Audience: Admin office, academic coordinator, compliance officer
Duration: ~1 hour
Prerequisites: Getting started · Teacher guide
Learning objectives
- Issue bonafide, TC, and custom certificates
- Manage document registry with expiry and approvals
- Give parents secure access where policy allows
- Export evidence for accreditation
1. Certificates
Route: /erp/certificates
| Tab | Purpose |
|---|---|
| Issue | Generate certificate for a student |
| Issued | History and reprint |
| Templates | Layouts with school branding |
Verify student data in /erp/students before issuing official documents.
2. Document registry (DMS)
Route: /erp/documents
- Central file registry with metadata, versions, expiry
- Approval workflows for sensitive uploads
- Feature-gated: confirm Document management on your plan
Use for policy documents, staff credentials, and compliance evidence — not parent chat attachments.
3. Trust & compliance exports
Routes: /erp/trust-center, /school-panel/trust-center
DSR, consent, and audit exports for CBSE/accreditation reviews. Details in IT admin § Trust center.
4. Student-facing documents
Parents may view fee receipts and selected docs on mobile (Parents portal). Official certificates are usually collected in person unless your school enables digital delivery.
Practice exercise
- Issue a bonafide certificate from a template for a demo student.
- Register one compliance document with expiry in DMS.
- Run a trust-center export (admin role).
See also
- ERP operations
- Finance — receipts vs certificates