Service Request-User Manual

Create Service Requests

Parent concern set up can be made only from system admin login.

Parent concern that is submitted by a parent is handled in 3 level escalation metric.

Level 1 – Class teacher and Owner at branch level – either of them can provide resolution to the concern and close it.

Level 2 – Principal – if a parent doesn’t satisfy with the resolution provided at level 1, he can escalate it. The first escalation comes to the principal. The principal needs to provide a resolution and close it.

Level 3 – Zonal head – if a parent doesn’t satisfy with the resolution provided by the principal too, then the parent can escalate it. The second escalation comes to a zonal head. Zonal head needs to provide the resolution and close it. At this point, the parent will not be able to escalate the ticket anymore.

Over and above, system admin has right to open the closed concerns. Then the concern will be open for everybody right from level 1.

Email Communication:

Raise a concern – Class teacher and owner at branch level receive an email with the concern details.
First escalation – Principal receives an email with the concern details along with the resolution provided by level-1.
Second escalation – Zonal head receives an email with the concern details along with the resolution provided by level-1 and level-2.

Parent: the parent will receive an email as and when there is a change in the status of the concern at any level.

To create the categories and set the owners to the categories, pls follow the steps below.

Step 1: Login and choose Others module

Step 2: Go to Service requests menu and choose to create service request option from the drop-down.

Step 3: To create category click on add service

Step 4: Add service Name, description, choose user type and username to be held responsible at the organization level, email, mobile number and click on save. Repeat the same to create any number of categories.

Step 5: To delete the owner at the organization level, click on delete icon[highlighted below].

Step 6: Along with the class teacher if anyone else to be made responsible to close the concerns at the branch level, click on Assign Branches to users option.

Step 7: Choose branch, type as students related and click get to generate the list of categories and assign owners at the branch, click Assign button.

Step 8: You can assign the owner using user login or the staff login.

Step 9: If you are using user type, enter user type and click on fetch. It will display the details and option to assign the user as owner. Click on the option Make this as Owner.

If you are using staff login to assign, choose staff option and criteria with which you would like to search the user, enter the details in the search box and click on search. It will display the details and option to assign the user as owner. Click on the option Make this as Owner.

With this, parent concern categories creation and setup of the owners are done. To put it to use, add parent concern form link to the parent login.

View Concerns

Parent Login:

Submitting the concern form from parent login, please follow the below steps

Step 1: Login and Click on Parent Concern Form tab

Step 2: Click on Submit A Concern buton

Step 3: Select Concern Category, Write the description in Details of the Concern, Attach files if any and click on Submit.

Step 4: Once the concern is submitted, the parent can view the status of the concern.
If the Parent is satisfied with the resolution provided by the school, he can close the concern permanently.
If the parent is not satisfied with the resolution given by the school, the concern can be escalated to the next level.
Please follow the steps below to close or escalate.

To close the concern:

a) Click on Reference No which is in the blue colour text.

b) Click yes against the column “Are you satisfied” and submit to close the concern permanently.

Escalate the concern:

a) Click on Reference No which is in the blue colour text.

b) Click No against the column “Are you satisfied”, chose the reason and enter the reason in remarks column and click on Submit.

Note: Parent can escalate the concern in 2 cycles.

Cycle 1: Parent views the resolution provided by the Class teacher or the concerned person at school. If a parent doesn’t satisfy with the resolution, he can escalate the concern to the principal.
Cycle 2: If the parent doesn’t satisfy with the resolution provided by the principal, it can be escalated further to the zonal head.

Teacher Login:

Step 1: Login and click on Others on the menu bar

Step 2: Choose View Parent Concerns

Step 3: Select Class, section and click on get. Find two tabs named view and action. View tab shows a list of concerns to understand the progress. Action tab shows the list of concerns on which class teacher can act upon.

Step 4: To provide resolution and change the status of the concern, Click on Reference No which is in the Blue colour text.

Step 5: Change the status and fill the resolution against the Response from the school field. Click on submit.

Step 6: The teacher can view the status and concern details and resolution provided.

Note: Teacher can change the status of the concerns as follows

1. In process – This status doesn’t allow the parent to escalate the concern to the next level.
2. Close – This status allows the parent to escalate the concern to the next level with the detailed explanation. Once the ticket is changed to close, the teacher cannot act on the concern except viewing the progress.
3. Open – This status doesn’t allow the parent to escalate the concern to the next level.

Principal Login:

Step 1: Login and choose Others module

Step 2: Click on View Concerns on the menu bar

Step 3: Select status, dates and click on get to view the concerns. Find two tabs named view and action. View tab shows the list of concerns to understand the progress. Action tab shows the list of escalated concerns on which principal needs to act upon. Export the concerns details all at a time by clicking on the Excel icon which is placed [ Icon highlighted below ].

Step 4: To provide resolution for a concern, click on reference no which is in blue colour. A new window will get opened where you can give the remarks and change the status of the concern.

Note: The concerns which are closed by the principal with a resolution can be escalated to the next level [zonal head] by the parent. Once the concern is closed by principal cannot be opened.

Zonal Head Login:

Step 1: Login and choose Others module

Step 2: Click on View Concerns on the menu bar

Step 3: Select status, dates and click on get to view the concerns. Find two tabs named view and action. View tab shows a list of concerns to understand the progress. Action tab shows the list of escalated concerns on which zonal head needs to act upon. Export the concerns details all at a time by clicking on the Excel icon which is placed [ Icon highlighted below ].

Step 4: To provide resolution for a concern, click on reference no which is in blue color. A new window will get opened where you can give the remarks and change the status of the concern.

Note: The concerns which are closed by the zonal head with a resolution cannot be escalated to the next level further by a parent. Once the concern is closed by zonal head cannot be opened in his/her login.

Any closed ticket can be opened again from system admin login only.

System Admin Login:

To view the concerns and provide resolutions by the system administrator itself, pls follow the steps below.

Step 1: Choose view concerns option under Service Requests menu

Step 2: Select branch, dates and click on get to view the concerns.

Step 3: To provide resolution for a concern, click on reference no which is in blue color. A new window will get opened where you can give the remarks and change the status of the concern.

Step 4: To view the status/history of the concerns, click on view concerns link, select the options. The report can be exported to excel.

Service Request Analysis?

The Service analysis gives you a comprehensive report on following areas in the selected dates range

1. No of tickets raised
2. No of tickets in “open”
3. No of tickets in “ In Process”
4. No of tickets “Closed”
5. No of tickets “reopened”
6. No of escalated tickets
7. Average days to resolve the concerns

To generate the report, pls follow the steps below

Step 1: Choose “Service Request Analysis” from the Service Request menu.

Step 2: Select Location, Branch, Concern categories, choose the dates range and click on Get.

Step 3: Report can be printed or exported to Excel by choosing the respective icon.

How to view Concerns?

Parent Login:

Submitting the concern form from parent login, please follow the below steps

Step 1: Login and Click on Parent Concern Form tab

Step 2: Click on Submit A Concern buton

Step 3: Select Concern Category, Write the description in Details of the Concern, Attach files if any and click on Submit.

Step 4: Once the concern is submitted, the parent can view the status of the concern.
If the Parent is satisfied with the resolution provided by the school, he can close the concern permanently.
If the parent is not satisfied with the resolution given by the school, the concern can be escalated to the next level.
Please follow the steps below to close or escalate.

To close the concern:

a) Click on Reference No which is in the blue colour text.

b) Click yes against the column “Are you satisfied” and submit to close the concern permanently.

Escalate the concern:

a) Click on Reference No which is in the blue colour text.

b) Click No against the column “Are you satisfied”, chose the reason and enter the reason in remarks column and click on Submit.

Note: Parent can escalate the concern in 2 cycles.

Cycle 1: Parent views the resolution provided by the Class teacher or the concerned person at school. If a parent doesn’t satisfy with the resolution, he can escalate the concern to the principal.
Cycle 2: If the parent doesn’t satisfy with the resolution provided by the principal, it can be escalated further to the zonal head.

Teacher Login:

Step 1: Login and click on Others on the menu bar

Step 2: Choose View Parent Concerns

Step 3: Select Class, section and click on get. Find two tabs named view and action. View tab shows a list of concerns to understand the progress. Action tab shows the list of concerns on which class teacher can act upon.

Step 4: To provide resolution and change the status of the concern, Click on Reference No which is in the Blue colour text.

Step 5: Change the status and fill the resolution against the Response from the school field. Click on submit.

Step 6: The teacher can view the status and concern details and resolution provided.

Note: Teacher can change the status of the concerns as follows

1. In process – This status doesn’t allow the parent to escalate the concern to the next level.
2. Close – This status allows the parent to escalate the concern to the next level with the detailed explanation. Once the ticket is changed to close, the teacher cannot act on the concern except viewing the progress.
3. Open – This status doesn’t allow the parent to escalate the concern to the next level.

Principal Login:

Step 1: Login and choose Others module

Step 2: Click on View Concerns on the menu bar

Step 3: Select status, dates and click on get to view the concerns. Find two tabs named view and action. View tab shows the list of concerns to understand the progress. Action tab shows the list of escalated concerns on which principal needs to act upon. Export the concerns details all at a time by clicking on the Excel icon which is placed [ Icon highlighted below ].

Step 4: To provide resolution for a concern, click on reference no which is in blue colour. A new window will get opened where you can give the remarks and change the status of the concern.

Note: The concerns which are closed by the principal with a resolution can be escalated to the next level [zonal head] by the parent. Once the concern is closed by principal cannot be opened.

Zonal Head Login:

Step 1: Login and choose Others module

Step 2: Click on View Concerns on the menu bar

Step 3: Select status, dates and click on get to view the concerns. Find two tabs named view and action. View tab shows a list of concerns to understand the progress. Action tab shows the list of escalated concerns on which zonal head needs to act upon. Export the concerns details all at a time by clicking on the Excel icon which is placed [ Icon highlighted below ].

Step 4: To provide resolution for a concern, click on reference no which is in blue color. A new window will get opened where you can give the remarks and change the status of the concern.

Note: The concerns which are closed by the zonal head with a resolution cannot be escalated to the next level further by a parent. Once the concern is closed by zonal head cannot be opened in his/her login.

Any closed ticket can be opened again from system admin login only.

System Admin Login:

To view the concerns and provide resolutions by the system administrator itself, pls follow the steps below.

Step 1: Choose view concerns option under Service Requests menu

Step 2: Select branch, dates and click on get to view the concerns.

Step 3: To provide resolution for a concern, click on reference no which is in blue color. A new window will get opened where you can give the remarks and change the status of the concern.

Step 4: To view the status/history of the concerns, click on view concerns link, select the options. The report can be exported to excel.

How to view service Request analysis?

The Service analysis gives you a comprehensive report on following areas in the selected dates range

1. No of tickets raised
2. No of tickets in “open”
3. No of tickets in “ In Process”
4. No of tickets “Closed”
5. No of tickets “reopened”
6. No of escalated tickets
7. Average days to resolve the concerns

To generate the report, pls follow the steps below

Step 1: Choose “Service Request Analysis” from the Service Request menu.

Step 2: Select Location, Branch, Concern categories, choose the dates range and click on Get.

Step 3: Report can be printed or exported to Excel by choosing the respective icon.

How to Create Service Requests?

Parent concern set up can be made only from system admin login.

Parent concern that is submitted by a parent is handled in 3 level escalation metric.

Level 1 – Class teacher and Owner at branch level – either of them can provide resolution to the concern and close it.

Level 2 – Principal – if a parent doesn’t satisfy with the resolution provided at level 1, he can escalate it. The first escalation comes to the principal. The principal needs to provide a resolution and close it.

Level 3 – Zonal head – if a parent doesn’t satisfy with the resolution provided by the principal too, then the parent can escalate it. The second escalation comes to a zonal head. Zonal head needs to provide the resolution and close it. At this point, the parent will not be able to escalate the ticket anymore.

Over and above, system admin has right to open the closed concerns. Then the concern will be open for everybody right from level 1.

Email Communication:

Raise a concern – Class teacher and owner at branch level receive an email with the concern details.
First escalation – Principal receives an email with the concern details along with the resolution provided by level-1.
Second escalation – Zonal head receives an email with the concern details along with the resolution provided by level-1 and level-2.
Parent: the parent will receive an email as and when there is a change in the status of the concern at any level.

To create the categories and set the owners to the categories, please follow the steps below.

Step 1: Login and choose Others module

Step 2: Go to Service requests menu and choose to create service request option from the drop-down.

Step 3: To create category click on add service

Step 4: Add service Name, description, choose user type and username to be held responsible at the organization level, email, mobile number and click on save. Repeat the same to create any number of categories.

Step 5: To delete the owner at the organization level, click on delete icon[highlighted below].

Step 6: Along with the class teacher if anyone else to be made responsible to close the concerns at the branch level, click on Assign Branches to users option.

Step 7: Choose branch, type as students related and click get to generate the list of categories and assign owners at the branch, click Assign button.

Step 8: You can assign the owner using user login or the staff login.

Step 9: If you are using user type, enter user type and click on fetch. It will display the details and option to assign the user as owner. Click on the option Make this as Owner.

If you are using staff login to assign, choose staff option and criteria with which you would like to search the user, enter the details in the search box and click on search. It will display the details and option to assign the user as owner. Click on the option Make this as Owner.

With this, parent concern categories creation and setup of the owners are done. To put it to use, add parent concern form link to the parent login.

How to setup CBSE Progress Report Card?

The CBSE Progress Report is set up in following stages through MD Level and Principal Level Logins.

Syst Admin Level Login:

In this level, the system administrator has the access to set up the CBSE structure.

User Level Login:

This user level login can be accessed by Principal, Computer Operator and Teachers. Here the users can create tests, assign subjects, enter marks in Scholastic and assign skills and upload grades in Co-scholastic. The school results are also updated at this level.

Stages involved in Report Card Setup:

Stage 1: Create CBSE CCE Structure

Stage 2: Create CCE Terms

Stage 3: Create CCE Evaluations

Stage 4: Create CBSE Parts

Stage 5: Create Subjects

Stage 6: Subjects Mapping

Stage 7: Create Scholastic Subject Skills

Stage 8: Create Co Scholastic Skills and Subskills

Stage 9: Create CCE Grades

Stage 10: Assign Languages

Stage 11: Assign Co-Scholastic Skills

Stage 12: Test Creation & Marks Entry

Stage 13: Co-scholastic Grade Entry

Stage 14: Subject wise Remarks

Stage 15: Student Health Details

Stage 16: Get Report Cards

Stage 1: Creating CBSE CCE Structure

Step 1: Login to MCB with SysAdmin login credentials.

Step 2: Select “Gradebook” on the top bar on the dashboard page. You’ll be directed to the “Gradebook” page.

Step 3: Click on “Gradebook” on the top bar and select “Structure Creation”.

Step 4: Select Structure and Click on “Add Structure” to create a new structure.

Step 5: Enter the Classes and name the structure. After entering the required details click on “Save”.

The structure is created successfully.

Stage 2: Creating CCE Terms

Step 1: Select “Terms” ——> Select the Branch for which you want to create Terms.

Step 2: Click on “Add Terms” to create a new term.

Step 3: Select the Structure, Term. Choose the dates for the terms and then click on “Save”. The Term for that respective structure is successfully created.

Stage 3: Create CCE Evaluations

Step 1: Select “Evaluation/Parts” ——> “Evaluation” ——> Select “Structure” and “Term”.

Step 2: Click on “Add Evaluation” to create a new Evaluation.

Step 3: Enter the necessary details here and then click on “Save”. The Evaluation for that respective Structure and Term is created successfully.

Step 4: You can also edit the existing evaluation by clicking on the edit option shown beside.

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

Stage 4: Create Parts

Step 1: Select “Evaluation/Parts” ——> “Parts”

Step 2: Select any structure on the left pane and click on “Add Parts” to create a new Part.

Step 3: Enter Part Name, Title, Description, Part Sequence No and other required details and click on “Save”. The Part for that respective structure is created.

To Edit:

Step 4: You can also edit the existing part by clicking on the edit option shown beside.

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

Stage 5: Create subjects

Step 1: Select “Subjects” and now select any Class for which you want to create Subjects.

Step 2: Select any language and click on “Add Language” to add/create a new language.

Step 3: Create the subject by giving the subject name, code and other necessary details. Click on “Save”. The language is created.

General Subjects

Step 4: Select General/Group Subjects and click on “Add General/Group subjects”.

Step 5: Create the subject by giving the subject name, code and other necessary details. Click on “Save”. The general/group subject is created.

Stage 6: Mapping subjects

Step 1: Select Subjects Mapping —–> Select Class.

Step 2: Select any subject in the mentioned list and click on “Assign Subject” to assign the same.

Step 3: To un-assign, the subjects, click on the un-assign option shown beside.

Stage 7: Create Scholastic Subject Skills

Step 1: Click on “Gradebook” on the top bar and select “Scholastic Subject Skills”.

Step 2: Select “Structure Name” and Click on “Get”.

Step 3: Click on “Add Scholastic Master Skill” to create new Scholastic Master Skills.

Step 4: Select the Skill Master and name a skill under it and click on save. The new Scholastic Master Skill is created.

Step 5: To add more skills to the skill master, select any scholastic skill master. Click on “Add Scholastic Skill” to add new skills under it.

Step 6: Name the Skill and click on Save. The new Scholastic Skill is added under the Scholastic Master Skill.

Stage 8: Create Co Scholastic Skills and SubSkills

Step 1: Click on “Gradebook” on the top bar and select “Co-scholastic Skills and SubSkills”.

Step 2: Select “Structure Name” and Click on “Get”.

Step 3: Click on “Add Skill” to create new skills.

Step 4: Enter the Skill Name, Sequence No. and click on Save. The new Skill is created.

Step 5: Click on “Add Sub Skill” to create new sub-skills.

Step 6: Name the Sub Skill and click on Save. The new Sub Skill is created.

Stage 9: Create CCE Grades

Step 1: Click on “Gradebook” on the top bar and select “Create Grades”.

Step 2: Select “Structure Name” ——> Scholastic/Co-Scholastic ——> Parts and click on “Show Grades”.

Step 3: Click on “Add” to create or add grades to it.

Step 4: Enter the necessary details here and click on “Save”. The grades are added successfully.

Assigning languages, Co-scholastic skills, Test creation followed by Co-scholastic Grade Entry is done
at the principal level.

Step 1: Login to the MyClassboard website with Principal login credentials.
Or if you’re already logged in with Admin login credentials you can change the access level to User Level.

Change Access Level

Step 2: Click on the “User Profile” icon on the right-hand top corner.

Step 3: Select “Change Access Level”.

Step 4: Select the “Branch” and choose the User Type as “Principal” or “Computer Operator”.

You’re now in the Principal Access Level.

Step 5: Select Gradebook. You’ll be directed to the “Gradebook” page.

Stage 10: 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 checkbox and click on “Assign/Unassign Subjects to Students”.

Step 5: The respective Language is assigned to the students.

Stage 11: Assign Co-scholastic Skills

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

Stage 12: Create Tests and Enter Marks

Step 1: Click on “Gradebook” on the top bar and select “Test Creation”.

Step 2: Select Scholastic/Co-Scholastic ——> Select Class, 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.

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

Step 7: Click on “Upload Marks”.

Step 8: Choose File ——> Upload to Validate.

Stage 13: 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 Student, enter the grade individually and click on Save.

Stage 14: Subject Wise Remarks

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

Stage 15: Student Health Details

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

Stage 16: Report Generation

CCE Report

Step 1: Click on the “Search” tab on the top bar to search for the student.

Step 2: Search for a student using the search criteria. Choose the required options and click on “Search”.

Step 3: Select “Report Card” on the left pane.

Step 4: Select required options and click on “Get Report”.

Step 5: To take a print of the report, click on “Print ReportCard” option.

Evaluation Reports

Step 1: Click on “Reports” on the top bar and select “Evaluation Report”.

Step 2: Select the required options and click on “Show Report”. The reports are displayed.

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 from the drop-down.

Bulk Report Cards

Step 1: Click on “Reports” on the top bar and select “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.

How to Generate Report Cards?

Step 1: Login to MCB with System Admin or Principal level login credentials.

Step 2: Click on the “Search” tab to search for the student.

Step 3: Search for a student using the search criteria. Choose the required options and click on “Search”.

Step 4: Select “Report Card” on the left pane.

Step 5: Select the required options and click on “Get Report Card”.

Step 6: To take a print of the report, click on “Print ReportCard” option.