“Multi Institute Management” Documentation by “Weblizar” version


“Multi Institute Management”

Created: 25/01/2019
By: Weblizar
Email: lizarweb@gmail.com

Multi Institute Management is a powerful and robust plugin to create and manage the multiple Institutes or branches on your WordPress website. Institute Management offers different types of options and service to manage the all activities of institute, just like courses, batches, enquiries, registrations, fees, students, staff etc. It can generates fee receipt, fees report, ID card, completion certificate etc. in printable format. Administrators can be assigned to manage particular records. Also, you can send notifications to students by batch, course, pending fees and more. Students can pay their fees with PayPal or Razorpay payment methods.


Key Contents:

  1. Plugin Installation
  2. Plugin Features
  3. Multi Institute Dashboard
  4. Add Institutes
  5. Users and Administrators
  6. Multi Institute Settings
  7. Institute Dashboard
  8. Manage Courses
  9. Manage Batches
  10. Manage Enquiries
  11. Manage Students
  12. Manage Attendance
  13. Manage Study Material
  14. Manage Report
  15. Manage Exam Results
  16. Manage Fees
  17. Manage Expense
  18. Manage Notifications
  19. Manage Noticeboard
  20. Manage Administrators
  21. Manage Settings
  22. Help and Support

1 (A). Plugin Installation

Step 1.First download the plugin from your Weblizar Account.
Step 2.Upload, Install & Activate plugin into a WordPress site.

1 (B). Plugin Installation Codecanyon

Step 1.First download the plugin.
Step 2.Upload, Install & Activate plugin into a WordPress site.



2. Plugin Features

Course Management :-

Add courses and categories, durations and fees of courses.

Batch Management :-

A course can have multiple batches. Add new batch to a course or edit them.

Enquiry Management :-

Receive enquiries from front-end or add directly from admin panel.

Student Management :-

Register a new student for a course, which can also be done from active enquiry. Then, enquiry can be removed or marked as inactive. Also, mark the course as completed.

Fee Management :-

Easy to manage fee, shows pending fees, supports payment in installments for a student enrolled in a course.

Staff Management :-

Add an administrator to manage courses, batches, enquiries, fees, students, notifications, noticeboard etc.

Admin Dashboard :-

View popular courses, recent enquiries and number of active courses, students, enquiries, etc.

Student Dashboard :-

Students view their fees report, admission details, ID card etc. and pay remaining fees using suitable payment method.

Access Control :-

Assign task to an administrator having certain permissions to perform the task.

Generate and Print Reports :-

Select a student and generate reports such as fees report, admission details, ID card, completion certificate etc.

Export records to excel :-

Easy to export student records to excel or pdf format.

Search and Filter Records :-

Search and filter courses, enquiries, students, fee receipts.

Print Fee Receipt, Report, ID Card, Admission Detail and Completion Certificate :-

Print fee receipt for each installment, print fees report, admission details, student's ID card and completion certificate.

Institute Settings :-

such as name, logo, address, phone, email etc. Set institute details such as name, address, logo, phone, email etc. which show up in printable documents.

Institute Noticeboard Widget :-

Display important notices on your website with Institute Noticeboard Widget.

Send Notifications to Students :-

Send notifications to a batch or individual student with attachments (to send notes, time table etc.).

Multiple Payment Methods :-

Students can pay their fees using PayPal or Razorpay payment methods.

Exams and Results Management :-

Manage exam results and display results form on your website.


3. Multi Institute Dashboard

1). Go to the Multi Institute.

2). Select to set the Institute which you want to in active.

3). Press set Institute button to set Institute.

Multi Institute Dashboard

4.Institutes

1). You can see all Institute list which in added Institutes from Multi Institute.

2). Go to the Multi Institute.

3). Click on Institutes.

4). Here the every Institute have Admission Enquiry Shortcode copy the shortcode and paste where you want to see the Admission Enquiry details.

5). Here the every Institute have Exam Result Shortcode copy the shortcode and paste where you want to see the Exam Result details.

6). Also here you can Edit and Delete the Institute.

Add Institutes

Add Institutes

1). You can add Institutes from Multi Institute, Go to the Multi Institute.

2). Click on Institutes to Add A new Institute.

3). Click on the chekbox to in Active the Institute and then Click on button to Add New Institutes.

Add Institutes

5. Users and Administrators

2). Go to the Multi Institute.

3). Click on Administrators. Here Administrators give the permission allow to access by the user.

3). Administrators can select multiple user to give permission allow to access multi Institute featuers.

Users and Administrators

Add New Administrators

1). You can Add New Administrators from Multi Institute, Go to the Multi Institute.

2). Click on Administrators to Add A New Administrators.

3). Click on button to Add New Administrators.

Add New Administrators


6. Multi Institute Settings

2). Go to the Multi Institute.

3). Click on Settings.

3). To Display Enquiry Form for all Institutes, Copy and Paste Shortcode:

4). To Display Exam Results Form for all Institutes, Copy and Paste Shortcode:

Multi Institute Settings


7. Institute Dashboard

Here, you can view statistics of institute such as number of courses, batches, enquiries, students, fees, installments, recent enquiries and popular courses.

 Manage Dashboard


8. Manage Courses

Here, you can add a new course and category, its name, duration and fees of course. The course code should be unique.

Manage Courses

Add New Courses

1). You can Add New Courses from Institute, Go to the Institute Menu.

2). Click on Courses to Add New Course and And New Category.

3). Click on buttons to Add New Course and Add New Category.

Add New Courses


9. Manage Batches

Here, You can add multiple batches in a course. To do so, navigate to Batches tab and click Add New Batch, select Course in which you want to add this batch and provide batch code, batch name (optional).

Manage Batches

Add New Batches

1). You can Add New Batches from Institute, Go to the Institute Menu.

2). Click on Batches to Add A New Batch.

3). Click on button to Add New Batch.

Add New Batches


10. Manage Enquiries

You can either use a shortcode to receive enquiry from admission form on front-end or you can also add a new enquiry from admin panel directly.

To display admission form on posts/pages, use the following shortcode: [institute_enquiry_form]

Manage Enquiries

Add New Enquiries

1). You can Add New Enquiry from Institute, Go to the Institute Menu.

2). Click on Enquiry to Add A New Enquiry.

3). Click on button to Add New Enquiry.

Add New Enquiries


11. Manage Students

There are two ways to add a new student registration, either from existing active enquiry or directly. Also, you can provide first fee installment at the time of registration of a new student.

To allow students to access their respective dashboard, check Allow Student to Login checkbox and also provide Username and Password as login credentials for a student. Only then, they can login to their dashboards and view their fees report, admission details, ID card, completion certificate and also pay their fees via suitable payment method.

Manage Students

Add New Students

1). You can Add New Student from Institute, Go to the Institute Menu.

2). Click on Student to Add A New Student.

3). Click on button to Add New Student.

Add New Students

Student Dashboard

Student dashboard allows student to view their details, fees report, notices etc. and pay fees.

student dashboard


12. Manage Attendance

In Attendance menu, you can select the date of attendance and batches, then get the students accodingly who's present or not.

Manage Attendance


13. Manage Study Material

Here, you can add a new study material, its name, title, batch, date and also upload the files in different types of formats.

Manage Study Material

Add New Study Material

1). You can Add New Study Material from Institute, Go to the Institute Menu.

2). Click on Study Material to Add A New Study Material.

3). Click on button to Add New Study Material.

Add New Study Material


14. Manage Report

In Reports menu, you can select a student and print ID card, fees report, admission details or completion certificate of that student.

Manage Report


15. Manage Exam Results

In the exam results section, you can add a new exam or results of an existing exam.

Manage Results

Add New Exam

1). You can Add New Exam from Institute, Go to the Institute Menu.

2). Click on Exam to Add A New Exam.

When adding a new exam, you can provide a unique Exam Code, exam title, date and maximum marks for each subject.

3). Click on button to Add New Exam.

Add New Exam

To display exam results form on your website, you can use the following short-code in a page or a post: [institute_exam_result]

Add New shortcode


16. Manage Fees

After adding an installment, you can print fee installment receipt.

Manage Fees

Add New Installment

1). You can Add New Installment from Institute, Go to the Institute Menu.

2). Click on Installment to Add A New Installment.

3). Click on button to Add New Installment.

Add New Installment

Add New Installment

Add New Fees Type

1). You can Add New Fees Type from Institute, Go to the Institute Menu.

2). Click on Fees Type to Add A New Fees Type.

3). Click on button to Add New Fees Type.

Add New Fees Type


17. Manage Expense

Here, you can add a new expense, its name, title, amount, consumption date and also notes.

Manage Expense

Add New Expense

1). You can Add New Expense from Institute, Go to the Institute Menu.

2). Click on Expense to Add A New Expense.

3). Click on button to Add New Expense.

Add New Expense


18. Manage Notifications

1). Under Notifications tab, you can send email notifications to students (individually or by a group). To send a notification, you will first need to configure SMTP settings under Settings and then select Notification By, here are the options which you can choose:

By Batch (send notification to all the students in a particular batch)

By Course (send notification to all the students enrolled in a particular course)

By Pending Fees (send notification to all the students having pending fees)

By Current Students (send notification to all the students currently active in a course)

By Former Students (send notification to all the former students who have completed the course)

By Individual Students (send notification to individual students)

2). Now, you have to select the Notification Channel. Currently, there is email notification. Here, you can also send multiple attachments.

Manage Notifications


19. Manage Noticeboard

Noticeboard widget can be used to display notices on your website. To add a new notice to noticeboard, navigate to Notices section and click Add New Notice.

Manage Noticeboard

Add New Notice

1). You can Add New Notice from Institute,Go to the Institute Menu.

2). Click on Notice to Add A New Notice.

3). Click on button to Add New Notice.

Add New Notice

Notice widget

To display noticeboard widget on your website, go to Appearance > Widgets and then look for Institute Noticeboard under available widgets section. Place it at appropriate position. Here, you can find the follow settings:

Title

Number of Notices (to be displayed on noticeboard)

Animation interval (in seconds)

Maximum Height (in pixels)

Minimum Height (in pixels)

Add New widget


20. Manage Administrators

1).Administrators can view All Institude details.

2).click on Administrators.

Manage Administrators

Add New Administrators

1). You can Add New Administrators from Institute, Go to the Institute Menu.

2). Click on Administrators to Add A New Administrators.

3). Click on button to Add New Administrators.

Add New Administrators


21. Manage Settings

A). Genral Settings

Here, you can configure institute details like name of institute, address, phone, email, logo etc. Also, you can set the enquiry form title to be displayed via shortcode on post/page.

Genral settings

B). Email Settings

Here, you can configure notification settings. email notifications are available. To send emails notifications to students, you will first need to configure SMTP settings.

Mail setting

C). Payment Settings

Currently, two payment methods are available: PayPal and Razorpay. You can set Currency and enable or disable payment methods. For PayPal, you will need to enable IPN Notifications and set Notify URL in your PayPal Business Account.

Payment settings

D). SMS Settings

Here, you can configure notification settings. SMS notifications are available.

Manage Settings

E). Custom Field Settings

Here, you can add Custom Field.

Custom field

Add New Custom Field

1). You can Add New Custom Field from Custom Field, Go to the Institute> settings.

2). Click on Custom Field to Add A Custom Field click on Add Custom Field.

3). Click on button to Add Custom Field.

Add Custom Field


22. Help and Support

If you face any trouble OR required any assistance to set up and configure the plugin, please post your query on Support Forum. We will try our best to resolve our query on the forum.

And your suggestions for more features and improvements for our plugin is really appreciated.

Thanks for reading this documentation.