Techior Solutions Pvt. Ltd. Confidential Document Index

Confidential © Techior Solutions Pvt. Ltd.
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Index
INDEX....................................................................................................................................................... 2
INTRODUCTION........................................................................................................................................ 4
LICENSE WINDOW.................................................................................................................................... 6
HOME (SEARCH STUDENT) PAGE............................................................................................................ 10
CONFIGURE MODULE (CAN BE ACCESSED ONLY BY ADMIN USER) ......................................................... 12
SETTINGS: .............................................................................................................................................. 13
BACKUP :................................................................................................................................................ 34
BACKUP WINDOW ................................................................................................................................. 34
USERS .................................................................................................................................................... 35
UPGRADE:.............................................................................................................................................. 39
UTILITIES................................................................................................................................................ 40
EXPENSES.................................................................................................................................................... 40
ISSUE ITEMS................................................................................................................................................. 41
IMPORT ...................................................................................................................................................... 42
CERTIFICATES:.............................................................................................................................................. 44
LIBRARY:..................................................................................................................................................... 54
TRANSPORTATION:........................................................................................................................................ 60
EVENT MANAGEMENT:.................................................................................................................................. 64
STUDENT MODULE................................................................................................................................. 66
STUDENT PRE-ADMISSION..................................................................................................................... 70
UPDATE PRE-ADMISSION....................................................................................................................... 71
STUDENT FOLLOW-UP............................................................................................................................ 72
ADMISSION/REGISTER ........................................................................................................................... 73
MONTHLY PAYMENTS............................................................................................................................ 89
PAYMENT............................................................................................................................................... 91
INSTALLMENT SCHEDULE (PAYMENT) WINDOW.................................................................................... 93
PAYMENT RECEIPT................................................................................................................................. 95
GIVING DISCOUNT ................................................................................................................................. 96
MODIFYING THE AMOUNT PAID ............................................................................................................ 98
TESTS ................................................................................................................................................... 102
MESSAGE SENDING:............................................................................................................................. 103

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ATTENDANCE....................................................................................................................................... 104
MESSAGE ............................................................................................................................................. 106
CBSE-CCE-REPORT-............................................................................................................................... 109
1. ATTENDANCE: ........................................................................................................................................ 109
2. HEALTH STATUS:..................................................................................................................................... 110
3. ACADEMIC PERFORMANCE:....................................................................................................................... 111
4. CO-SCHOLASTIC:..................................................................................................................................... 112
5. SELF AWARENESS:................................................................................................................................... 113
6. PRINT CCE REPORT: ................................................................................................................................ 114
CLASS MODULE.................................................................................................................................... 115
ADD A CLASS WITH FEES: ..................................................................................................................... 115
ADD A SUBJECT:................................................................................................................................... 116
SEARCH SUBJECTS................................................................................................................................ 118
STAFF MODULE.................................................................................................................................... 119
STAFF SEARCH...................................................................................................................................... 120
SET STAFF SALARY................................................................................................................................ 122
FIXED SALARY SETUP PREVIEW ............................................................................................................ 123
PAY SAL (PAY STAFF SALARY)............................................................................................................... 125
SEARCH SALARY................................................................................................................................... 130
ATTENDANCE (TRAINER ATTENDANCE)................................................................................................ 132
UPDATE ATTENDANCE (TRAINER ATTENDANCE).................................................................................. 133
SECTION MODULE................................................................................................................................ 135
SEARCH SECTION.................................................................................................................................. 136
UPDATE SECTION:................................................................................................................................ 137
ALLOCATE ROLL NUMBERS TO THE STUDENTS:.................................................................................... 138
CREATE SECTIONS FOR NEW SESSION: ................................................................................................. 140
PROMOT STUDENTS TO THE NEW CLASS: ............................................................................................ 141
REPORTS MODULE............................................................................................................................... 143
ATTENDANCE REPORTS........................................................................................................................ 143
STAFF ATTENDANCE REPORTS.............................................................................................................. 148
PAYMENT REPORTS ............................................................................................................................. 150
TEST REPORTS...................................................................................................................................... 158
STUDENT REPORT CARD:...................................................................................................................... 160

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ERROR! OBJECTS CANNOT BE CREATED FROM EDITING FIELD CODES.................................................... 161
FOLLOW-UP REPORTS .......................................................................................................................... 162
EXPENSE REPORTS: .............................................................................................................................. 168
ISSUE ITEM REPORTS: .......................................................................................................................... 172
SMS LOG .............................................................................................................................................. 175
ENQUIRY SOURCE REPORT................................................................................................................... 176
DOCUMENT REPORTS .......................................................................................................................... 177
STUDENT BIRTHDAY:............................................................................................................................ 178
STAFF BIRTHDAY:................................................................................................................................. 179
LIBRARY REPORTS:............................................................................................................................... 180
TRANSPORTATION REPORTS:............................................................................................................... 183
EXPORT IN EXCEL: ................................................................................................................................ 188
EVENT MANAGEMENT REPORTS:......................................................................................................... 189
HOLIDAY: ............................................................................................................................................. 192
Introduction
School Management System simplifies managing the administrative process of
Schools, Institutes and Training Academies.
The features include:
Institute/School configuration
User management
Role management
SMS and email configuration
Data backup and restore facility
Backup Reminder
Data import from Excel
Student pre-admissions (saving student details)
Preadmission Follow-up
Student Admission
I-cards
Fee payments
Automatic Installment calculations

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Discounts and refunds
Payroll Setup
Staff Salary Payment Setup
Staff Salary Payments
Student Settle Fees
Configuring Classes
Keeping Staff (instructor) records
Section formation
Attendance
Staff Attendance
Keeping record of test marks
Keeping track of expenses
Keeping track of items issued to students
Lots of reports to view data as required:
• Payments received
• Outstanding payment
• Attendance report
• Student performance report
• CBSE-CCE report
• Follow-up reports
• Expenses reports
• Issued items reports
• SMS log
• Document report
• Student birthday
• Staff birthday
• Library report
• Transportation

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License Window
Once installation of SMS 1.2 is completed, when the application is launched for the first
time, license window will pop-up as shown below:
Call Techior Solutions along with the 4-digit Machine Code displayed above to obtain
the Application Key and the Unlock Key.
Now choose “Premium”, enter both the keys in the License window above and click on
Ok to open the Login Window as shown below:

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Enter username as admin and password as admin1, select the academic year and click
“Login” to open the Home Page or Search Student Page.
If the checkboxes for Pre-admission Follow-up, Payment Due, Staff Birthday, Student
Birthday & Back up reminder are ticked for the user who is logging in, then the user will
get the respective reminders.
The Pop up reminder windows are shown below.

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Student Birthday Reminder:
By clicking on Previous or Next user can find the student birthday on the previous or next
day. Click on Send message in the pop up to go to the follow up page directly, from
where the message can be sent.
Staff Birthday Reminder:

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By clicking on Previous or Next user can find the birthday of the staff on the previous or
next day.
Payments Due Reminder:
By clicking on Previous or Next user can find the due payments on the previous or next
day.

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Home (Search Student) Page
This is the Starting page or the main page of the SMS application. You can
access all the modules from here.

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On the Search form, there is a print button. Search the student & click on Label.
It prints the label for the address of the students which were searched. For
multiple students, multiple labels can also be printed.

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Configure Module (Can be accessed only by Admin
user)
School Information:
Path: Configure > School Info
Here you can configure the School / Institute details like name, address, contact
number and logo. This information is used as a header on the reports presented
by the system.
You must login as an admin user in order to set and modify this information.

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Settings:
Path: Configure > Settings
The following settings can be configured. You must login as an admin user in
order to set and modify this information.

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General:
General settings include the financial year for which the system is being used
and the tax that is applicable for the payments. The tax rate configured here
is used to calculate the total fees payment.
If the checkbox for Student Birthday, Staff Birthday, Enquiry follow-up, Due
Payment are ticked, then the current user will be able to get the above
mentioned reminder pop up when logged in.
NOTE: Please take the following precautions before deleting any class /
section:
Take a backup of the database before deleting any class / section.
Backup Reminder: User can set the number of days after which a reminder
should be given for taking backup. Tick the checkbox “Remind me about
backup” and enter the number of days after which you want the system to
give you a reminder. When the application is started, a popup appears
reminding you to take backup of data – this prevents you from losing data in
case of a system crash, disk failure or virus attack.
Date format setting: Here the Admin user can define the date format to be
used in the software. Whatever format is set by the admin, all the entries in
the system will be entered in that format.

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SMS Configuration:
You can choose to send SMS using any one of the following 2 methods:
1. Bulk SMS Service
2. Using GSM
Bulk SMS Service: Choose the “Server String” Option. Here you can
configure the SMS server details along with user-id and password which
will be used to send SMS about fees reminders, test marks, attendance
and make announcements to a selected group of students.

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Using GSM: Note: Please download and install the PC Suite Software for your
phone on your desktop / laptop. Now connect your phone with your computer
using the USB Cable for your phone.
Note: To find the COM Port and Baud Rate, Right Click on “My Computer” and
select “Manage”. Select “Device Manager”. In the device listing, double click on
“Modems” to open the list of modems installed. Now “Right-click” on your phone
modem (E.g. Nokia / Samsung) and click on “Properties”. Please make a note of
the Com Port and Baud Rate mentioned in the “Properties” window.
Now choose the GSM option from Configuration > Settings tab. Here you need to
specify the Com-Port and Baud Rate at which your phone is connected to the
computer.

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eMail Configuration:
Here you can configure the eMail server details along with userid and
password which will be used to send eMails about fees reminders, test marks,
attendance and make announcements to a selected group of students.
Other Fees:
Here you can configure any additional fees (over and above the course fees)
that students need to pay. This may include admission fees, parking fees,
examination fees, lab fees, etc.

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You can also define specific fees which is then assigned to a particular
student.(Registration>specific fees)

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Items to Issue:
Here you can maintain the list of items that are available for issue to students.
The list of Issue Items created here. You can keep track of the items that
have been issued to registered students along with date of issue by using the
Issue Items utility.

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Expense Types:
Here you can maintain the list of the various categories of expenses. These
expense types are then used to keep track of the expenses being incurred in
the institute. The categories of payment are defined here, while the actual
payments being made are tracked in Expenses under utilities.

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Finger Print:
You can connect a finger print device to your LAN or to your PC using USB
connection. The attendance of students in various sections can be taken
using the finger print device. The IP address, port and password of the device
are configured here. While taking attendance for a section in Student ->
Attendance form, select the type of connection & machine, click on “From
Device” button to import the attendance directly from the device.

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Payroll Setup
Click “Configure” > “Settings” > “Payroll Setup”
Here you can specify the slabs for Professional Tax as per different salary slabs.
You can also specify P.F Rate, E.S.I.C Rate and any other deduction amount
here. All the above will be taken into account when Staff Payment is made.
To add a Professional Tax slab, specify “Start Amount”, “End Amount” and
“PT/Month” and click on “Add”.

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Document type:
Click “Configure” > “Settings” > “Document Type”
Here you can specify the different types of documents to be collected from the
students. e.g Degree certificate, address proof, Marklist, etc.
To add document type, mention the document type & then click on save.
The documents submitted by students can be scanned and saved in the system.
See Document tab under Student -> Admission.

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Exam:
Click “Configure” > “Settings” > “Exam”
Here you can specify the different exams that will be conducted.

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House:
Click “Configure” > “Settings” > “House”
Here you can define the different houses in the school. The students can be
allocated to any one of the houses.

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Curriculum:
Click “Configure” > “Settings” > “Curriculum”
Here you can define the different curriculum in the school. The students can select the
curriculum while taking admission.

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Grade:
Click “Configure” > “Settings” > “Grade”.
Here you can define the different grades, which can be used in test result.

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Calender:
Click “Configure” > “Settings” > “Calender.
Here you can define the different Holidays, you can also define working days.

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Student Category:
Click “Configure” > “Settings” >Student category
Here you can define student category, which will be seen on Enquiry &Registration form

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Student Religion:
Click “Configure” > “Settings” >Student Religion
Here you can define student religion, which will be seen on Enquiry& Registration form

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Staff Education:
Click “Configure” > “Settings” > Staff Education
Here you can define Staff Education, which will be seen on Staff Registration form.

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Fee Category:
Click “Configure” > “Settings” > Fee category
Here you can define Fee Category, which will be seen on Class Fees & Student
Registration form.

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I-Card Setting :
If you want to print front & back side of the i- card, then you have to upload image
of the back side here, which can be then reflected when Print back side option is
selected while printing the I-card.

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Backup :
Path: Configure > Backups
This tab is used to take a backup of the database. Click on “Browse” to select
the folder where you want to take the backup and then click on “Go” to take
the backup. You must login as an admin user in order to take a backup.
Backup Window
Note: It is recommended that you take backups of the database on a regular
basis. You can setup School Management Software to give you automatic
reminder after a certain number of days (Configure – Settings – General tab).
e.g. if you set number of days to 1, you will get a reminder daily. If you set
number of days to 2, you will get a reminder on alternate days and so on.

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If backup is done successfully, below pop-up message is displayed:
Users
User Management:
Path: Configure > Users>User management
Here you can perform the User Management for your SMS software. You can
add new users, and configure them so that they may or may not have
administrator privileges. Here you can assign different permissions to the
users according to their role.

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If the password of an existing user has to be changed, select the user from the
grid and tick on the check box of Change password. Enter the new password and
click on update button. You can also change the username if you want.

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Assign permission:
Path: Configure > Users> Assign permissions.
Here the user can be given different permissions related with his role at the same
time the user can also be allowed to get different reminder pop up (Student
Birthday, Staff Birthday, Enquiry Follow up, Payment Due) at the time of log in.
The Admin user can decide which permissions (View, Add, Edit, Delete, Reports)
of a particular module should be given to the user. e.g. For accountant role, all
the payment related permissions can be given.
The admin user can also set permissions related with the Reminder pop up for a
particular user. e.g. For accountant role, Due Payment popup reminder can be
set. When an accountant logs in, he will get a popup reminder for the payments
which are due. He will not get the other popup reminders.

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NOTE: When the reminder related permissions are assigned to the user the
related module permission must be assigned to the user. (If the accountant has
assigned a Payment Due reminder, admin has to assign the register student
module permission to the Accountant )
Upgrade:
Path: Configure >Upgrade
Upgrade functionality is used to upgrade the old data from SMS to the newer
version of SMS. First take a backup of your old data using Backup utility - this
saves your database in the specified folder. Then install the new version. Now
use upgrade to migrate your old data into the new version.

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Utilities
Expenses
Utilities > Expenses
The Expenses tab in the Utilities module is used to keep track of the expenses
which are being incurred in the institute on a day to day basis. This can be used
to keep a record of all the bills (like electricity, telephone, etc.) and also other
recurring expenses (like stationary, equipment, refreshments, etc.)
The expense type is defined in the Configuration section. While making an entry
for an expense, you can just select the expense type from the list, enter the date
of expense, the amount and any remarks that you may want to add. Click on
“Save” button to save the expense entry.

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Issue Items
The “Issue Items” tab is used to keep track of the items that have been issued to
the registered students( Individual or to entire section). User can select the name
of the student to whom the item is being issued, the date of issue, the item name
and add the appropriate remarks. The items that can be issued are configured in
Utilities > Issue Items tab.

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Import
Path: Utilities > Import
Import is used to import student Pre-admission data from an excel
spreadsheet into the SMS database. This is useful for the first time users of
the software – the student data available in excel can be directly imported into
SMS, thus saving the effort and time required for data entry.
The student data should be available in the specified format in excel. Before
importing the data, user needs to set the system date to dd/mm/yyyy format.
In order to set the specified date format, select Control Panel - Regional and
Language Options. In “Regional Options” tab, click “Customize” button. Then

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select the “Date” tab, and enter dd/mm/yyyy in Short date format. Click
“Apply” to save the format.
Import Pre-admission Window:
Click on “Download” to choose the download path to download the import file
format.
Once the system date format has been set, click “Browse” button to select the
excel sheet from which data has to be imported. Make sure that the excel
sheet is in the specified format (see sample excel sheet in the directory in
which SMS has been installed). Then click “Import” to import the data from
the excel sheet to the SMS database.

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Certificates:
Here the student certificates can get printed.
1.General certificates
• Bonafide Certificate
• Transfer Certificate
• Migration Certificate
• Character Certificate
• Birth Certificate
• Fees Certificate
• Teacher’s Experience certificate
2.Promotional certificates
In general certificates, Bonafide certificate can be printed as shown below.

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• Transfer Certificate:
Transfer certificate can get printed as shown below.

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• Migration Certificate:
Migration certificate can get printed as shown below.

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• Birth Certificate:
Birth certificate can get printed as shown below.

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• Character Certificate:
Character certificate can get printed as shown below.

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• Fees Certificate:
Fees certificate can get printed as shown below.

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• Teacher’s Experience certificate :
Teacher’s Experience certificate can get printed as shown below.

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2.Promotional certificates:
Five different themes are available, user can select any theme & can print the
certificate student name wise, class wise & Section wise
.

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Library:
This module is used to keep record of different types of books details, issued
book & returned book.
Book category:
To add a book category, go to Utilities -> Library & select category tab.
Add a category & description if any & then click on Save.

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Sub-category:
To Enter book category go to Utilities->Library & select sub-category, add a sub-
category & description if any & then click on Save.

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Book: To enter the details of a book in the system, go to Utilities->Library. Select
Book tab. Enter the details of the book and click on Save.

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Issues Book: To issue book to the student or Staff, go to Utilities->Library &
select “Issue Book” tab, select either staff or student & select the book to be
issued to the student. Then click on add & click on Save.

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Return Book: To take book return from the student or Staff, go to Utilities-
>Library & select “Return Book” tab, select the required fields for search & click
on go, it will show the list of staff or students to whom book is already issued.
Double click on student or staff name. It will take you to return book form as
shown below.

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Select the book to be returned & click on Save.

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Transportation:
Here the transportation will be managed. Go to utilities->Click on Transportation.
Bus Details:
When clicked on transportation, by default bus details form will open. Enter the
information. Fields marked with Asterisk (*) are mandatory.
If you want to edit the Bus information, double click on Bus name make the required
changes & click on update.

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Bus Stops:
Here define the different bus stops for the bus .
To edit stop name, double click on stop name & make the required changes & then click
on update.

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Bus Route:
Here define the bus route from where the bus will pass. All the defined stop(s) will come
under available bus stops, Select the Bus number & select the bus route & with the help
of forward arrow move it under selected stops.

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Assign Student Bus:
Here the bus can be assigned to the student(s), select the bus number, select the bus route,
enter the charge per month or charge per session per session if any, from the list of the
students select the student(s) & click on save. Now the particular bus for the particular
stop has been assigned to the student(s) successfully.
If you want to edit the student bus details, double click on student name & update the
details & then click on update.

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Event Management:
Go to utilities->Click on Event management.
Here different events can be managed.
Add Events:
Firstly you have to add an event & then assign the students for the event.

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Assign Student:
Once the event is added, click on Assign students tab ,select the event from the dropdown
for which you have to assign the students, then from the next dropdown select the criteria
for assigning the students.

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Student Module
The features include:
a)Search: Find student(s) in the database which meet the search criteria
specified. The search criteria can be any of the following:
Name
Address
School/College
Stream (of education)
Class /Subjects in which student is interested / registered
Section
Registration number
Date of Pre-admission / date of registration
Active
Inactive
Archive
When a new session is about to start, the Search screen can be used to get the
details of all the students who took pre-admission in particular class. This data
can then be used to inform the students about the session start date, any
discount offers, etc.

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Search Student Window:

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b) Pre-admission: Add a new student details.
When a student walks into the institute/school for the first time to
enquire about the courses offered, fees, duration, etc. the student
details can be saved using the student pre-admission form. Here, you
can add all the relevant information like student name, address,
contact numbers, date of birth, educational qualification, etc. You can
also attach a digital photograph of the student along with his / her
contact information. In this form, you can mark the class / course in
which the student is interested.
When you click on “Add Photo” on the Student pre-admission Details
form, you will find two ways in which you can take the student photo:
1. Browse on the computer to select an existing digital image.
2. Take a picture using Webcam. Just connect your webcam to the
computer using USB and take a picture of the student on the spot.

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Student Pre-admission
On this form enquiry source can be viewed ,click on Enquiry Source it will open
the following form where it will show the source of enquiry & the number of
enquiries converted into registration.

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Update Pre-admission
To re-calculate the total fees and perform other changes, open the student from
pre-enquiry in update mode, perform the necessary changes and click on
“Update” button.

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Student Follow-up
The follow-up tab provided with the Pre-admission form is to save the details of
the follow-up calls which have been made to the students.
Here you can search for particular student lists for which the follow-ups are to be
done. You can search for students using First name, Last name or search for all
students who have either enquired about or registered in a particular Class. You
can also specify a range of dates within which the pre-admission has been done
in order to do the follow-ups. After specifying the search criteria, click on “Show”
button. This will list all the students who match the search criteria. Then select
the students from the list one by one to do the follow-ups.
In the follow-up details, you can select a status of the call made. Some of the
pre-defined call status are “Busy”, “Switched off”, “No response”, etc. You can
define your own call status depending upon your need. There is a checkbox

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provided to indicate whether the student is interested in joining the courses or
not. Also, there is a remarks field where any comments from the follow-up calls
can be added. The information saved in this form during follow-up calls can be
seen in the reports to track the progress of the follow-ups. See Reports Module
section for details about the follow-up reports that are available.
Admission/Register
This form is used to enroll a student for a particular class. You can either enter all
the required details or choose a student from the pre-enquiry drop-down list.
Registration Number is auto-generated by default. Select the class in which the
student wants to register & then select the fee category from drop down( by
default Regular is selected) and click on “Register” to save the information.
Confirmation window will pop-up as below when registration is successful:

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Parent Photo: Here you can upload parents photos, these photos can be then printed on
backside of the I card.
I-Card
I-Cards can be prepared for registered students.
Choose the I-Card tab under Student -> Register.
Select the name of the student and Click “View”.
Here multiple I-cards can also be generated by selecting Section or Class.

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I-Card is created for the selected student, which can then be printed and
laminated. I-card can be generated in horizontal or vertical manner.
Horizontal View:
Vertical View:

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I-card can be generated in two different ways:
(1) In standard size: This type of I-card contains the basic information of the
student.
In horizontal manner:

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In vertical manner:

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2) Detailed I card: This type of I card contains the basic information of the
student along with Section & course details.
In horizontal manner:

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In vertical manner:

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I-card can be generated by selecting either of the option of background colour
selection

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OR strip colour selection:

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In horizontal Manner

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And in vertical manner it looks as follows:
.

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To print I card with back side also, tick the option Print back of I-card & then
select the option of back side image or parents Photos. Select the names of the
students & then click on Print .
Note: 1.To print back side of I card, you need to upload back side image in
Configuration>>> settings>> I-Card Setting.
2. To print parents photos on back side of I card, you need to upload parents
photos in Registration>>parent photos.
I card with parents photos :

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I card with backside image :
Documents: Here the student can submit the scanned copies of different
documents. Go to Register->document, select student name of whom documents
to be saved ,Select the document type, date of submission & then browse the
image & then click on add & then click on save.

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TC Details:
Click on TC details tab , where you can enter details of the student.

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Specific Fees: Here you can assign specific fees to selected student. Select student from
dropdown & then select the specific fees(which is defined in configure> settings>other
fees) & then click on save. Once the specific fees is assigned to a student, only these
specific fees & all general fees will be shown on payment form for that student.
Monthly Payments
Subject fees can be taken in a lump-sum amount from the student. Click on
“Monthly Payment” tab. Then choose the student from student drop-down,
Select the month for which payment is to be done . Enter “Discount” (optional)
either in amount or in percentage, Enter “Tax” (optional) either in amount or in
percentage, choose the “Pay Date”, Enter “Provisional Receipt” Number if
required, choose “By Cheque” if payment is being received in cheque and click
on “Save”.

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Note: Monthly payments once received, cannot be edited / modified or deleted.
Monthly Payment Receipt:

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Payment
This module is used to keep track of the fees paid by a student. It also performs
installment calculations. Just select the name of the student using the drop down

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menu, select the class for which the payment is to be done, and the number of
installments in which the payment will be done. Then whenever the student pays
an installment, enter the amount paid and save the information. The tax on the
amount paid is calculated according to the tax rate set in the company
configuration. Along with installment payment Other fees can also be paid .
Payment can be done by cheque or cash. If the student pays by cheque, then
click on the “By Cheque” box. This allows you to enter the cheque number and
the bank details for later reference. If the payment is done by cash, then simply
enter the amount paid and save the information.

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Installment Schedule (Payment) Window
Choose a student name from the “Student Name” dropdown list. Select Class
and enter number of installments that need to be created then click on Save
button, Below pop-up box will open:
No Carry Forward: Here you can restrict the installment not to be forwarded in
next installment , check the check box in front of the installment number ,you
want to restrict for carry forward. & then save it.

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Choose the “Installment Start Date” and “Installment Type” as “Monthly” or
“Quarterly” or “Interval Period” and click “OK”. Once installments are created,
click on “Save” to save the installment setup for the student.
Click on “Edit Schedule” to change the Installment Amount or Installment Date or
both. Once done, click “Save Schedule”.
Click on “Remarks” to open the window to enter some remarks. Once done, click
on “Save”.

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Printing a receipt:
To print a receipt for the payment, click on the “Receipt” button at the bottom of
the form. You can choose to print a single receipt or a double receipt. If you
choose double receipt, it will create 2 copies of the same receipt which can be
printed on a single page. This is useful for you to keep a record (copy) of the
receipts that have been issued.
Payment Receipt

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Giving Discount
When an installment payment is being done, a student can be given Discount.
The discount can be either a fixed amount or a percentage of the fees. To
give discount to a student, click in the “Discount” button at the bottom of the
payment form. Then enter the amount or the percentage discount to be given
and click on “Apply”. This feature can be used when you have any
promotional offers on the courses offered.

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Other Fees Payment
Here the student can pay other fees. Select the Other Fees tab. Here student
can be selected by entering registration number or by selecting the student from
the dropdown. Select the type of other fees to be paid by ticking the checkboxes.
If tax rate is to be fixed or changed, can fix it or change it.
If the other fees to be paid by cheque, tick on checkbox of By Cheque, fill all the
details & click on save.
The receipt can also be generated by clicking on Receipt button.

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Modifying the amount paid
The installment payments which have been saved can also be modified. Click on
“Modify Payments” tab. Select the student whose payment has to be modified or
the date for which the payment has to be modified and click on “Show” button to
show all the payments for the selection made.
Then double-click on the payment which is to be modified to open the below
window and change the amount, pay date as required.

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Giving Refund:
The payment module also allows refunds to be made to the students. Click on
Refund tab, select the student name, enter the amount to be refunded and
click “Save”.
Once refund is saved, below pop-up message will be displayed:

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Refund Receipt:
Once refund is done, click on “Receipt” to generate the refund receipt.

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Tests
This tab is used to enter the marks obtained by the students of a particular
class/section in a test. Select the class/section. It comes up with the list of
students in the class/section. Then select the test name and enter the marks
obtained by each student in that particular test using this form. If a student was
absent on the day of the test, then tick the “Absent” checkbox next to the marks
column for that student. This data is used for analyzing the progress of the
students and the class/section as a whole.
Data available in the Test Results grid can also be sorted as per “Roll No” or
“First Name” or “Last Name”.

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Message sending:
You can also send SMS or E-Mail to the students informing them about their
marks in the test from this form itself. Just click on Message sending button,
select exam Section & subject , it will show you the list of the student . If you
want to send message to all students select all students or otherwise select the
students to whom you want to send message & then click on Send button.

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Attendance
This module helps to Keep track of student attendance for a particular
class/section. Select the class/section and the date for which the attendance has
to be taken. It comes up with the list of students in the selected class/section. By
default, all the students are placed in the “present” category. Select the students
who are absent and click the arrow (>>) button to move the selected students
into the “absent” category. Finally, click the “Save” button to save the attendance
for that date. To filter the Sections for which attendance has not been taken for
the selected date, choose the checkbox “Show Sections for which attendance
is not taken”.
You can also send SMS or eMail to the students and/or parents informing them
about their absenteeism from this form itself. Just select SMS or eMail option,
and type in the message to be sent. By default, a message has been provided
which is just an informative message about the missed class. You can choose to
send the message to the student, the mother and/or the father of the student.

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Below pop-up message will be displayed when attendance is saved successfully:
Note: The messages sent from this form are sent only to the parents or the
students who are absent. No message is sent for the students who are
present.

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Taking attendance using the Finger Print Device:
You can also take attendance using the Finger Print Device. Just enter the date
and Section for which the attendance is to be taken, select the machine and
click on “From Device” button. The students who have not marked their
attendance on the device will automatically be put into the absent category.
Note: The registration number of the students entered while registering the
students in SMS must match the id number given on the device.
Message
This is used to send messages to make an announcement to a selected group of
students.
You can choose to send SMS or an E-Mail. In the “Send To” box you can choose
the group of students to which the message has to be sent. You can also choose
to send messages to the students alone and/or to the mother/father of the
students.
Messages can be sent to:
A single student. Use “Search by name” to find the particular
student.

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Section. Select the Section name and send messages to all or
selected students of the section.
Class . Select a particular Class, and click on “Go” button. This will
give the list of students who have enquired for the selected class
within the selected time frame, but not registered yet. You can then
send announcements about the beginning of the class or discount
offers, etc. to all or selected students from the list.
All registered. Select a “From date” and a “To date”. This option
gives you a list of all the students who have registered in your
institute in the selected time frame. This can be used to make
announcements like institute holidays, or change in working hours,
etc. to all or selected students from the list.
All enquiries. This option gives a list of all the students who have
enquired at your institute/school within a selected time frame but
not registered yet. This option can be used to make discount offer
announcements, etc.
All sections. This option gives a list of all the students who are
currently registered at your institute/School and are a part of one or
multiple sections.
Birthday wish. This option is used to list the students whose
birthday is the current system date. It can be used to send birthday
greetings to the students who are enrolled in the institute.
Once you have selected the list of students to whom you want to send the
message, select the option SMS or E-Mail, type in the message and click on
“Send” to send the message.

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CBSE-CCE-Report-
The CCE report is for CBSE student, to evaluate every aspect of the Student
during their presence at the school. This is believed to help reduce the pressure
on the Student during/before examinations as the student will have to sit for
multiple tests throughout the year. Many aspects of CCE report are as follows.
1. Attendance:
Select the section name, student name & enter the number of working dates for
which the student has attended the school. Total working days of the school for
first term & second term are defined in Configure-> Settings. To update the
particular student record, double click on the student name & update the record.

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2. Health Status:
Here select the Section & student name & add health related particulars of the
student like Height, weight, eyesight, Oral hygiene etc…& click on save
To update the particular student record, double click on the student name &
update the record.
.

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3. Academic performance:
Here select the Section, student name & click on show button. It shows the total
exams throughout the year & marks obtained by the selected students in different
exams along with Overall grade & grade points.

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4. Co-Scholastic:
Select the section & Co-scholastic types from the dropdown, Student list from the
selected section appears on the right, double click on student name to fill the co-
scholastic details. Different co-scholastic types are Life skills, work education,
Visual & performing arts, Attitude, Values, Co-scholastics activities, Health &
physical education etc. Select from the drop down & enter marks for particular
field & click on save.

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5. Self awareness:
Select the section name & student from the list & enter the information given on
the page like Goals, Strengths, interest & hobbies, responsibilities &
achievements & click on save.

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6. Print CCE report:
Select the CBSE logo image to be printed on CCE Report & then select the
section name & Student name from the list & click on print it will print the CCE
Report showing all the details of the student entered earlier.

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Class Module
This module keeps track of the class and subjects offered by the institute/School
along with the fees and duration of each subject. It allows you to add/modify
class and subject information.
Fees can be defined at class level (combined fee for all subjects in that class)
Add a class with fees:
First select the class tab, click on “New/Modify” and add the names of the
classes that are offered at your institute/school.
Here Class fees can be defined with the number of the maximum subjects. Enter
the number of the maximum subjects.After defining class, add subjects under the
class.

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Add a subject:
Then select the subject tab to add the subjects belonging to the class. Select the
class name added earlier and add the names of the subjects that are offered
under the selected class at your institute/school.
While adding the subjects under particular Class you can add the subject either
compulsory Or Optional. You can add the particular subject under subject group
as well. You can also add particular subject code of that subject as well as
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Add Class Fees :
Then select the Class fees tab to add the fees for different fee category. Select
the class name added earlier and from dropdown select fees category & you can
define the fees either as Total fees or Monthly fees.

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Search Subjects
There is a “Search” form using which you can search for subjects based on any
of the specified criteria.
E.g. In the following form, select “Class teacher” Anup Rathi and click on “Go” to
see all the subjects that Anup Rathi teaches.

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Staff Module
Staff module is for keeping Staff master details like name, photograph, address,
contact numbers, email, educational qualification, experience and the Subject(s)
which the Staff is going to teach. It allows you to add/modify Staff information.
Double-click on a Staff name in the list of the Staff at the bottom of the form to
see the staff details. Then make the required changes and click “Update” to save
the changes.
When you click on “Add Photo” on the Staff Registration form, you will find two
ways in which you can take the Staff photo:
1. Browse on the computer to select an existing image.
2. Take a picture using Webcam. Just connect your webcam to the computer
using USB and take a picture on the spot.

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Staff Search
There is a “Search” form using which you can search for Staff based on any of
the specified criteria. Double-click on a Staff in the grid at the bottom to update
the Staff details.
Here Staff I-Card can be generated; Click on search button, list of staff is
generated. Tick on particular staff member & select the horizontal or vertical
manner in the I-card is to be generated. Then click on view Staff I-card will be
generated.

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Staff I card:
Horizontal View:
Vertical View:

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Set Staff Salary
Here you can create the salary setup modules for a Staff
• Fixed salary
.

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Fixed Salary Setup Preview
To start creating a salary setup, select a Staff Name and choose “Fixed Salary”.

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Enter all the necessary fields and click “Save”. The following confirmation
window pops-up:

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To update an existing salary setup, choose a Trainer Name. Now make the
necessary changes in the setup and click “Update”. Below confirmation window
will pop-up:
Pay Sal (Pay Staff Salary)
To pay a Staff’s fixed salary, choose a Staff name and select payment date.
The following screen will open with the popup containing fixed salary details &
Deduction details, here Deduction against advance salary & Deduction for being
absent fields are given. The values filled in these fields will get deducted from the
payable amount after clicking on Calculate button. Then click on Save button to
save the salary payment for the selected staff.

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The following pop up will come. Click on save. The next window will open.

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Click on ok following window will open.

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By default, all the values given in the “Fixed Salary setup”, along with the values
of Deduction (Professional Tax, P.F, E.S.I.C Rates and Mobile Expenses Limit
specified in Payroll Setup) will be displayed. Enter values for “Deduction against
advance salary” and “Deduction for being absent” if any and click “Calculate”.
Click “Save” to save the Fixed Salary Calculation and revert back to “Trainer
Payment (Pay Trainer Salary)” window.
Enter T.D.S here, either in “Amount” or in “Percent”, to be deducted from “Net
Salary”. Once T.D.S is entered, click “Calculate” to calculate the “Payable
Amount”.
To pay salary in cash, just click “Save”. If salary needs to be paid by cheque, tick
the check-box for “Cheque”, enter the Cheque Details and click “Save”.

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Click on Print it to generate the staff payment receipt.

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Search Salary
To search a salary paid to a staff, click “Staff” in the bottom left menu and
“Search Sal” in the top left pane. You can search the salary paid by using any of
the fields given in the Search box:
To view and edit the details of the salary paid to a trainer, double click on the
payment entry above to open the salary payment window as shown below:

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If the trainer is having fixed salary, the salary can be updated by clicking on Edit
Details in the form as shown below:
When clicked on Edit details following form will open where the user can update
the salary details. Click on update & the salary details will get update.

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Attendance (Trainer Attendance)
To take attendance of trainer(s), select “Staff” from bottom left menu and then
select “Attendance” from top left menu to open the trainer attendance window:
Attendance can also be taken from finger print device, select the machine name
from which attendance is to be imported & then click on “From Device” button.
Attendance will get imported & then click on save.

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Click “No” if you don’t want to save attendance, else click “Yes” to save the attendance.
Update Attendance (Trainer Attendance)
To update attendance of trainer(s), select “Trainer” from bottom left menu and
then select “Attendance” from top left menu. Now choose the date for which
attendance was taken to see the attendance data.

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Make the necessary changes and click on “Update”. A confirmation window pops-up:
Click “Yes” to update the attendance. Click “No” if you don’t want to change attendance.

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Section Module
In this module, Sections are created for a class. The section details like the Staff
who will be the class teacher can be selected while creating the sections. The
form automatically presents a list of students who have registered for the
selected class. You can select the students and use the arrow (>>) key to add
the students to the Section.

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Search Section
There is a “Search” form using which you can search for sections available for a
particular class. Select the class name. It gives the list of sections for the
selected class.
Click on any one of the sections to show the list of students registered in the
section.

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Update Section:
The form will automatically present a list of students who have registered for the
selected class and a list of students who are already in the current section. You
can select the students from Suggested Students List and use the arrow (>>) key
to add the students to the section.
You can remove a student from a section by selecting the student from the
student list on the right and use the arrow (<<) key to move the student to the
Suggested Students box on the left. Once necessary changes are done, click on
“Update” to update the changes.

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Allocate Roll numbers to the Students:
To allocate roll numbers to the students,click on Roll No.Select class from the
dropdown,select the format for allocation of the roll number (by First name,by
Last name & by Admission number) & then click on Set & then click on Save.

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A confirmation message will come ,click on “Yes” & students roll numbers will be
allocated by their First name.

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Create Sections for New Session:
To create sessions (present in existing session) in the new academic year,click
on Section-> Set Sections. Select the sections to be created in the new
academic session & then with the help of (>>) arrow move it to new academic
session.If the set fees check box is ticked it will set the same fees for new
session.

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Promot Students to the New class:
To promote students to the new session,click on “Promote Student” .From
dropdown select the section from which students are to be promoted for the new
section, list of the students will be shown here,select the students to be promoted
to the new session.
In the new section also select the section in which the students are to be
promoted.

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A confirmation message will come showing the number of students promoted to
the new session .

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Reports Module
This module is used to generate reports which help in the analysis of
performance and attendance. The attendance and marks of the students can
be sent to parents. The management / owners of the institute/School can get
reports about payments received, outstanding payments, etc. There are many
reports available on the follow-up calls that are made.
Along with the student report, staff attendance & payment related reports can
also be generated in order to maintain the staff record.
There are different categories of reports available in this module:
a. Attendance
b. Payments
c. Tests
d. Follow-up
e. Timetable
f. Expenses
g. Other
1 .Issue items
2. SMS log
3. Enquiry source
4. Documents
5.Student Birthday
6.Staff Birthday
7. Library
8. Transportation
9. Export in Excel
10.Event management
11.Holiday
Attendance Reports: Under this category, the reports available are:

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Student Attendance Report Details: Select the section and the date for which
you want to see the attendance. It shows which students of the selected section
were present on the selected date.
Student Attendance Report Summary:
This report is useful to see how the attendance of a particular Section has been
for a period of time. Select the Section and the “From” and “To” dates for which
you want to monitor the attendance and press “View” to see the report.

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Blank Monthly Attendance Sheet:
This is used to create a single page printout which can be used to take the
attendance of a Section for a month. Select the Section and the month and press
“View” to create the attendance sheet. Then print the sheet and use it to mark the
attendance of the students in class. The data from this sheet can be fed into the
system later.

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Blank Attendance Sheet (Time In/Time Out):
Here the blank attendance sheet is generated, in which Time in, Time out &
Signature can be entered along with the Administrator initials.

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Staff attendance reports:
Date Wise Attendance Report:
This report is useful to see how the attendance of a particular staff has been for a
period of time. Select the “From” and “To” dates for which you want to monitor
the attendance and press “View” to see the report.

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Staff Attendance Report: This report is used to see the attendance of a
particular staff for a selected period of time. Select the Staff Name and the
“From” and “To” dates for which you want to monitor the attendance and press
“View” to see the report.

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Payment Reports: Under this category, the reports available are:
Payment Received/Outstanding: This report gives a list of fees payments
which have been received within the specified dates. Select Class, section,
student name. Select the “From date” and the “To date” and press “View” to see
the payments received.

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Section Wise Outstanding Payment: This report gives a list of payments that
are outstanding from particular section within the specified dates. Select the
“From date” and the “To date” and press “View” to see the payments outstanding.
You can also send SMS or eMail to the students informing them about the
amount that is due from this form itself. Just select SMS or eMail option, and type
in the message to be sent. By default, a message has been provided which
informs the student about the outstanding amount and the due date.

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Tax liability report: This report gives the total amount received with and without
tax and also the amount that has been received in the form of tax within the
specified dates. Select “From date” and “To date” and press “View” to see the tax
liability for the specified period.

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Account Statement:-This report shows all the credited & debited amount as well
as Opening & Closing balance within the given date range.

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Summary: This report allows user to select sections & shows the outstanding
payments of the students belonging to that particular section.

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Summary (monthly payments): This report will show payment summary of the
student for monthly payment along with the Receivable fees, Received fees and
balance fees.

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Date Wise Staff Salary: This report gives a list of payments which have been
done to staff within the specified dates. Select the “From date” and the “To date”
and press “View” to see the payments done.

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Staff Salary Report: This report gives a list of staff payments up to the current
date. Select the staff name for which the payment report is required and press
“View” to the see the report.

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Test Reports: Under this category, the reports available are:
Test Result: This report gives the marks scored by the students of a specified
Section in a particular test. Select the exam, Class, Subject, Section and Student
name and press “View” to see the report.

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Maximum and minimum marks obtained by students: This report gives the
marks obtained by a particular student for all the tests conducted in a section.
Select the exam, class, subject, section and the student whose marks are to be
viewed and press “View” to see the report.

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Student Report Card:
Here you can Generate report card for a student for an Exam.
Select section, exam name it will show you the list of the student from that section,
double click on student name & click on Print button, it will produce the Repart card as
shown below.

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Follow-up Reports: Under this category, the reports available are:
Date wise follow-up report: This is a report of all the follow-up calls which have
been made in a given range of dates. Select the “From date” and the “To date”
and click on “View” to see the report.
User can choose to see all the calls, or only the productive or only the
unproductive calls. Each call is categorized into productive or unproductive
based on the status of the call.

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Class wise follow-up report: This report gives a list of all the follow-up calls
which have been made for a particular class in a given range of dates. Select the
Class, “From date” and the “To date” and click “View” to see the report.

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Caller wise follow-up report: This report gives a list of all the follow-up calls
which have been made by a particular caller in a given range of dates. Select the
Caller name, “From date” and the “To date” and click “View” to see the report.

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Student wise follow-up report: This report gives a list of all the follow-up calls
which have been made to a particular student in a given range of dates. Select
the Student name, the “From date” and the “To date” and click “View” to see the
report.

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Date wise calls due report: This report gives a list of all the follow-up calls
which are due on a selected date. Select the Due Date for which we want to see
the calls due and click “View” to see the report.

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Interested students follow-up report: This report gives a list of all the follow-up
calls in a given range of dates in which the students have shown a positive
response and the “Interested” checkbox was ticked. Select the “From date” and
the “To date” and click “View” to see the list of the interested students.
An SMS or an email can be sent to the interested student from here. Type the
message to be sent and click “Send” to send the message.

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Expense Reports:
Under this category following reports are available
Date wise expense report: This report gives a list of all the expenses that have
occurred within a given range of dates. Select the “From date” and the “To date”
and click on “View” to see the report.

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Category (Expense Type) wise expense report: This report gives the list of
expenses that have occurred in a selected category within a given range of
dates. Select the Expense Type, the “From date” and the “To date” and click on
“View” to see the report.

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Month wise category expense summary report: This report gives the
complete expense report of the selected month along with the details about the
expenses incurred in the various categories. Select the month for which you want
to see the expense report and click on “View” to see the report.

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Monthly expenses summary report: This report gives the total of the monthly
expenses for each month in the selected range of months. Select the “From
Month” and the “To Month” and click on “View” to see the report.

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Other Reports:
The following reports are available in the other reports.
Issue Item Reports:
1. Date wise Items Issued Report: This report gives a list of the items which
have been issued to students within a specified range of dates. Select the
“From Date” and the “To Date” and click on “View” to view the report

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2. Item wise Issued Report: This report helps us to keep track of how many
numbers of a particular item have been issued to students and also to whom.
Select the “Item name”, the “From Date” and the “To Date” and click on “View” to
view the report.

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3. Student wise Items Issued Report: This report can be used to see the list of
items which have been issued to a particular student. Select the name of the
student, and click on “View” to see the report.

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SMS Log
All the messages sent to the students (Related with B’Day wish, payment
reminder, Attendance, Outstanding payment, test marks) can be seen in SMS
log.
Click on SMS log on left side, select the date range & click on go will produce the
SMS log as shown below.

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Enquiry Source Report
This report is used to check the record of the different sources through which
students approached the institute/school. On the enquiry form as the student
select “Where did you hear about us” & select any source, this information is
used to generate the report.

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Document Reports: This report is used to keep the record of the various
type of documents submitted or not submitted by the students. The report can be
generated for a section, for a student or date wise.
Documents submitted report:

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Student Birthday:
Select the student birthday & click on go. It shows the pop up reminder for
student birthday for the selected date.

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Staff Birthday:
Here select the staff birthday reminder & click on go. It shows the pop up
reminder for staff birthday.

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Library Reports:
It shows all the book record in library.
Book details:
This report is used to keep the record of the books available along with the
details of the different types of books.

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Book Status:
This report is used to keep the record of the books Issued & number of books in
stock.

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Issued & Returned books:
This report is used to keep the record of the books Issued & returned by student
& staff.

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Transportation Reports:
Different transportation reports are available.

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1. Vendor wise bus details:
If the vendor details are added while adding the bus details, the names of
the vendor will be shown in dropdown list. Select the vendor name & then
click on Go.

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2. Bus wise route details:
Select the bus number from dropdown & click on go. It will generate a
report showing bus route for the selected bus number.

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3.Bus wise student list:
Select the bus number from drop down list & click on go.

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4. Stop wise student list:
Select the stop name from drop down & then click on go, will show s the
report related with the list of student for that particular stop.

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Export in excel:

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Event management reports:
Event wise Report:

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Student Wise report:

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Date wise event list:

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Holiday:
List of holidays can be generated as shown below.

Techior Solutions Pvt. Ltd. Confidential Document Index

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