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Frequently Asked Questions

Setting Up Your Institution

  • How do I start setting up my institution?

    Go to the My Institute tab to begin configuring your Institution. 

  • Where can I find the My Institute tab?

    You can navigate to it via Configuration > Main Settings > My Institute. 

  • What information do I need to provide on the My Institute page?

    The required fields include Name, Address, Country, Logo, etc. Note: Any field or option with a red asterisk is mandatory. 

  • How do I upload the institution’s logo?
    1. Click on the image upload button. The language for this function depends on your operating system’s language settings.
    2. A popup window will appear asking you to select a file to upload. Choose the desired logo file and click 'Open'.
    3. You can then view the logo on the page and in the Dashboard. 
  • What are some of the fields I can fill out on the My Institute page?

    The page provides options to fill out:

    • Institution's name, title, and description
    • Multiple address fields
    • City, P.O. Box, Email, Phone, Mobile Phone, and Fax
    • Director's name, institution’s website address, and more. 
  • How do I know which fields are mandatory?

    All fields with a red asterisk next to them are mandatory. If these are not filled out, you will be unable to save your entries. 

  • What is the “Enable admission” switch for?

    By enabling this switch, you activate the admissions process for the institution, which in turn enables the Functional Type option. 

  • What does the “Functional Type” option do?

    When the "Enable admissions" switch is on, the Functional Type option lets you define a role for your institution, such as Normal or Admission. Choosing Admission makes the institution an entity for managing applications only. 

  • How do I save the information I entered?

    Once you've filled in the necessary information, click the 'Save' button to store the details. 

Creating New Academic Periods and Transferring Entities in Academic Institutions

  • What is the basis for academic periods in institutions?

    Academic Institutions operate on an Academic period base, which can be a 6-month or a 12-month period. 

  • Why is there a need to move students between periods?

    Institutions need to move students from year to year or semester to semester to ensure they progress in their academic journey. 

  • What types of institutions can this process be applied to?

    This process applies to K12 Schools, Colleges/Universities, and Learning Centers. 

  • How do I create a new Academic Period?

    Navigate to the 'Academic Period' configuration page by following the path: Dashboard > Configuration > Main Settings > Academic Periods. 

  • What does creating a new Academic Period involve?

    Creating an Academic Period involves copying groups, subjects, and teachers from a previous academic period. Students are transferred later. 

  • How do I initiate the creation of a new academic period?
    1. Go to the Academic Periods page.
    2. Click on +Create New.
    3. You'll be redirected to the Create New Period page. 
  • What details should I enter in the ‘Create New Period’ page?
    • Description: Enter the period name, e.g., Year 2019-2020.
    • Active: Enables the period.
    • Enable Period for All Parents, Students, Teachers: To allow this period for users.
    • Default: Sets this as the default academic period.
    • Start Date & End Date: Defines the period duration.
    • Months & Weeks: Duration of the period.
    • Copy data from period: Choose which existing period to copy data from. 
  • How do I save the new academic period I created?

    Click on the 'Save' button on the Create New Period page. 

  • Can I create an academic period through another platform?

    Yes, you can also set up academic periods through the Classter Manager. 

  • What gets transferred when I create a new academic period?

    All sections and teachers are transferred. However, students are not transferred at this step. 

Customizing Terminology in the Classter Portal

  • What does the “Customizing Terminology” function in the Classter Portal do?

    This function allows you to modify the terminology used in the portal to better suit the specific needs and conventions of your educational institution. 

  • Why would I need to customize terminology?

    Different educational systems might use terms that have various names but mean the same thing, like "Grade", "Year", and "Class". Customizing terminology ensures clarity and uniformity in your institution's portal. 

  • How do I access the Customize Terminology function?

    Navigate to Configuration > Main Settings > Customize Terminology. 

  • What options can I see on the Customize Terminology page?
    • You can view terms in Card or Grid view.
    • There's a search field to locate specific terms.
    • Switch between tabs like General, Custom Student, Custom Teachers, etc.
    • You can edit a term by clicking on its card.
    • Use the refresh button to update the page. 
  • What happens if I leave a term empty?

    If a term is left blank, the system will default to the Global Culture Term. 

  • How do I edit a specific term?

    By clicking on a term, you'll be directed to its edit page where you can modify its details. 

  • What fields can I update on the term’s edit page?
    • Culture: Choose the language for the term.
    • Main Terminology: Change the term, like replacing "Grade" with "Year".
    • Plural Terminology: Input the plural form of the term, e.g., "Years".
    • Info: Add a description or synonyms for the term. 
  • How do I save the changes I made to a term?

    After making your edits, click the 'Save and Close' button. 

  • How can I see the changes I’ve made in the portal?

    You'll need to log out and then log back in. Afterward, the updated terminology will be reflected in the portal. 

Customizing Terminology in Different Tabs

  • How do all the tabs function in the Customize Terminology page?

    All tabs on the Customize Terminology page operate in the same manner. 

  • What should I be aware of when filling in the fields or options in any tab?

    Fields or options marked with a red asterisk are mandatory. If not filled, you cannot save any changes or creations. 

  • What can I expect to find in the ‘Custom Student’ tab?

    The 'Custom Student' tab contains terms related to students and student forms. 

  • How do I edit a term in any of the tabs?

    Click on the terminology card of the term you wish to edit. This will
    take you to the edit page where you can modify various fields. 

  • What details can I change when editing a term?

    You can adjust:

    • Culture: The language you want to change the terminology in.
    • Main Terminology: The primary term. For instance, changing 'Insurance plan' to 'Insurance Package'.
    • Plural Terminology: The plural form of the term.
    • Info: A description or synonyms for the term.
    • Category: The category under which the term will be placed in the form. 
  • How do I save my edits?

    After making changes, click the 'Save and Close' button. This action will save your edits and return you to the main customize terminology page. 

  • How can I view the changes I made in the portal?

    To see the updates, either log out and back in or refresh the pages. 

  • What can I find in the ‘Custom Teachers’ tab?

    This tab contains terms related to teachers and teacher forms. 

  • Are there any examples of how the updated terminology will appear in the portal?

    Yes, but these are typically visualized in figures which we have omitted from this FAQ. 

  • I see a button labeled ‘Enter Values’. What does it do?

    For some custom fields, you'll need to click 'Enter Values'. This redirects you to the Main Settings Dropdown Lists, where you can add new entries to the dropdown. 

  • What terms are in the ‘Custom Other Contacts’ tab?

    This tab includes terms related to other contact data and forms. 

  • What can I expect to find in the ‘Custom Admission’ tab?

    The 'Custom Admission' tab has terms referring to the admission portal. Here, you can find the main admission terminology and legacy admission module terminology. 

Levels in Institutions

  • What are Levels in Institutions?

    Levels refer to the different locations within institutions where services are provided, like Elementary and High Schools. They can be associated with academic years and streams. 

  • How do I access Levels?

    Navigate to Configuration > Main Settings > Levels. 

  • What can I view and do on the Levels page?
    • View levels in Card or Grid formats.
    • Access details about the page via the information button.
    • Search for specific levels.
    • Create new levels.
    • Edit existing levels.
    • Refresh the page. 
  • What information is required when creating a new level?

    You'll need to provide:

    • Abbreviation, Description, and Full Description.
    • Financial settings and student/parent access settings.
    • Admission-related settings.
    • Address, phone number, website, and more.
    • Principal's name (you can choose from existing names).
    • Cross-institute code. 
  • How do I edit an existing level?

    Editing is similar to creating a level. All the fields you filled out when creating a level will be available. Post-editing, you have the option to delete the level. 


Using Plain Personal URL

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