Teacher User Manual

Teacher User Manual > eCircular->Configuration/Upload
eCircular
Menu path : eCircular ->Configuration/Upload

  • Here Institute can create Circulars for staff and student.
  • Staff circular does not require any assignee group.
  • Student circular created will be applicable only for the specified assignee group of students.
  • Circulars can be uploaded as pdf files.
  • Staffs and Parents can read the circular and digitally sign the same.


How to Create  E-Circular?-General Details Image
E-Circular-General details
How to Create  E-Circular?-E Circular Details Image
E-Circular-E Circular details

Screen Fields Overview

Field Name Field Type Mandatory Data Nature Remarks
Circular ID Text Yes Alpha numeric character By default, the system will provide an auto-generated Circular ID that can be used. If institute wants to assign their own Circular ID, System defaulted ID can be replaced with own Circular ID
Description Text Yes Alpha numeric Character Brief description about Circular
Circular Type Dropdown Yes Select anyone in the List
  1. Student
  2. Staff
Select the circular type
Assign group Suggestion List Yes Alpha numeric character Assign the group of students for which this circular is applicable
Circular Date Date picker Yes Date Circular date
Instructions to Parents/Students/Staffs Text Yes Alpha numeric character Enter the remarks about Circular
E-Circular Details
Upload Choose File Yes Only pdf files are supported Choose the e-circular file to be uploaded
Parent Notification Details
SMS Select box No Either tick or not tick the box If the Institute has an SMS Subscription Limit, you can choose SMS Notification Required. The E-circular Notification will be sent to the Parent based on the SMS template maintained for eCircular in Institute/Notifcation Template screen
Email Select box No Either tick or not tick the box If the Institute has an Email Subscription Limit, you can choose Email Notification Required. The E-circular Notification will be sent to the Parent based on the Email template maintained for eCircular in Institute/Notification Template screen

Q: How to Create E-Circular?

E-Circular can be created by following the below steps:
  • Choose Menu (eCircular ->Configuration/Upload) from Menu tree.
  • Click “Create” in the menu in step 1.
  • Fill in the necessary fields. (refer to the screen fields overview table above)
  • Circulars can be uploaded as pdf file
  • Click “Next” at the bottom of the screen to move on to the next steps.
  • 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 E-circular.


Q: How to view the E-Circular?

E-circular can be Viewed by following the below steps:
  • Choose Menu (eCircular ->Configuration/Upload) 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
    • From Date
    • To Date
    • Circular Type
    • Assignee Group
    • Auth Status
    • AuthStatus filter can be used to fetch records which are either Authorized (Verified) or unauthorized (Not Verified) by admin, teacher or other staff
      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, E-circular, Notification and Audit tabs. You can click the tab to see corresponding details.

Q: How to Modify the E-Circular?

E-circular can be modified by following the below steps:
  • Choose Menu (eCircular ->Configuration/Upload) 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.
    • From Date
    • To Date
    • Circular Type
    • Assignee Group
    • Auth Status
    • AuthStatus filter can be used to fetch records which are either Authorized (Verified) or unauthorized (Not Verified) by admin, teacher or other staff
      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.
  • If there is only one resulted record for the given filter, the system will automatically take you next step, otherwise click on record which needs to be modified.
  • Then the System will bring the full detailed view of the record; you can General, E-circular, Notification and Audit tabs. You can click the tab to modify corresponding details.
  • You can change the details of the required fields.
  • Click “Next” at the bottom of 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 E-circular.

Modification scenarios

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

Q: How to Delete the E-Circular?

E-circular can be Deleted by following the below steps:
  • Choose Menu (eCircular ->Configuration/Upload) 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
    • From Date
    • To Date
    • Circular Type
    • Assignee Group
    • Auth Status
    • AuthStatus filter can be used to fetch records which are either Authorized (Verified) or unauthorized (Not Verified) by admin, teacher or other staff
      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, the system will automatically take your next step, otherwise click on the record which needs to be deleted.
  • 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 E-circular, and it is not yet authorized by admin, teacher or other staff, they can delete the record.
  • Teacher/Other staff mistakenly modify the E-Circular, and it is not yet authorized by admin, teacher or other staff, they can delete the modification version.

Q: How to Authorize the E-Circular?

Authorize means that a record created or modified by one staff should be verified by the admin, teacher or other staff.
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.
E-circular can be authorized by following the below steps.
  • Choose Menu (eCircular ->Configuration/Upload) from Menu tree
  • Click “Authorize” in step1.
  • The unauthorized E-Circular records will be displayed
  • If there is only one unauth record, the system will automatically take your next step, otherwise click on the 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 the last step, if you want to enter any remarks about this authorization or rejection, you can enter them here. This can be viewed under the “Checker Remarks” field of the audit tab of the full record view.
  • Click “Auth” or “Reject”.
Tips:

  • Authorize means that a record created or modified by one staff should be verified by the admin, teacher or other staff.
  • If the record is modified by admin, then that record is Auto authorized or Auto Verified. So, there is no need for 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 an 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 authorization or verification from the admin, teacher or other staff.
  • During verification, Admin can find the human errors.

Q: How E-Circulars can be tracked for a given student?

E-circular can be tracked for a given student by following the below steps:
  • Choose Menu (E-cirular=>View Student Circulars) from Menu tree.
  • You will see the filter screen now, where in you can see “Student Name” search filter which can be used to list out the E-circular records for a given student.
    Enter student name whose e-circular needs to be tracked.‌ And you can use “Parent / Student signature status” filter to track signed or not signed e-Circulars.
    After entering the filter values, please press next.
  • You can see all the resulted E-circular 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 E-circular record; you can see General, E-Circular and Audit tabs. You can click the tab to see corresponding details

Q: How E-Circular can be tracked for a given class?

E-circular can be tracked for a given class by following the below steps:
  • Choose Menu (E-cirular=>View Student Circulars) from Menu tree.
  • You will see the filter screen now, where in you can see “Class” search filter which can be used to list out the E-circular records for a given class.
    Enter class code which e-circular needs to be tracked.‌ And you can use “Parent / Student signature status” filter to track signed or not signed e-Circulars.
    After entering the class code, please press next.
  • You can see all the resulted E-Circular 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 E-circular record; you can see General, E-Circular and Audit tabs. You can click the tab to see corresponding details

Q: How Teacher can view the staff E-Circular?

Staff E-circulars can be viewed by following the below steps:
  • Choose Menu (E-circular-->View Staff E-circular) from Menu tree.
  • You will see the filter screen now, where in you can see below search filter. which can be used to list out the E-circular records.
    • From date
    • To date
    • Auth Status
    • AuthStatus filter can be used to fetch records which are either Authorized (Verified) or unauthorized (Not Verified) by teacher
      Please type value for any one of the above filters and then press next
  • You can see all the resulted E-circular 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 E-circular record; you can see General, E-Circular and Audit tabs. You can click the tab to see corresponding details.

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