A practical handbook for school administrators, teachers, finance teams, HR, students and parents. Begin with setup, follow your role, then open a module for its complete working sequence.
Before following a guide: confirm your school, academic year and role. Module access and available actions depend on your installed version, permissions and configuration. Examples are illustrative; this guide does not change school records.
Complete the dependencies in order. This is a reading/planning checklist for this visit, not a live report of your school setup.
0/8 planning items checked
The year, class and section tell the ERP where school activity belongs.
Staff access and student enrollment connect people to the working school structure.
Attendance, homework, fees and exams use those existing people and academic references.
Reports summarize saved records. Always compare the same period, scope and statuses.
Example: a student may exist in the directory but be absent from a class attendance list if enrollment is missing for the selected year. Check the relationship before recreating the student.
These are learning paths, not a permission guarantee. Your school’s role and access settings remain the source of truth.
Inventory your source data, prepare academic structure, validate a small batch and reconcile the resulting records. Bring current-year data first, plan historical data separately and agree on a cutover date before wider rollout.