Audience: Principals, ops heads, IT admins, school admin
Duration: ~1 hour
Prerequisites: Principal guide · Getting started
Learning objectives
- Run daily/weekly operational review in CRM and ERP
- Triage SLA breaches, integration errors, and open alerts
- Escalate vs resolve without duplicating helpdesk work
- Connect review findings to action owners
1. Review screens
| Product | Route | Focus |
|---|---|---|
| CRM | /school-panel/review |
Admissions SLA, comms failures, CRM integrations |
| ERP | /erp/review |
Operations health, ERP jobs, attendance/fee anomalies |
Both surfaces share the same operational review pattern — use the one matching where the issue originated.
2. What to check each week
- Open incidents — red/yellow items from last 7 days.
- Integration health — WhatsApp, SMS, payment gateway (Communications · Finance).
- SLA — counselor response breaches (
/school-panel/sla). - Alerts —
/school-panel/alertsfor admission-critical notifications. - Approvals pending — Approvals guide.
Document owners in your staff meeting notes; do not rely on review queue as a task manager (Applications tasks for counselor to-dos).
3. CRM vs ERP escalation
| Symptom | Start here |
|---|---|
| Lead not assigned, WhatsApp down | CRM review + integrations |
| Fee sync, attendance device errors | ERP review |
| Parent cannot log in | Student portal — not ops review |
4. Leadership dashboards
Before review meeting, open:
/school-panel/analytics/executiveor/school-panel/reporting- ERP
/erp/reportingfor operations KPIs
Cross-check review incidents against scorecard trends (Principal).
5. Subscription and billing incidents
Skolzo subscription or outage questions → Billing plans and your Skolzo account contact. School IT fixes your integrations first.
Practice exercise
- Open CRM review and resolve or snooze one demo incident.
- Open ERP review and note one integration warning.
- Create a counselor task from an SLA breach finding.
Troubleshooting
Review empty but parents complain — Check help desk tickets (Help desk); issue may be parent-facing not ops flagged.
Same error daily — Fix root cause (webhook URL, expired API key in IT admin).