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Help & guides

User manual

Complete guide for School SMS — multi-campus school management for Pakistan. Covers admin setup, combined forms (fewer steps), students, fees, attendance, portals, and day-to-day operations for every role.

Getting started

1. Open Log in from the home page or top navigation.
2. Enter your email and password. If demo hints are enabled (local/testing only), use the Fill button on the login page.
3. After login you are sent to the correct home for your role:
• Super admin / Regional admin / Campus admin → Admin dashboard
• Teacher → Teacher portal
• Parent → Parent portal
• Student → Student portal
4. Use Forgot password if you need a reset link (requires mail to be configured on the server).
5. Change your password anytime from My profile.

Tip: Keep the same browser address (e.g. always 127.0.0.1 or always localhost) — mixing them can break sessions.

Roles & access

Six roles control what you can see:

• Super admin — Full system: schools, regions, campuses, users, settings, impersonation (login as another user). Can switch campus filter in the top bar.
• Regional admin — All campuses in their assigned region only.
• Campus admin — Assigned campus(es) only: students, fees, attendance, staff, operations.
• Teacher — Portal only: classes, attendance, class notes, daily diary, announcements for their campus.
• Parent — Portal only: linked children, fees, vouchers, announcements, documents.
• Student — Portal only: own profile, attendance, timetable, fees, announcements, documents.

Security: Each admin only sees data for campuses they are allowed to access. Parents and students cannot open another child's records.

School structure & setup

Fast setup (recommended for a new campus):

1. School (super admin) — Add school; optionally enter a first campus name on the same form.
2. Campus setup — One form creates academic year, first grade, and first section (Admin → after saving campus, or Setup guide → Set up classes).
3. Add student — Profile, parents, portal login, and class enrollment on one form (keep Enroll now enabled).
4. Fee head — Add charge type; optionally set the first amount on the same form.

Detailed structure (when you need more later):
• Regions, curriculum boards, extra grades/sections, subjects — from the left menu under School structure.
• Separate pages still exist for academic years, grades, sections, enrollments, and fee structures when editing or bulk work.

The Admin dashboard shows a Setup guide checklist and a Quick start workflow card until core steps are complete.

Admin dashboard & menu

After login, admins land on the Dashboard with charts, a Setup guide checklist, Quick start workflow (4 merged steps), and Quick actions.

Setup guide — Tracks school, campus, campus setup, students, fees, and teachers. Click Minimize to collapse; progress is saved in your browser.

Quick actions — Add school, Add student, Campus setup, fee head, attendance, reports, and a link to this user manual.

Left sidebar sections:
• Administration (super admin only) — Settings, Regions, Users & roles
• School structure — Schools, Campuses, Curriculum boards, Academic years, Grades, Sections
• People — Students, Parents, Enrollments, Campus transfer, Teachers, Subjects
• Finance — Fee heads, Fee structures, Invoices, Monthly vouchers
• Operations — Attendance, Timetable, Document library, Announcements, Discipline, Inventory, Library, Transport, Hostel

Use the menu search box (desktop sidebar or mobile menu drawer) to find any page.

Global search (desktop top bar or mobile menu) — Find students, teachers, and invoices quickly.

Campus switcher (top bar, super admin): Filter lists to one campus or view all.

Super admin can use Login as on a user row to troubleshoot portal issues — click Stop impersonating to return.

Students, parents & enrollment

Adding a student (recommended — one form):
1. Admin → Students → Add student.
2. Fill admission number, name, campus, dates, guardian details.
3. Class enrollment section — keep Enroll now on; pick academic year, grade, and section.
4. Save once — student is created and enrolled together.
5. Optional: photos, CNIC scans, student portal login, link or create parent accounts.

Separate enrollment (when re-enrolling or changing class):
• Admin → Enrollments — Assign student to year, grade, and section.

Parents:
• Admin → Parents — Lists guardians and linked children.
• Super admin can reset a parent password (one-time password shown once).

Campus transfer:
• Admin → Campus transfer — Move a student to another campus with history preserved.

CSV import/export:
• Export first to get the correct column format.
• Import students: campus_code, admission_number, first_name, last_name, date_of_birth, gender, admission_date, is_active.
• Duplicates per campus are skipped with warnings.

Teachers, subjects & timetable

Teachers:
1. Admin → Teachers → Add teacher with employee code, campus, qualification, hire date.
2. Mark is_shared if the teacher works across campuses (needs can_teach_all_campuses on user).
3. Link the teacher to a portal user account for login.

Subjects:
• Admin → Subjects — Define subjects per campus for timetable and notes.

Timetable:
• Admin → Timetable — Create slots: day, period, section, subject, assigned teacher.
• Teachers only see sections where they appear on the timetable.

CSV import for teachers: campus_code, employee_code, full_name, phone, qualification, hire_date, is_active, is_shared.

Fees, invoices & vouchers

Setup (fast path):
1. Admin → Fee heads → Add fee head.
2. On the same form, optionally fill First fee amount (academic year, grade, amount) — skips a separate fee structure step.

Setup (detailed):
• Fee structures — Add more amounts per grade/year when needed.

Invoices (per-student bills):
• Create invoice → select student → add line items → record payments.
• Status updates automatically when fully paid.
• Print invoice or save as PDF from the print view.
• Parents/students can pay online via JazzCash, Easypaisa, HBL, or UBL when gateways are configured (simulate mode in local dev).
• Notify via WhatsApp if guardian WhatsApp number is set and campus WhatsApp is configured.

Monthly vouchers (bulk monthly billing):
• Create voucher for a campus/month → add items or Fill from structure.
• Record payments same as invoices; online pay supported on portal.
• Parents and students see vouchers in their portal.

Payment methods recorded: cash, bank, HBL, UBL, JazzCash, Easypaisa, other.

Attendance

Admin bulk entry:
• Admin → Attendance — Pick date, campus, section.
• Mark each student present, absent, late, or excused.
• Optional: send WhatsApp alert to guardian when absent (if configured).

Teacher portal:
• Teacher → My classes → select section → Mark attendance.
• Teachers can only mark sections on their timetable.

Students and parents see attendance summary in the student/parent portal.

Export CSV from the attendance list for reports.

Announcements, documents & WhatsApp

Announcements:
• Admin → Announcements — Create notice for one campus or all campuses.
• Pin important items; set publish date for scheduling.
• Rich text supported; shown in admin and relevant portals.

Document library:
• Admin → Document library — Upload policies, forms, exam schedules (category + optional publish date).
• Teachers, parents, and students download from Portal → Documents.
• Downloads are rate-limited for security.

Campus WhatsApp (admin):
• Campus detail → WhatsApp — Connect external bridge service, manage session, create message templates.
• Use templates when sending fee or attendance notifications.
• Bulk send available for authorized admins.

SMS: System logs SMS by default; connect a real provider in server configuration for production.

Library, transport, hostel & more

Discipline — Record student incidents (date, type, description, action taken).

Inventory — Track stock items per campus (quantity, location, notes).

Library — Books catalog + Loans (issue/return with due dates).

Transport — Define routes (name, vehicle, driver contact, fee link optional).

Hostel — Room inventory (room number, capacity, gender, status).

All operation modules support list filters, campus scoping, and CSV export where shown on the index page.

Teacher portal guide

Home — Today's timetable slots and recent announcements.

My classes — Sections you teach (from timetable):
• Roster — Student list for the section.
• Attendance — Mark daily attendance; optional WhatsApp for absences.
• Class notes — Post notes visible to enrolled students and parents.
• Daily diary — Homework / class summary for the day.

Announcements — Read campus and school-wide notices.

Documents — Download published school documents.

Profile — Update name, phone, password.

You cannot access admin menus or other teachers' sections.

Parent portal guide

Home shows each linked child with quick links.

For each child you can view:
• Fee invoices — Open detail, see items and payment history.
• Monthly vouchers — Campus monthly billing statements.
• Announcements — Only for your child's campus.

Documents — School-wide files published for parents.

Profile — Update your contact details and password.

You only see children linked to your account by the school admin. If a child is missing, contact the campus office.

Student portal guide

Home shows your profile summary:
• Timetable — Weekly schedule from admin timetable.
• Attendance — Recent attendance records.
• Fees — Open invoices and payment status.
• Monthly vouchers — If issued by campus.
• Daily diary & class notes — From your teachers.
• Announcements — Campus and school notices.

Documents — Download published files.

Profile — Update allowed fields and change password.

You cannot see other students' data.

Search, filters & CSV

Most admin lists share the same toolbar:
• Search — Name, code, admission number, etc.
• Campus filter — Limit to one campus.
• Status — Active / inactive where applicable.
• Apply filters — Updates the URL so you can bookmark or share the view.
• Per page — 10 to 100 rows.
• Export CSV — Downloads up to 10,000 filtered rows (UTF-8 BOM for Excel).
• Import CSV — Students and teachers only; max ~2,000 rows per file.

DataTables pages load rows via AJAX for large datasets — wait for the table to finish loading before exporting.

Display, language & profile

Display settings (sliders icon in top bar):
• Theme — Light or dark mode.
• Zoom — Page scale for readability.
• Font size — Small, medium, or large.
• Language — English or Urdu (RTL layout for Urdu).

Preferences are saved in your browser.

My profile — Change name, phone, email (if allowed), and password. Always use a strong password in production.

Troubleshooting

Cannot log in — Check email/password; wait if rate-limited after many attempts; ask admin to reset password.

Page expired (419) — Refresh and submit again; session may have timed out.

CSRF / session errors — Use one consistent URL (APP_URL); clear cookies; try another browser.

Student not in class list — Add student with Enroll now enabled, or verify enrollment for current academic year and timetable slot for the teacher.

Parent cannot see child — Admin must link parent to student on the student record.

WhatsApp not sending — Configure campus WhatsApp bridge URL; check guardian WhatsApp number on student; ensure queue worker is running if notifications are queued.

Empty dashboard — Complete setup guide steps; use Campus setup form for year/grade/section; add student with enrollment.

For technical issues, contact your system administrator with screenshot, role, and campus name.

Current limitations

Still optional or environment-dependent:
• Email verification on signup
• Native iOS/Android store apps (use PWA install + Sanctum API)
• Production payment gateways need merchant credentials in .env (JazzCash, Easypaisa, HBL, UBL); local/dev uses simulate mode
• SMS needs SMS_DRIVER=http and your provider endpoint

Exams, marks, report cards, payroll slips, portal online pay, and mobile API endpoints are available in this version.