Admin User Manual

Admin User Manual > Configurations ->Student Profile
Student Profile
Menu path : Configurations ->Student Profiles

Here the Institute can create profile for various Students studying in the institute

How to Create Student Profile?-General Details-Image 1
Student Profile-General details 1
How to Create Student Profile?-General Details-Image 2
Student Profile-General details 2
How to Create Student Profile?-Family Details-Image 1
Student Profile-Family details 1
How to Create Student Profile?-Family Details-Image 2
Student Profile-Family details 2

Screen Fields Overview

Field Name Field Type Mandatory Data Nature Remarks
Name Text Yes Alpha numeric character Student name should be mentioned in the field
ID Text Yes Alpha numeric character By default, the system will provide an auto-generated Student ID that can be used. If institute wants to assign their own student ID, System defaulted ID can be replaced with own Student ID
DOB Date Picker Yes Date Student Date of birth should be mentioned in the field
Gender Drop down Yes Select any one below values
  1. Male
  2. Female
  3. Others
Student gender should be mentioned
Note Text No Alpha numeric characters If there are any notes about the Student The maker can Enter in this field Note.
Email-ID Text No Alpha Numeric characters Student Email can be mentioned
Contact number Text No Alpha Numeric characters Student Contact number can be mentioned.
Family Details
Name Text Yes Alpha numeric character Student’s family members Name should be mentioned in this field
Relationship Drop down Yes Select any one below
  1. Father
  2. Mother
  3. Spouse
  4. Grand Father
  5. Grand Mother
  6. Guardian
Student’s family members Relationship should be mentioned.
Upload Photo Choose File No Image file should be less than 1MB size and should be .png or .jpg extn Upload a profile picture of the student
Occupation Text No Alpha Numeric characters Student’s family members Occupation can be mentioned.
Email Text No Alpha Numeric characters Student’s family member's Email should be mentioned.
Contact Number Text No Numeric characters Student’s family member’s Contact number should be mentioned Notification will be sent to these provided contact details.
Notification Required Select Box No Notification required can be selected for the family member to whom Notifications about student should be sent. Only one family member is applicable to have notifications.
Preferred notification language Drop down No Select any one below
  1. English
  2. Other Language
On which language Notifications sent to parent .
Address Details
Address Line1,
Address Line 2,
Address Line 3,
Address Line 4,
Address Line 5
Text No Alpha Numeric characters Detailed address of the students.
Other Details
National ID Text No Alpha Numeric characters You can enter here National id of the student , it can be country based identification number.
Blood Group Dropdown Yes Select any one below
  1. A+
  2. A-
  3. B+
  4. B-
  5. O+
  6. O-
  7. AB+
  8. AB-
  9. A1+B
  10. Others
Student’s Blood group should be mentioned.
Existing medical details Text No Alpha Numeric characters Student’s Medical record can be mentioned.

Q: How to Create the Student Profile?

Student Profile can be Created by following the below steps:
  • Choose Menu ( Configurations ->Student Profiles) from Menu tree
  • Click “Create” in the menu in step 1.
  • Fill the necessary fields. (refer the screen fields overview table above)
  • Click “Next” at the bottom of the screen to move on to the next steps.
  • In order to add family member for student.
    • Press “+” button, New empty record will be created
    • Then enter Family Details
  • Once reach the last step, you may enter remarks about the Creation. This remark can be seen in the field ‘maker remarks’, under the audit tab of the full record view. If the maker of the record wants to convey some message to the checker or they want to keep some notes, they can type it here. The Checker can see the same before authorization under the audit tab in the screens.
  • Click “Save” in the last step.

Tips:

  • Admin, Teacher and Other Staff can create the Student profile.

Q: How to view the Student Profiles?

Student profile can be Viewed by following the below steps:
  • Choose Menu ( Configurations ->Student Profiles) from Menu tree.
  • Click “View” in the step1.
  • You will see the filter screen now, where in you can see below search filters which can be used to list out the records
    • Name
    • ID
    • Class
    • Auth Status
    • AuthStatus filter can be used to fetch records which are either Authorized (Verified) or unauthorized (Not Verified) by admin
      Please type value for any one of the above filters and then press next
  • You can see all the resulted records which are satisfied by your above chosen search filter.
  • If there is only one resulted record for the given filter, system will automatically take you next step, otherwise click on record which needs to be Viewed
  • Then System will bring full detailed view of the record; you can see General, Family, Address, Others, Classes, Notes and Audit tabs. You can click the tab to see corresponding details.

Q: How to Modify the Student Profiles?

Student profile can be modified by following the below steps:
  • Choose Menu ( Configurations ->Student Profiles) from Menu tree
  • Click “Edit” in the step1.
  • You will see the filter screen now, wherein you can see below search filters which can be used to list out the records.
    • Name
    • ID
    • Class
    • Auth Status
    • AuthStatus filter can be used to fetch records which are either Authorized (Verified) or unauthorized (Not Verified) by admin
      Please type value for any one of the above filters and then press next
  • You can see all the resulted records that are satisfied by your above-chosen search filter.
  • Then click on record which needs to be modified.
  • Then System will bring full detailed view of the record; you can see General, Family, Address, Others, Classes, Notes and audit tabs. You can click the tab to modify corresponding details.
  • You can change the details of the required fields.
  • In order to add more family member to the student,
    • Press “+” button, to add record will be created
    • Then enter Family Details
  • In order to remove family member of the student,
    • Press “-” button, record will be removed
  • Click “Next” in the bottom on the screen.
  • Once reach the last step, you may enter remarks about the Modification. This remark can be seen in the field ‘maker remarks’, under the audit tab of the full view of the record. If maker of the record wants to convey some message to checker or they want to keep some notes, they can type it here. Checker can see the same before authorization under the audit tab in the screens.
  • Click “Save”.
Tips:

Admin, Teacher and Other Staff can Modify the Student profile.

Modification scenarios

Modification can be done for the following scenarios:
  • If there is a change in already existing record of Student profiles.

Q: How to Delete the Student Profiles?

Student Profile can be Deleted by following the below steps:
  • Choose Menu ( Configurations ->Student Profiles) from Menu tree.
  • Click “Delete” in the step1.
  • You will see the filter screen now, where in you can see below search filters which can be used to list out the records
    • Name
    • ID
    • Class
    • Auth Status
    • AuthStatus filter can be used to fetch records which are either Authorized (Verified) or unauthorized (Not Verified) by admin
      Please type value for any one of the above filters and then press next
  • You can see all the resulted records which are satisfied by your above chosen search filter.
  • If there is only one resulted record for the given filter, system will automatically take you next step, otherwise click on record which needs to be deleted.
  • Then System will bring full detailed view of the record.
  • Click “Delete” in the bottom of the screen.
Tips:

The Person who Creates the Record can only delete that record.

Deletion scenarios

Deletion can be done for the following scenario:
  • Teacher/Other staff mistakenly created the student profile, and it is not yet authorized by Admin, they can delete the record.
  • Teacher/Other staff mistakenly modify the student profile, and it is not yet authorized by Admin, they can delete the modification version.

Q: How to Authorize the Student Profiles?

Authorize means that record created or modified by one staff should be verified by admin.
If one level of authorization steps is not required , you can avoid the same by allowing auto-authorization for Teacher / Other staff users. This can be done from User->Role screen, Please refer user manual of User -> Role screen for more details.
Profile configuration can be authorized by following the below steps.
  • Choose Menu ( Configurations ->Student Profiles) from Menu tree
  • Click “Authorize” in step1.
  • The unauthorized Profile configuration records will be displayed
  • If there is only one unauth record, system will automatically take you next step, otherwise click on record which needs to be authorized
  • Then system will show you the full details of the record, you can verify the details.
  • Click “Next” in the bottom on the screen.
  • Once you reach last step, if you want to enter any remarks about this authorization or rejection, you can enter here. This can be viewed under “Checker Remarks” field of audit tab of the full record view.
  • Click “Auth” or “Reject”.
Tips:

  • Authorize means that record created or modified by one staff should be verified by admin.
  • If the record is modified by admin, then that record is Auto authorized or Auto Verified. So, there is no need of authorization or verification by another admin.
  • During Authorization admin can either Authorize or Reject the created or modified records. They can reject the record in the case of error in modification.

Authorization scenarios

Authorization can be done for the following scenarios:
  • After creation or modification, in order to apply the changes throughout the application, it requires an authorization or verification from the admin.
  • During verification, Admin can find the human errors.

Q: Why Does the Institute need this Student Profile?

This is required to store details about student in the System.

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