Back to Documentation

Admission Management

Process admissions, online applications, and student categories

Admission Process Overview

The Admission Management module streamlines the entire admission process from inquiry to enrollment:

  • Admission Inquiry: Record and track initial inquiries
  • Online Applications: Process applications submitted through the website
  • Admission Forms: Create and manage admission forms
  • Document Verification: Track required documents and their verification status
  • Fee Collection: Process admission fees
  • Student Enrollment: Convert approved applications to student records
  • Admission Reports: Generate reports on admission statistics

Admission Workflow

  1. 1

    Inquiry

    Record initial contact and basic information

  2. 2

    Application

    Collect detailed information and required documents

  3. 3

    Document Verification

    Verify submitted documents and credentials

  4. 4

    Fee Payment

    Collect admission fees and generate receipts

  5. 5

    Enrollment

    Create student record and assign class/section

Managing Admission Inquiries

The Admission Inquiry feature helps you track potential students who have shown interest in your institution:

Recording a New Inquiry

  1. Navigate to Reception > Admission Inquiry
  2. Click on "Add New Inquiry"
  3. Fill in the inquiry details:
    • Student Name
    • Contact Information (phone, email)
    • Parent/Guardian Information
    • Previous School (if applicable)
    • Class Applying For
    • Source of Inquiry (website, referral, advertisement, etc.)
    • Inquiry Date
    • Additional Notes
  4. Click "Save" to record the inquiry

Following Up on Inquiries

To ensure no inquiry is left unattended:

  1. Navigate to Reception > Admission Inquiry
  2. View the list of inquiries and their status
  3. Click on an inquiry to view details
  4. Click "Add Follow-up" to record a follow-up interaction
  5. Enter follow-up details:
    • Follow-up Date and Time
    • Follow-up Method (phone, email, in-person)
    • Response Received
    • Next Steps
    • Next Follow-up Date (if needed)
  6. Click "Save" to record the follow-up

Converting Inquiries to Applications

When an inquiry progresses to the application stage:

  1. Navigate to Reception > Admission Inquiry
  2. Find the relevant inquiry and click "Convert to Application"
  3. The system will pre-fill the application form with the inquiry details
  4. Complete any additional required information
  5. Click "Save" to create the application

Pro Tip:

Set up automatic reminders for follow-ups to ensure no inquiry is forgotten. You can configure reminder settings in Settings > Notification Settings.

Processing Online Applications

The Online Application feature allows prospective students to apply through your institution's website:

Setting Up Online Applications

  1. Navigate to Admission > Online Application Settings
  2. Configure the application form:
    • Enable/disable online applications
    • Set application period (start and end dates)
    • Select required fields and documents
    • Set up application fee (if applicable)
    • Configure email notifications
  3. Click "Save" to apply the settings

Reviewing Online Applications

  1. Navigate to Admission > Online Applications
  2. View the list of submitted applications
  3. Click on an application to view details
  4. Review the application information and uploaded documents
  5. Change the application status:
    • Pending Review
    • Under Verification
    • Approved
    • Rejected
    • Waitlisted
  6. Add comments or notes if needed
  7. Click "Save" to update the application status

Converting Approved Applications to Admissions

  1. Navigate to Admission > Online Applications
  2. Filter the list to show only approved applications
  3. Select the applications to be converted
  4. Click "Convert to Admission"
  5. Verify the information and make any necessary adjustments
  6. Click "Confirm" to create admission records

Important:

Online applications are automatically synced with your system. Make sure to review new applications regularly and update their status to keep applicants informed about their application progress.

Creating Direct Admissions

For students who apply in person or through other channels, you can create admissions directly:

Adding a New Admission

  1. Navigate to Admission > Create Admission
  2. Fill in the student details:
    • Personal Information (name, date of birth, gender, etc.)
    • Contact Information (address, phone, email)
    • Parent/Guardian Information
    • Previous Academic Information
    • Class and Section
    • Admission Date
    • Roll Number (auto-generated or manual)
  3. Upload required documents:
    • Photograph
    • Birth Certificate
    • Previous School Records
    • ID Proof
    • Address Proof
    • Other required documents
  4. Assign fee structure
  5. Click "Save" to create the admission

Bulk Import Admissions

For admitting multiple students at once:

  1. Navigate to Admission > Multiple Import
  2. Download the import template
  3. Fill the template with student information
  4. Upload the completed template
  5. Verify the imported data
  6. Click "Confirm Import" to create admission records

Generating Admission Documents

After creating an admission, you can generate various documents:

  • Admission Letter: Official confirmation of admission
  • Fee Receipt: Receipt for admission fees paid
  • ID Card: Student identification card
  • Student Profile: Complete student information

Pro Tip:

Use the "Quick Admission" feature for streamlined admission processing during peak admission periods. This allows you to collect essential information first and complete the details later.

Managing Student Categories

Student categories help you classify students for fee structures, scholarships, and reporting:

Setting Up Categories

  1. Navigate to Admission > Category Management
  2. Click on "Add New Category"
  3. Enter the category details:
    • Category Name
    • Description
    • Fee Discount Percentage (if applicable)
  4. Click "Save" to create the category

Assigning Categories to Students

You can assign categories during admission or update them later:

  1. During Admission:
    • Select the appropriate category from the dropdown in the admission form
  2. Updating Existing Students:
    • Navigate to Student Management > Student List
    • Find the student and click "Edit"
    • Update the category
    • Click "Save" to apply the changes

Category-based Reports

You can generate various reports based on student categories:

  • Category-wise Student List: List of students in each category
  • Category-wise Fee Collection: Fee collection statistics by category
  • Category-wise Admission Trends: Admission patterns across categories

Important:

Student categories can be linked to fee structures to automatically apply category-specific fee amounts or discounts. Configure this in Settings > Fee Settings > Category Discounts.

Need More Help?

If you couldn't find what you're looking for in our documentation, our support team is ready to assist you.