Secretary Dashboard

The Secretary Dashboard provides access to essential financial tracking and student management functions. Secretaries can view and manage payments, students, teachers, classes, and attendance records to support day-to-day operations and financial oversight.

• Why this matters: Provides essential access for financial tracking, student management, and operational support without exposing sensitive administrative functions.
• Who uses it: Secretaries and office staff responsible for payment processing, student records, and class management.
• When to use it: Daily operations including payment recording, student enrollment updates, teacher assignments, and attendance tracking.

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How to Use

Payments (Primary Focus)

1. Navigate to Payments from the sidebar.
2. Add a Payment: Click Add Payment and enter:
   • Student name
   • Payment amount
   • Payment date
   • Payment method
   • Description/notes
3. Edit Payments: Select a row and click Edit to modify payment details.
4. Search and Filter: Use filters by student, date, amount, or payment status.
5. Export: Download payment records for accounting or reporting purposes.

Students

1. Navigate to Students from the sidebar.
2. View Student Records: Access student information, contact details, and enrollment status.
3. Update Information: Edit student contact details, addresses, and basic information.
4. Class Assignments: View and update student class enrollments.
5. Search and Filter: Find students by name, class, or enrollment status.

Teachers

1. Navigate to Teachers from the sidebar.
2. View Teacher Records: Access teacher information, contact details, and qualifications.
3. Class Assignments: Review which classes teachers are assigned to.
4. Update Information: Edit teacher contact details and basic information.
5. Search and Filter: Find teachers by name, subject, or class assignment.

Classes

1. Navigate to Classes from the sidebar.
2. View Class Details: Access class information, schedules, and enrollment.
3. Manage Enrollment: Add or remove students from classes.
4. Teacher Assignments: View and update teacher assignments to classes.
5. Edit Class Information: Update class names, schedules, and basic details.

Attendance

1. Navigate to Attendance from the sidebar.
2. View Attendance Records: Access student attendance history and patterns.
3. Monitor Attendance: Track attendance rates and identify students with attendance issues.
4. Search and Filter: Find attendance records by student, class, or date range.
5. Export Reports: Download attendance reports for administrative purposes.

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For Organization Types

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Tips

• Focus on Financial Accuracy: Double-check all payment entries for accuracy.
• Regular Updates: Keep student and teacher information current and up-to-date.
• Use Filters: Utilize search and filter functions to quickly find specific records.
• Export Regularly: Download important data for backup and reporting purposes.
• Bulk Actions: Use bulk operations when updating multiple records to save time.
• Communication: Coordinate with teachers and administrators when making class changes.

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Related Articles

• Tables Guide
• Financial Management
• Users & Permissions
• Admin Overview