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To log into the portal kindly enter the respective URL.

Stage 1: Login to MCB with Principal or MD Login Credentials.

Stage 2: Academics

Stage 3: Finance

Stage 4: HR

Stage 5: Transport

Stage 6: Gradebook

Stage 7: Communication

Stage 8: Admissions

Stage 9: Reports

Stage 2: Academics

Step 1: Select “Academics” on the top bar of the dashboard. You will be directed to the Academics page.

Level 1: Enrollments

1) Fast Enrollment

Step 1: Select Enrollments on the top bar and choose “Fast Enrollments”.

Step 2: Select “Active”, “Class”, “Section “ to get the class list.

Step 3: Select the student and click on “Edit” option.

Step 4: Update the student details here and click on Next.

Step 5: Update the personal details here and click on Next.

Step 6: Update the student parent details here and click on Next.

Step 7: Update the sibling & guardian details here and click on Next.

Step 8: Update the address details here and click on Next.

Step 9: Update the student certificates details here and click on Finish.

2) Promote Students

Step 1: Select Enrollments and choose “Promoting Students” under it.

Step 2: Select Class and Section to get the students’ list.

Step 3: Select students, Promoting details and click on “Promote”.

3) Update Student Details

Step 1: Select Enrollments and choose “Update Student Details”.

Step 2: Select Class on the right corner and click on “Get”.

Step 3: To update Reference Code, select “Reference Code” on the left pane. Select the student, enter the “Reference Code” and click on “Save” button.

Step 4: To update Student Roll Number, select “Student Roll Number” on the left pane. Select the student, enter the Roll Number and click on “Submit” button.

Step 5: To update Parents Mobile Number, select “Parents Mobile Number” on the left pane. Select any student, enter the Mobile Number and click on “Save” button.

Step 6: To update Student’s Place Of Birth, select “Student Place Of Birth” on the left pane. Select the student, enter the details and click on “Save” button.

Step 7: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 8: To update student’s current address, select “Student Current Address” on the left pane. Select the student, enter the details and click on “Save” button.

Step 9: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 10: To update Religion/Nationality/Caste/Sub caste, select “Religion/Nationality/Caste/Subcaste” on the left pane. Select the student, enter the details and click on “Save” button.

Step 11: To update Previous Education, select “Previous Education” on the left pane. Select any student, enter the details and click on “Save” button.

Step 12: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 13: To update Aadhar/Passport Data, select “Aadhar/Passport Data” on the left pane. Select the student, enter the details and click on “Save” button.

Step 14: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 15: To update Aadhar details of parents, select “Parents Aadhar” on the left pane. Select any student, enter the details and click on “Save” button.

Step 16: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 17: To update the Parents Income, select “Parents Income” on the left pane. Select the student, enter the details and click on “Save” button.

Step 18: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 19: To update Parents Qualifications and Occupations, select “Parents Qualifications/Occupations” on the left pane. Select any student, enter the details and click on “Save” button.

Step 20: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 21: To update the Blood Group details, select “Blood Groups” on the left pane. Select the student, enter the details and click on “Save” button.

Step 22: To update Parents DOB/Marriage Anniversary details, select “Parents DOB/Marriage Anniversary” on the left pane. Select any student, enter the details and click on “Save” button.

Step 23: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 24: To update Parents Office Details, select “Parents Office Details” on the left pane. Select the student, enter the details and click on “Save” button.

Step 25: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 26: To update Student Relatives Details, select “Student Relatives Details” on the left pane. Select any student, enter the details and click on “Save” button.

Step 27: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 28: To update Sibling Details, select “Sibling Details” on the left pane. Select the student, enter the details and click on “Save” button.

Step 29: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 30: To upload Parent Photos, select “Parent Photos” on the left pane. Select any student and click on the Parent Photo icon.

Step 31: Click on “Browse” to upload the photo and then click on “Save”.

4) Student Shuffling

Step 1: Select Enrollments and choose “Student shuffling”.

Step 2: Select Class and Section to get the students’ list.

Step 3: Select students by clicking the checkbox and select section to change(shuffle) the section.

Step 4: The students shuffling between the sections is updated successfully.

5) Upload Student Details

Step 1: Select Enrollments and choose “Upload Student Details”.

Step 2: Upload a “.CSV file” containing the student details by clicking the “Choose File” option.

Level 2: Timetable

1) Timetable Structure

Step 1: Select Timetable and choose “Timetable Structure”.

1. a) Create Timetable Structure

Step 2: Select “Timetable Structure” on the left pane and click on “Add”.

Step 3: Name the timetable structure, enter the required details and click on “Save”.

Step 4: To view the timetable structures, select any structure and click on “View”.

Step 5: The details of the timetable structure are displayed.

1. b) Schedule Timetable – Create/View Timetable for Classes

Step 1: Select “Schedule Timetable” on the left pane. Select any class and click on “Assign Timetable”.

Step 2: Select Timetable structure and click on “Generate Periods”.

Step 3: To view the timetable for classes, select any class and click on “View Timetable”.

Step 4: Select subjects and click on “Save”.

2) Timetable Management – Assign Teachers/Subjects/Coordinators

Step 1: Select Timetable on the top bar and click on “Timetable Management”.

1. a) Assign Class Teacher

Step 2: Select “Class Teacher” from the left pane. Select a class name and click on “Add Class Teacher.”

Step 3: Enter the staff name and click on “Select”. The staff is assigned to the respective class.

1. b) Assign Subject Teacher

Step 4: Select “Subject Teacher” from the left pane. Select class, section, subject and click on “Assign”.

Step 5: Enter the staff name and click on “Select”. The staff is assigned to the respective subject.

1. c) Assign Co-ordinator

Step 6: Select “Co-ordinator” from the left pane. Select a class and click on “Assign”.

Step 7: Enter the staff name and click on “Select”. The staff is assigned as Co-ordinator to the respective class.

Level 3: Attendance

1) Attendance Timings

Step 1: Select Attendance on the top bar and click on “Attendance Timings”.

1. a) Create Timings

Step 2: Select Attendance Timing Structure and click on “Create”.

Step 3: Enter the required details and click on “Save”.

1. b) Edit Timings

Step 4: Select any attendance timing structure and click on “Edit” option available.

Step 5: Make the necessary changes and click on “Update”.

2) Give Attendance

Step 1: Select Attendance on the top bar and click on “Give Attendance”.

Step 2: Select Class, Section, Date and click on “Get Students”.

Step 3: List of the students for morning and afternoon sessions is displayed here.

Step 4: To mark attendance, click on the checkbox for morning/afternoon sessions respectively.

Step 5: When marking absent to any student, there is a “Remarks” tab under the checkbox to enter remarks.

Step 6: After marking the attendance, click on “Save Attendance”.

1. a) To Edit Attendance

To edit the attendance for morning/afternoon sessions, click on the “Edit” option available.

Step 6: Select the checkbox against the students and click on update. The changes are updated successfully.

1. b) Absentee SMS – Send SMS to Absent Students

Step 1: Click on “Absentee SMS” to send SMS to absent students.

Step 2: Select “All” to send SMS to all students and then click on “Send SMS”. The SMS is sent successfully.

1. c) View or Generate Attendance Report

Step 1: Click on “Attendance Report” to view the attendance report.

Step 2: Select the period for attendance reports like Today, Last 7 Days, Last 30 Days, Date Range. (In date Range – select From Date and To Date).

Step 3: After choosing the required option, click on “Show Report”.

Step 4: The report is displayed. You may export the same to excel by clicking on the “Export Excel” option.

3) Upload Student Absentees – Bulk Upload

Step 1: Select “Attendance” on the top bar and choose “Upload Student Absentees”.

Step 2: Select Class, section, other details and click on “Get”.

Step 3: To upload absentees, click on “Do you want to upload Absentees”.

Step 4: To upload a “.CSV” file format, click on “Choose file” and then “Upload File”.

4) Send SMS to Absent students

Step 1: Select “Attendance” on the top bar and choose “Send SMS to Absent students”.

Step 2: Select Class, Timings, Date and click on “Get Students”.

Step 3: Select “All” checkbox to send SMS to all students and then click on “Send SMS”.

The SMS is sent successfully.

5) Update Monthly Attendance

Step 1: Select Attendance on the top bar and click on “Monthly Attendance

Step 2: Select Class & Section, Month and click on “Get”.

Step 3: Update the no. of working days and present days. Upon updating, click on “Save Attendance”.

Level 4: Reports

1) Student Contact Details

Step 1: Select “Reports” on the top bar and choose “Student Contact Details”.

Step 2: Select a class section and click on “Show Report”. The report is generated.

2) Staff DashBoard

Step 1: Select “Reports” on the top bar and choose “Staff DashBoard”.

Step 2: Select Branch, Academic year and click on “View Staff”. The report is generated.

3) Student Attendance

Step 1: Select “Reports” on the top bar and choose “Student Attendance”.

Step 2: Select a date range from the drop-down and click on “Show Report”. The report is generated.

4) Age wise Student strength

Step 1: Select “Reports” on the top bar and choose “Age wise Student strength”.

Step 2: Select the date and click on “Show Report”.

Step 3: The report is generated.

5) Sibling Report

Step 1: Select “Reports” on the top bar and choose “Sibling Report”.

Step 2: The report is generated.

6) Monthly Attendance Report

Step 1: Select “Reports” on the top bar and choose “Monthly Attendance Report”.

Step 2: Select the required options and click on “Get”. The report is generated.

7) Month-wise Student strength

Step 1: Select “Reports” on the top bar and choose “Month wise Student strength”.

Step 2: Select the required options and click on “Show Report”.The report is generated.

8) Download Hall Tickets

Step 1: Select “Reports” on the top bar and choose Download Hall Tickets”.

Step 2: Select the required options and click on “Get Test”.The report is generated. Click on “Get Hall tickets” to get a list of the hall tickets.

9) Student Biometric Attendance

Step 1: Select “Reports” on the top bar and choose “Student Biometric Attendance”.

Step 2: Select the required options and click on “Get students”.The report is generated.

10) Inactive Students

Step 1: Select “Reports” on the top bar and choose “Inactive Students”.

Step 2: Select the required options and click on “Get”.The report is generated.

11) Admission Details Report

Step 1: Select “Reports” on the top bar and choose “Admission Details Report”.

Step 2: Select the required options and click on “Show Report”.The report is generated.

Stage 3: Finance

Step 1: Select “Finance” on the top bar of the dashboard. You will be directed to the Finance page.

Level 1: Fee Management

1. a) Fine Management – Remove Late Fee

Step 1: Select “Fee Management” on the top bar and choose “Fine Management”.

Step 2: Select Branch, Fee Type and click on “Show Report”.

Step 3: Select any student and click on the “Edit” option beside.

Step 4: To disable the amount, select “Disable”, enter the reason and click on “Save”. The amount is disabled successfully.

Step 5: To give a fixed amount to the fine, click on “Fixed Amount”, enter the fixed fine amount, reason and click on “Save”. A fixed fine amount is given to the student.

Step 6: To postpone the due date, click on “Postpone Due Date”, select a due date, enter the reason and click on “Save”.

Level 2: Collections

1) Make Payment

1. a) Make Payment – Accept Fee Payments (Collect Fees)

Step 1: Select “Collections” on the top bar and choose “Make Payment”.

Step 2: Search for the student here by entering the required criteria.

Step 3: Select “Make Payment” in the left pane of the page and click on “Fee Details”. Mark the checkbox against the fee type and click on next.

Step 4: Select the mode of payment, enter the details and click on “Save and Continue” to generate the receipt details.

Step 5: Click on “Print Receipt” option to take a printout of the generated fee receipt.

1. b) Fee Details – Assign/Unassign Concession

Step 1: Select “Fee Details” in the left pane. Select any fee type and click on “Request For Concession”.

Step 2: Select “Concession Type”, enter “Remarks” and click on “Save”.

Step 3: The concession is sent for approval.

The concession is approved at the MD level.

To un-assign Concession:

Step 4: Select any fee type and click on “Unassign”.

The concession is unassigned successfully.

1. c) View Transactions – Process Change Request

Step 1: Select “View Transactions” in the left pane. Choose any transaction and click on “Change Request” option.

Step 2: The change request can be made for Date, Amount and Receipt Number.

Step 3: Click on any of the above-mentioned options, make the necessary changes and click on “Save”.

The change request is processed successfully.

1. d) Cheque Payment – Edit Cheque Details & Entry for Cheque Bounce

Edit Cheque Details

Step 1: Select “Cheque Payment” in the left pane. Choose any payment and click on the “Cheque Edit” option.

Step 2: To edit cheque details, click on “Edit Cheque Details” and select “Edit”.

Step 3: Make the necessary changes and click on “Update” button.

Step 4: To edit cheque amount, click on “Edit Cheque Amount”, enter the amount to be changed, enter “Remarks” and click on “Update”.

Entry for Cheque Bounce

Step 1: Select “Cheque Payment”. Select any payment and click on the “Cheque Bounce” option.

Step 2: Click on “Bounce” and select “Yes, Proceed” option in the dialogue box that appears.

Step 3: Select “Bounce Date”, “Cheque Bounce Reason” and click on “Save Data”.

Step 4: The cheque bounce is done successfully and the same is reflected on the screen.

1. e) Fee Management –  Change Fee Plan/Assign Fee Plan

Change Fee Plan

Step 1: Select “Fee Management”. Mark the check box against any fee plan, select fee plan under “Change Fee Plan to” and then click on “Change”.

Step 2: The Fee Plan is changed successfully and the changed fee plan is reflected on the screen.

Assign Fee Plan

Step 1: Select any Fee Type, select Fee Plan and click on “Assign”.

Step 2: The fee plan is assigned to that respective fee type.

1. f) Transport Fee Management

Step 1: Select Transport Fee Management in the left pane.

Step 2: To change “Route Details”, click on “Edit” button. Make necessary changes and click on “Change”.

Step 3: To change “Slab Details”, click on the “Edit” button. Make the required changes and click on “Change”.

1. g) Late Fee Management

Step 1: Select “Late Fee Management” in the left pane. Choose any payment and click on the “Edit”.

Step 2: To disable the amount, select “Disable”, enter the reason and click on “Save”. The amount is disabled successfully.

Step 3: To give a fixed amount to the fine, click on “Fixed Amount”, enter the fixed fine amount, reason and click on “Save”.

A fixed fine amount is given to the student.

Step 4: To postpone the due date, click on “Postpone Due Date”, select a due date, enter the reason and click on “Save”.

1. h) Cancelled Transactions – Generate Receipt

Step 1: Select “Cancelled Transactions” in the left pane. Choose any payment and click on the “Print” option.

Step 2: The canceled transaction’s receipt is generated.

1. i) Invoice/Challan

Step 1: Select “Invoice/Challan” in the left pane. Select “Term” and click on “Get Invoice”.

Step 2: Take a print out of the challan by clicking on the “Print option”.

1. j) Fee Ledger

Step 1: To view fee ledger details, click on “Fee Ledger”.

Step 2: You can export the report to “Excel” or print the report by clicking on the options.

1. k) Fee Reminder Slip

Step 1: Select “Fee Reminder Slip” in the left pane.

Step 2: Select Term, Fee Reminder Type and click on “Get Reminder Slip”.

Step 3: Click on “Send Mail” or “Send SMS” to send reminders.

1. l) Cheque Bounce Charges

Step 1: Select “Cheque Bounce Charges” in the left pane. Select the entry and click on “Delete” option.

Step 2: Select the reason and click on “Save”.

The cheque bounce charges are removed successfully.

2) Inventory Item Sales

Step 1: Select “Collections” on the top bar and choose “Inventory Item Sales”.

Step 2: Select the required options in the search criteria and click on “Search”.

Step 3: The miscellaneous payments record of the student is displayed. Select any miscellaneous payment from the “Kits List”. Upon selection, click on “Add Cart”.

Step 4: Increase or decrease the quantity of the items as per your requirement and click on “Pay Now”.

Step 5: Select the mode of payment, enter the required details and click on “Save and Continue”.

Step 6: The receipt for the inventory item sale is generated. Take a print copy of the same by clicking on the “Print Receipt” option.

Step 7: To view the previous transactions made by the student pertaining to inventory sales, click on the “Past Transactions” option.

Step 8: The past transactions report of the student is displayed.

3) Bank Reconciliation

Step 1: Select “Collections” on the top bar and choose “Bank Reconciliation”.

Step 2: Select the required options and click on “Get”.

Step 3: Select Cash Deposit/Cheque Deposit, mark the check box, enter the amount and click on “Save”.

4) Payment Search – Search receipt number

Step 1: Select “Collections” on the top bar and choose “Payment Search”.

Step 2: Select Branch. In the drop down choose receipt number and enter the receipt number. After entering, click on search.

Step 3: The receipt and the transaction details related to that receipt number is displayed. You may print the receipt by clicking on the print option.

5) Search Cheque – Cheque Bounce Entry

Step 1: Select “Collections” on the top bar and choose “Search Cheque”.

Step 2: Select Bank, enter cheque no and click on “Search”.

Step 3: Click on “Bounce”.

Step 4: Select “Yes, Proceed” option in the dialogue box that appears.

Step 5: Select “Bounce Date”, “Cheque Bounce Reason” and click on “Save Data”.

Step 6: The cheque bounce is done successfully and the same is reflected on the screen.

6) Money Spent

Step 1: Select “Collections” on the top bar and choose “Money Spent”.

Step 2: Enter the spent amount and click on “Next”.

Step 3: Enter the required details and click on “Save and Continue”.

Step 4: A receipt for the money spent is generated. You can take a print of the same by clicking on the “Print Receipt” option.

7) Money Received

Step 1: Select “Collections” on the top bar and choose “Money Received”.

Step 2: Select Bank on the right corner.

Step 3: Select the Purpose, enter the Amount, Narration and click on “Save”.

Step 4: To view bank deposits, click on “View bank deposits”.

Step 5: To view withdrawl details, click on “View withdraw details.”

8) Fee Collection Details

Step 1: Select “Collections” on the top bar and choose “Fee Collection Details”.

Step 2: Select the Fee Collection Type, enter the amount and click on “Next”.

Step 3: Enter the Description and click on “Next”.

Step 4: Select the mode of payment, enter the required details and click on “Save and Continue”.

Step 5: The receipt for the collection details is generated. You can take a print of the same by clicking on the “Print Receipt” option.

Step 6: To view other collection details, click on “Other Collection Details”.

Step 7: To view cancelled fee collection details, click on “View Cancelled Fee Collection Details”.

9) Student Transactions

Step 1: Select “Collections” on the top bar and choose “Student Transactions”.

Step 2: Select the required options in the search criteria and click on “Search”.

Deposits

Step 3: The student transactions are displayed in this page. To make a deposit, select “Deposit Details” and click on “Make Deposit”.

Step 4: Select any Category, enter the amount and click on “Next”.

Step 5: Select the mode of payment, enter the required details and click on “Save and Continue”.

Step 6: The receipt for the deposit made is generated. Take a print copy of the same by clicking on the “Print Receipt” option.

Step 7: To view the previous deposit details, select “Deposit Details”.

Transactions

Step 8: To make transactions, select “Transaction Details” and click on “Make Transaction”.

Step 9:  Select any Category. The balance amount is shown. Enter the amount for transaction, Description and click on “Save”.

Step 10: To view the previous transaction details, select “Transaction Details” and the date range. The past transactions made by the student are displayed.

10) Upload Fee Payment Details

Step 1: Select “Collections” on the top bar and choose “Upload Fee Payment Details”.

Step 2: Select the required options and click on “Choose File”.

Step 3: Upon choosing a CSV File Format, click on “Validate to upload”.

11) Cheque Payment Entry

Step 1: Select “Collections” on the top bar and choose “Cheque Payment Entry”.

Step 2: Select the required options in the search criteria and click on “Search”.

Step 3: Select “Make Payment” in the left pane of the page and click on “Fee Details”. Mark the checkbox against the fee details and click on next.

Step 4: Select the mode of payment as “Cheque”, enter the details and click on “Save and Continue” to generate the receipt details.

Step 5: Click on “Print” option to take a printout of the generated fee receipt.

Level 3: Collection Reports

1) Fee Invoice Register

Step 1: Select “Collection Reports” on the top bar and choose “Fee Invoice Register”.

Step 2: Select the required options and click on “Show Report”.

Step 3: The Fee Invoice Register report is generated. You can export them to excel or print the report directly.

2) Fee Day Sheet – Generate Daily Fee Collections Report

Step 1: Select “Collection Reports” on the top bar and choose “Fee Day Sheet”.

Step 2: Enter the required details like Branch, Fee Accounts, Date, Payment Modes and click on “Show Report”.

Step 3: The Fee Day Sheet Report is generated. You can export them to excel or print the report directly.

Step 4: Select “Fee Typewise” from the top right corner dropdown and select the Branch, Dates and other details and click on “Get”.

Step 5: The Fee Typewise Report is generated. You can export them to excel or print the report directly.

Step 6: Select “Paymentmode Wise” from the top right corner dropdown and select the Branch, Dates and other details and click on “Get”.

Step 7: The Paymentmode Wise report is generated. You can export them to excel or print the report directly.

3) Bank Submission Form

Step 1: Select “Collection Reports” on the top bar and click on “Bank Submission Form”.

Step 4: Choose the options here like Branch, Bank, Date, Class and Payment Mode. After choosing the required options, click on Show Report.

Step 5: You’ll get the list of Bank Deposit Slips.

4) Online Payments – Online Payments Settlement Report

Step 1: Select “Collection Reports” on the top bar and choose “Online Payments”.

Step 2: Select “Settlement Report” on the top right corner.

Step 3: Select Branch, Bank name, Date, Online Payment Date Range and click on “Show Report”.

Step 4: The online payments settlement report is generated.

5) Fee Payment Search

Step 1: Select “Collection Reports” on the top bar and choose “Fee Payment Search”.

Step 2: Select the required options and click on “Get”.

Step 3: The fee receipt number details report is displayed.

6) Fee Head Wise Student List – Individual fee details of selected Class’ Students

Step 1: Select “Collection Reports” on the top bar and choose “Fee Head wise Student List”.

Step 2: Select the required options and click on “Show report”.

Step 3: The Individual fee details report of selected Class Students is displayed.

7) Dishonoured Cheques – Generate Dishonored Cheque Report

Step 1: Select “Collection Reports” on the top bar and choose “Dishonoured Cheques”.

Step 2: Choose the required options here like Branch, Date, Fee Accounts, Cheque Status (All, Repaid, Unpaid) and click on “Get”.

Step 3: If you want to generate a Dishonored Cheque Report as per the transaction date, select the option as “As per Transaction Date”.

Step 4: You may print the report directly or export into Excel, by clicking on the options.

Step 5: If you want to generate a Dishonored Cheque Report as per the Cheque bounce date, select the option as “As per Cheque Bounce Date”.

Step 6: You may print the report directly or export into Excel, by clicking on the options.

8) Month Wise Fee Reports

Step 1: Select “Collection Reports” on the top bar and choose “Month Wise Fee Reports”.

Step 2: Select “Month Wise Consolidated Due Report”, choose required options and click on “Show Report”.

Step 3: The Month Wise Consolidated Due Report is generated.

9) Cheque Statement – Generate a report on Cheque Statement

Step 1: Select “Collection Reports” on the top bar and choose “Cheque Statement”.

Step 2: Choose the required options here like Branch, Fee Accounts, Date, Bank and other options and click on “Show Report”.

Step 3: If you want to generate a Cheque statement report of deposited cheques, select the option as “Deposited cheques”.

Step 4: There is a drop-down using which you can include the required fields in the report. You may export the same to Excel, by clicking on the “Excel” option.

Step 5: If you want to generate a Cheque statement report of bounced cheques, select the option as “Bounced cheques”.

Step 6: There is a drop-down using which you can include the required fields in the report. You may export the same to Excel, by clicking on the “Excel” option.

Step 7: If you want to generate a Cheque statement report of both deposited & bounced cheques, select the option as “All cheques(including bounced cheques)”.

Step 8: There is a drop-down using which you can include the required fields in the report. You may export the same to Excel, by clicking on the “Excel” option.

10) Fee Balance Details – Fee Balance Report

Step 1: Select “Collection Reports” on the top bar and choose “Fee Balance Details”.

Step 2: Choose the required options and click on “Show report”.

Step 3: The Fee Balance Report is displayed.

11) Fee Transaction Summary – Generate Fee Transaction summary Report

Step 1: Select “Collection Reports” on the top bar and choose “Fee Transaction Summary”.

Step 3: Enter the required details like Branch, Fee Accounts, Date, etc. Select the cheque status as “Deposited Cheques” and click on “Show Report”.

Step 4: The report is generated. You can export the same into excel or print the report directly.

Step 5: Select the cheque status as “All Cheques” and click on “Show Report”.

Step 6: The report is generated. You can export the same into excel or print the report directly.

12) Fee Ledger Report

Step 1: Select “Collection Reports” on the top bar and choose “Fee Ledger Report”.

Step 2: Choose the required options and click on “Show report”.

Step 3: The Fee Ledger Report for the selected Class is displayed.

Level 4: Due Reports

1) Class Wise Due Report

Step 1: Select “Due Reports” on the top bar and click on “Class Wise Due Report”.

Step 2: The report is generated. You may print or export the same to “Excel” by clicking on the options.

2) Total Paid and Due Report

Step 1: Select “Due Reports” on the top bar and click on “Total Paid and Due Report”.

Step 2: Select the required fields and click on “Show Report” to generate a report.

Step 3: To generate a Fee Type wise Report, select “Fee Type Wise” and click on “Show Report”.

Step 4: The Fee Type Wise paid and due report is generated. You may print or export the same to “Excel” by clicking on the options.

Step 5: To generate an Installment Type wise Report, select “Installment Type Wise” and click on “Show Report”.

Step 6: The selected paid and due report is generated. You may print or export the same to “Excel” by clicking on the options.

Step 7: To generate a Fee Type wise & Installment Type Wise Report, select “Fee Type & Installment” and click on “Show Report”.

Step 8: The selected report is generated. You may print or export the same to “Excel” by clicking on the options.

3) Month Wise Fee Due Report

Step 1: Select “Due Reports” on the top bar and click on “Month Wise Fee Due Report”.

Step 2: Select the required fields and click on “Get Report”.

Step 3: The selected report is generated. You may print or export the same to “Excel” by clicking on the options.

5) Fee Reminder Slip

Step 1: Select “Due Reports” on the top bar and click on “Fee Reminder Slip”.

Step 2: Select the required fields and click on “Get Reminder Slips”.

Step 3: Click on “Send Mail” or “Send SMS” to send reminders.

6) Month Wise Consolidated Report

Step 1: Select “Due Reports” on the top bar and click on “Month Wise Consolidated Report”.

Step 2: Select the required fields and click on “Show Report”.

Step 3: The month wise consolidated fee report is generated.

Level 5: Approvals

1) Approve Concession Request

Step 1: Select “Approvals” on the top bar and choose “Approve Concession requests”.

Step 2: Select any branch and click on Pending requests.

Step 3: Select the student and click on “Approve/Reject”.

Step 4: Enter the remarks and click on “Approve”.

Step 5: The concession request is successfully approved.

2) Approve Unassign Fee Requests

Step 1: Select “Approvals” and choose “Approve Unassign Fee requests”.

Step 2: Select the student and click on “Approve/Reject”.

Step 3: Enter the remarks and click on “Approve”.

Step 5: The fee type is unassigned to that respective student.

Level 6: Reports

1) Branch Fee Ledger

Step 1: Select “Reports” on the top bar and choose “Branch Fee Ledger”.

Step 2: Select Branch, Date, Fee Account, Payment Mode and click on “Show Report”.

Step 3: The Branch Fee Ledger report is generated.

2) Tally Report

Step 1: Select “Reports” on the top bar and choose “Tally Report”.

Step 2: Select the Dates, Report Type, Fee Account and click on “Show Report”.

Step 3: The Tally Report is generated.

3) Student Fee Receipts Date Wise

Step 1: Select “Reports” on the top bar and choose “Student Fee Receipts Date Wise”.

Step 2: Select Dates, Fee Account, Payment Modes and click on “Show Report”.

Step 3: The report is generated.

4) Student Fee Dues Tally Report

Step 1: Select “Reports” on the top bar and choose “Student Fee Dues Tally Report”.

Step 2: Select Branch and click on “Show Report”.

Step 3: The report is generated.

5) Cancelled Fee Payment

Step 1: Select “Reports” on the top bar and choose “Cancelled Fee Payment”.

Step 2: Select Branch, Date Range, Report Type and click on “Show Report”.

Step 3: The Cancelled Fee Payment report is generated.

6) CASHIER REPORT – 1

Step 1: Select “Reports” on the top bar and choose “CASHIER REPORT – 1”.

Step 2: Select Date, Fee Account and click on “Show Report”.

Step 3: The report is generated.

7) CASHIER REPORT – 2

Step 1: Select “Reports” on the top bar and choose “CASHIER REPORT – 2”.

Step 2: Select Date, Fee Account and click on “Show Report”.

Step 3: The report is generated.

8) Stationery Order List

Step 1: Select “Reports” on the top bar and choose “Stationery Order List”.

Step 2: Select Date, and click on “Show Report”.

Step 3: The report is generated.

9) Concession Details

Step 1: Select “Reports” on the top bar and choose “Concession Details”.

Step 2: Select Report Type (Fee Type/Grade Wise). The Concession Details report is generated.

10) Month Wise Concession

Step 1: Select “Reports” on the top bar and choose “Month Wise Concession”.

Step 2: Select Location, Branch, Month and other required options and click on “Show Report”.

Step 3: The Month Wise Concession report of students is displayed.

11) Total Paid and Due Fee Report Ledger

Step 1: Select “Reports” on the top bar and choose “Total Paid and Due Fee Report Ledger”.

Step 2: Select the required options and click on “Show Report”.

Step 3: The report is displayed.

Stage 4: HR

Step 1: Select “HR” on the top bar of the dashboard. You will be directed to the HR page.

Level 1: Staff Attendance

1) Assign Staffs to Shifts

Step 1: Select “Staff Attendance” on the top bar and choose “Assign Staffs to Shifts”.

Step 2: Select Zone, Department, Not Assigned Staff and click on “Get Staff List”.

Step 3: A list of staff who are not assigned is displayed here.

Step 4: Choose any staff type and select any day. Now select the Shift, click on check box above it and click on Save.

Step 5: The attendance shift is assigned to that particular staff for that particular day.

2) Staff Attendance Sessions

Step 1: Select “Staff Attendance” on the top bar and choose “Staff Attendance Sessions”.

Step 2: Click on “+” symbol showing create attendance shift.

Step 3: Click on “Add new row”, name the shift and click on “submit”.

Step 4: In the newly created attendance shift, enter the details here like Session Name, Session Start time, Start Allowed Time, etc., and click on “Save” button.

Step 5: The Staff Attendance sessions are created successfully.

3) Staff Monthly Attendance

Step 1: Select “Staff Attendance” on the top bar and choose “Staff Monthly Attendance”.

Step 2: Select Branch, Department, Month and click on “Get Attendance”.

Step 3: Select any staff, enter the details and click on “Save Attendance”.

Level 2: Staff Leaves

1) Create Leave Type

Step 1: Select “Staff Leaves” on the top bar and choose “Create Leave Type”.

Step 2: Click on “Add Leave Type” to add a new Leave type.

Step 3:Name the leave, choose the month and select the options whether the leave type is a carry forward and linked to LOP and click on “Save” button.

Step 4: The Leave type is created successfully.

To Edit the Leave Type

Step 5: Select any row and click on the “Edit” option.

Step 6: Make the necessary changes and click on”Save”. The changes are updated successfully.

Add leaves to the same Leave Type

Step 7: To add more leaves to the same Leave Type, click on “Add Leaves”.

Step 8: Select the “Edit” button, enter the maximum no. of leaves and click on “Save”.

2) Staff Leave Category

Step 1: Select “Staff Leaves” on the top bar and choose “Staff Leave Category”.

Step 2: Select any category and click on the no. of leaves against the chosen category.

Step 3: Click on the “Edit” option above.

Step 4: Enter the no. of leaves per month. After entering, click on “Save” option.

3) Staff Holidays

Step 1: Select “Staff Leaves” on the top bar and choose “Staff Holidays”.

Step 2: Click on “Add New Holiday” to add a new holiday to the list.

Step 3: Select Location, Branch, Category, Department, From and To Date, Description. After giving the appropriate information, click on “Save”.

Step 4: A new holiday is created and added to the list.

4) Update Staff monthly leaves

Step 1: Select “Staff Leaves” on the top bar and choose “Update Staff monthly leaves”.

Step 2: Select Location, Branch, Leave Type, Category, Department, Month and click on “Get”.

Step 3: Select any entry, enter the no. of leaves taken and click on “Add Leaves”.

Level 3: Staff Details

1) Create Staff Details

Step 1: Select “Staff Details” on the top bar and choose “Create Staff Details”.

Step 2: Select “Add Staff”.

Step 3: Enter all the adequate details of the staff here and click on “Save” button.

The Staff information is successfully added.

Upload Staff Details

Step 1: Go back to the “Create Staff Details” page. Select “Upload Staff”.

Step 2: Select Staff Type, Department and click on “Choose File” to upload a CSV File Format. Upon choosing, click on Validate to Upload.

The staff details are uploaded.

To Add/Create a New Staff Department:

Step 1: Go back to the “Create Staff Details” page. Select “Manage Department”.

Step 2: Click on “Add Department” to create a new staff department.

Step 3: Enter the required details here and click on “Save” button.

Step 4: The new staff department is added successfully.

To Add/Create a New Designation:

Step 1: Go back to the “Create Staff Details” page. Select “Manage Designation”.

Step 2: Click on “Add Designation” to create a new designation to the staff.

Step 3: Enter the required details here and click on “Save” button.

Step 4: The new designation is added successfully.

To Add/Create New Responsibilities:

Step 1: Go back to the “Create Staff Details” page. Select Branch and click on “Manage Responsibilities”.

Step 2: Click on “Add Responsibilities” to create new responsibilities.

Step 3: Enter the required details here and click on “Save” button.

Step 4: The new responsibilities are added successfully.

Level 4: Reports

1) Staff Attendance

Step 1: Select “Reports” on the top bar and choose “Staff Attendance”.

Step 2: Select any date and click on “Get Attendance”.

Step 3: The attendance details of the entire school staff are displayed here.

Step 4: A graphical representation of the same is displayed in the same page.

2) Staff Details Report

Step 1: Select “Reports” on the top bar and choose “Staff Details Report”.

Step 2: Select the type of Staff Report by choosing any of the options like Personal Details or Bank Details or Salary Details.

Step 3: Select other the required options, click on “Show Report”.

Step 4: The entire details of the staff are displayed here. You can export the same to excel.

3) Staff Resignation Approvals

Step 1: Select “Reports” on the top bar and choose “Staff Resignation Approvals”.

Step 2: The list is displayed. Select any staff and click on “View Details”.

Step 3: Select “Accept/Reject” to approve or unapprove the resignation.

4) Inactive Staff Details

Step 1: Select “Reports” on the top bar and choose “Inactive Staff Details”.

Step 2: Select the date range and click on “Show Report”.

Step 3: The report is displayed. You may print the report or export the same to excel by choosing the options.

5) Late Comers – Early Leaving

Step 1: Select “Reports” on the top bar and choose “Late Comers – Early Leaving”.

Step 2: Select the Report Name, Attendance Date and click on “Show report”.

Step 3: The report is displayed.

Stage 5: Transport

Step 1: Select “Transport” on the top bar of the dashboard. You will be directed to the Transport page.

Level 1: Transport

1) Create Bus Routes

Step 1: Select “Transport” on the top bar and choose “Create Bus Route”.

Step 2: Enter the required details here like Route Name, Bus No, Driver Name, Driver Mobile Number etc.

Step 3: After entering all the necessary information click on “Submit” button. The bus routes are created successfully.

Create stops:

Step 4: After the bus route is created, click on the “Vehicle icon” to add stops for that respective route.

Step 5: Add the Stop No., Place, Nearest Landmark, Pickup and Drop time and click on save.

Step 6: You can add as many stops as required for that bus route.

Edit bus routes:

Step 7: Click on the edit option available for every record of bus route.

Step 8: Make the necessary changes and click on “Save” button. The changes are updated successfully.

2) Vehicle Details

Step 1: Select “Transport” on the top bar and choose “Vehicle Details”.

Step 2: Click on “+ Vehicle Details” to add the details of a new vehicle.

Step 3: Enter the Vehicle details like Vehicle registration no., model, purchase date, etc., route permit details and Registration book details here.

Step 4: After entering all the required information click on “Submit” button. The vehicle information is successfully added.

To Edit vehicle details:

Step 5: Click on the edit option available for every record of vehicle details that are created.

Step 6: Make the necessary changes and click on “Submit” button. The changes are updated successfully.

3) Upload Bus Routes to Students

Step 1: Select “Transport” on the top bar and choose “Upload Bus Routes to Students”.

Step 2: Select the required options like Type, Fee Plan. Select “Choose File” and click on “Submit” to upload the bus details in a “.CSV File Format”.

4) Upload Route Details

Step 1: Select “Transport” on the top bar and choose “Upload Route Details”.

Step 2: Select “Choose File” and click on “Upload to Validate” to upload the route details in a “.CSV File Format”.

5) Upload Stop Details

Step 1: Select “Transport” on the top bar and choose “Upload Stop Details”.

Step 2: Select “Route”, “Choose File” and click on “Upload to Validate” to upload the stop details in a “.CSV File Format”.

6) Assign Bus Route to Students

Step 1: Select “Transport” on the top bar and choose “Assign Bus Route to Students”.

Step 2: Select Bus route and click on “Get”.

Step 3: Click on “Add Student”.

Step 4: Enter the student name, class/section, Pick up, Drop and click on the “Save” button. The respective route is assigned to the student.

Level 2: Reports

1) Class Wise Transport Details

Step 1: Select Reports on the top bar and click on “Class Wise Transport Details”.

Step 2: The detailed list of the students availing transport service class wise is generated.

2) Slab Wise Students List

Step 1: Select Reports on the top bar and click on “Slab wise students list”.

Step 2: The report is generated.

3) Transport Fee Details

Step 1: Select Reports on the top bar and click on “Transport Fee Details”.

Step 2: The report is generated.

4) Transport report in detail

Step 1: Select Reports on the top bar and click on “Transport report in detail”.

Step 2: Select the required options and click on “Show Report”.

Step 3: The report is generated.

5) Transport availing Siblings

Step 1: Select Reports on the top bar and click on “Transport availing Siblings”.

Step 2: The report is generated.

6) Transport Month wise report

Step 1: Select Reports on the top bar and click on “Transport Month wise report”.

Step 2: Select Branch, Status, Report Type and click on “Get”.

Step 3: The report is generated.

Stage 6: Gradebook

Step 1: Select “Gradebook” on the top bar of the dashboard. You will be directed to the Gradebook page.

Level 1: Gradebook

1) Evaluation Percentages

Step 1: Select “Gradebook” on the top bar and choose “Evaluation Percentages”.

Step 2: Select Structure, Class. Add or enter evaluation percentage as per the school requirements and click on “Save”.

2) Test Creation

Step 1: Select “Gradebook” on the top bar and choose “Test Creation”.

Step 2: Select Scholastic/Co-Scholastic ——> Select Class, Section, Subject, Term, Evaluations and click on “Get Tests”.

Step 3:  Click on “Add” symbol and you’ll be directed to a “Test Creation Page”.

Step 4: Entering the required details here and click on “Save”. The Test is created successfully.

3) Scholastic Test Marks Entry

Step 1: Select “Gradebook” on the top bar and choose “Scholastic Test Marks Entry”

Step 2: Select Class, Section, Term, Evaluation and Subject. Upon selection, click on “Search”.

Step 3: Select any Test, click on “Enter Marks” and select “Click Here To Get Student List To Enter Marks Manually”, to enter marks manually

Step 4: Enter the marks of students individually here and click on “Update Marks”.

4) Co-Scholastic Grade entry

Step 1: Select “Gradebook” on the top bar and choose “Co Scholastic Grade entry”.

Step 2: Select Class, Term, Co-Scholastic Part, Co-Scholastic Skill-wise, Test and click on “Search”.

Step 3: Select Student, enter the grade individually and click on Save.

5) Assign Co Scholastic skills

Step 1: Select “Gradebook” on the top bar and choose “Assign Co Scholastic skills”

Step 2: Select Class, Co-Scholastic Part, Term and click on “Search”.

Step 3: To Assign, Select student —-> Select Skills(Mark the checkbox) and click on Save.

6) Upload Co Scholastic Grades

Step 1: Select “Gradebook” on the top bar and choose “Upload Co Scholastic Grades”.

Step 2: Select the required options like Class, Term, Co Scholastic Part, Assessment, Co Scholastic Master Skill and click on “Get”.

Step 3: Select at least one Co-Scholastic SubSkill under the Co-Scholastics Skill and click on “Proceed to get file format”.

Step 4: Click on “Download File Format” to download the sample file, enter the details to upload and finally select “Choose Files” to upload CCE Co Scholastic SubSkill Grades.

7) Assign Languages

Step 1: Select “Gradebook” on the top bar and choose “Assign Languages”.

Step 2: Select Class and click on “Get Language Subjects”.

Step 3: Choose any Language and click on “Assign/Unassign Subjects(Manually)”.

Step 4: Select the students by marking the checkbox and click on “Assign/Unassign Subjects to Students”.

8) Co-Scholastic skills to Teacher

Step 1: Select “Gradebook” on the top bar and choose “Co Scholastic skills to Teacher”.

Step 2: Select Class, Section, Co Scholastic skill and click on “Get”.

Step 3: Select any Skill and click on “Assign”.

Step 4: Select the staff name and click on “Assign”.

9) Subject wise remarks

Step 1: Select “Gradebook” on the top bar and choose “Subject-wise remarks”

Step 2: Select Class, Term, Evaluation, Subject and click on “Get Student Remarks”.

Step 3: Select Student, enter the remarks individually and click on Save.

10) Student Remarks

Step 1: Select “Gradebook” on the top bar and choose “Student Remarks”.

Step 2: Select Class, Section, Term, Evaluation, Subject, Custom/Common message and click on “Get Students”.

Step 3: Select “Create/View Remark Details”. Now select any Student, enter the remarks individually and click on Save.

Step 4: If you want to upload the remarks in bulk, simply select “Upload Remark Details”. Click on “Choose File” to upload a “.csv” file format ——> “Validate to Upload”.

11) Class Teacher Remarks

Step 1: Select “Gradebook” on the top bar and choose “Class Teacher Remarks”.

Step 2: Select Class, Section, Term, Evaluation, Subject, Custom/Common message and click on “Get Students”.

Step 3: Select “Create/View Remark Details”. Now select any Student, enter the remarks individually and click on Save.

Step 4: If you want to upload the remarks in bulk, simply select “Upload Remark Details”. Click on “Choose File” to upload a “.csv” file format ——> “Validate to Upload”.

12) Student Health Details

Step 1: Select “Gradebook” on the top bar and choose “Student Health Details”.

Step 2: Select Class, Term, and other required options and click on “Get Students”.

Step 3: Select Student, enter the health details individually and click on Save.

Level 2: Reports

1) Evaluation Report

Step 1: Select “Reports” on the top bar and click on “Evaluation Report”.

Step 2: Select the required options and click on “Show Report”.

Step 3: You may export the same to excel by clicking the “Excel” option.

Step 4: To get a Subject wise Evaluation report, choose “Subject Wise Analysis” option.

2) Exams Marks Report

Step 1: Select “Reports” on the top bar and click on “Exams Marks Report”.

Step 2: Select the required options and click on “Get”.

Step 3: You may export the same to excel or print by clicking the options.

3) Bulk Report Cards

Step 1: Select “Reports” on the top bar and click on “Bulk Report Cards”.

Step 2: Select the required options and click on “Get Report Card”.

Step 3: Click on “Print Report Card” to print the report cards.

4) Bulk Evaluation Wise Report Cards

Step 1: Select “Reports” on the top bar and click on “Bulk Evaluation Wise Report Cards”.

Step 2: Select the required options and click on “Get Report Card”.

Step 3: Click on “Print Report Card” to print the report cards.

5) Term Wise Analysis Report

Step 1: Select “Reports” on the top bar and click on “Term Wise Analysis Report”.

Step 2: Select the required options and click on “Show Report”.

Step 3: Click on “Print” option to print the same.

Stage 7: Communication

Step 1: Select “Home” on the right-hand top corner of the home page.

Step 2: Select Communication. You’ll be directed to the “Communication” page.

Level 1: SMS

1) Send SMS

Step 1: Select “SMS” on the top bar and select “Send SMS”.

Step 2: Click on “Send Special Information” and choose your required options here to continue.

Step 3: Enter the message here and click on “Preview and Send SMS”.

Step 4: If you choose to send SMS to a target audience, select “For Selected Students Only” option.

Step 5: Select the check box against students, enter message and click on “Preview and Send SMS”.

Step 6: The SMS is sent to the selected students.

2) Send Fee Due SMS

Step 1: Select “Send SMS” on the top bar and click on “Send Fee Due SMS”.

Step 2: Click on “Send Fee Due SMS” from the left pane and choose your required options here to continue.

Step 3: Select the check box against the students and click on “Preview and Send SMS”.

3) Send Marks to Students

Step 1: Select “SMS” on the top bar and select “Send Marks to Students”.

Step 2: Choose your required options here and click on “Send SMS”.

The SMS is sent.

Level 2: Email

1) Send Email – To Students/Parents

Step 1: Select “Email” on the top bar and click on “Send Email”.

Step 2: Select the required options, draft a mail and click on “Send Mail”.

Step 3: To add an attachment, click on “Choose Files” and then click on “Send Mail”.

2) Send Email to Staff

Step 1: Click on “Email” on the top bar and select “Send Email to Staff”.

Step 2: Select the required options, draft a mail and click on “Send Mail”.

Step 3: To add an attachment, click on “Choose Files” and then click on “Send Mail”.

Level 3: Others

1) Photo Gallery

Step 1: Select “Others” on the top bar and click on “Photo Gallery”.

Step 2: Click on the “+ Photo Gallery” Symbol to upload photos to the gallery.

Step 3: Select the required options and click on “Upload Images”.

Step 4: After uploading click on “Save”.

2) Announcement

Step 1: Select “Others” on the top bar and click on “Announcements”.

Step 2: Click on “+” symbol showing “Create Announcements” and enter the required details.

Step 3: You can also select the users here by choosing any of the options like “All users or Staff or Parents/Students”.

Step 4: Enter the information and Click on “Save”. The announcement is created and shared.

Add attachments

Step 5: If you want to share any documents in the Announcements, the same can be done by simply clicking the “Choose Files” option. Upload attachments, documents, pdf files, word files etc to post and click “Save”. The attachments are posted in the Announcement.

Delete an Announcement

Step 1: Go back to “Announcements” page. To delete, select an announcement that was created by you and click on the “Delete” option shown in the right.

The Announcement is deleted successfully.

Note: You can only delete those announcements created by you.

3) Event Calendar

Step 1: Select “Others” on the top bar and click on “Event Calendar”.

Step 2: Select “Create Event” on the top right corner of the page.

Step 3: Select a date to add a new event. Add the event title, Select if is a holiday, Event type(To add event type, select “Create event” —> Add event —> Save).

Step 4: After entering all the details, click on “Save”. Your event is created and added to the Calendar.

4) Student Diary

Step 1: Select “Others” on the top bar and click on “Student Diary”.

Step 2: Select the required options and click on “Show”.

Step 3: Select Subject Wise Diary, choose a subject and enter the classwork/homework and click on “Add Record”.

Step 4: To add an attachment, click on “Choose Files” and then click on “Add Record”.

5) Give Assignments

Step 1: Select “Others” on the top bar and click on “Give Assignments” under it.

Step 2: Select the required options and click on “+ Assignment”.

Step 3: Enter the necessary information and click on “Save”.

Step 4: To add an attachment, click on “Choose Files” and then click on “Save”.

Level 4: Reports

1) Message Report

Step 1: Select “Reports” on the top bar and click on “Message Report”.

Step 2: Choose your Date Range here and click on “Get”.

Step 3: The messages report is generated.

2) Assignment Report

Step 1: Select “Reports” on the top bar and click on “Assignment Report”.

Step 2: Choose your required options here and click on “Get”.

Step 3: The Assignments report is generated. A graphical representation of the same is also displayed.

3) Announcement Details Report

Step 1: Select “Reports” on the top bar and click on “Announcement Details Report”.

Step 2: Choose your required options here and click on “Get”.

Step 3: The Announcement Details Report is generated. A graphical representation of the same is also displayed.

4) SMS Delivery Report

Step 1: Select “Reports” on the top bar and click on “SMS Delivery Report”.

Step 2: Choose your required options here and click on “Show Report”.

Step 3: The SMS Delivery report is generated which can be printed by clicking on “Print” option.

Stage 8: Admissions

Step 1: Select “Home” on the top right corner of the dashboard.

Level 1: Front Office

1) Admission Form

Step 1: Select “Front Office” on the top bar and choose “Admission Form”.

Step 2: Choose the options from the search criteria. Select “Direct Admission”.

Step 3: Keep entering the details of the student in every page as displayed (Student Details, Previous School & Other Details, Student Parent Details, Address Details, Finish) and click “Next” till all the data is included.

2) Enquiry Form

Step 1: Select “Front Office” on the top bar and choose “Enquiry Form”.

Step 2: Click on “Create New” to add a new Enquiry Form.

Step 3: Keep entering the details of the student in every page as displayed (Personal Details, Parent Details, Address Details, Others) and click “Next” till all the data is included.

3) Application Form

Step 1: Select “Front Office” on the top bar and choose “Application Form”.

Step 2: Click on “Create New” to add a new Application Form.

Step 3: Keep entering the details of the student in every page as displayed (Personal Details, Parent Details, Address & Other Details, Fee Details, Payment Details) and click “Next” till all the data is included.

Level 2: Reports

1) Student Dashboard

Step 1: Select “Reports” on the top bar and click on “Student Dashboard”.

Step 2: Select analysis report options from the drop-down.

Step 3: The required report is generated.

2) Residential Wise DashBoard

Step 1: Select “Reports” on the top bar and click on “Residential Wise DashBoard”.

Step 2: The report is generated.

3) Quota Wise DashBoard

Step 1: Select “Reports” on the top bar and click on “Quota Wise DashBoard”.

Step 2: Select required options and click on “Show Report”.

Step 3: The report is generated.

4) Pre-admission Details

Step 1: Select “Reports” on the top bar and click on “Pre-admission Details”.

Step 2: Select the report type to generate the Pre-admission Details report.

5) Admission Review

Step 1: Select “Reports” on the top bar and click on “Admission Review”.

Step 2: Select required options and click on “Show Report”.

Step 3: The Admission Review report is displayed.

6) Day Wise DashBoard

Step 1: Select “Reports” on the top bar and click on “Day Wise DashBoard”.

Step 2: Select Days and click on Get to generate the report.

7) Pre-Admission Details By Dates

Step 1: Select “Reports” on the top bar and click on “Pre-Admission Details By Dates”.

Step 2: Select Dates and click on “Get”.

Step 3: The required report is generated.

8) Registration Review

Step 1: Select “Reports” on the top bar and click on “Registration Review”.

Step 2: Select the report type and click on “Show Report”.

Step 3: The Registration Review report is displayed.

9) Registration Summary

Step 1: Select “Reports” on the top bar and click on “Registration Summary”.

Step 2: Select the required options and click on “Show Report”.

Step 3: The Registration summary report is generated.

Stage 9: Reports

Step 1: Select “Reports” on the top bar of the dashboard. You’ll be directed to the Reports page.

 

Level 1: Academics

1) Student Contact Details

Step 1: Select Academics on the top bar and click “Student Contact Details” under it.

 

Step 2: Select Status, Class, Section and click on “Show Report”.

 

Step 3: The student contact details report is generated.

 

2) Staff DashBoard

Step 1: Select Academics on the top bar and click “Staff DashBoard” under it.

 

Step 2: Select Branch, Year and click on “View Staff”.

 

Step 3: The staff report is generated.

 

3) Student Attendance

Step 1: Select Academics on the top bar and click “Student Attendance” under it.

 

Step 2: Select the Date Range and click on “Show Report”.

 

Step 3: The student attendance report is generated. You can export the same to excel.

 

5) Age wise Student strength

Step 1: Select Academics on the top bar and click “Age wise Student strength” under it.

 

Step 2: Select Date and click on “Show Report”.

 

Step 3: A list of Age wise student count is generated. You can export the same to excel.

 

5) Sibling Report

Step 1: Select Academics on the top bar and click “Sibling Report” under it.

 

Step 2: The Siblings report is displayed.

 

6) Monthly Attendance Report

Step 1: Select Academics and click “Monthly Attendance Report” under it.

 

Step 2: Select Branch, Class & Section, Month and click on “Get”.

 

Step 3: The monthly student attendance report is generated.

 

7) Month wise Student strength

Step 1: Select Academics and click “Month wise Student strength” under it.

 

Step 2: Select Branch, Class, Student status and click on “Show Report”.

 

Step 3: The Month wise Student strength report is displayed.

 

8) Download Hall Tickets

Step 1: Select Academics and click “Download Hall Tickets” under it.

 

Step 2: Select Class, Section, Term, Evaluation, Hallticket Format and click on “Get Test”.

 

Step 3: Select the required tests and click on “Get Hall Tickets”.

 

Step 4: Print the hall tickets by clicking on the print option.

 

9) Inactive Students

Step 1: Select Academics and click “Inactive Students” under it.

 

Step 2: Select the required options and click on “Get”.

 

Step 3: The list of Inactive Students is displayed.

 

10) Admission Details Report

Step 1: Select Academics and click “Admission Details Report” under it.

 

Step 2: Select the required details and click on “Show Report”.

 

Step 3: The admission details report is displayed.

 

Level 2: Finance

1) Branch Fee Ledger

Step 1: Select Finance and click “Branch Fee Ledger” under it.

 

Step 2: Choose the required options and click on “Show Report”.

 

Step 3: The Branch Fee Ledger report is generated.

 

2) Tally Report

Step 1: Select Finance and click “Tally Report” under it.

 

Step 2: Select the Dates, Report Type, Fee Account and click on “Show Report”.

 

Step 3: The Tally Report is generated.

 

3) Student Fee Receipts Date Wise

Step 1: Select Finance and click “Student Fee Receipts Date Wise” under it.

 

Step 2: Select Dates, Fee Account, Payment Modes and click on “Show Report”.

 

Step 3: The report is generated.

 

4) Student Fee Dues Tally Report

 

Step 1: Select Finance and click “Student Fee Dues Tally Report” under it.

 

Step 2: Select Branch, Date and click on “Show Report”.

 

Step 3: The report is generated.

 

5) Cancelled Fee Payment

Step 1: Select Finance and click “Cancelled Fee Payment” under it.

 

Step 2: Select Branch, Date Range, Report Type and click on “Show Report”.

 

Step 3: The Cancelled Fee Payment report is generated.

 

6) CASHIER REPORT- 1

Step 1: Select Finance and click “CASHIER REPORT- 1” under it.

 

Step 2: Select Date, Fee Account and click on “Show Report”.

 

Step 3: The report is generated.

 

6) CASHIER REPORT- 2

Step 1: Select Finance and click “CASHIER REPORT- 2” under it.

 

Step 2: Select Date, Fee Account and click on “Show Report”.

 

Step 3: The report is generated.

 

7) Stationery Order List

Step 1: Select Finance and click “Stationery Order List” under it.

 

Step 2: Select Branch, Date and click on “Show Report”.

 

Step 3: The report is generated.

 

8) Concession details

Step 1: Select Finance and click “Concession details” under it.

 

Step 2: Select the concession type and click on it.

 

Step 3: The report is generated.

 

9) Month wise Concession

Step 1: Select Finance and click “Month wise Concession” under it.

 

Step 2: Select the required options and click on “Show Report”.

 

Step 3: The report is generated.

 

10) Total paid and due Report Fee Ledger

Step 1: Select Finance and click “Total paid and due Report Fee Ledger” under it.

 

Step 2: Select required options and click on “Show Report”.

 

Step 3: The report is generated.

 

11) Misc. Fee Collection Details

Step 1: Select Finance and click “Misc. Fee Collection Details” under it.

 

Step 2: Select Branch and click on “Show Report”.

 

Step 3: The report is generated.

 

Level 3: HR

1) Staff Salary Details

Step 1: Select HR and click “Staff Salary Details” under it.

Step 2: Select Location, Branch, year and click on “Get”.

 

2) Individual Salaries

Step 1: Select HR and choose “Individual Salaries” under it.

 

Step 2: Select Department and click on “Get”.

 

Step 3: The salaries of the staff for that respective department is displayed.

 

3) Staff Attendance

Step 1: Select HR and choose “Staff Attendance” under it.

 

Step 2: Select Date and click on “Get Attendance”. The report is generated.

 

4) Staff Biometric Attendance

Step 1: Select HR and choose “Staff Biometric Attendance” under it.

 

Step 2: Select Shift, Staff Department, Attendance Date and click on “Show Report”.

 

Step 3: The report is displayed.

 

5) Staff Details Report

Step 1: Select HR and choose “Staff Details Report” under it.

 

Step 2: Select Location, Branch, Department. You can also select the type of Staff Report by choosing any of the options like Personal Details or Bank Details or Salary Details.

 

Step 3: After choosing the required options, click on “Show Report”.

 

Step 4: The entire details of the staff are displayed here with a download option.

 

6) Staff Resignation Approvals

Step 1: Select HR and choose “Staff Resignation Approvals” under it.

 

Step 2: Select any staff and click on “View Details”.

 

Step 3: The details of the staff are displayed. Approve or unapprove the resignation by clicking on “Approve/Reject” button.

 

7) Inactive Staff Details

Step 1: Select HR and choose “Inactive Staff Details” under it.

 

Step 2: Select the Dates and click on “Show Report”.

 

Step 3: The details of inactive staff between the selected period is displayed.

 

8) Staff Joining Details Report

Step 1: Select HR and choose “Staff Joining Details Report” under it.

 

Step 2: Select Location, Branch, Date Range and click on “Show report”.

 

Step 3: The report is generated.

 

9) Late Comers – Early Leaving

Step 1: Select HR and choose “Late Comers – Early Leaving” under it.

 

Step 2: Select the Report Name, Attendance Date and click on “Show report”.

 

Step 3: The report is displayed.

 

Level 4: Transport

1) Class Wise Transport Details

Step 1: Select “Transport” on the top bar and choose “Class Wise Transport Details” under it.

 

Step 2: The report is displayed.

 

2) Slab wise students list

Step 1: Select Transport on the top bar and click on “Slab wise students list”.

 

Step 2: The detailed list of the students availing transport service Slab wise is generated.

 

3) Transport Fee Details

Step 1:  Select Transport on the top bar and click on “Transport Fee Details”.

 

Step 2: The transport fee details report is generated. A graphical representation of the same is also displayed.

4) Transport report in detail

Step 1: Select Transport on the top bar and click on “Transport report in detail”.

 

Step 2: Select the required options and click on “Show Report”.

 

Step 3: A detailed transport report is generated.

5) Transport availing Siblings

Step 1: Select Transport on the top bar and click on “Transport availing Siblings”.

 

Step 2: A detailed report of the siblings availing the transport service is generated.

 

6) Transport Month wise report

Step 1: Select Transport on the top bar and click on “Transport Month wise report”.

 

Step 2: Select Branch, Status, Report Type and click on “Get”.

 

Step 3: The month wise transport details report is generated.

 

7) Route and Month wise Details

Step 1: Select Transport on the top bar and click on “Route and Month wise Details”.

 

Step 2: Select Branch, Installments, Students and click on “Show Report”.

 

Step 3: The month wise transport details report is generated.

 

Level 5: Grade Book

1) Evaluation Report

Step 1: Select “Gradebook” on the top bar and click on “Evaluation Report”.

 

Step 2: Select the required options and click on “Show Report”.

 

Step 3: You may export the same to excel by clicking the “Excel” option.

Step 4: To get a Subject wise Evaluation report, choose “Subject Wise Analysis” option.

 

2) Exam Marks Report

Step 1: Click on “Gradebook” on the top bar and select “Exam Marks Report”.

 

Step 2: Select the required options and click on “Get”.

 

Step 3: The report card is generated. You may print the report card or export the same to Excel.

3) Bulk Report Cards

Step 1: Select “Gradebook” on the top bar and click on “Bulk Report Cards”.

 

Step 2: Select the required options and click on “Get Report Card”.

 

Step 3: Click on “Print Report Card” to print the report cards.

 

4) Bulk Evaluation Wise Report Cards

Step 1: Select “Gradebook” on the top bar and click on “Bulk Evaluation Wise Report Cards”.

 

Step 2: Select the required options and click on “Get Report Card”.

 

Step 3: Click on “Print Report Card” to print the report cards.

5) Term Wise Analysis Report

Step 1: Select “Reports” on the top bar and click on “Term Wise Analysis Report”.

 

Step 2: Select the required options and click on “Show Report”.

 

Step 3: Click on “Print” option to print the same.

 

6) Test Wise Analysis Report

Step 1: Select “Reports” on the top bar and click on “Test Wise Analysis Report.

 

Step 2: Select the required options and click on “Get”.

 

Step 3: Click on “Print” option to print the same.

 

Level 6: Admissions

1) Residential Wise DashBoard

Step 1: Select “Admissions” and click on “Residential Wise DashBoard”.

 

Sep 2: The Residential Wise DashBoard is displayed.

 

2) Quota Wise DashBoard

Step 1: Select “Admissions” and click on “Quota Wise DashBoard”.

 

Step 2: Choose required options and click on “Show Report”.

 

Step 3: The report is generated.

 

3) Pre-admission Details

Step 1: Select “Admissions” and click on “Pre-admission Details”.

 

Step 2: Select the report type to generate the report.

 

4) Admission Review

Step 1: Select “Admissions” and click on “Admission Review”.

 

Step 2: Choose required options and click on “Show Report”.

 

Step 3: The report is generated.

 

5) Day Wise DashBoard

Step 1: Select “Admissions” and choose “Day Wise DashBoard”.

 

Step 2: Choose the search criteria to generate the report.

 

6) Pre Admission Details By Dates

Step 1: Select Admissions and click on “Pre Admission Details By Dates”.

 

Step 2: Select the dates and click on “Get”.

 

Step 3: The report is generated.

 

7) Registration Review

Step 1: Select “Admissions” and choose “Registration Review”.

 

Step 2: Select report type and click on “Show Report”.

 

Step 3: The Registration Review report is generated.

 

8) Registration Summary

Step 1: Select “Admissions” and choose “Registration Summary”.

 

Step 2: Select the required options and click on “Show Report”.

 

Step 3: The Registration Summary report is generated.

Level 7: Communication

1) Message Report

Step 1: Select “Communication” and choose “Message Report”.

 

Step 2: Select the dates and click on “Get”.

 

Step 3: The message report is displayed.

2) Assignment Report

Step 1: Select “Communication” and choose “Message Report”.

 

Step 2: Choose required options and click on “Get”.

 

Step 3: The Assignment report is displayed. A graphical representation of the same is also shown.

 

3) Announcement Details Report

Step 1: Select “Communication” and choose “Announcement Details Report”.

 

Step 2: Select dates and click on “Get”.

 

Step 3: The Announcement Details is displayed. A graphical representation of the same is also shown.

4) SMS Delivery Report

Step 1: Select “Communication” and choose “SMS Delivery Report”.

 

Step 2: Select Dates, SMS Type and click on “Show Report”.

 

Step 3: The SMS Delivery Report is generated.

 

Level 8: Others

1) User Login Analysis

Step 1: Select “Others” and click on “User Login Analysis”.

 

Step 2: Select the dates and click on “Show”.

 

Step 3: The User Login Analysis report is generated.

These guidelines have been written as a training manual for all our ardent clients for the educational experience. This training manual is a self-study tool and major focus on this user manual complements training without involving the support team in person. We believe and wish, this user manual is of much help to you saving your precious time.

To log into the portal kindly enter the respective URL.

Stage 1: Login to MCB with Sys Admin Login Credentials.

Stage 2: Choose Settings (Click on user profile picture in the right-hand top corner – Choose Settings)

You’ll be directed to the Settings page.

Stage 3: Organisation

Stage 4: Academics

Stage 5: Finance

Stage 6: HR

Stage 7: Admissions

Stage 8: Communication

Stage 3: Organization

1) Manage Organisation

Step 1: Select Organization and click on “Manage Organization”.

Branch Settings

Step 2: Select “Branch” from the left pane. To Add locations, click on Add Locations.

Step 3: Add Location name, priority and click on “Save.

Step 4: To Add Branches, click on “Add Branches”.

Step 5: Add the required details and click on “Save button’.

Classes

Step 6: Select “Classes” from the options in the left pane and click on “Add Classes”.

Step 7: Add the required details and click on “Save button’.

Class Structure

Step 8: Select “Classes” from the left pane and click on “Add Grades”.

Step 9: Select Class, Add section and click on “Save Button”. A section is added to the class.

2) Assign Sections

Step 1: Select Organization and click on “Assign Sections”.

Step 2: Select Location, Branch, Academic year and click on “Get”.

Step 3: Select any class, mark the checkbox(section) and click on the “Assign” button. The section is assigned.

3) Section Strength

Step 1: Select Organization and click on “Section Strength”.

Step 2: Select Location, Branch, Class.

Step 3: Select any section and click on the “Edit” button.

Step 4: Add the strength and click on Update.

4) Create Class Groups

Step 1: Select Organization and click on “Create Class Groups”.

Step 2: Select any branch and click on “Create Class Groups”.

Step 3: Click on “Add Class Group”.

Step 4: Enter the required details and click on “Save”.

5) Create Branches for ESI & PF Codes

Step 1: Select Organization and click on “Create Branches for ESI & PF Codes”.

Step 2: Select Location, School Account.

Step 3: Select the Branch Name, enter the ESI code, PF code and click on “Save”.

6) Organize Menus

Step 1: Select Organization and click on “Organize Menus”.

To Assign Modules to Users

Step 2: Select “Role” from the drop-down and click on “Add Modules”.

Step 3: Select the modules to assign, by marking the checkbox. Upon marking, click on Assign.
The selected modules are assigned to the respective User.

To Unassign Modules to Users

Step 4: To Unassign Modules to Users, simply unmark the checkbox and click on “Assign”.
The selected modules are unassigned to the respective User.

To Assign Links

Step 5: Select any “Role” from the drop-down. A list of modules will be displayed on the left pane.

Step 6: Select any module from the list of options displayed on the left pane.

Step 7: From the displayed list, select the links to assign by marking the checkbox. Upon marking, click on Assign.

The respective links are assigned in that module.

To Unassign

Step 8: To Unassign links, simply unmark the checkbox and click on “Assign”.

The selected links are unassigned in the respective module.

Stage 4: Academics

1) Academic year Settings

Step 1: Select Academics and click on “Academic year Settings”.

Change Academic Year

Step 2: To change current academic year, select “Change Academic Year”. Select the academic year from the drop-down and click on change.

Academic Year Months Settings

Step 3: Select “Academic Year Months Settings” from the top and choose the academic year.

Step 4: Choose the required options and click on save.

Financial Year Settings

Step 5: Select “Financial Year Settings” from the top. Select Academic Year, Financial Year, Date and click on “Save”.

2) Email Settings

Step 1: Select Academics and click on “Email Settings”.

Organization Email Settings

Step 2: Select Organization Email Settings and click on “Create”.

Step 3: Enter the email id, select type and click on “Save”.

Branch Email Settings

Step 4: Select Branch Email Settings and click on “Create”.

Step 5: Select required options, enter the email template and click on “Save”.

3) Create Certificates

Step 1: Select Academics and click on “Create Certificates”.

Step 2:  Select the location, Branch, Certificate type as Transfer Certificate, create new certificate and click on “Get”.

Step 3: Give Certificate Name and start creating the certificate with the tools (parameters) provided.

Step 4: After designing, click on “Save”. The Certificate is created and saved.

Step 5: If you want to import the template from the previous academic years, click on “Import Template”.

Step 6: Choose the template as per your requirements and select “Use this template”.

Step 7: The template is successfully imported.  Edit the fields by choosing the required options from parameters tab, format the text and alignments from the tools available and click on Save.

4) Organisation Settings

Step 1: Select Academics and click on “Organisation Settings”.

Step 2: Select Organisation Settings from the top bar. There is an “Edit” option for every section. Click on the Edit button.

Step 3: Make the necessary changes and click on “Save” button.

Create Location/Zone

Step 4: Select “Create Location/Zone” from the top bar. Click on “Add Location” to create a new location/zone.

Step 5: Enter the Location Name, priority and click on “Save” button.

5) Create Student Segments

Step 1: Select Academics and click on “Create Student Segments”.

Step 2: Click on “Add Student Segments”.

Step 3: Enter the segment name, segment description, select status and click on “Save” button.

Stage 5: Finance

1) Create Fee Types

Step 1: Select Finance and click on “Create Fee Types”.

Fee Types

Step 2: Select “Fee Types” from the left pane and click on “Add Fee Type”.

Step 3: Add the necessary details and click on “Save Button”.

Misc Fee Types

Step 4: Select “Misc Fee Types” from the left pane and click on “Add Miscellaneous Fee Types”.

Step 5: Add the necessary details and click on “Save Button”.

Fee Type Fee Heads

Step 6: Select “Fee Type Fee Heads” from the left pane and click on “Create Fee Type Main Head”.

Step 7: Enter the necessary details and click on “Save”.

2) Create Fee Accounts

Step 1: Select Finance and click on “Create Fee Accounts”.

Step 2: Click on “Add Fee Accounts” to create a new fee account.

Step 3: Enter the required details here and click on “Save”. The new fee account is created.

3) Fee accounts to Branches

Step 1: Select Finance and click on “Fee accounts to Branches”.

Step 2: Select Location, Branch.

Assign Fee Accounts

Step 3: Choose Unassigned Fee Accounts. Mark the checkbox against the fee accounts and click on “Save”. The fee account is assigned to the branch.

Unassign Fee Accounts

Step 4: Choose Assigned Fee Accounts. Mark the checkbox against the fee accounts and click on “Save”. The fee account is unassigned to the branch.

4) Create Fee Plan

Step 1: Select Finance and click on “Create Fee Plan”.

Step 2: Select Location, Branch and name a Fee Plan.

Step 3: Select Classes. Choose a fee type under which you want to create a fee plan. Enter the amount and click on “Create”.

Step 4: The new fee plan under the respective fee type is created.

5) Fee Plan Settings

Step 1: Select Finance and click on “Fee Plan Settings”.

Step 2: Select Location, Branch, Fee Plan, Fee Type.

Step 3: Select “Assign Fee Settings”. Choose the installment type options from the dropdown.

Step 4: If Installment, enter the no. of installments.

Step 5: Enter the effective date for each installment, select “Fee Account” for it and click on “Create”.

Step 6: The fee settings is assigned successfully.

 

6) Create Fee collection Types

Step 1: Select Finance and click on “Create Fee collection Types”.

Step 2: Select “Create Fee Collection Type”.

Step 3: Name the fee collection type, select the Fee Account, status and click on “Save”.

Step 4: The new Fee Collection Type is created successfully.

7) Fee accounts to Class

Step 1: Select Finance and click on “Fee accounts to Class”.

Step 2: Select “Assign Class to Fee Accounts”.

Step 3: Choose the required options like location, branch, fee, class name, fee account and click on “Assign”.

Step 4: The fee account is successfully assigned to the class.

8) Create Fine Amount Settings

Step 1: Select Finance and click on “Create Fine Amount Settings”.

Step 2: Select Location, Branch, Plan, Fee Type and Installments.

Step 3: Select “Create Fine Amount Settings”.

Fixed Amount

Step 4: Select “Fixed Amount”, enter the amount and click on “Create”.

Day wise fine amount

Step 5: Select “Day wise fine amount”, enter the amount, date and click on “Create”.

Period wise fine amount

Step 6: Select “Period wise fine amount”, enter the periods and click on “Create”.

9) Create Reason for Receipt Cancellation

Step 1: Select Finance and click on “Create Reason for Receipt Cancellation”.

Step 2: Click on “Add Reason For Remarks”.

Step 3: Enter the reason for remarks and click on “Save”.

10) Receipt No. Ranges

Step 1: Select Finance and click on “Receipt No. Ranges”.

Step 2: Select Location, Branch, Financial Year, choose “Manual/Online” option and click on “Get”.

Step 3: Click on “Create Receipt No. Ranges”.

Step 4: Add a new record by selecting Fee Account, Range From and To details and other information as required. After entering the required details, click on “Save” to create the “Receipt Range”.

11) Concession Settings

Step 1: Select “Finance” and click on “Concession Settings”.

Step 2: Click on “Create Concession Settings” to add required fields like Concession name, Percentage and other necessary details.

Step 3: After adding the required information, click on “Save”.

Step 4: The Concession Settings are created successfully.

12) Challan Settings

Step 1: Select Finance and click on “Challan Settings”.

Step 2: Select Bank, Type (Challan/Invoice) and click on “Get”.

Step 3: Choose your parameters to be included in the challan by clicking on the “Parameters” button and create a challan in your desired format.

Step 4: After designing, click on “Save”. The Challan is generated and saved.

Step 5: If you want to import the template from the previous academic years, click on “Import Template”.

Step 6: Choose your required template and select “Use this template”.

Step 7: The template is successfully imported. Click on save.

13) Upload Fee Plans

Step 1: Select Finance and click on “Upload Fee Plans”.

Step 2: Choose a “.CSV” file containing the fee plans to upload.

Step 3: Click on “Upload to Validate”. The file is uploaded successfully.

14) Assign Fee Plan To Class

Step 1: Select Finance and click on “Assign Fee Plan To Class”.

Step 2: Select Location, Branch, Class and click on “Get Fee Plans”.

Step 3: Choose Unassigned Fee Plans and select fee plans under it. Upon selection, click on “Assign”.

Step 4: The Fee Plans are successfully assigned to the respective class.

Concession Last Date Settings

Stage 6: HR

1) Biometric Mapping

Step 1: Select HR and click on “Biometric Mapping”.

Step 2: Select Location/Zone.

Step 3: Select any branch and click on the “Edit” button beside.

Step 4: Enter the Biometric Device ID and click on “Update”.

2) Basic Salary Settings

Step 1: Select HR and click on “Basic Salary Settings”.

Step 2: Select Location.

Step 3: Select any branch. Choose Percentage Basis/Manual. If Percentage, enter the percent and click on Save.

Step 4: If Manual, select Manual and click on Save.

3) Add Allowances

Step 1: Select HR and click on “Add Allowances”.

Step 2: Select Location, Branch and click on “Submit”.

Step 3: Click on “Create Allowance/Deductions”.

Step 4: Choose the required options here to calculate the Allowance/Deductions. After giving the appropriate info, click on “Save”.

Step 5: The Allowances/Deductions to be calculated are successfully added.

4) Assign Fee Accounts to staff

Step 1: Choose HR and click on “Assign Fee Accounts to staff”.

Step 2: Select Location, Branch.

Step 3: Select the “Fee Account” from the drop-down for each staff. Upon selection, click on “Assign”.

Step 4: The fee accounts are successfully assigned to the staff.

5) Upload Staff Allowances

Step 1: Choose HR and click on “Upload Staff Allowances”.

Step 2: Select Location, Branch, Department and click on “Get Details”.

Step 3: Select “Upload staff allowance/deduction amount”. Choose a .CSV file containing the staff allowances and upload.

Step 4: Click on “Upload to Validate”. The file is uploaded successfully.

6) Create Shift Timings

Step 1: Choose HR and click on “Create Shift Timings”.

Step 2: Click on “Create Attendance Shift”.

Step 3: Name a Shift and click on “Save” button. The Staff Attendance Shift is created successfully.

Stage 7: Admissions

1) Application Settings

Step 1: Select Admissions and click on “Application Settings”.

Step 2: Select Location, Branch, Year.

Step 3: Click on “Create”.

Step 4: Enter the required details and click on “Save”. The application settings is created.

2) Enquiry Settings

Step 1: Select Admissions and click on “Enquiry Settings”.

Add List of Enquiry Sources

Step 2: Choose “How do you come to know about us” to add list of enquiry sources. Select “Add Row”.

Step 3: Enter the source and click on “Add”. The enquiry source is successfully added to the list.

Source of Enquiry(Mode of Reference through which enquiry came from)

Step 4: Choose “Source of Enquiry” to add Mode of Reference through which an enquiry came. Select “Add Row”.

Step 5: Enter the Mode of Enquiry and click on Add. The new Mode of Enquiry is successfully added to the list.

Status

Step 6: Choose “Status” and click on “Add Row”.

Step 7: Enter the status and click on Add. A new status is successfully added to the list.

Stage 8: Communication

1) SMS Settings

Step 1: Select Communication and click on “SMS Settings”.

Step 2: Select any of the occasions from the given list.

Step 3: If it’s a Birthday/Anniversary greeting, enter the Birthday/Anniversary message respectively and click on Save. The greetings SMS template is created.

2) Email or SMS Templates

Step 1: Select Communication and click on “Email or SMS Templates”.

Email Template

Step 2: Select “Email” and click on “+Template”.

Step 3: Select Form Type (Enquiry, Application, Admission) and give a template name.

Step 4: Select the required fields you want to include in the template, enter the message and click on “Save”. The Email template for that respective Form Type is created.

SMS Template

Step 5: Select “SMS” and click on “+Template”.

Step 6: Select Form Type (Enquiry, Application, Admission) and give a template name.

Step 7: Select the required fields you want to include in the template, enter the message and click on “Save”.

The SMS template for that respective Form Type is created.

These guidelines have been written as a training manual for all our ardent clients for the educational experience. This training manual is a self-study tool and major focus on this user manual complements training without involving the support team in person. We believe and wish, this user manual is of much help to you saving your precious time.

To log in to the portal kindly enter the respective URL.

Stage 1: Login to MCB with Class Teacher Login Credentials.

Stage 2: Academics

1) Update Student Details

Step 1: Select Academics on the top bar of the dashboard.

Step 2: Select Enrollments and choose “Update Student Details”.

Step 3: Select Class on the top right corner of the page and click on “Get”.

Step 4: To update Reference Code, select “Reference Code” on the left pane. Select the student, enter the “Reference Code” and click on “Save” button.

Step 5: To update Student Roll Number, select “Student Roll Number” on the left pane. Select the student, enter the Roll Number and click on “Save” button.

Step 6: To update Parents Mobile Number, select “Parents Mobile Number” on the left pane. Select any student, enter the Mobile Number and click on “Save” button.

Step 7: To update Student’s Place Of Birth, select “Student Place Of Birth” on the left pane. Select the student, enter the details and click on “Save” button.

Step 8: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 9: To update Religion/Nationality/Caste/Sub caste, select “Religion/Nationality/Caste/Subcaste” on the left pane. Select the student, enter the details and click on “Save” button.

Step 10: To update Previous Education, select “Previous Education” on the left pane. Select any student, enter the details and click on “Save” button.

Step 11: To update Aadhar/Passport Data, select “Aadhar/Passport Data” on the left pane. Select the student, enter the details and click on “Save” button.

Step 12: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 13: To update Aadhar details of parents, select “Parents Aadhar” on the left pane. Select any student, enter the details and click on “Save” button.

Step 14: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 15: To update the Parents Income, select “Parents Income” on the left pane. Select the student, enter the details and click on “Save” button.

Step 16: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 17: To update Parents Qualifications and Occupations, select “Parents Qualifications/Occupations” on the left pane. Select any student, enter the details and click on “Save” button.

Step 18: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 19: To update the Blood Group details, select “Blood Groups” on the left pane. Select the student, enter the details and click on “Save” button.

Step 20: To update Parents DOB/Marriage Anniversary details, select “Parents DOB/Marriage Anniversary” on the left pane. Select any student, enter the details and click on “Save” button.

Step 21: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 22: To update Parents Office Details, select “Parents Office Details” on the left pane. Select the student, enter the details and click on “Save” button.

Step 23: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 24: To update Student Relatives Details, select “Student Relatives Details” on the left pane. Select any student, enter the details and click on “Save” button.

Step 25: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 26: To update Sibling Details, select “Sibling Details” on the left pane. Select the student, enter the details and click on “Save” button.

Step 27: To update the details in bulk, select “Browse(.csv only)” to choose the file and click on “Validate and Upload” to upload the chosen file.

Step 28: To upload Parent Photos, select “Parent Photos” on the left pane. Select any student and click on the Parent Photo icon.

Step 29: Click on “Browse” to upload the photo and then click on “Save”.

2) Student Shuffling

Step 1: Select Enrollments on the top bar and choose “Student Shuffling”.

Step 2: Select Class and Section to get the students’ list.

Step 3: Select students by marking the checkbox, select “Section” to change(shuffle) the students to that respective section and finally click on “Change Section”.

Step 4: The students shuffling between the sections is updated successfully.

3) Attendance

To Give Attendance

Step 1: Select Attendance at the top bar and click on “Give Attendance”.

Step 2: Select Class, Section, Date and click on “Get Students”.

Step 3: List of the students for morning and afternoon sessions is displayed here.

Step 4: To mark attendance, click on the check box for morning/afternoon sessions respectively.

Step 5: When marking absent to any student, there is a “Remarks” tab under the checkbox to enter remarks.

Step 6: After marking the attendance, click on “Save Attendance”.

To Edit Attendance

To edit the attendance for morning/afternoon sessions, click on the “Edit” option available.

Step 7: Select the check box against the students and click on update. The changes are updated successfully.

Send SMS to Absent Students

Step 1: Click on “Absentee SMS” to send SMS to absent students.

Step 2: Select “All” to send SMS to all students and then click on “Send SMS”. The SMS is sent successfully.

View or Generate Attendance Report

Step 1: Click on “Attendance Report” to view the attendance report.

Step 2: Select the period for attendance reports like Today, Last 7 Days, Last 30 Days, Date Range. (In date Range – select From Date and To Date).

Step 3: After choosing the required option, click on “Show Report”.

Step 4: The report is displayed. You may export the same to excel by clicking on the “Export Excel” option.

Update Monthly Attendance

Step 1: Select Attendance on the top bar and click on “Monthly Attendance

Step 2: Select Class & Section, Month and click on “Get”.

Step 3: Update the no. of working days and present days. Upon updating, click on “Save Attendance”.

Stage 3: Gradebook

Step 1: Select “Gradebook” on the top bar of the dashboard. You’ll be directed to the Gradebook page.

1) Test/Marks Entry

Step 1: Select “Gradebook” on the top bar and click on “Test/Marks Entry”.

Step 2: Select Scholastic/Co-Scholastic ——> Select Class, Section, Subject, Term, Evaluation and click on “Get Tests”.

Step 3: Click on the “Add” symbol and you’ll be directed to a “Test Creation Page”.

Step 4: Enter the required details here and click on “Save”. The Test is created successfully.

Marks Entry

After the test creation, click on any of the tests created to upload the marks.

Step 5: Select any Test and click on “Marks Entry”.

Step 6: Enter the marks of students individually here and click on “Update Marks”. The marks are updated.

Bulk Entry of Marks

Step 7: Click on “Upload Marks”.

Step 8: Choose File ——> Upload to Validate.

2) Assign Languages

Step 1: Click on “Gradebook” on the top bar and select “Assign Languages”.

Step 2: Select Class and click on “Get Language Subjects”.

Step 3: Choose any Language and click on “Assign/Unassign Subjects(Manually)”.

Step 4: Select the students by marking the check box and click on “Assign/Unassign Subjects to Students”.

The respective Language is assigned to the students.

3) Subjects Mapping

Step 1: Click on “Gradebook” on the top bar and select “Subject Mapping”.

Step 2: Select Class from the list of classes in the left pane.

Step 3: Under “Language” section, select any subject from the mentioned list and click on “Assign Subject” to assign the same.

Step 4: To un-assign, the subjects, click on the un-assign option shown beside each subject.

4) Co-Scholastic Grade Entry

Step 1: Click on “Gradebook” on the top bar and select “Co-Scholastic Grade Entry”.

Step 2: Select Class, Term, Co-Scholastic Part, Co-Scholastic Skill wise, Test and click on “Search”.

Step 3: Select the Students, enter the grade individually and click on Save.

5) Student Remarks

Step 1: Click on “Gradebook” on the top bar and select “Student Remarks”.

Step 2: Select Class, Section, Term, Evaluation, Subject, Custom/Common message and click on “Get Students”.

Step 3: Select “Create/View Remark Details”. Now select any Student, enter the remarks individually and click on Save.

Step 4: If you want to upload the remarks in bulk, simply select “Upload Remark Details”. Click on “Choose File” to upload a “.csv” file format ——> “Validate to Upload”.

6) Scholastic Test Marks Entry

Step 1: Click on “Gradebook” on the top bar and select “Scholastic Test Marks Entry”.

Step 2: Select Class, Section, Term, Evaluation and Subject. Upon selection, click on “Search”.

Step 3: Select any Test and click on “Enter Marks”.

Step 4: To enter the marks manually, select “Click Here To Get Student List To Enter Marks Manually”.

Step 5: Enter the marks of students individually here and click on “Save” button.

Stage 4: Communication

Step 1: Select “Communication” on the top bar of the dashboard. You’ll be directed to the Communication page.

1) Assignments

Step 1: Select “Communication” on the top bar and click on “Assignments”

Step 2: Select the required options like Class, Section, Subject and click on “+”.

Step 3: Enter the necessary information and click on “Save”.

Step 4: To add an attachment, click on “Choose Files” to upload the attachment and then click on “Save”.

2) Announcement

Step 1: Click on “Communication” on the top bar and select “Announcements”.

Step 2: Click on “+” symbol to “Create Announcements”.

Step 3: You can also select the users here by choosing any of the options like “All users or Staff or Parents/Students”.

Step 4: Enter the information and Click on “Save”. The announcement is created and shared.

Add attachments

Step 5: If you want to share any documents with the Announcements, the same can be done by simply clicking the Upload option. Upload attachments, documents, pdf files, word files etc. to post and click “Save”. The attachments are posted in the Announcement.

Delete an Announcement

Step 1: Go back to “Communication” Dashboard ——> Announcements.

Step 2: To delete, select an announcement that was created by you and click on the “Delete” option shown on the right.

Step 3: Click on delete and the Announcement is successfully deleted.

Note: You can only delete those announcements that were created by you.

3) Event Calendar

Step 1: Click on “Communication” on the top bar and select “Event Calendar”.

Step 2: Select “Create Event” on the top right corner of the page.

Step 3: Select a date to add a new event. Add the event title, Select if is a holiday, Event type(To add event type, select “Create event” —> Add event —> Save).

Step 4: After entering all the details, click on “Save”. Your event is created and added to the Calendar.

4) Student Diary

Step 1: Click on “Communication” on the top bar and select “Student Diary”.

Step 2: Select the required options and click on “Show”.

Step 3: Select Subject Wise Diary, choose a subject and enter the classwork/homework and click on “Add Record”.

Step 4: To add an attachment, click on “Choose Files” and then click on “Add Record”.

5) Photo Gallery

Step 1: Click on “Communication” on the top bar and select “Photo Gallery”.

Step 2: Click on the “Add” Symbol to upload photos.

Step 3: Select the required options and click on “Choose Files”.

Step 4: After uploading click on “Save”.

The photos are added to the Gallery.

These guidelines have been written as a training manual for all our ardent clients for the educational experience. This training manual is a self-study tool and major focus on this user manual complements training without involving the support team in person. We believe and wish, this user manual is of much help to you saving your precious time.

To log into the portal kindly enter the respective URL.

Stage 1: Login to MCB with Parent Login Credentials.

Stage 2: Report Card
Stage 3: Subject
Stage 4: Assignments
Stage 5: Activities
Stage 6: Service Request
Stage 7: Evaluation Report Card
Stage 8: Announcements
Stage 9: Pay Online
Stage 10: Fee Invoice

Stage 2: Report Card

Step 1: Select “Report Card” from the list of contents in the left pane.

Step 2: Select the required options like Term, Scholastic/Co-Scholastic and click on “Get Report Card”.

Step 3: The report card of the child is displayed. You can take a print of the same by clicking the “Print Report Card” option.

Stage 3: Subject

Step 1: Select “Subject” from the list of contents in the left pane.

Step 2: The Teaching and Non-Teaching Subjects including the list of learning and assignment activities of each respective subject are displayed.

Stage 4: Assignments

Step 1: Select “Assignments” from the list of contents in the left pane.

Step 2: The subjectwise assignments of the student are displayed. Click on the “Download” button beside to download the attachments.

Stage 5: Activities

Step 1: Select “Activities” from the list of contents in the left pane.

Step 2: A gallery showing the photos of various activities held at the school is displayed.

Stage 6: Service Request

Step 1: Select “Service Request” from the list of contents in the left pane.

Step 2: To place a service request, add the required information and click on “Submit”.

Stage 7: Evaluation Report Card

Step 1: Select “Evaluation Report Card” from the list of contents in the left pane.

Step 2: Select the required options like Term, Evaluation and click on “Get Report Card”.

Step 3: The Evaluation Report Card of the child is displayed. You can take a print of the same by clicking the “Print Report Card” option.

Stage 8: Announcements

Step 1: Select “Announcements” from the list of contents in the left pane.

Step 2: The list of Announcements to the student is displayed.

Stage 9: Pay Online

Step 1: Select “Pay Online” from the list of contents in the left pane.

View Fee Details

Step 1: Select “Fee Details” in the “Pay Online” Page to view the complete fee details of the student.

Make Payment

Step 1: Select “Make Payment” option in the “Pay Online” Page. Agree to the terms and conditions and click on “Continue” to continue with the payment.

Step 2: Select the mode of payment from the options shown in the left pane, enter the required details and proceed with the payment.

View Transactions

Step 1: Select “View Transactions” option in the “Pay Online” Page to view the previous transactions. Click on the “Print” button to take a print of the same.

View Status of Online Payment Transactions

Step 1: Select “View Status of Online Payment Transactions” option in the “Pay Online” Page to view the status of the online transactions.

Stage 10: Fee Invoice

Step 1: Select “Fee Invoice” from the list of contents in the left pane.

Step 2: Select “Term” and click on “Get Invoice”.

Step 3: The Fee Invoice copy is generated. Take a print of the same by clicking the “Print” option.