education management uesr manual. zearo consulting | version 1.0 | oct 2011 navigation icons and...
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Zearo Consulting | Version 1.0 | Oct 2011
Icons:
In the Software Menu Tree, clicking on or activating any item that has the Window icon ( ) ) will open a window that will display data in a table.
Zearo Consulting | Version 1.0 | Oct 2011
One Time Setup
1.Click on one time
setup
Navigation has two StepsSteps :1 Navigate by giving the name in look up Step 2: By using the following this steps
The above windows are belong to the One time setup
Zearo Consulting | Version 1.0 | Oct 2011
Caste :How to Navigate a caste?Step 1:
Step 2:Navigate by giving the name in look up
How to Create New and Delete Caste?
1.Click on Education
management
2.Click on One time set up
3.Click on cast
To create new RecordTo Delete
existing record
Zearo Consulting | Version 1.0 | Oct 2011
How to Create /edit a Caste?2.Save
1.Type the cast to
create/edit
This window is helps to keep the record of Caste (The system of dividing society into such classes. (E.g) Vanniyar, Naidu etc.) of the Education Management
Functions of caste in Education Management : In student/employee record . Report .
The following report will show which caste the student belongs to.
Zearo Consulting | Version 1.0 | Oct 2011
1.Click on Education
management
2.Click on One time set up
3.Click on Community
How to filter Caste Report?2. Select on Community
1.Select on Year
How to Navigate a Caste Report?Step 1:
Zearo Consulting | Version 1.0 | Oct 2011Arowana Consulting | Version 1.0 | Aug 2011
How to Navigate a Religion ?
Step 1:
Step 2: Navigate by giving the name in look up
How to Create New and Delete Religion ?
Religion: 1.Click on Education
management
2.Click on One time set up
3.Click on Religion
To create new RecordTo Delete
existing record
Zearo Consulting | Version 1.0 | Oct 2011
This window helps to keep the record of Religion (The belief in and worship of a superhuman controlling power, esp. a personal God or gods. (E.g) Hindu, christian etc.) of the Education Management
Functions of Religion in Education Management :
In student/employee record .
Report .
The following report will show which Religion the student belongs to.
2.Save
1.Type the Religion to create/edit
Zearo Consulting | Version 1.0 | Oct 2011
How to Navigate a Religion Report?Step 1:
1.Click on Education
management2.Click on Reports
3.Click on Community
2. Select on Religion
1.Select on Year
How to filter Religion Report?
Zearo Consulting | Version 1.0 | Oct 2011Arowana Consulting | Version 1.0 | Aug 2011
How to Navigate a Classification/Community ?
Step 1:
Step 2: Navigate by giving the name in look up
How to Create New and Delete Classification/Community?
Classification/Community:1.Click on Education
management
2.Click on One time set up
3.Click on Classification/Communi
ty
To create new RecordTo Delete
existing record
Zearo Consulting | Version 1.0 | Oct 2011
This window helps to keep the record of Classification/Community (The Central Government of India classifies some of its citizens based on their social and economic condition (E.g) Scheduled Caste etc.) of the Education Management
Functions of Classification/Community in Education Management :
In student/employee record .
Report .
The following report will show which Classification/Community the student belongs to.
2.Save
1.Type the cast to
create/edit
Zearo Consulting | Version 1.0 | Oct 2011
How to Navigate a Religion?Step 1:
1.Click on Education
management
2.Click on Reports
3.Click on Community
How to filter Religion? Can also search by class
2. Select on Classification
1.Select on Year
1.Select on class
Zearo Consulting | Version 1.0 | Oct 2011
Grade:How to Navigate a Grade ?
Step 1:
Step 2: Navigate by giving the name in look up
1.Click on Education
management
2.Click on One time set up
3.Click on Grade
Zearo Consulting | Version 1.0 | Oct 2011
How to Create New and Delete Grade ?
To create new RecordTo Delete
existing record
Zearo Consulting | Version 1.0 | Oct 2011
Grade : To set A particular level of rank, quality, proficiency, intensity, or value. E.g A1(80-91)Function of Grade in Education Management:Exam
2.Save
1.Type the Grade to
create/edit
3.Enter the Maximum
mark 2. 3.Enter
the Minimum mark
How to Create/edit a Grade?
Zearo Consulting | Version 1.0 | Oct 2011
Medium:How to Navigate a Medium ?Step 1:
Step 2: Navigate by giving the name in look up
1.Click on Education
management
2.Click on One time set up
3.Click on Medium
Zearo Consulting | Version 1.0 | Oct 2011Arowana Consulting | Version 1.0 | Aug 2011
How to Create New and Delete Medium ?
How to Create /edit a Medium?
To create new RecordTo Delete
existing record
2.Save
1.Type the Medium t to create/edit
Zearo Consulting | Version 1.0 | Oct 2011
Medium : A medium of education system is one that uses e.g English as the primary medium of instruction
Function of Medium in Education Management:Class configurationReport. 1.Click on
Education management
2.Click on Reports
3.Click on Medium
2. Select on Medium
1.Select on Year
How to Navigate a Medium?Step 1:
How to filter Medium?
Zearo Consulting | Version 1.0 | Oct 2011
OrientationHow to Navigate a Orientation ?Step 1:
Step 2: Navigate by giving the name in look up
1.Click on Education
management
2.Click on One time set up
3.Click on Orientation
Zearo Consulting | Version 1.0 | Oct 2011Arowana Consulting | Version 1.0 | Aug 2011
How to Create New and Delete Orientation ?
How to Create /edit a Orientation?
To create new RecordTo Delete
existing record
2.Save
1.Type the Orientation to create/edit
Zearo Consulting | Version 1.0 | Oct 2011
Orientation : Board of Education for school level in India e.g State boardFunction of Orientation in Education Management:Class configuration
Zearo Consulting | Version 1.0 | Oct 2011Arowana Consulting | Version 1.0 | Aug 2011
Day TypeHow to Navigate a Day Type ?Step 1:
Step 2: Navigate by giving the name in look up
1.Click on Education
management
2.Click on One time set up
3.Click on Day Type
Zearo Consulting | Version 1.0 | Oct 2011
How to Create New and Delete Day Type?
How to Create /edit a Day Type?
To create new RecordTo Delete
existing record
2.Save
1.Type the Day Type to create/edit
Zearo Consulting | Version 1.0 | Oct 2011
Day Type : To set the type of the day e.g working day etc
Function of Day Type in Education Management:Academic calendar
Zearo Consulting | Version 1.0 | Oct 2011
NationalityHow to Navigate a Nationality?Step 1:
Step 2: Navigate by giving the name in look up
1.Click on Education
management
2.Click on One time set up
3.Click on Nationality
Zearo Consulting | Version 1.0 | Oct 2011
How to Create New and Delete Nationality?
How to Create /edit a Nationality?
To create new RecordTo Delete
existing record
2.Save
1.Type the Nationality to create/edit
Zearo Consulting | Version 1.0 | Oct 2011
Nationality : To set the Nationality of the Student/employee Function of Nationality in Education Management:Student/employee record
Zearo Consulting | Version 1.0 | Oct 2011
SubjectHow to Navigate a Subject ?Step 1:
Step 2: Navigate by giving the name in look up
1.Click on Education
management
2.Click on One time set up
3.Click on Subject
Zearo Consulting | Version 1.0 | Oct 2011
How to Create New and Delete Subject ?
How to Create /edit a Subject?
To create new RecordTo Delete
existing record
2.Save
1.Type the Subject to
create/edit
Zearo Consulting | Version 1.0 | Oct 2011
Subject : To set the Subject in the Education ManagementFunction of Subject in Education Management:ExamClass configuration Reports
Zearo Consulting | Version 1.0 | Oct 2011
SessionHow to Navigate a Session ?Step 1:
Step 2: Navigate by giving the name in look up
1.Click on Education
management
2.Click on One time set up
3.Click on Session
Zearo Consulting | Version 1.0 | Oct 2011
How to Create New and Delete Session ?
How to Create /edit a Session?
To create new RecordTo Delete
existing record
2.Save
1.Type the cast to
create/edit
Zearo Consulting | Version 1.0 | Oct 2011
Session : To set the Session in the Education Management eg Morning
Function of Session in Education Management:Attendance
Zearo Consulting | Version 1.0 | Oct 2011
How to Navigate a Term ?Step 1:
Step 2: Navigate by giving the name in look up
Term 1.Click on Education
management
2.Click on One time set up
3.Click on Term
Zearo Consulting | Version 1.0 | Oct 2011
How to Create New and Delete Term ?
How to Create /edit a Term?
To create new RecordTo Delete
existing record
2.Save
1.Type the Term to
create/edit
Zearo Consulting | Version 1.0 | Oct 2011
Term : To set Term eg FA/SA or I Mid Term of Education Management
Function of Term in Education Management:Exam
Zearo Consulting | Version 1.0 | Oct 2011
Question TypeHow to Navigate a Question Type ?Step 1:
Step 2: Navigate by giving the name in look up
1.Click on Education
management
2.Click on One time set up
3.Click on Question Type
Zearo Consulting | Version 1.0 | Oct 2011
How to Create New and Delete Question Type ?
How to Create /edit a Question Type?
To create new RecordTo Delete
existing record
2.Save
1.Type the Question Type to
create/edit
Zearo Consulting | Version 1.0 | Oct 2011
Question Type : To set the Question Type of Education Management eg Multiple answer ,Big answer
Function of Question Type in Education Management:Class configuration-question
Zearo Consulting | Version 1.0 | Oct 2011
How to Navigate To Price list?
How to Create To Price list?
1.Click on Material management
2.Click on Material
management rules
3.Click on Price list
4.To Save Record
3.Select the Currency
1.To create new Record
2.Type the price List Name
4.Select the price Precision
Zearo Consulting | Version 1.0 | Oct 2011
How to Create To Price list version ?
5.To Save Record
1.To create new Record
2.Type the Name
3.Select the price Precision
4.Select the Valid From Date
Price list :Is useful to set a Group of Product and its price under the some version and price list of the Education ManagementFunction of Asset in Education Management:Price under Product
Zearo Consulting | Version 1.0 | Oct 2011
1.Click on Material management
2.Click on Material
management rules
3.Click on Product
How to Navigate and Create Product?
Zearo Consulting | Version 1.0 | Oct 2011
5.To Save Record
1.To create new Record
2.Type the Name
3.Select the Product Category
4.Select the Tax category
4.Select the Uom
4.Select the Product Type
4.Select the start Date
4.Select the end Date
Zearo Consulting | Version 1.0 | Oct 2011
How to set shortcuts for Creating multiple Record with the same content inside for a new record e.g To create Multiple record under same category, Uom, product type
There are two steps:Step1:Use Value Preference 1.Place the cursor on the field2.Right click on the mouse3.Click on Value preference4.Click ok Step 2:Use Copy Record1.Edit the Name2.Delete the Serach key3.Save
Can use any one of the above step to create a new
Zearo Consulting | Version 1.0 | Oct 2011
Copy record
Value preference
The below Screen Shot will show the Icon and how it look?
Zearo Consulting | Version 1.0 | Oct 2011
5.To Save Record
1.To create new Record
3.Select the Price List
4.Select the List price
4.Select the Standard price
4.Select the Limit price
Product :Is useful to set Product and its price E.g LKG Admin 7400Function of Product in Education Management:Class Configuration,Route
Zearo Consulting | Version 1.0 | Oct 2011
Class ConfigurationHow to Navigate a Class Configuration?Step 1:
Step 2: Navigate by giving the name in look up
1.Click on Education
management
2.Click on One time set up
3.Click on Class
Configuration
Zearo Consulting | Version 1.0 | Oct 2011
How to Create Class?
To create another class click on New and follow the above steps.To delete the existing record click on the icon
How to Create Class Section?
2.Type class
1.To create new Record
3.To Save Record
2.Type class with Section
1.To create new Record
3.To Save Record
4.Select the Orientation of the class
5.Select the Medium of the class
6.Select the Next class of the class
To create another class Section click on New and follow the above steps.To delete the existing record click on the icon
Zearo Consulting | Version 1.0 | Oct 2011
2.Select the sessions of the
class
1.To create new Record
3.To Save Record
To create another class Session click on New and follow the above steps.To delete the existing record click on the icon
To create another class Subjects click on New and follow the above steps.To delete the existing record click on the icon
How to Create Class Session?
How to Create Class Subjects?
2.Select the Subjects of the
class
1.To create new Record
5.To Save Record
3.Enter the Total Mark
4.Enter the Pass Mark
Zearo Consulting | Version 1.0 | Oct 2011
For CBSE Exam
1
2
Check on, If the subject has any of this
two
Zearo Consulting | Version 1.0 | Oct 2011
To create another class Lesson click on New and follow the above steps.To delete the existing record click on the icon
3.To Save Record
How to Create Class Lesson?
2.Enter the Lessons in the Subjects of the
class
1.To create new Record
Zearo Consulting | Version 1.0 | Oct 2011
How to Create Question?
To create another Question click on New and follow the steps 1 to 5To delete the existing record click on the icon
To create Another Answer for the Question follow the steps 6 to 8.
To mark the correct answer from the option follow the step 9And finally save the record with question and answer given
5.To Save Record
3.Enter the Question for the Lessons
1.To create new Record
2.Select the Question type of the Lesson
9.To Save Record
8.To Save Record
6.To create new Record
7.Enter the answer for
the question
4.Enter the mark
Zearo Consulting | Version 1.0 | Oct 2011
1.Click on Education
management
2.Click on Reports
3.Click on Question
2. Select on Subject
1.Select on class group
2. Select on Lesson
How to Navigate a Question?
How to filter Question?
Zearo Consulting | Version 1.0 | Oct 2011
Class Section :The Next Class(e.g if the student is L.k.g their next class is U.k.g) in the class section is useful during the auto enrollment(which will automatically enroll student to next academic year )Function of The Next Class: Auto enrollmentClass session: To set the session for the classes eg. U.k.g will have morning and afternoon.Function of Class session :AttendanceClass subject: To set the what are all the subjects the class hasFunction of class subject :Exam Lesson: To set the what are all the lesson the subject hasFunction of Lesson: Question reportQuestion: To se the question type and what are all the question the subject hasFunction of Question: Question report
Zearo Consulting | Version 1.0 | Oct 2011
How to Create a Fees?
How to Select Fees?
3.To Save Record
2.Click this icon to select the Fees
1.To create new Record
2.1.Click on the current price list
version
2.3.Select the fees of the class
2.2.Click Refresh
2.4.Click Ok Button
Zearo Consulting | Version 1.0 | Oct 2011
How to View the Created Fees of the Class? By click on this icon Grid view:
Form View:
Zearo Consulting | Version 1.0 | Oct 2011
Conduct/CharacterHow to Navigate a Conduct/Character ?Step 1:
Step 2: Navigate by giving the name in look up
1.Click on Education
management
2.Click on One time set up
3.Click on Conduct/Charac
ter
Zearo Consulting | Version 1.0 | Oct 2011
How to Create New and Delete Conduct/Character ?
How to Create /edit a Conduct/Character?
To create new RecordTo Delete
existing record
2.Save
1.Type the Conduct/Character to create/edit
Conduct/Character : To set the character of the student e.g good,badFunction of Conduct/Character in Education Management:DerollmentTC Report.
Zearo Consulting | Version 1.0 | Oct 2011
Message TypeHow to Navigate a Message Type ?Step 1:
Step 2: Navigate by giving the name in look up
1.Click on Education
management
2.Click on One time set up
3.Click on Message
Type
Zearo Consulting | Version 1.0 | Oct 2011
How to Create New and Delete Message Type ?
How to Create /edit a Message Type?
To create new RecordTo Delete
existing record
2.Save
1.Type the Message Type to
create/edit
Message Type: To define a set of people in one group/ level(school level /class level etc) or individual(student level) who should receive a Message.Function of Message Type in Education Management:Message(sms)
Zearo Consulting | Version 1.0 | Oct 2011
How to Navigate a Asset Group?
1.Click on Asset
2.Click on Fixed Asset
3.Click on Setup and Maintain4..Click on Fixed Asset
Setup5.Click on
Asset group
How to Create a Asset Group?
To create another Asset Group click on New and follow the above steps.To delete the existing record click on the icon
1.To create new Record
3.Save
2.Type the Name of the Asset group
Zearo Consulting | Version 1.0 | Oct 2011
Asset group :Is useful to set a Master Asset where all the asset of the master type can be assigned E.g Bus 1 asset can be assigned under Asset group Vehicle.
Function of Asset Group in Education Management:
Asset
Zearo Consulting | Version 1.0 | Oct 2011
1.Click on Asset
2.Click on Fixed Asset
3.Click on Setup and Maintain4.Click on
Fixed Asset Setup
5.Click on Asset
How to Navigate a Asset?
Zearo Consulting | Version 1.0 | Oct 2011
To create another Asset click on New and follow the above steps.To delete the existing record click on the icon
How to Create an Asset?1.To create new Record
4.Save
2.Type the Asset Name
3.Select the asset group
Zearo Consulting | Version 1.0 | Oct 2011
To create another Asset Usage click on New and follow the above steps.To delete the existing record click on the icon
How to Create an Asset Usage?1.To create new Record
4.Save
2.Select the Date of f.c
3.Select the Use Date
Zearo Consulting | Version 1.0 | Oct 2011
To create another License Information son click on New and follow the above steps.To delete the existing record click on the icon
How to Create a License Information?1.To create new Record
3.Save
2.Type Policy
Renewal Date
Zearo Consulting | Version 1.0 | Oct 2011
To create another Insurance Information click on New and follow the above steps.To delete the existing record click on the icon
How to Create an Insurance Information?
1.To create new Record
4.Save
2.Type the Date of
Insurance
3.Type the policy
Renewal Date
Zearo Consulting | Version 1.0 | Oct 2011
To create another Asset User click on New and follow the above steps.To delete the existing record click on the icon
How to Create an Asset User?1.To create new Record
4.Save
2.Select the driver
3.Select the Start date of
the user
Zearo Consulting | Version 1.0 | Oct 2011
How to Navigate an Asset Service Type?1.Click
on Asset2.Click on
Fixed Asset3.Click on Setup and Maintain4.Click on Fixed Asset
setup5.Click on
Asset Service type
How to Create an Asset Service type?
To create another Asset Service click on New and follow the above steps.To delete the existing record click on the icon
1.To create new Record
3.Save
2.Type the Name of the Asset Service
Type
Zearo Consulting | Version 1.0 | Oct 2011
To create another Asset Service click on New and follow the above steps.To delete the existing record click on the icon Function of the asset service in the education Management ReportsThe following report will show How many services has done to the Asset
How to Create a Asset Service?1.To create new Record
6.Save
2.Select the year
3.Select the Asset
Service type
4.Select the Service date
5.Select the driver
Zearo Consulting | Version 1.0 | Oct 2011
1.Click on Education
management
2.Click on Reports
3.Click on transport service
How to Navigate an Transport Service?
How to filter Question? 2. Select on
Vehicle
1.Select on Year
2.2 Select on Driver
Zearo Consulting | Version 1.0 | Oct 2011
To create another Asset Maintenance click on New and follow the above steps.To delete the existing record click on the icon
How to Create an Asset Maintenance? 1.To create new Record
9.Save
2.Select the Year
3.Type the Amount
4.Type the Date of
complaint
5.Type the Cost of Spare
6.Type the date of work
7.Type the Detail of bill
no
8.Type the Labour
expenses
Zearo Consulting | Version 1.0 | Oct 2011
1.Click on Education
management
2.Click on Reports3.Click on Transport
Maintenance
How to filter Transport Maintenance?
Function of the asset Maintenance in the education Management ReportsThe following report will show How many Maintenance has done to the Asset
How to Navigate an Transport Maintenance?
2. Select on Vehicle
1.Select on Year
2.2 Select on Driver
Zearo Consulting | Version 1.0 | Oct 2011
Asset :Is useful to set a Asset and its detail of the Education Management E.g Bus 1 and it’s Insurance, License Detail,User,Service,Maintanence
Function of Asset in Education Management:Reports
Zearo Consulting | Version 1.0 | Oct 2011
3.To Save Record
2.Select the Vehicle
1.To create new Record
3.Type the Route Name
4.Select the Driver
2.Click on Routes
How to Navigate To Routes?
How to Create To Routes?
To create another Routes click on New and follow the above steps.To delete the existing record click on the icon
Zearo Consulting | Version 1.0 | Oct 2011
2.1.Click on the current price list
version
2.3.Select the fees of the class
2.2.Click Refresh
2.4.Click Ok Button
3.To Save Record
2.Click this icon to select the Fees
1.To create new RecordHow to Create To Routes and specify fee for stage?
How to select fee for stage?
Zearo Consulting | Version 1.0 | Oct 2011
To create another Routes and specify fee for stage click on New and follow the above steps.To delete the existing record click on the icon
The student stage List will show the student under stage, route, period
Zearo Consulting | Version 1.0 | Oct 2011
Creating the academic calendar
Arowana Consulting | Version 1.0 | Aug 2011
1.Select the working date
2.Check on working months
3.Check on working days
4.save
2013_2014
Zearo Consulting | Version 1.0 | Oct 2011
After the enrollment can see the enrolled student detail and student count on class
Zearo Consulting | Version 1.0 | Oct 2011
Check Configuration
Payment Gateway
Revenue Management
Oracle /SA
SABRE/RESERVATIONS
How to Navigate Check Configuration Window ?
1. In Lookup dropdown enter “Check Configuration”2. Press Enter Button and Check Configuration Window will appear.
1 2
Zearo Consulting | Version 1.0 | Oct 2011
• Navigate to Education Management Check configuration
2
1
3
Zearo Consulting | Version 1.0 | Oct 2011
Check Configuration?
1.System will check the Financial year is configured, if it is Configured.. It will appear in the Description Field As (Checking Financial year .....2013 Financial Year OK.....) 2.System will check the Academic Year.3.System will check Current price list Version.4. Checks Class Configuration.
Zearo Consulting | Version 1.0 | Oct 2011
Import student The excel format is shown below:The excel should be in .csv it will not allow .xlsx or othersImport the student without changing the format of the excel Consequences of changing the format•Change of format will not allow the data to place on right fieldTHINGS TO BE CONSIDERED WHILE ENTERING THE DATA IN THE EXCElThe Classification, Religion, Community, Gender should be entered as per in the master data(one time setup) for eg. if the one time setup has gender as MALE(in caps) the excel should also be filled in caps.(case-sensitive)Or first three character should match with the master data.Mandatory The Key field in the excel should be filledField should not change after importing:KeyE-mail id (If the e-mail id is specified it should not change)Following 2 Steps are to Import Student:Step 1: Import File loaderStep 2: Import Business Partner
Zearo Consulting | Version 1.0 | Oct 2011
Step 1: How to Navigate Import File Loader ? Step 1:
Step 2: Give the name in Lookup
1.Click on Asset
2.Click on Fixed Asset
3.Click on Setup and Maintain4.Click on Fixed Asset
setup5.Click on Import
File Loader
Zearo Consulting | Version 1.0 | Oct 2011
How to Import File in Import File Loader ? 1.Select the on Student import
2.Select the on UTF 8
3.Select File to load
Zearo Consulting | Version 1.0 | Oct 2011
6.Navigate to check the Imported data
7. Click ok
6.1. check whether imported data got placed
in right field
6.2. Scroll down to check whether all imported data
got placed in right field
Zearo Consulting | Version 1.0 | Oct 2011
Step 2: How to Navigate Import Business Partner ? Step 1:
Step 2: Give the name in Lookup
1.Click on System Admin
2.Click on Data
3.Click on Data Import
4.Click on Import
Business Partner
1.Delete the format row
2.Click on any one of the Student and click on
Grid toggle icon
Zearo Consulting | Version 1.0 | Oct 2011
5.Click Ok
This Dialogue box will how many (student)
rows got inserted ,updated and
errors
Zearo Consulting | Version 1.0 | Oct 2011
How to Update /edit the Imported Student? Make the change in the Excel (in the same format/order)Except The key and the E-mail id(change of this field will create duplicate value)
Follow the above steps It will Update only the changes
Can not able to Delete the Transacted Student or Asset or Product
Zearo Consulting | Version 1.0 | Oct 2011
Step 1: How to Navigate Business Partner? Step 1:
Step 2: Give the name in Lookup
1.Click on Partner Relation
2.Click on Business
Partner Rules
3.Click on Business Partner
Zearo Consulting | Version 1.0 | Oct 2011
How to Create Staff/employee ? 1.To Create New Record
2.Type the Staff name
3.Click on Teacher Business Partner
Group
1.To Create New Record
2.Type the Staff name
3.Click on Teacher Business Partner
Group
5.Click on Employee
Tab
4.save
Zearo Consulting | Version 1.0 | Oct 2011
Follow the above Business partner to navigate
How to Create Student? 1.To Create New
Record
2.Type the Staff name
4.Click on Standard as
Business Partner Group
3.Check on is student box
6.Click on Student
Tab
5.save
Zearo Consulting | Version 1.0 | Oct 2011
How to do one click enrollment?
Once you click on fetch button all the not enrolled imported will display, if all the imported student to be enrolled check on select all and submit or navigate to one click enroll line select the student individually.
3.Cilck on Fetch button
2.save
4.Cilck on Submit button
1. New
Zearo Consulting | Version 1.0 | Oct 2011
How to process on Individual student record?
Select the student, check on enroll box and select Class, if needed Mess/transport and submit.
2.save
1
7.save
2
3.Mess if needed 4.Transport
if needed
5.Type the amount paid
if needed
5.Type the Discounted amount if needed
Zearo Consulting | Version 1.0 | Oct 2011
This window will show the enrolled student of that transaction.
Zearo Consulting | Version 1.0 | Oct 2011
Enrollment
Payment Gateway
Revenue Management
Oracle /SA
SABRE/RESERVATIONS
How to Navigate Enrollment Window ?
1. In Lookup dropdown enter “Enrollment”2. Press Enter Button and Enrollment Window will appear.
1 2
Zearo Consulting | Version 1.0 | Oct 2011
• Navigate to Education Management Yearly Setup Enrollment
2
3
4
1
Zearo Consulting | Version 1.0 | Oct 2011
Create New Record for Enrollment
• Select New Record New Record
Zearo Consulting | Version 1.0 | Oct 2011
• Enrollment screen will Appear as shown in the below Screen Shot
Zearo Consulting | Version 1.0 | Oct 2011
1 How to Enroll Student?
1.Scan Student ID using barcode scanner or type Student ID and tab out or Enter. Also type father mobile number or Notification number of the student to fetch 2.Select Student from lookup
2
Zearo Consulting | Version 1.0 | Oct 2011
How to Enroll Student?
1.Student info window will display student id, current class, father name, mobile information.2.Select Class section 3.Select route and Stage for transportation4.Select Applicable month for the transportation requested
5. Select Mess Fee for hostel student6. Select Applicable month for the same7. Save8. Note: Ensure All product are updated with current price list
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1 2 31. Click Line.2. Ensure all
required fees has been attached. This window will show list of fee name, Quantity, Unit price, Line price, Start date to collect fee, End date to collect fees, Period
3. After confirming all the information navigate back to Enrollment Student
Note: Based on above fee, date SMS notification will be triggered to parents mobile number
Zearo Consulting | Version 1.0 | Oct 2011
1 21. Ensure
Enrollment is still Draft status
2. After confirming All fee hit Submit button
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1. Observe now the document status is Closed from Drafted2. Also Processed check box is selected3. Also Submit button is disabled4. This confirms that Student has been enrolled.
Optionally navigate to Current enrollment window to confirm the enrollment of student
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1. Navigate to Education Management Reports Student Information List
2. Select Student id or Student name just created3. Click Submit Button
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Above report will show all enrolled student information. Student information will not appear if the student is not enrolled
Zearo Consulting | Version 1.0 | Oct 2011
• Deleting Enrolled student is not possible only we can deroll the student after enrollment. Refer Deroll topic for more information
Zearo Consulting | Version 1.0 | Oct 2011
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1. If Student is already enrolled above information message will appear.2. Now we can promote this student to next class different year or we
can de-roll this student
Zearo Consulting | Version 1.0 | Oct 2011
Current Enrollment
Payment Gateway
Revenue Management
Oracle /SA
SABRE/RESERVATIONS
How to Navigate Current Enrollment Window ?
1. In Lookup dropdown enter “Current Enrollment”2. Press Enter Button and Current Enrollment Window will appear.
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1. Overall Enrollment Screen will appear2. Select Grid Toggle Button
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Current enrollment screen will be appear as shown below1.Student Name will displayed2.Bill amount will be Displayed3.Class of the Student4.Notification number for current enrollment student5. Year of the particular student Enrolled
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1. New record can not be created in Current Enrollment Screen
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How to Navigate and set a Cashbook?
11.Type the Cashbook
Name2
3
Navigation
2.Save
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How to Navigate and give access to the user to use Bill?
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1.Select the Cashbook
2.Select the Price List
3.Select the Warehouse
2.Save
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If the User don’t have the access the following screen will appear.
Zearo Consulting | Version 1.0 | Oct 2011
2.Click on Bill
How to Navigate Bill?
How to Use Bill?2.Scane or Type the Student ID/Mother’s, Father’s mobile
no/Notification number to search student and press enter
Or 2.1Type or select the student and press enter
1.To create New
Record
3.Type the amount to be paid(the given amount
will get occupied in bill line. According to the relevant period of the
minimum amount)
4.save
Zearo Consulting | Version 1.0 | Oct 2011
Student Account Detail: It will show the student 1.Total amount: The Overall fee the Student Supposed to pay(Total amount +Minimum amount + Last year due amt.) 2.Minimum amount: The amount to pay in that particular Period(Month)3.Last year Due Amount: Last year Balance of the student 4.Discount Over all: Discount Over all5.Current discount: Current Transaction discountBilling Info: It will Show to which Cash book the money is being TransactedAnd will also show the Cash book Balance.
The student Detail will
display once enter button is
pressed
Zearo Consulting | Version 1.0 | Oct 2011
Bill Line: 1.It will show what are all the amount the student supposed to pay in detail.. 2.Can give discount in discount field in the bill line for the particular period.
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3.Enter the discount amount
How to Give Discount?1.Select the Period where the discount needed.
2.Click on Grid toggle
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4.save
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Completed Line: It will show what are all the amount the student payed in detail..
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Only by giving complete the amount will get transact to the cashbook. Once the transaction is saved or completed it can not be deleted.
1.save
2.complete
Check the paid amount
Zearo Consulting | Version 1.0 | Oct 2011
Next transaction: It will show Minimum amount =Paid amount – Last transaction Minimum amountOverall discount
Proceed the Next transaction by following the above steps.
Zearo Consulting | Version 1.0 | Oct 2011
How to Cancel Bill?
Give the student id , the last transaction will appear and that can be deleteable.
1.Type the Student ID
2.save
3.Cilck on cancel bill button
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This window will show what are all the deleted fees for the bill in which it is assigned.
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How to cancel Expense?
1.Type the Expense No
2.save
3.Cilck on cancel Expense button
Once the expense no is given it will show the expense detail
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How to update/Delete fee?
1.Type the Student ID
6.Cilck on Complete button
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2.save
Step 4,5 is in below screen shot.
Zearo Consulting | Version 1.0 | Oct 2011
4.Cilck on product which to be deleted
5.Uncheck the active box
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Attendance
Payment Gateway
Revenue Management
Oracle /SA
SABRE/RESERVATIONS
How to Navigate Attendance Window ?
1. In Lookup dropdown enter “Attendance”2. Press Enter Button and attendance Window will appear.
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• Navigate to Education Management Attendance Attendence
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1. Attendance screen will Appear as shown in the below Screen Shot
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To add all the absentees student manually of that session follow the step 4.1 to 6 after adding all the absentees finally click on Add Attendance button.
How to take an Attendance?
2.The Current Day and session will aut0maticlly
appear or manually select the day and
session
1.To Create New record
4.1Or Select the absentees Student
4.Scan the absentees Student
6.Add Attendance
3.Save
6.Save
5.2Select the Class section
5.1Select the Class
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1. If the student in not Enrolled , the message will display as bellow screen shot
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1. If the student is enrolled , the attendance Calculation will display in Below Sub Window named as Att. Line
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1. Deleting Attendance student is not possible , Cannot delete completed/processed transactions.
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4.Select the respective term
6.save
3.Select the respective
subject
2.Select the class
respectively
5.Select the respective Year
1.To create New
How to Navigate Exam?
How to Create Exam?
1.Click on Education
management2.Click on
Exam
3.Click on Exam
After key-in the marks click on process now
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1.Enter the marks of
the student
2.save
1.Other then marks remaining fields will automatically populate. 2.The students in the class will be displayed in the Key-in marks.3.To enter the marks for remaining students go next and follow the same steps.
How to Enter marks?
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Exam for CCE Cbse
4.Select the respective term
6.save
5.Select the respective
subject
3.Select the class
respectively
2.Select the respective Year
1.To create New
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After key-in the marks click on process now
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Key-in
Entering mark is same as above mentioned .1.Other then marks remaining fields will automatically populate. 1.The students in the class will be displayed in the Key-in marks.2.To enter the marks for remaining students go next and follow the same steps.
Zearo Consulting | Version 1.0 | Oct 2011
Exam :Is useful to set student academic detail of the Education ManagementFunction of Asset in Education Management:Reports1.Fast learners2.Slow learners3.Average performer4.Progress
How to Navigate to Fast learners, Slow learners, Average performer? 1.Click on
Education management
2.Click on Exam
3.Click on Fast Learners
3.1.Click on Slow Learners3.2.Click on
Average performer
Zearo Consulting | Version 1.0 | Oct 2011
Report The report will show the respective student under Fast learner, slow learner, average performer according to the mark
1.Select the Year
2.Select the Class
How to Filter to Fast learners, Slow learners, Average performer?
Zearo Consulting | Version 1.0 | Oct 2011
How to Navigate Expense?
How to Create Expense Record?
1.Click on Education
management2.Click on Expense
1.To create New Record
4.Save
2.Select the Expense Type
3.Select the Amount
Zearo Consulting | Version 1.0 | Oct 2011
Expense: Is the Place to set the Expenses of the Education ManagementFunction of Expense in Education Management: Expense Report
How to Navigate Expense?
Report
1.Click on Education
management2.Click on
Report2.Click on Expense Report
Zearo Consulting | Version 1.0 | Oct 2011
How to do library configuration?
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4.save
1.To create New
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How to manage library
The enrolled student will automatically display in the library,select the student the detail will display
Zearo Consulting | Version 1.0 | Oct 2011
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5.save
1.To create New
4.If the book is issued
0r 4.If the book is
returned
Zearo Consulting | Version 1.0 | Oct 2011
How to Navigate Transportation?
How to Create Transportation Record?
1.Click on Education
management2.Click on
Transportation
1.To create New Record
11.Save
3.Select the Expense Type
2.Select the Year 4..Select the
Vehicle 5.Select the day
6.Select the Driver
7.Type the Previous Km for new record , if the record of the vehicle is
already present the previous km will
populate automatically.
10.Type the Bill Amount 9.Type the
Diesel Value
12.Complet
e
8.Select the Present Km
Zearo Consulting | Version 1.0 | Oct 2011
Transportation: Is useful to Set the Distance travelled and its cost Function of the in Transportation Education Management: Transport Report
How to Navigate Expense?
Report
1.Click on Education
management2.Click on
Report2.Click on Transport
Zearo Consulting | Version 1.0 | Oct 2011
Derollment
Payment Gateway
Revenue Management
Oracle /SA
SABRE/RESERVATIONS
How to Navigate Derollment Window ?
1. In Lookup dropdown enter “Derollment”2. Press Enter Button and Derollment Window will appear.
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• Navigate to Education Management Yearly Setup Derollment
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Create New Record for Derollment
• Select New Record New Record
Zearo Consulting | Version 1.0 | Oct 2011
• Derollment screen will Appear as shown in the below Screen Shot
Zearo Consulting | Version 1.0 | Oct 2011
1 How to Deroll Student?
1.Scan Student ID using barcode scanner or type Student ID and tab out or Enter. Also type father mobile number or Notification number of the student to fetch 2.Select Student from lookup3.Select Date of Leaving
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The student Detail will display once enter button
is pressed
1.Enter Remark for deroll
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Student Due Info
1.Click the Derollment
button
To deroll the student Balance should be zero
Zearo Consulting | Version 1.0 | Oct 2011
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1. Navigate to Education Management Reports De-rolled students.
2. Select Year.3. Click Start Button.
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1. Select Character.2. Check if the
student is qualified for promote higher standard.
3. Check if the TC Issued to student.
4. Select TC applied date.
5. Select TC issued date.
6. Check send Email to send mail (or) SMS.
7. Click Deroll_Completed.
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1. Observe now the document status is Completed from Drafted2. Also Processed check box is selected3. Also Deroll_Complete button is disabled4. This confirms that Student has been derolled.
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SMS Configuration
Payment Gateway
Revenue Management
Oracle /SA
SABRE/RESERVATIONS
How to Navigate Configuration Window ?
1. In Lookup dropdown enter “SMS Configuration”2. Press Enter Button and SMS Configuration Window will appear.
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• Navigate to Education Management SMS SMS configuration
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SMS Configuration
SMS Configuration?1.API - To send SMS using Web portal .2.Mobile – To send SMS using Mobile device.3.None – SMS will not be send.
Zearo Consulting | Version 1.0 | Oct 2011
How to send SMS using API?
1.Select the API. 2.Enter the Web address.3.Enter the User Name.4.Enter the Password.5.Enter the Sender ID.6.Save.
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How to send SMS using Mobile device?
1.Select the Mobile. 2.Save.
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Message(SMS)
Payment Gateway
Revenue Management
Oracle /SA
SABRE/RESERVATIONS
How to Navigate Message(SMS) Window ?
1. In Lookup dropdown enter “Message(SMS)”2. Press Enter Button and Message(SMS) Window will appear.
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• Navigate to Education Management SMS Message (SMS)
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Create New Record for Message(SMS)
• Select New Record New Record
Zearo Consulting | Version 1.0 | Oct 2011
• Enrollment screen will Appear as shown in the below Screen Shot
Zearo Consulting | Version 1.0 | Oct 2011
Message type?1.Class Level - To send SMS to particular class .2.School Level – To send SMS to all.3.Student Level – To send SMS to particular student.
Zearo Consulting | Version 1.0 | Oct 2011
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To Test the message?1.select Test checkbox.2.Enter Phone Number.3.Enter Message.4.Click Test button.
Zearo Consulting | Version 1.0 | Oct 2011
How to Send School Level SMS?1.Select the School Level.2.Enter Message.3.Display’s Character Count.4.Display ‘s Message count.5.Display’s Total Number of message to be sent.6.Save.7.Click Complete button.
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How to Send Class Level SMS?1.Select the Class Level.2.Select the Class.3.Select the Section.4.Enter Message.5.Save.6.Click Complete.
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How to Send Class Level SMS?1.Select the Class Level.2.Select the Class.3.Select the Section.4.Select the Student.5.Enter Message.6.Save.7.Click Complete.
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1. Click Message(SMS) Line.
2. Display Message Sent status.
3. Display Message Sent status.
4. Display Message Sent through.
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1. Observe now the document status is Completed from Drafted2. Also Processed check box is selected3. Also Submit button is disabled4. This confirms that message has been sent.
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Zearo Consulting | Version 1.0 | Oct 2011
Auto Enrollment: Is useful to Enroll the Current Year Student To Next Year or Class With a Single Click
1.To create New Record
2.Select the Current Academic Year
3.Select the Next Academic Year
4.Click on student Info
5.Click on line tab
8.Submit (the student will enroll
to next class )
Zearo Consulting | Version 1.0 | Oct 2011
Auto Enrollment6.Make sure on
Student Info. If the Student is not
Promoted for Next Class click on the
student
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7.Uncheck the is auto enroll(the student will not
promote to next class)
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