“School Management” Documentation by “Weblizar” version 1.0


“School Management”

Created: 21/09/2019
By: Weblizar
Email: lizarweb@gmail.com

School Management is a WordPress plugin to manage multiple schools and their entities such as classes, sections, students, attendance, exams, ID cards, admit cards, teachers, staff, fees, invoices, income, expense, noticeboard, study materials and much more. It supports payment methods such as Stripe, Razorpay. It also includes SMS notifications through SMS providers which include Nexmo, MsgClub, Twilio, SMS Striker etc.


Key Contents:

  1. Plugin Installation
  2. Plugin Features
  3. School Management Dashboard
  4. Add and Manage Sessions
  5. Global Settings
  6. Add Schools
  7. Add Classes
  8. Assign Admins to School
  9. Assign Classes to School
  10. School Settings
  11. Create Roles
  12. Add Class Sections
  13. Add New Admissions
  14. Manage Students
  15. Student Promotion
  16. Student Transfer
  17. Student Attendance
  18. Generate Fee Invoices
  19. Expense Management
  20. Income Management
  21. Collect Payment Offline and Online
  22. Add Noticeboard and Widget
  23. Add Subjects
  24. Add Study Materials
  25. Exam Management and Admit Cards Generation
  26. Student Login Widget
  27. Showing Student Login Form on a Page
  28. Student Dashboard
  29. Showing Exam Time Table on a Page
  30. Showing Inquiry Form on a Page
  31. Inquiries Management
  32. Print View
  33. Help and Support

1 (A). Plugin Installation

Step 1. First download the plugin from your Codecanyon 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

Multi-School Management :-

Add multiple schools, assign admins and classes to each school to manage individual school.

Session Management :-

Create new session and keep all the records of previous sessions.

Manage Classes and Sections :-

Administrators can create classes and assign them to schools. With each class, there can be multiple class sections.

Student Management :-

School admins and staff with neccessary permissions can new admissions to school by assigning them admission number, class, section and roll number. Also, for each student record in a session, a new enrollment number is generated automatically.

Inquiries Management :-

Display inquiry form for a school in a page using shortcode. Also, receive inquiries school-wise, add next follow up date and notes for the inquiry.

Student Promotion :-

Promote students to a new class for a new session. This creates a new enrollment of a student for the next session.

Student Transfer :-

Transfer student from one school to another. This also keep track of students transferred to and transferred from the school.

Student Attendance :-

Take daily attendance of students. Print attendance sheet of a class. Also, students can view their attendance report in dashboard.

Student Dashboard :-

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

Roles and Permissions :-

Create custom roles like teacher, accountant and assign them neccessary permissions as per the role so they are restricted to the management of school entities assigned to them.

Assign School Admins and Staff :-

Multi-School admins assign an administrator to a school. School administrator can create any number of staff with roles to manage the school.

Noticeboard Widget :-

It has noticeboard widget which displays notices to the widget section of your website. Here, you can change the number of notices, widget height and width to incorporate the design of your website.

Distribute Study Materials :-

School staff with neccessary permission can add study materials of classes. These study materials will show up on student dashboard section, allowing them to download and view the study materials.

Automatic Notifications via Email, SMS and Custom Templates :-

Send SMS and email notifications to students at the time of new admissions, fee invoice generation, payment receipts generation etc. SMS providers include Nexmo, Twilio, MsgClub, SMS Striker and more.

Exams Management :-

Create exam, add exam papers, exam center, timings, date and room number for single class or multiple classes.

Publish Exam Time Table :-

Option to publish exam time table which will show up on student dashboard or you can use the shortcode to display exam time table on a particular page of your website.

Generate Admit Cards :-

For each exam, generate admit cards for students. Also, publish the admit cards which students can download from student dashboard section.

Accounting Management :-

This include fee invoice generation, fee payment collection, income management and expense management.

Generate Fee Invoices :-

Select students from classes and generate fees invoices in bulk or for single student. This also supports partial payment collection or one time payment collection.

Fees Collection Form :-

Display fees collection form on a page using shortcode which allows students to search their names and view pending fee invoices. Students can pay their fees by using a payment method.

Payments via Stripe, Razorpay :-

Fee payment can be done by using Stripe or Razorpay payment gateway.

Print Fees Invoice and Payment Receipt :-

After adding a fee invoice, it supports printing of fee invoices. Also, after making a payment, students or staff can print the payment receipt.

Manage Expense and Income :-

Add expense categories and income categories. Add expense and icome date wise for a school.

Student Dashboard :-

In student dashboard, students can view noticeboard, print their ID cards, view pending fee invoices, make payments and view their payment history. Also, they can download study materials, exam time table, admit cards and much more.

Student Login Widget and Shortcode :-

Student login form can be display on page via shortcode and also you can place login widget on your website.


3. School Management Dashboard

1). Go to the "School Management".

2). Add New School.

Add New School

3). Go to "Dashboard" under "School Management".

4). Select to set the school which you want to in active.

School Management Dashboard

5). Now the school is active school and all the entities under "SM School" corresponds to that school.

School Dashboard

4. Add and Manage Sessions

1). Go to "Sessions" under "School Management".

2). Add and Manage Sessions.

3). You can add a new session every year by setting its label, start date and end date.

Add and Manage Sessions

5. Global Settings

1). Go to "Settings" under "School Management".

2). Here, you can set current default session, currency and date formatting for all the dates. Also, you can find the shortocdes which you can use in pages.

Global Settings

6. Add Schools

1). Go to "Schools" > "Add New School" under "School Management".

2). Here, you can add a new school by giving its name, address, phone and email.

Add Schools

7. Add Classes

1). Go to "Classes" under "School Management".

2). Here, you can add a new class.

3). After adding classes, you can assign these classes to schools.

4). For each class, a default section is created. And, there must be at least one section for each class.

Add Classes

8. Assign Admins to School

1). Go to "Schools" under "School Management".

2). For each school, you can click on "Assign Admins" to assign an administrator to particular school.

Assign Admins to School

9. Assign Classes to School

1). Go to "Schools" under "School Management".

2). For each school, you can click on "Assign Classes" to assign classes to particular school.

Assign Classes to School

10. School Settings

1). Go to "Settings" under "SM School".

2). Here, you can setup school related settings like SMS templates, SMS providers and email templates and payment methods etc..

School Settings

11. Create Roles

1). Go to "Roles" under "SM Administrator".

2). Click on "Add New Role".

3). Here, you can specify the role name and assign permissions to this role.

Create Roles
Add New Role

12. Add Class Sections

1). Go to "Class Sections" under "SM Academic".

3). Here, you can click on number of section and add new section for the class or change the default section.

Add Class Sections
Add Class Section

13. Add New Admissions

1). Go to "Admission" under "SM Student".

2). Here, you can add a new admission of a student.

3). You need to provide admission number, date, class, section and roll number of a student. For each new admission of a session, a new enrollment number is generated.

4). You can also provide login details for this student which the student can use to login to the student dashboard on a page of your website.

Add New Admissions
Add New Admissions

14. Manage Students

1). Go to "Students" under "SM Student".

2). Here, you can manage the students, edit their profile.

3). Also, you can search and filter the students class wise, section wise and by keyword.

Manage Students

15. Student Promotion

1). Go to "Promote" under "SM Student".

2). Here, you can promote a class students to new class and new session.

3). To promote a student, select class to promote and next class, then click "Manage Promotion". map class sections.

4). Next, map the class sections from old class to new class.

5). Click "Promote Student" and confirm.

Student Promotion
Manage Promotion

16. Student Transfer

1). Go to "Transfer Student" under "SM Student".

2). Here, you can find students transferred to other schools and students transferred to this school.

3). To tranfer student to other school. Click on "Transfer Student", select next school, class and confirm the transfer.

Transfer Student
New Transfer

17. Student Attendance

1). Go to "Attendance" under "SM Academic".

2). Here, you can take daily attendance of a class.

3). Also, you can generate a printable attendance sheet for the class.

Student Attendance

18. Generate Fee Invoices

1). Go to "Fee Invoices" under "SM Accounting".

2). Here, you can either generate a single invoice or bulk invoices. Also, you can specify if you want to allow partial payments for the invoice.

3). If you are generating a single invoice, you can collect payment for that invoice at the same step.

4). After generating the invoice, staff can print the invoice. Also, students can view their pending invoices in student dashboard and pay their fees.

Generate Fee Invoices

19. Expense Management

1). Go to "Expenses" under "SM Accounting".

2). Here, you can add expense and manage expenses.

3). Also, you can group the expenses by category. For this, you need to create expense categories.

Expense Management

20. Income Management

1). Go to "Income" under "SM Accounting".

2). Here, you can add income and manage income.

3). Similiar to expense, you can group the income by category. For this, you need to create income categories.

Income Management

21. Collect Payment Offline and Online

1). When you genreate invoice, you can later collect payments for this invoice.

2). You can specify payment method used and provide transaction ID for adding offline payment.

3). Students can also pay their fees by using online payment like Stripe, Razorpay etc.

Collect Payment Offline and Online

22. Add Noticeboard and Widget

1). Go to "Noticeboard" under "SM Academic".

2). Here, you can add notices which will appear on the noticeboard of a school.

3). To display school noticeboard widget, Go to "Widgets" under "Appearance".

4). Select school, specify number of notices and save.

Add Noticeboard and Widget
Add Noticeboard and Widget

23. Add Subjects

1). Go to "Subjects" under "SM Academic".

2). Here, you can add class subjects, their subject code etc.

Add Subjects

24. Add Study Materials

1). Go to "Study Materials" under "SM Academic".

2). Here, you can add study materials and class notes.

3). Also, you need to select the classes for which these study materials need to be available.

4). Students belong to these classes will be able to view and download these study materials from dashboard.

Add Study Materials

25. Exam Management and Admit Cards Generation

1). Go to "Exams" under "SM Examination".

2). Here, you can add exam, exam center, exam papers and timings, date and room numbers.

3). Using these information, the exam time table is generated which you can publish.

4). You can also generate and publish admit cards for students. When generating admit cards, you need to create series of roll numbers for exam. You can also specify roll number prefix.

5). Students can download their admit cards from dashboard.

Exam Management
Admit Cards Generation

26. Student Login Widget

1). Go to "Widgets" under "Appearance".

2). Using "Student Login" widget, you can display login form on your website.

3). Also, here you can set the URLs where you want the student to redirect after login and logout.

Student Login Widget

27. Showing Student Login Form on a Page

1). To display login form and student dashboard on a page or post, use shortcode: [school_management_account]

Showing Student Login Form on a Page

28. Student Dashboard

1). Student can login from the page where the shortcode [school_management_account] is used. Here, student can find the dashboard.

2). In this dashboard, student can view recent notices, print ID card, view attendance, view exam time table, admit card and study material. Also, students can pay their fees using a suitable payment method.

Student Dashboard
Student Fee Invoices
Student Payment History
Student Study Materials
Student Noticeboard
Student Exams Time Table
Student Admit Cards
Student Attendance

29. Showing Exam Time Table on a Page

1). Go to "Exams" under "SM Examination".

2). Edit the exam and you will see a shortcode for time table which you can use in a page or post to display the time table for this exam.

Showing Exam Time Table on a Page

30. Showing Inquiry Form on a Page

1). To display admission inquiry form on a page or post, use shortcode: [school_management_inquiry]

Showing Inquiry Form on a Page

31. Inquiries Management

1). Go to "Inquiries" under "SM School".

2). Here, you can find the school related inquiries received from inquiry form.

3). You can also add a follow up date for each inquires and notes.

Inquiries Management

32. Print View

Student ID Card
Print Student ID Card
Attendance Sheet
Print Attendance Sheet
Fee Invoice
Print Fee Invoice
Payment Receipt
Print Payment Receipt
Exam Time Table
>Print Exam Time Table
Admit Card
Print Admit Card

33. 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.