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ERP.AI ERP for Education

ERP for Education

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Modules

Admissions and enrollmentReview applications and carry accepted students into the right campus, program and term. Student records and attendanceKeep student identity, enrollment history and session attendance connected. Fees and collectionsConnect approved fee plans, concessions, due dates, receipts and outstanding balances.
Faculty and timetablesPlan teaching assignments and publish sessions without room or faculty conflicts. Campus purchasingRoute departmental requests through the right campus and budget owner. Institution financeReconcile student accounts and campus expenditure to reviewed financial postings.

ERP for Education

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Processes

Application to enrollmentMove an application through a recorded admission decision into the correct academic period. Fee billing to reconciliationIssue approved charges, allocate confirmed receipts and investigate the remaining balance.
Timetable to attendancePublish resource-checked sessions and collect attendance for the students assigned to them. Campus request to closeReview departmental expenditure and reconcile it in the correct entity books.

ERP for Education

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Industries

Schools and academiesCoordinate school enrollment, term fees, classes and guardian communication boundaries. Colleges and institutesManage program intake, semester enrollment and faculty allocation across departments.
Training institution groupsKeep course cohorts, teaching resources and branch collections aligned across training locations.

ERP for Education

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Reference

Roles and permissionsResponsibilities and decision rights for registrars, bursars and academic operations teams running schools, colleges and training institutions. Reports and operational decisionsReview enrollment, outstanding student charges, attendance exceptions and faculty capacity. Data model and import orderConnected records for application to enrolled student and the supporting ledger.
Integrations and source ownershipConnect learning, payment and accounting systems with explicit record ownership. Implementation and migrationStart with an academic period the registrar and bursar can reconcile together. Use Proto with this systemPrepare and review application to enrolled student with Proto.

ERP for Education

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Pricing Questions before you choose Get started
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All systems
Modules
Admissions and enrollmentReview applications and carry accepted students into the right campus, program and term.Student records and attendanceKeep student identity, enrollment history and session attendance connected.Fees and collectionsConnect approved fee plans, concessions, due dates, receipts and outstanding balances.Faculty and timetablesPlan teaching assignments and publish sessions without room or faculty conflicts.Campus purchasingRoute departmental requests through the right campus and budget owner.Institution financeReconcile student accounts and campus expenditure to reviewed financial postings.
Processes
Application to enrollmentMove an application through a recorded admission decision into the correct academic period.Fee billing to reconciliationIssue approved charges, allocate confirmed receipts and investigate the remaining balance.Timetable to attendancePublish resource-checked sessions and collect attendance for the students assigned to them.Campus request to closeReview departmental expenditure and reconcile it in the correct entity books.
Industries
Schools and academiesCoordinate school enrollment, term fees, classes and guardian communication boundaries.Colleges and institutesManage program intake, semester enrollment and faculty allocation across departments.Training institution groupsKeep course cohorts, teaching resources and branch collections aligned across training locations.
Reference
Roles and permissionsResponsibilities and decision rights for registrars, bursars and academic operations teams running schools, colleges and training institutions.Reports and operational decisionsReview enrollment, outstanding student charges, attendance exceptions and faculty capacity.Data model and import orderConnected records for application to enrolled student and the supporting ledger.Integrations and source ownershipConnect learning, payment and accounting systems with explicit record ownership.Implementation and migrationStart with an academic period the registrar and bursar can reconcile together.Use Proto with this systemPrepare and review application to enrolled student with Proto.
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ERP for Education References
Roles and permissions1 of 6
  • Roles and permissions1 of 6
  • Reports and operational decisions2 of 6
  • Data model and import order3 of 6
  • Integrations and source ownership4 of 6
  • Implementation and migration5 of 6
  • Use Proto with this system6 of 6

Roles and permissions

Responsibilities and decision rights for registrars, bursars and academic operations teams running schools, colleges and training institutions.

Permissions

Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.

Table Registrar Admissions Officer Bursar Academic Coordinator Faculty Finance Manager
Manage / maintain View Specific actions— No table-specific permission statedPermissions also apply to agents

How permissions work

3 rules

Scope student access by campus, assigned teaching group and legitimate work responsibility.

Registrar owns admission and enrollment decisions; Bursar owns fee-policy exceptions.

Preserve dated correction history and prevent preparers from approving their own exceptions.

The roles

Registrar

Owns admissions decisions, enrollment and controlled student changes. Permissions: Manage Students, Enrollments, GroupMemberships; View Applications; Approve Applications; Access enrollment reports

Permissions and screens
Recent enrollmentsDraft
NumberStudentProgramPeriod
Student attendance registerDraft
NumberStudentSessionState
Absent
Admissions workboardDraft
NumberApplicantProgramStatus
Docs due
Recent enrollmentsEnrollments
StatusDraftActiveDeferred
Draft
ENR-25264STD-3341
ENR-20708STD-3089
Active
ENR-60969STD-4317
ENR-69795STD-6275
Deferred
ENR-59820STD-2807
ENR-42392STD-8057
Admissions Officer

Prepares applicant records and admission evidence. Permissions: Manage Applications; View Programs, AcademicPeriods; Access application reports

Permissions and screens
Admissions workboardDraft
NumberApplicantProgramStatus
Docs due
Applications awaiting admission reviewSubmitted
NumberApplicantProgramPeriod
My admissions and enrollment
NumberApplicantProgramPeriod
Admissions workboardApplications
StatusDraftDocumentsPendingSubmittedAcceptedDeferred
Draft
APP-43636PRG-8282
APP-22853PRG-9710
DocumentsPending
APP-45067PRG-5476
Submitted
APP-32772PRG-7676
Accepted
APP-99812PRG-1039
Deferred
APP-52623PRG-5651
Bursar

Owns student charges, concessions and collection reconciliation. Permissions: Manage FeePlans, Charges, Receipts; Approve FeePlans; View Enrollments; Access fee reports

Permissions and screens
Recent enrollmentsDraft
NumberStudentProgramPeriod
Student fee balancesIssued
NumberStudentChargeAmount
Registration
Fee plans awaiting approvalSubmitted
NumberStudentDiscountCurrency
Recent enrollmentsEnrollments
StatusDraftActiveDeferred
Draft
ENR-25264STD-3341
ENR-20708STD-3089
Active
ENR-60969STD-4317
ENR-69795STD-6275
Deferred
ENR-59820STD-2807
ENR-42392STD-8057
Academic Coordinator

Owns class allocation, faculty load and published timetables. Permissions: Manage ClassSessions, FacultyAssignments, StudentGroups, Rooms; Approve ClassSessions; View Enrollments; Access timetable reports

Permissions and screens
Recent enrollmentsDraft
NumberStudentProgramPeriod
Teaching session scheduleDraft
NumberGroupFacultyRoom
Campus purchase requestsDraft
NumberCampusAmountCurrency
Recent enrollmentsEnrollments
StatusDraftActiveDeferred
Draft
ENR-25264STD-3341
ENR-20708STD-3089
Active
ENR-60969STD-4317
ENR-69795STD-6275
Deferred
ENR-59820STD-2807
ENR-42392STD-8057
Faculty

Records attendance for assigned classes. Permissions: Manage Attendance; View assigned ClassSessions, Enrollments; Access assigned attendance reports

Permissions and screens
Student attendance registerDraft
NumberStudentSessionState
Absent
Teaching session scheduleDraft
NumberGroupFacultyRoom
My faculty and timetables
NumberGroupRoomStarts
Student attendance registerAttendance
StatusDraftSubmittedCorrected
Present
ATT-92076ENR-52249
ATT-91336ENR-74873
Absent
ATT-90011ENR-45327
ATT-72042ENR-32402
Late
ATT-29923ENR-36607
Excused
ATT-66014ENR-10085
Finance Manager

Reviews campus expenditure and accounting close. Permissions: Manage Accounts, JournalEntries, JournalLines; Approve PurchaseRequests, JournalEntries; View Charges, Receipts; Access finance reports

Permissions and screens
Student fee balancesIssued
NumberStudentChargeAmount
Registration
Campus purchase requestsDraft
NumberCampusAmountCurrency
Fee plans awaiting approvalSubmitted
NumberStudentDiscountCurrency
Student fee balancesCharges
StatusIssuedPartPaidPaid
Issued
CHR-57019STD-6662
CHR-52240STD-4517
PartPaid
CHR-60642STD-9140
CHR-73005STD-6081
Paid
CHR-28620STD-9611
CHR-44065STD-8043

Rehearse access

A duplicate payment event must not settle the same charge twice. A student transfer must preserve prior enrollment and fee history. A faculty or room overlap must block timetable publication until resolved. A faculty account must not access another teaching group’s restricted student notes. Test with ordinary role accounts, including an out-of-scope organization, a preparer trying to approve their own work, and a disabled staff identity.

Follow the principal workflow.

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