campusaegis.com

Administrator & Staff Documentation

Initial Setup

Configure your school management system for first-time use. Follow these steps in order.

Step 1: Academic Year

Create the academic year before anything else.

  1. Navigate to Settings → Academic Years
  2. Click Create Academic Year
  3. Enter year name (e.g., 2024-25)
  4. Set start and end dates
  5. Mark as current active year
  6. Save
Important: Only one academic year can be active at a time.

Step 2: Classes & Sections

Define your school's class structure.

Creating Classes

  1. Go to Academics → Classes
  2. Click Create Class
  3. Enter class name (e.g., Class 1, Grade 10)
  4. Set numeric order for display
  5. Set maximum capacity
  6. Save

Creating Sections

  1. Go to Academics → Sections
  2. Select the parent class
  3. Enter section name (A, B, C...)
  4. Assign class teacher
  5. Save

Step 3: Subjects

Set up subjects for each class.

  1. Navigate to Academics → Subjects
  2. Click Create Subject
  3. Enter subject name and code
  4. Assign to classes
  5. Set maximum marks
  6. Save

Step 4: Fee Structure

Configure fee heads and structures.

Creating Fee Heads

  1. Go to Fees → Fee Heads
  2. Create heads like Tuition, Lab, Library, Transport
  3. Set fee type (Monthly/Quarterly/Annual)
  4. Save

Creating Fee Structures

  1. Go to Fees → Fee Structures
  2. Select academic year
  3. Add fee heads with amounts
  4. Assign to classes
  5. Set due dates
  6. Save structure

Step 5: Add Staff

Register employees and create their login accounts.

  1. Go to Employees → Create
  2. Fill in employee details
  3. Save the employee record
  4. Go to Settings → User Accounts
  5. Create login account for the employee
  6. Assign appropriate role
  7. Set initial password
Tip: Create all departments and designations first before adding employees.

Step 6: Add Students

Add students manually or import in bulk.

Manual Entry

  1. Go to Students → Create
  2. Fill in student and guardian details
  3. Assign class and section
  4. Save

Bulk Import

  1. Go to Students → Import
  2. Download sample template
  3. Fill in student data
  4. Upload and map columns
  5. Confirm import