ENROLLMENT AND FEES IN CLOUD SCHOOL INFORMATION SYSTEM (SIS)

Click:
Ikonomikal Company website

Ikonomikal software site

Enrollment and fees in School Information System (SIS) of Ikonomikal Cloud Accounting ERP.

Workflow narrative steps as per above image:
1. Go to SIS Enrollment and Fees program
2. Click the Create icon or New Document Entry
4. Select the Course and Fees program to show the defaults
5. Check and correct the defaults
6. Click Save icon to automatically number the document

The objectives of the Enrollment And Fees document are:
1. To register the enrollment details of a student
2. To calculate the fees on enrolled course and subjects
3. To serve as supporting document for payment

The Pages of Enrollment and Fees are:
1. General
2. Personal Information
3. Subject Fees
4. Miscellaneous Fees
5. Fees Summary
6. Payment Terms
7. Currency

Details of Pages

1. General page
The General page shall contain the following:
1. Code - automatically shows upon saving
2. For Branch - select the branch or it comes as user default
3. Transaction Type - select Enrollment or Admission or Other Fees
4. School Year - automatically comes
5. New Student - Yes or No
6. Student ID - to select the registered ID for old student
7. Legal name - for old student the name shows automatically upon entering the Student ID while for new student the complete name must be entered
8. Course and Fees - select, then description will automatically show in the description box. Default Subjects and Miscellaneous fees of the course will also automatically appear in the succeeding pages

2. Personal Information
The Personal Information page contains the following:
Below data will show automatically for old student upon entering the ID number in the General page. For new student the empty boxes below shall be filled.
A. Biometrics
     1. Birth Date
     2. Current Age - automatically comes upon entering Birth Date
     3. Gender - male or female
     4. Child number - number of enrolled child by the same guardian or parent.
              The importance of enrolled child number is for getting the discount
B. Contact Information
     1. Telephone
     2. Mobile
     3. Email Address

3. Subject Fees

The Subject Fees page contains the following:

1. Total Unit/s - automatically shows

2. Tuition w/ Tax - automatically shows

3. Plus (+) sign to add subject/s

4. Minus (-) sign to delete subject/s

5. Select All sign purpose is to delete the selection

6. Columns:

     6.1. Subject

     6.2. Description

     6.3. Unit/s

     6.4. U/P - Unit Price

     6.5. Total

     6.6. Tax

     6.7. Total w/ Tax

The content automatically shows upon entering the Course fees in the General page. The content is for verification if correct, if not then modify accordingly either select appropriate subject or delete unnecessary subject.

Page Left Side

Page Right Side

4. Miscellaneous Fees

The Miscellaneous Fees page contains the following:

1. Total Fees w/ Tax - automatically shows

2. Columns - default automatically shows

     2.1. Fee 

     2.2. Description

     2.3. Unit/s 

     2.4. U/P  - Unit Price

     2.5. Total

     2.6. Tax

     2.7. Total w/ Tax

The content automatically shows upon entering the Course fees in the General page. The content is for verification if correct, if not then modify accordingly either select appropriate fee or delete unwanted fee.

Page Left Side

Page Right Side

5. Fees Summary

The Fee Summary page contains and show automatically the following based on the Subject Fees and Miscellaneous pages:

1. Tuition Total 

2. Tuition Tax

3. Fees Total

4. Fees Tax

5. Grand Total

6. Payment Terms

The Payment Terms page contains and automatically shows the following :

1. Payment Terms - from Student Registration default

2. Columns - automatically spread the dues as per payment terms

     2.1. Due Date

     2.2. Amount

7. Currency

The Currency page contains and automatically shows the following :

Functional Conversion

1. Currency - the source currency either local or foreign

2. Rate Date

3. Rate Type

4. Rate Control

5. Rate Amount

The information as on date is from the Currency Setup program in the Treasury Modules of Ikonomikal. The Rate Amount is changeable.

Printing Enrollment Document

1. Click printer icon

2. Select SIS Enrollment And Fees

3. Click printer icon

4. Click X when done

Please click the following to know more about Ikonomikal

1. Reports of Cloud School Information System

2. Grading in Cloud School Information System

3. Student Registration in Cloud School Information System

4. Guardian Registration in Cloud School Information System

5. Attendance in Cloud School Information System

6. S2 Cloud School Information System

7. What is Ikonomikal?
8. What are the Security Features of Ikonomikal?
9. Ikonomikal Programming Language and Environment Diagram
10. How Robust is Ikonomikal?
11. Is 3rd Party Interface Possible in Ikonomikal?
12. Company website of Ikonomikal
13. Ikonomikal software site
14. How to Subscribe to Ikonomikal?
15. Ikonomikal Monthly Subscription Price List

Suggested modifications, customizations and developments with general industry use will be done and corresponding upgrades will be deployed accordingly for free.
Click to email:Teodoro Rolluqui 

S1: REPORTS OF CLOUD SCHOOL INFORMATION SYSTEM (SIS)

Click:
Ikonomikal Company website

Ikonomikal software site

The sources of reports from Ikonomikal Cloud Accounting ERP are group into three (3):

1. Reports from the master file, document and transaction

2. Reports from the Business Intelligence dashboard and emails

3. Reports from the Analysis Modules enumerated below specifically for the School Information System (SIS)

School Information System is coming from Analysis Modules of Ikonomikal Cloud Accounting ERP as shown in the image below.

The Analysis Modules for School Information System (SIS) is initially having the following group of reports:

     1. Student Accounts

     2. Admissions

     3. Grading

     4. Attendance

PLEASE TAKE NOTE THAT THERE WILL BE MORE REPORTS INCLUSIVE OF GOVERNMENT EDUCATION DEPT. REPORTORIAL REQUIREMENTS.

This is inline with the objective of "Let the Teachers Teach" releasing them from huge clerical jobs at the same time complying with Management and the Education Dept. requirements.

1. Student Accounts

There are two reports in the SIS Student Accounts as shown on below image:

1.1. SIS Periodic Collections

1.2. SIS Student SOA

1.1. Periodic Collections

How to print the SIS Periodic Collections report

1. Select the Report SIS Periodic Collections

2. Select HQ as header if only 1 company in the database, otherwise choose

3. Make a choice or select

     a. From Student to Student - one or in a range

     b. From Guardian to Guardian - one guardian may have one student or

              more, or use range of guardians

     c. From Branch to Branch - one or in range

     d. Cut-Off By - Effective Date as shown above 

     e. Cut-Off By - Period as shown below

    f. Click the print icon to display or the arrow down to download

   g. Click the icon x on the right top corner to close 

1.2. Student SOA (Statement of Account)

There are 2 reports on the SIS Student SOA (Statement of Account) as shown on the image below.

     1.2.1. SIS Student SOA Open Item - only unpaid portion of and invoice/s

     1.2.2. SIS Student SOA Balance Forwarded - design is similar to bank 
               statement. There are beginning and ending balances, debit and
               credit amounts.

How to print the SIS Student SOA report

1. Select the Report SIS Student SOA Open Item or SIS Student SOA 

                Balance Forward

2. Select HQ as header if only 1 company in the database, otherwise choose

3. Make a choice or select

     a. From Student to Student - one or in a range

     b. From Guardian to Guardian - one guardian may have one student or

              more, or use range of guardians

     c. From Branch to Branch - one or in range

     d. Cut-Off By - Effective Date as shown above

     e. Show Unassigned - Yes or No 

     f. Cut-Off By - Period as shown below

     g. Click the print icon to display or the arrow down to download
     h. Click the icon x on the right top corner to close 

2. Admissions

There are two group of reports in the Admissions as shown on the image below:

2.1. SIS Enrolled Students

2.2. SIS Students Movement

2.1. Enrolled Students

There are 4 reports on the SIS Enrolled Students as shown on the image below
     2.1.1. SIS Enrolled Students List
     2.1.2. SIS Enrolled Students Summary

     2.1.3. SIS Class Section List
     2.1.4. SIS Class Section Summary
    

How to print the SIS Enrolled Students report

1. Select the Report 

2. Select HQ as header if only 1 company in the database, otherwise choose

3. Make a choice or select in a range

     a. From School Year To School Year

     b. From Curriculum To Curriculum

     c. From Level to Level

     d. From Semester To Semester

     e. Click the print icon to display or the arrow down to download
     f. Click the icon x on the right top corner to close 

2.2. Students Movement

There are 12 reports on the SIS Students Movement as shown on the image below
     2.2.01. SIS Graduated Students list
     2.2.02. SIS Graduated Students Summary

     2.2.03. SIS Passed Students List
     2.2.04. SIS Passed Students Summary

     2.2.05. SIS Failed Students list
     2.2.06. SIS Failed Students Summary
     2.2.07. SIS Dropped Students List

     2.2.08. SIS Dropped Students Summary

     2.2.09. SIS Transferred Students list
     2.2.10. SIS Transferred Students Summary
     2.2.11. SIS Cross Enrolled Students List

     2.2.12. SIS Cross Enrolled Students Summary

How to print the SIS Students Movement report

1. Select the Report from the list by clicking arrow down

2. Select HQ as header if only 1 company in the database, otherwise choose

3. Make a choice or select in a range

     a. From School Year To School Year

     b. From Curriculum To Curriculum

     c. From Level to Level

     d. From Semester To Semester

     e. Click the print icon to display or the arrow down to download
     f. Click the icon x on the right top corner to close 

3. Grading

There is only 1 (one) grading report at present

3.1.1. SIS Report Card

3.1. Report Card

How to print the SIS Report Card

1. Select the SIS Report Card

2. Select HQ as header if only 1 company in the database, otherwise choose

3. Make a choice or select in a range

     a. From Student To Student

     b. From Curriculum To Curriculum

     c. From Level to Level

     d. From Semester To Semester

    Grade Labels (Optional)

     e. Show Attendance in Hours? Yes or No

     f. Convert only the Overall Grade? Yes or No

     g. For Academics - select the type of label to use

     h. For Activities - select the type of label to use

     i. For Traits (Character) - select the type  of label to use 

     j. Click the print icon to display or the arrow down to download
     k. Click the icon x on the right top corner to close 

4. Attendance

4.1. Students Attendance

There are 2 reports on the SIS Student Attendance as shown on the image below

     4.1.1. SIS Students Attendance (Per Student)
     4.1.2. SIS Students Attendance Summary

How to print the SIS Students Attendance report

1. Select the Report from the list by clicking arrow down

2. Select HQ as header if only 1 company in the database, otherwise choose

3. Make a choice or select in a range

     a. From School Year To School Year

     b. From Curriculum To Curriculum

     c. From Level to Level

     d. From Semester To Semester

     e. Show Attendance in Hours? Yes or No

     f. Click the print icon to display or the arrow down to download
     g. Click the icon x on the right top corner to close 


The status of the Development of SIS as of July 17, 2016
A. Ready to Use SIS Programs 
1. General Setup
2. Curriculum
3. Admissions
4. Cashier
5. Grading
6. Attendance
7. Options and Helpers

B. Analysis Modules
As explained in this blog

C. For Development
1. Scheduling of Subjects and Room Assignments
2. Point of Sale
3. Library
4. Bus Service
5. Student and Faculty Portal

Please click the following to know more about Ikonomikal

1. Cloud School Information System

2. Grading in Cloud School Information System

3. Student Registration in Cloud School Information System

4. Guardian Registration in Cloud School Information System

5. Attendance in Cloud School Information System

6. What is Ikonomikal?
7. What are the Security Features of Ikonomikal?
8. Ikonomikal Programming Language and Environment Diagram
9. How Robust is Ikonomikal?
10. Is 3rd Party Interface Possible in Ikonomikal?
11. Company website of Ikonomikal
12. Ikonomikal software site
13. How to Subscribe to Ikonomikal?
14. Ikonomikal Monthly Subscription Price List

Suggested modifications, customizations and developments with general industry use will be done and corresponding upgrades will be deployed accordingly for free.
Click to email:Teodoro Rolluqui 

GUARDIAN REGISTRATION IN CLOUD SCHOOL INFORMATION SYSTEM (SIS)

Click:
Ikonomikal Company website
Ikonomikal software site

Guardian Registration program is one of the Admissions group of programs in the School Information System (SIS) Add-In Modules of Ikonomikal Cloud Accounting ERP.  

The objective is to record the details of the responsible person/s to the student. The Guardian may be one parent or both parents or another person who could be a relative. The Guardian

a. is the contact person on behalf of the student, and

b. most of the situation pays the school expenses of the student

GUARDIAN REGISTRATION

1. General

2. Father's Information

3. Mother's Information

4. Guardian's Information

5. Current Address

6. Permanent Address

7. Mailing Address

8. Students List

1. General

The General window as shown on the top image contains the following information:

1. Code - this comes automatically upon saving or a number maybe manually inputted

2. Description - this will also automatically appear upon saving

3. For Branch - select the name of the School Company or the name of one of the branches of the School, it comes also as a user default

4. Parent Status - select either Married, Single, Separated, Widow or Widower

5. Guardian Type - select either both Parents, Father, Mother or Guardian

2. Father's Information

The requirements to enter in the Father's Information of the student are as follows:

1. Legal Name - First Name, Middle Name and Last Name

2. Contact Information - such as Landline Telephone and Mobile Numbers as well as the Email Address

3. Biometrics - Birth Date and Place of Birth

4. Picture - may be taken from electronic file or take a picture now using the same picture program itself

5. Social Information

       a. Citizenship

       b. Religion

6. Educational Background Highest Achievement - scroll the arrow to select the appropriate answer such as either Preschool, Elementary, High School, Graduate or Undergraduate (in College). To enter also the name of the school. 

Note: We shall add in the future update the MBA and PHD

7. Employment Details

      a. Employer - name

      b. Address - of employer

      c. Position - job title/description of employee

      d. Office Tel# - Landline of the employer's office

  

3. Mother's Information

The requirements to enter in the Mother's Information of the student are as follows:

1. Legal Name - First Name, Middle Name and Last Name

2. Contact Information - such as Landline Telephone and Mobile Numbers as well as the Email Address

3. Biometrics - such as Birth Date and Place of Birth

4. Picture - may be taken from electronic file or take a picture now using the same picture program itself

5. Social Information

       a. Citizenship

       b. Religion

6. Educational Background Highest Achievement - scroll the arrow to select the appropriate answer such as either Preschool, Elementary, High School, Graduate or Undergraduate (in College). To enter also the name of the school. 

Note: We shall add in the future update the MBA and PHD

7. Employment Details

      a. Employer - name

      b. Address - of employer

      c. Position - job title/description of employee

      d. Office Tel# - Landline of the employer's office

4. Guardian's Information

A guardian is a person other than the parents of the student. The guardian takes responsibility of the student similar to the parents.

The requirements to enter in the Guardian's Information of the student are as follows:

1. Legal Name - First Name, Middle Name and Last Name

2. Contact Information - such as Landline Telephone and Mobile Numbers as well as the Email Address

3. Biometrics - such as Birth Date and Place of Birth

4. Picture - may be taken from electronic file or take a picture now using the same picture program itself

5. Social Information

       a. Citizenship

       b. Religion

6. Educational Background Highest Achievement - scroll the arrow to select the appropriate answer such as either Preschool, Elementary, High School, Graduate or Undergraduate (in College). To enter also the name of the school. 

Note: We shall add in the future update the MBA and PHD

7. Employment Details

      a. Employer - name

      b. Address - of employer

      c. Position - job title/description of employee

      d. Office Tel# - Landline of the employer's office

5. Current Address

The Current Address window refers to the address of either of the parent or guardian. 

1. Description of the location - Name of the Guardian 

2. Address Line 1 - Apartment or Room Number, Floor Number, House or Building Name or Number

3. Address Line 2 - Street Name

4. Address Line 3 - Sitio, Section, Subdivision

5. P.O. Box - is Post Office Box in the baranggay, city or municipality

6. Mobile - or Cellphone (cp) number

7. Telephone - or Landline phone

8. Fax - or facsimile for sending document

9. Zip Code - is the code location of the Post Office Box number/code, or could be a baranggay, town or city

10. Country - name of the nation

11. Area - Baranggay, Bario or County

12. Muncp/City - other name is Town and is the group name covering Baranggay, Bario or County

13. Province - is the group name covering Municipality, Town or City

14. Region - is the bigger group name covering Provinces

6. Permanent Address

The  Permanent Address window could be the same as the current address. It may also be different from the current address. A good example is a guardian in another country which he/she is currently residing but permanent address is in the country of origin.

7. Mailing Address

The  Mailing Address window may be the same as either the current or permanent address. The Mailing Address could also be different as the guardian may designate an address to receive notice or slow mail. The required content is similar with the above two addresses and therefore self explanatory in data entry.

8. Students List

The window for Students List  is about knowing the list of students under the guardian. There could be one or more. This window is only for information. The user may always return to this window to know the updated lists. Just Click the title icon "Get Student List". 

Please click the following to know more about Ikonomikal

1. Cloud School Information System
2. Grading in Cloud School Information System
3. Attendance in Cloud School Information System

4. What is Ikonomikal?
5. What are the Security Features of Ikonomikal?
6. Ikonomikal Programming Language and Environment Diagram
7. How Robust is Ikonomikal?
8. Is 3rd Party Interface Possible in Ikonomikal?
9. Company website of Ikonomikal
10. Ikonomikal software site
11. How to Subscribe to Ikonomikal?
12. Ikonomikal Monthly Subscription Price List

Suggested modifications, customizations and developments with general industry use will be done and corresponding upgrades will be deployed accordingly for free.
Click to email:Teodoro Rolluqui