Every module. Every screen. One procedure each.

Authenticate and land on your role-appropriate home screen.

1. Enter your username and password.
2. Click Sign In.
3. You're taken to your Dashboard with menu items matching your role's permissions.

Regain access without an administrator, using a one-time code sent to your email.

1. Click Forgot Password and enter your account email.
2. Check your inbox for a 6-digit code — it's valid for 10 minutes.
3. Enter the code, then set a new password (minimum 8 characters).

Move between the branches or schools you've been granted access to, without logging out.

1. Open the branch selector in the header.
2. Choose the school/branch you want to work in.
3. The page refreshes and every screen now shows that branch's data only.

1. Open Profile from the Dashboard.
2. Enter your current password, then your new one (minimum 8 characters).
3. Click Save.

An at-a-glance view of your active branch: student counts, fee collection, outstanding dues, staff attendance.

1. Open the Dashboard — it loads automatically after login.
2. Use the branch selector in the header to change which branch's numbers you're viewing.
3. Click any KPI card (e.g. "Outstanding dues") to jump straight to the underlying report.

1. Open Profile to view your account details.
2. Click Edit to update editable fields, or use Change Password for your login.
3. Click Save.

Quick access to your own linked report card view (for student-facing logins).

1. Open Report Card.
2. Select the test/term to view.
3. Click Print or export to PDF.

Look up and print the report card for any student you have access to (staff-facing).

1. Search for the student by name or admission number.
2. Select the academic year and test.
3. Click Generate, then Print.

1. Open Search Student.
2. Filter by academic year, branch, class, or section, or type a name / admission number.
3. Click a result to open the full student record.

Admit a new student and generate their admission number.

1. Open Create Student.
2. Fill in the mandatory fields, then whatever else is on hand.
3. Click Save — the admission number is generated automatically.

1. Search for and open the student.
2. Click Edit, change the relevant fields.
3. Click Update to save.

1. Select the class and current section to load its student list.
2. Select the students to move (one or many).
3. Choose the target section and click Change Section.

1. Select the current class/section and academic year.
2. Select students to promote and the target class for the new academic year.
3. Click Promote to move them in bulk.

1. Select the class/section and the students to demote.
2. Choose the class to move them back to.
3. Click Demote to confirm in bulk.

Used for students who leave — deactivates rather than deletes, keeping their history intact.

1. Open the student's record.
2. Click Make Inactive and confirm.

Admit many students at once from a spreadsheet — for new-batch onboarding.

1. Click Download Template to get the required column format.
2. Fill it in and save as .xlsx.
3. Click Upload and select the file.
4. Review the validation results — fix and re-upload any flagged rows.

Grant a fee discount to a specific student, drawing on the concessions configured in Concession Master.

1. Search for the student.
2. Select the concession type to apply and enter the amount or percentage.
3. Click Save — it will be available next time fees are collected for this student.

1. Open the student's record → Documents.
2. Click Upload, select the document type, and choose the file (up to 16 MB).
3. Click Save — download or view it anytime from the same screen.

1. Open the Fee Dashboard for a snapshot of today's collection, dues, and concessions granted for your branch.

1. Search for the student — their outstanding fee types and installments load automatically.
2. Tick what's being paid; click Apply Concession first if one applies.
3. Enter the amount and payment mode (cheque details if applicable).
4. Click Collect, then Print for the receipt — optionally send it by SMS.

1. Search by receipt number or student.
2. Open the receipt to view the full payment breakdown.
3. Click Print to reprint, or Cancel/Delete to reverse (requires delete permission — moves to Deleted Receipts with a reason).

Master list of fee heads (tuition, transport, exam fee, etc.) used to build fee structures.

1. Click Create, name the fee type, and Save.
2. Fee types must be unique per branch, year and school.

Attach fee types and amounts to a class — this is what auto-applies when a student is admitted.

1. Select the class and academic year.
2. Add each fee type with its amount.
3. Click Save — every student in that class picks this up automatically.

Add a one-off fee to a single student, outside the standard class structure.

1. Search for the student.
2. Add the fee item and amount.
3. Click Save — it appears at their next Take Fee visit.

1. Open the student's fee record.
2. Adjust the assigned structure or rebate date as needed.
3. Click Update to save.

1. Select the fee type and class.
2. Define the installment schedule (how the total is split and due dates).
3. Click Save.

1. Click Create and define the concession (percentage or flat amount, which fee type it applies to).
2. Click Save — it's now available in Student Concession and at collection time.

Today's, daily, monthly, class-wise, installment-wise, due and late-due collection reports.

1. Choose the report type and set your filters (branch, date range, class).
2. Click Export for Excel or PDF.

1. Open Deleted Receipts and filter by date range.
2. Review the reason recorded for each reversal, and who performed it.

1. Filter by class and academic year.
2. Export to review every concession granted, by student.

1. Open the report to review any manual fee adjustments made outside standard collection.

1. Click Create Voucher, choose Payment or Received, and enter the ledger head and amount.
2. Click Save — the voucher status is set to Pending.
3. Once approved, it rolls into the petty-cash reports and ledger balance automatically.

1. Click Create Allocation, enter the branch and amount being allocated, with justification.
2. Click Save — it routes for approval before funds are available.

1. Filter by branch, ledger head, and month.
2. Export for expense review and reconciliation.

Where a Finance Manager or Admin reviews pending vouchers and allocations.

1. Open the Approval queue — pending vouchers and allocations are listed.
2. Open one to review the amount, ledger, and creator.
3. Click Approve or Reject — rejections require the creator to revise and resubmit.

1. Click Create, enter the subject name and type (Academic or Deeniyath).
2. Click Save.

1. Select the class.
2. Tick which subjects apply to it.
3. Click Save.

1. Select the class — its students load with the class's assigned subjects.
2. Adjust for individual students if needed (e.g. elective choices).
3. Click Save.

1. Click Create, name the test type (e.g. Unit Test, Term Exam), and set its display order.
2. Click Save.

1. Select the class and test type, and create the specific test (name, max marks).
2. Assign the relevant subjects to that test.
3. Click Save.

Link the class test to the actual students who'll sit it — required before marks can be entered.

1. Select the class test.
2. Select which students are assigned to it (defaults to the full class).
3. Click Save.

Defines how marks convert to grades — required before any marks can be graded.

1. Click Create and define each grade with its mark range (min–max) and label.
2. Ranges must be continuous and non-overlapping.
3. Click Save.

1. Select academic year, branch, class & section, test, and subject.
2. Enter marks for each student in the loaded list.
3. Click Save — grades are computed automatically from the grade scale.

1. Select the class, section and test.
2. Enter marks across every subject for each student on one screen.
3. Click Save.

1. Download the marks template for the selected test.
2. Fill it in offline and save.
3. Click Upload and review the validation results.

1. Search for the student and select the test/term.
2. Click Generate to preview the consolidated result.
3. Click Print or export to PDF.

1. Select the date and class/section — the student list loads with a present/absent toggle each.
2. Mark each student, or use the bulk upload template for a large intake.
3. Click Save to lock in the day's attendance.

1. Select the exam period and class.
2. Mark attendance for the exam days.
3. Click Save.

1. Enter the school's core details and its first branch.
2. Set the active academic year.
3. Click Save to make the tenant available for operations.

1. Click Create, name the class, and add its sections in the same step.
2. Click Save.

1. Open Class Summary to review every class, its sections, and student counts at a glance.

Week-off days and the holiday calendar — used by attendance and reporting to exclude non-working days.

1. Set which days of the week are off by default.
2. Add specific holiday dates for the academic year.
3. Click Save.

Admin screen — defines the list of document types available when uploading (e.g. Birth Certificate, Transfer Certificate).

1. Click Create and name the document type.
2. Click Save.

1. Open the student's record.
2. Click Upload, choose the document type and file (up to 16 MB).
3. Click Save — download it anytime from the same screen.

1. Click Add User, enter username, email, and temporary password.
2. Assign a role and the school/branch they should have access to.
3. Click Save — the new user is prompted to change their password on first login.

To remove access, prefer Deactivate over Delete — it blocks login while keeping their history intact for audit.

Create custom roles and control exactly which screens they can view, create, add to, or delete from.

1. Click Create Role and name it (e.g. "Finance Manager").
2. For each screen, toggle the four action flags it needs: view, create, add, delete.
3. Click Save — users assigned this role see exactly those screens.

1. Click Create School and enter name, code, logo, and theme color.
2. Click Save — the school is now available as a tenant.

1. Open Franchise Management to view or configure the schools grouped under a franchise brand.

1. Click Create and fill in personal and employment details.
2. Click Save — staff code and employee ID are generated automatically.

1. Search or filter by department, designation, or status.
2. Click a staff member to open their profile.

1. Open a staff member's profile to view their full employment details and attendance history in one place.

1. Click Create and name the category (e.g. Teaching, Non-Teaching).
2. Click Save.

1. Click Create and name the employment status (e.g. Active, On Leave).
2. Click Save.

1. Click Create, name the department.
2. Click Save — this also feeds the staff code sequence.

1. Click Create, name the designation and link it to a department.
2. Click Save.

1. Click Create, set the shift name and start/end times.
2. Click Save.

1. Click Create, register the device's name and branch location.
2. Click Save — it can now sync punches once configured on-site.

Links a staff member to their fingerprint/ID on the device, so punches are attributed correctly.

1. Select the staff member.
2. Enter their biometric ID from the device.
3. Click Save.

1. Filter by branch and month.
2. Review present/late/overtime days per staff member — generated automatically from punches.
3. Export for payroll input.

The raw, unprocessed device punches — useful when a staff member's attendance looks wrong.

1. Filter by staff member and date.
2. Compare raw punch times against the Attendance Summary if something looks off.

1. Choose the message type: Attendance, Fee Receipt, Fee Due, or Announcement.
2. Select the recipients — a class, a filtered list, or individual students.
3. For Announcements, type your message; other types use their pre-set template.
4. Click Send.

1. Filter by message type and date.
2. Review delivery status per message for a full send log.