COMPLETE WORKFLOW

From secure sign-in to daily ERP work and next-year promotion.

A practical production v1.0 workflow showing how School Master supports a school from setup through year-end rollover.

01

Create and verify the school account

Start FREE and verify identity with Google sign-in or Email OTP. The school workspace and School Code are created for the verified account.

02

Complete school and year setup

Configure school profile, Academic Year, Financial Year, classes, divisions and basic settings.

03

Add or import school data

Enter records manually or use Excel preview, validation, duplicate protection, progress and row-wise error reporting.

04

Configure fees and operations

Create fee plans/installments and prepare admissions, attendance, staff and daily operational workflows.

05

Run admissions and attendance

Track enquiries/admissions and manage daily class/division attendance inside assigned authority.

06

Collect fees and record expenses

Create fee receipts, payment references, discounts and expense records with the relevant permission controls.

07

Enter marks, progress and reports

Use marks, progress, standard reports and print workflows; edition-specific advanced modules unlock according to plan.

08

Control users, devices and permissions

Assign only permitted modules/class scopes, review active login devices and revoke sessions when needed.

09

Create backup or verified restore

Sensitive recovery actions use recent OTP verification. Restore validates the school/backup, previews counts and creates a checkpoint before the transaction.

10

Close the year and promote students

Archive the current year, carry student-wise pending dues and preview Promote, Repeat or Pass Out decisions while preserving the same GR.