Getting Started
User Types
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Getting Started
User Types
Modules
Integrations
App Settings
Glossary

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Knowledge Base
User Types
Employee
Create a New CRM Action | Employee’s Manual

Create a New CRM Action | Employee’s Manual

March 3, 2023

Getting Started

How-to | Onboarding Manuals

Set Up your Institution and Create Academic Periods | Onboarding Manual
How Can I Find Students Enrolled In Another Academic Period | Onboarding Manuals
Understanding Terminology and Set Up | Onboarding Manual
Understanding Classter Main Entities | Onboarding Manual
Create the List of Subjects (or Units/Modules) | Onboarding Manual
How to Create Classes (or Groups) | Onboarding Manual
Mass Student Upload and Invitation with Excel Files | Onboarding Manual
Mass Teacher’s Upload and Invitation to Sign-up with Excel FIles | Onboarding Manual
Enroll Students to One or More Classes & Subjects | Onboarding Manual
Allocate Educators to Classes (or Groups) & Subjects | Onboarding Manual
Create the First Session | Onboarding Manual
Enable Students to Self-Register | Onboarding Manual
Create A Digital Classroom | Onboarding Manual
Create Timetables | Onboarding Manual
Create Marking Periods & Ranges | Onboarding Manual
Integrate with Office 365 for Education | Onboarding Manual

User Types

Employee

User Actions | Employee’s Manual
Online “User” Accounts | Employee’s Manual
Student/Parents Meetings | Employee’s Manual
User Profile | Employee’s Manual
Quick Actions | Employee’s Manual
Create & Edit Reports | Employee’s Manual
Absences | Employee’s Manual
Marking | Employee’s Manual
Sessions & Homework | Employee’s Manual
Create a New CRM Action | Employee’s Manual
Enroll Subjects to Classes | Employee’s Manual
Allocate Teachers to Classes | Employee’s Manual
Enroll Students to Classes | Employee’s Manual
Create a New Employee | Employee’s Manual
Teacher’s Timetable | Employee Manual
Educator’s Financial Data & Remarks | Employee’s Manual
Create A New Teacher | Employee’s Manual
Student Profile – Add Relatives | Employee’s Manual
Edit Student | Employee’s Manual
Student List Actions | Employee’s Manual
Add a Student | Employee’s Manual
Manage & Edit Groups | Employee’s Manual
Create & Edit Calendars | Employee’s Manual
Message Center | Employee’s Manual
Admission | Employee’s Manual

Educator

Mentor Manual
Dashboard | Educator’s Manual
User Actions | Educator’s Manual
Calendar & Timetable | Educator’s Manual
Manage Events & Announcements | Educator’s Manual
Sessions | Educator’s Manual
My Groups | Educator’s Manual
My Students | Educator’s Manual
My Subjects | Educator’s Manual
Absences | Educator’s Manual
Classwork/ Homework | Educator’s Manual
Assignments & Assessments | Educator’s Manual
Term Marking | Educator’s Manual
Descriptive Marking | Educator’s Manual
Entrance Assessments | Educator’s Manual
Student’s – Parent’s Meetings | Educator’s Manual
Remarks & Actions | Educator’s Manual
Analysis | Educator’s Manual
Quiz Management | Educator’s Manual
Library | Educator’s Manual
Reporting | Educator’s Manual

Student

Dashboard | Student’s Manual
User Actions | Student’s Manual
Registrations & Enrolments | Student’s Manual
Financial | Student’s Manual
Timetable | Student’s Manual
My Subjects | Student’s Manual
My Teachers | Student’s Manual
Homework | Student’s Manual
Academic Data | Student’s Manual
Sessions | Student’s Manual
Students’/ Parents’ Meetings | Student’s Manual
Remarks & Actions | Student’s Manual
Progress | Student’s Manual
Attendance | Student’s Manual
Requests | Student’s Manual
Transportation | Student’s Manual
Library | Student’s Manual
Quizzes/ Surveys | Student’s Manual
Reporting | Student’s Manual
Useful Links | Student’s Manual

Parent

Dashboard | Parent’s Manual
User Actions | Parent’s Manual
Registration & Enrolments | Parent’s Manual
Financial | Parent’s Manual
Timetable | Parent’s Manual
Homework | Parent’s Manual
Academic Data | Parent’s Manual
Sessions | Parent’s Manual
Student/Parents Meetings | Parent’s Manual
Teachers | Parent’s Manual
Remarks & Actions | Parent’s Manual
Progress | Parent’s Manual
Attendance | Parent’s Manual
Requests | Parent’s Manual
Transportation | Parent’s Manual
Quizzes/Surveys | Parent’s Manual
Reporting | Parent’s Manual
Useful Links | Parent’s Manual

Alumni

Dashboard | Alumni’s Manual
User Actions | Alumni’s Manual
My Classmates | Alumni’s Manual
Personal Data | Alumni’s Manual
Application Management | Alumni’s Manual
Requests | Alumni’s Manual

Modules

Core

Basic Institution Set-up

My Institute
How Can Students and Parents See Enrollments (My Subjects / Courses)
Creating a New Academic Period
Customize & Edit Terminology
Custom Tabs
Academic Periods
Levels
How Do you Disable Academic Periods for Students, Parents and Teachers?

Module Configuration

Dropdown Lists
General Settings

In General

How can I Create a Username and an Email Using Only the First First Name and the First Last Name, for a Multiple Name User?
What is the time the end user sees in Classter
How Can I Upload Student Data from an Excel Sheet?
How Can I Define which Employee Receives Notification when a Consent form Is Submitted?
How Can I Send an Email Invitation to Fill in the Consent?
Can I Change the Default Language to Global?
How Can an Email Address be Automatically Synced Once I Register a Student?
How Can I Change Usernames and Passwords for Users (All Types)?
How Do I Set Up the Automatic Email Notification for Students, Parents and Teachers?
How Can I Add External Links on the Dashboard?
How is Password Strength Measured?
How to Change the Price/Cost for a Specific Academic Year/Grade from Classter Portal
Why Some Students Dont Receive Bulk Emails While Others Do?

Educational Programs, Subjects and Services

How Can I Edit the Educational Program for a Group of Students?
How Can I Massively Change the Educational Program for Many Students?
Educational Programs
Subjects
Services
Classifications
How Do I Enable the Registry Category and where Is It Used?
How Do I Set Constraints for a Course?
How Do I Upload Files to a Specific Subject and where Can the Files Uploaded be Viewed by Students?

Students, Classes and Enrollments

Student User Credentials Management
I Cannot See a Student in the Student’s List. Why?
Which are the Alternatives to Enroll Classes/ Subjects to Students?
How Can I Filter Students Based on Given Consents?
How Can I Find Which Students Had an X Status During an Academic Period?
Transferring Students to New Academic Period
How Can I Reclaim Deleted Subjects for a Student?
How Can I Change the Status from Student to Alumni?
How Can I Mass Assign Students to Classes and Subjects (K12 Schools)?
How Can I Divide a Class Into 2 Sub-groups for a Subject?
Student Registration Statistics
What is the Purpose of Contact Date and Status Date When I Create a New Student and When I Edit the Students Educational Program?
How do I Bulk Enroll Students to Services?

Relatives Management

Student Management | Relatives & Siblings Management
Relative Management
Sibling Management | Relatives & Siblings Management

Educators and Allocations

How Can I Allocate More Than One Teacher to a Subject?
How Can I Create a Working Hour Report for Teachers?
How Can a Teacher See a Student’s General Academic Progress

Roles & Rights Management

How Can I Convert an Employee to Admin?
How Can I Add a User Role to a Classter User?
How Can I Define Which Users Have Access in Personal Files?
A User Holds Multiple Roles in Classter. How Can They Choose Which Role to Log in?
Role Management
How an Admin Can Login as Any User Type (Ιmpersonation)
Introduction | Roles & Rights Management
Editing Roles
Creating New user Roles
Account Management – User Accounts
How Can I Allocate the Role Technician to a Teacher?
How Can I Copy Settings from an Existing to a New Role?
How Can I Change an Employee to Admin?
Why Can’t My Students Sign in to Classter (Role Issue)

Reporting

How to Create a Custom Report

Student Card Management

Card Templates
Card Management
Use of QR codes in the system | Student Card Management

CRM Module

Events & Announcements

I want the participants to reply whether they will attend my event or not. Is this possible through Classter?
What is the difference between an announcement and a central announcement?
How can I create an event category
How can I measure attendees’ satisfaction in an event?
How to configure create and view events
I want to categorize my institution’s events and announcements in different categories. How can I do that?
I want to view available classrooms when scheduling an event. Is this possible?
I want to plan an event. How can I see the available timeslots?
I want to book available resources for my event, is this possible?
Can I provide multiple information about my event?

Parents-Students-Teachers Meetings

What if a parent has certain availability as well?
Can I cancel a scheduled meeting (Parent/Teacher)?
How Can I Create Online Parent’s-Teacher’s Meetings?
How can a Teacher see the list of his availability/ unavailability for appointments?
How can a Teacher, set his/ her Availability for meetings? Is there a way to set the availability for everyone in the institution?
Student/Parent Meetings – Meeting List
Student/Parent Meetings – Schedule a Meeting

Messaging & Notifications

How to send notifications when the absences limit is met?
What are the different types of messaging?
How can I send automatic notifications
What is the user preferred method in messaging? Why is this useful?
How can I send an email, where the recipient will not be able to reply?
Can I create an email signature in Classter
Am I getting charged when sending out messages

CRM Categories & Actions

How can I configure which user type can complete each step when creating a CRM Action?
How can a parent/student view a CRM Action? Which steps are required?
How can I create a quick action on my dashboard to create a CRM Action?
What is the meaning of auto approval in a CRM Action?
Add New CRM Actions
Create New Entity
Manage Entities

Module Configuration

General CRM Settings
Dynamic Lists Configurations
Dropdown Lists

Academics

Timetable Management

Timetable Configuration
Advanced Configuration | Timetable
Timetable Management
Timetable Actions & Constraints
Timetable Reports
Viewing the Timetable
Auto-Create Sessions Based on my Timetable in Classter

Sessions and Homework

Enable Subjects’ selection based on timetable
Create a Homework Category and Scenario
Create a Session for a Subject When It Isn’t Linked with Subject/Class
Plan Homework that Is Not Visible to Parents or Students
Create a Specific Folder Related to a Class or Subject
Copy Sessions to Other Weeks
Connect Classter With A Video Conference Platform for Creating A Virtual Classroom
Sessions & Homework Introduction

Assessments and Assignments

Marking Scenarios in Assignments
Teacher Delete an Assessment
How Can a Student Receive a Mark in an Assessment/ Assignment that it was Created Before Student Enrollment?
Massively Unenroll Students From Subjects
How Can I Delete an Assessment when it is Already Graded?
Delete an Assessment when it is Already Graded
Assessment Types
Marking Settings – Enrollments – Set Subject Academic Settings
Create and Share Assignments in a Distance Learning Setup
Enrollments
Assessment Types
Assessments Management
Set the Total Mark of an Assessment Manually

Numeric and Descriptive Marking

Decimals in Numeric Marking
Re-arrange Criteria’s Order in a Marking Scenario
Set-up a Marking Scale for One or More Subjects
Connecting Marking Configuration Options to Subjects
Marking Periods
Marking Ranges
Marking Criteria
Numeric and Descriptive Marking | What are the Differences and What is Classter Report Hierarchy
Marking Settings
General Marking Settings
Dropdown Lists
Marking Scenarios
Marking Management
Create Marking Periods
Bulk Update Subjects with new Marking Scenarios and Ranges

Attendance Management

How Can I Track Student’s Attendance?
How Can I View Attendance Reports?