After the institution and the academics have been set up, it is now time to add the student's data
Let's take a look at the video 📹 which describes the student module.
Configuring Student Fields
Go to Modules > Student Information System > Student Fields
Here, you can build a student profile with all the attributes you need for a student.
Drag/Drop the fields from the left-panel to create a field into the field group.
When you expand a field, you can configure the field label, and do the validations.
The student attributes settings is applied for all students, just in case, you don't want to have the field's values visible to student/parent/teacher, you can always enable/disable "Visibility" settings from the field settings.
Adding Students
After setting up the students, it's time to add students, we have the following ways to enroll a student into SIS.
Adding Student Record Manually
Bulk Enrolling Students via Excel Sheet
Creating an Enrollment/Re-enrollment Forms for students
1) Adding Student Record Manually
To add students manually, go to Modules > Student Information System > Students
Add Students
Now, you need to input the student values into the field's setup in the previous step.
2) Bulk Enrolling Students Via Excel Sheet
You can mass upload students information via Excel Sheet, to do so, sub-admin need to have permission from super-admins to Settings. If you already have, follow the steps below.
Go to Account > Org Settings
Import/Export > Export Students Data
This will give you an Excel sheet, which will contain all the student's information along with the student attributes setup in the first step.
You can preserve this file as a backup, and to add new students, you can duplicate.
Now, edit the file, add new student information and proceed to import.
NOTE:
Date fields should be in the format - yyyy-mm-dd
Admission Number should be unique
To update student records in bulk, keep the admission number field the same in both system and the uploading file.
Required fields are mandatory while uploading as well
Academics Info is mandatory it should contain
- Academic Session
- Class
- Section
- Enrollment Status (In Progress, Withdrawn, Upcoming, Incomplete)
After updating the exported file, use the "Import Data" button to add students in bulk.
3) Enroll/Re-enroll Students From CRM Form
To enroll students from Enrollment Form refer to this documentation.
To Re-enroll an existing student via CRM Re-enrollment form refer to this documentation.
Questions?
Reach out to us using the in-app chat tool, or write us at [email protected]