colour and Font field are applied (as per settings).
- If the attendance percentage meets or exceeds the required threshold, no highlighting is applied.
- Works automatically during Report Card Generation for the selected exam.
Key Benefits
- Instant Visibility: Low attendance cases are immediately noticeable on the report card.
- Clear Communication: Parents can easily understand attendance shortfalls without manual interpretation.
- Policy Alignment: Attendance display follows school-defined classification and threshold rules.
- Reduced Follow-Ups: Minimizes confusion and repeated explanations regarding attendance eligibility.
- Professional Presentation: Makes report cards more informative and action-oriented.
Feature 2: Consolidated Report Card in Parent Portal
A Consolidated Report Card has been added to the Parent Portal, allowing parents to view their child’s academic performance across exams in a single, unified view. This provides easier access to overall results without navigating multiple individual report cards.
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
- Select Class & Section.
- Select Exam (auto-fetches details).
- Select Subject Group & Subject.
- Enter Descriptive & Set Priority.
- 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
- School Set Target (Predicted Grade) – Locked for session.
-
Grade Achieved (GA) – Color-coded:
- Dark Green – Above target
- Light Green – Meets target
- Yellow – Below target
- Red – Two points below target
- Working at Grade (WAG) – Formative assessment conversion.
- Learning Engagement – 6–8 assessments converted to grades.
- 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
What’s New in Student Attendance
This release improves student attendance monitoring and parent engagement through targeted communication and richer attendance reporting. Schools can now notify parents based on attendance percentage within a selected period, enabling timely intervention for at-risk students. The enhanced Attendance Register Summary also presents a dedicated leave count, giving management a clearer and more complete view of student presence patterns for better analysis and decision-making.
Feature 1: Attendance Percentage–Based Parent Communication
Purpose
To enable proactive communication with parents regarding student attendance, a new provision has been introduced to send SMS or internal messages based on attendance percentage criteria. Schools can now easily identify students falling below the defined attendance threshold within a selected date range and notify parents accordingly.
Key Functionality
- Added a runtime filter for Attendance Percentage in the communication workflow.
- Allows selection of From Date and To Date to calculate attendance for the specified duration.
- Supports defining attendance conditions (e.g., < 75% attendance).
- Only students matching the attendance criteria are listed for communication.
- Enables sending notifications via SMS or internal messaging using selected templates.
Key Benefits
- Targeted Communication: Messages reach only relevant parents based on attendance performance.
- Early Intervention: Helps schools address attendance issues promptly.
- Reduced Manual Effort: Eliminates the need for manual attendance filtering and follow-ups.
- Policy-Driven Alerts: Ensures communication aligns with school attendance rules.
Feature 2: Leave Count Row in Attendance Register Summary Report
Purpose
To provide a complete view of attendance statistics, the Attendance Register Summary Report has been enhanced to include a dedicated Leave Count row. This ensures that leaves taken by students are clearly reflected alongside Present, Absent, and Total counts for better monitoring and analysis.
Key Functionality
- Added a new row “Leave” in the Attendance Register Summary Report.
- Leave count is displayed in the same format as existing rows forTotal, Present, Absent, and Half day.
- Leave data is calculated based on the selected From Date – To Date range.
- Selecting class is mandatory.
- Available in PDF, Excel, and CSV exports along with other attendance figures.
Benefits
- Comprehensive Attendance View: Leaves are now visible separately in summary.
- Accurate Reporting:Helps schools track leave trends more effectively.
- Better Decision Making:Supports attendance analysis and compliance reviews.
- Consistent Format: Aligned with existing attendance summary structure.
Payroll Module
What’s New in Payroll
The Form 16 reporting process has been improved with a Staff Category filter, enabling schools to generate statutory documents for specific employee groups in a single step. This enhancement simplifies compliance, reduces manual segregation, and ensures consistent, accurate preparation of Form 16 records aligned with existing payroll reporting practices.
Feature 1: Staff Category Filter in Form 16 Report
Purpose
To provide better control and flexibility in statutory reporting, a Staff Category filterhas been added to the Form 16report. This enhancement allows schools to generate Form 16 specifically for selected staff categories, similar to the filtering available in the Acquaintance Roll report.
Payroll Reports → Form 16
Key Functionality
- Enables users to generate Form 16 for a specific staff category (e.g., Teaching Staff, Administrative Staff).
- Aligns Form 16 report filters with those available in other payroll reports for consistency.
- Applies the selected staff category during report generation to include only relevant employees.
Key Benefits
- Targeted Report Generation: Allows category-wise Form 16 generation.
- Improved Compliance Handling: Simplifies statutory document preparation for large staff groups.
- Operational Efficiency:Reduces manual segregation of Form 16 documents.
- Consistent User Experience:Maintains uniform filtering behaviour across payroll reports.
Feature 2: PF Ledger with Opening Balance, Contributions & Withdrawal Tracking
Purpose
To provide structured and transparent tracking of Provident Fund (PF) transactions, a dedicated PF Ledger has been introduced. This ledger maintains complete records of opening balances, monthly contributions, cumulative totals, and withdrawals, ensuring accurate PF accounting and easy reference for payroll and compliance.
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:
- Anecdote Entry – Allows Class Teachers and Subject Teachers to record student observations and behavioural notes.
- Observation Master – Enables the creation and management of predefined observation categories for consistency in reporting.
- Observation Type – Defines and classifies the types of anecdotes (e.g., Positive, Negative, Neutral) for better tracking and analysis.
- Parent Portal – Anecdote Details – Displays anecdotal records for parents to view their child’s progress and teacher feedback.
- 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
-
Key Functionality
- Allows selection of Type — Student or Parent.
- Enables search using User ID, Admission Number, or Name.
-
Displays key student details including:
- Student Name
- Class
- Father’s Name
- Mother’s Name
- Provides an “Open Portal” option to directly access and verify the respective student’s portal.
-
Benefits
- Simplifies the verification process for student/parent portal access.
- Reduces manual effort and dependency on backend teams for portal checks.
- Ensures faster resolution of login and access-related queries.
- Enhances administrative efficiency and data accuracy.
Inventory
What's New in Inventory
The Inventory module has been strengthened with the introduction of a Monthly Closing Balance Report, enabling schools to monitor stock movement and consumption on a periodical basis. Management can now view accurate month-wise opening and closing balances, along with inward and outward quantities, ensuring seamless roll-forward of inventory data.
Feature 1: Monthly Closing Balance Report in Inventory
Purpose
To provide clear visibility into month-wise inventory movement and balances, a new Monthly Closing Balance Report has been introduced. This report enables schools to track periodic consumption, inward and outward quantities, and rolling balances across selected months. By carrying forward each month's closing balance as the next month's opening balance, the report ensures accurate stock tracking and simplifies inventory review, audits, and planning.
Tuckshop
What's New in Tuckshop
This release improves flexibility and accuracy in Tuckshop operations by allowing schools to remove or modify previously assigned kits for students and classes. Administrators can now correct allocations instantly without workarounds, ensuring kit records always reflect the current requirement. The enhancement simplifies day-to-day management, reduces errors, and supports smoother handling of student movement or policy changes.
Feature 1: Provision to Remove Assigned Kits in Kit Assigner
Purpose
To provide greater flexibility in managing student and class-wise kit assignments, the Kit Assigner feature has been enhanced to allow removal of already assigned kits. This ensures schools can correct or update kit allocations without system restrictions, supporting accurate tuckshop operations.
Key Functionality:
- Enables users to unassign/remove kits in Student-wise and Class-wise Kit Assigner.
- Users can now untick an already assigned kit and save changes successfully.
- Supports smooth updates when a kit is no longer applicable to a student or class.
When kit is assigned
When kit is unassigned
Benefits:
- Greater Control: Schools can easily correct or modify kit assignments.
- Improved Accuracy: Prevents incorrect or outdated kit allocations.
- Reduced Dependency on Workarounds: Eliminates the need to reassign kits just to remove existing ones.
- Operational Flexibility: Supports changes due to student movement, policy updates, or kit revisions.
Enquiry
What's New in Enquiry
This release improves the quality and usability of lead management by enabling richer data capture and flexible viewing controls. Counsellors can now record essential student details at the enquiry stage and customize the Leads grid to match their working preferences. These changes enhance data accuracy, speed up follow-ups, and allow schools to generate reports that reflect exactly what users see on screen, leading to more effective admission tracking.
Feature 1: Enhanced Lead Data Capture & Customizable Lead Grid
Purpose
To improve lead information completeness and give schools greater control over how lead data is viewed and reported, the Leads module has been enhanced with additional data fields and a customizable grid layout. These updates help counsellors capture accurate student details early and tailor the Leads view to their operational needs.
Key Functionality:
- Additional Fields in Lead Form
- Added Date of Birth and Father's Name fields in the Lead form.
- Enables schools to capture more accurate and relevant student information at the enquiry stage.
- Customizable Leads Grid (CUSTOMIZE Button)
- Introduced a CUSTOMIZE button on the Leads page.
- Allows users to:
- Drag and drop columns to reorder them.
- Show or hide columns using checkboxes.
- Lead reports are generated based on the currently visible columns, ensuring consistency between on-screen data and reports.
Benefits:
- Improved Data Accuracy: Early capture of DOB and Father's Name reduces follow-up and correction effort.
- User-Controlled View: Counsellors can tailor the Leads grid to focus on the most relevant information.
- Flexible Reporting: Reports align with the customized grid, eliminating unnecessary columns.
- Better Productivity: Faster access to required data improves daily enquiry handling efficiency.
- Enhanced User Experience: Drag-and-drop customization makes the system more intuitive and adaptable.
Lesson Plan
What’s New in Lesson Plan
This update improves transparency and accountability in lesson planning by displaying the actual creator of each lesson plan within the review grid. Schools can now clearly distinguish between the teacher assigned to a plan and the user who prepared it, enabling better monitoring, coordination, and ownership across academic workflows.
Feature 1: “Created By” Column in Lesson Plan Review
Lesson Plan Lesson Plan Review
- Added a new“Created By” column in the Lesson Plan Reviewgrid
- Displays thename of the user who created the lesson plan, regardless of who the plan is assigned to.
- Example: If Coordinator A creates a lesson plan for Teacher B,theCreated By column will show Coordinator A.
- The column appears along with existing fields such as Chapter, Class, Topic, Review, Status, From Date, To Date, LP Review, and EP Review, ensuring complete visibility in the review process.
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