Administration & basic setup

Establish the school, sessions, classes and rules that every connected workflow reads.

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SchogleAdministration & basic setup
Record area · Manage Institution

Manage Institution

Sample School
School logo & name
School-defined board
School-specific configuration
Institution · Sample SchoolSample school record
Sample records · Concept presentation, not a verified ERP screen.
  1. 01 · Start withDefine the institution
  2. 02 · Work throughConfigure the academic session
  3. 03 · Follow upSet school-wide rules

Are the school teams starting from the same references?

The office prepares the session, classes and subjects so admissions, academics and accounts refer to the same school structure.

A common starting point for connected school work.

Give school teams shared session, class and configuration references before they begin their daily work.

School records need a shared foundation. Session-scoped masters and school-wide settings give admissions, academics and finance the same starting point.

SchogleAdministration & basic setup
Record area · Manage Institution

Manage Institution

Sample School
School logo & name
School-defined board
School-specific configuration
Institution · Sample SchoolSample school record
Sample records · Concept presentation, not a verified ERP screen.

From the first task
to the next handover.

See what your team sets up, records and reviews in administration & basic setup.

Manage Institution

Keep institutional identity consistent wherever school details are used.

One institutional profile for connected school records.

Explore Manage Institution
SchogleAdministration & basic setup
Record area · Manage Institution

Manage Institution

Sample School
School logo & name
School-defined board
School-specific configuration
Institution · Sample SchoolSample school record
Sample records · Concept presentation, not a verified ERP screen.

Manage Sessions

Separate each academic year without confusing transition with student promotion.

A clear academic-session context for school work.

Explore Manage Sessions
SchogleAdministration & basic setup
Record area · Manage Sessions

Manage Sessions

01REFERENCE
2026–27

Current session

02REFERENCE
2027–28

Upcoming session

2026–27 · Current sessionSample school record
Sample records · Concept presentation, not a verified ERP screen.

Manage Classes

Maintain the class and section structure for the selected session.

Class records that belong to the right academic year.

Explore Manage Classes
SchogleAdministration & basic setup
Session · 2026–27

Manage Classes

  1. 01
    Class VI
    Section A
  2. 02
    Class VI
    Section B
  3. 03
    Class VII
    Section A
Class VI · Section ASample school record
Sample records · Concept presentation, not a verified ERP screen.

Manage Subjects

Define the subjects used by teaching and assessment workflows.

A shared subject reference for academic planning.

Explore Manage Subjects
SchogleAdministration & basic setup
Session · 2026–27

Manage Subjects

  1. 01
    Science
    Teaching & assessment
  2. 02
    Mathematics
    Teaching & assessment
  3. 03
    English
    Teaching & assessment
Science · Teaching & assessmentSample school record
Sample records · Concept presentation, not a verified ERP screen.

Configuration Manager

Make school-specific module behaviour explicit before daily use.

Settings that reflect the school’s chosen operating rules.

Explore Configuration Manager
SchogleAdministration & basic setup
Module · Fees

Configuration Manager

School-selected mode
Disabled by default
Fee workflow
School-specific configuration
Dues enforcement · School-selected modeSample school record
Sample records · Concept presentation, not a verified ERP screen.

Medical Module Setup

Configure how student medical information is organised.

A defined structure for student medical records.

Explore Medical Module Setup
SchogleAdministration & basic setup
Record area · Medical Module Setup

Medical Module Setup

Medical record configuration
Student medical information
School-specific configuration
Setup · Medical record configurationSample school record
Sample records · Concept presentation, not a verified ERP screen.

Message Inbox Setup

Set the rules behind staff, parent and student messaging.

Clear messaging boundaries before conversations begin.

Explore Message Inbox Setup
SchogleAdministration & basic setup
School task · Message Inbox Setup

Message Inbox Setup

Who should I speak to about the school activity?
An incoming question needs the right school team.
Review the incoming message; routing is a separate task.
School-specific configuration
Parent · Who should I speak to about the school activity?Sample school record
Sample records · Concept presentation, not a verified ERP screen.

Appointment Setup

Define the appointment options available to the school community.

A consistent basis for appointment requests.

Explore Appointment Setup
SchogleAdministration & basic setup
Record area · Appointment Setup

Appointment Setup

01REFERENCE
Reference

Appointment type

02REFERENCE
Availability

Appointment slot

03REFERENCE
Separate task

Request approval

Reference · Appointment typeSample school record
Sample records · Concept presentation, not a verified ERP screen.

Student Leave Setup

Define student leave categories and school rules.

Requests organised around the school’s leave policy.

Explore Student Leave Setup
SchogleAdministration & basic setup
Record area · Student Leave Setup

Student Leave Setup

01REFERENCE
Categories

Student leave types

02REFERENCE
Policy

Student leave rules

Categories · Student leave typesSample school record
Sample records · Concept presentation, not a verified ERP screen.

Password Reset Requests

Give account-recovery requests a review point.

Reset requests handled through an explicit review process.

Explore Password Reset Requests
SchogleAdministration & basic setup
Responsibility · School administrators

Password Reset Requests

Review in school contextResponsible role · Defined scope
Password Reset RequestsAccount recovery request
RequestUser reset request
Responsible stepReview
Human review remains a separate step
Password Reset Requests · Account recovery requestSample school record
Sample records · Concept presentation, not a verified ERP screen.

Automation

Configure school events and dispatch rather than repeating routine triggers manually.

Routine events organised around configured rules.

Explore Automation
SchogleAdministration & basic setup
Record area · Automation

Automation

School event
Dispatch configuration
Background scheduler
School-specific configuration
Trigger · School eventSample school record
Sample records · Concept presentation, not a verified ERP screen.

Geography

Use consistent location references in school records.

Structured address references instead of inconsistent free text.

Explore Geography
SchogleAdministration & basic setup
Record area · Geography

Geography

  1. 01
    Country
    India
  2. 02
    State
    West Bengal
  3. 03
    City
    Selected city
Country · IndiaSample school record
Sample records · Concept presentation, not a verified ERP screen.

Student Categories

Maintain the category master used in student information.

Consistent category references across student records.

Explore Student Categories
SchogleAdministration & basic setup
Record area · Student Categories

Student Categories

School category master
General, SC, ST, OBC
Student information
School-specific configuration
Reference · School category masterSample school record
Sample records · Concept presentation, not a verified ERP screen.

Shared records.
Clear responsibilities.

School administrators

Define the institution — with the relevant administration & basic setup information available for the next handover.

Academic coordinators

Configure the academic session — with the relevant administration & basic setup information available for the next handover.

School leadership

Set school-wide rules — with the relevant administration & basic setup information available for the next handover.

Questions about
administration & basic setup?

What does this module include?

Establish the school, sessions, classes and rules that every connected workflow reads. The sub-module sections above list the functionality described in the supplied Schogle overview.

Can I review an individual sub-module?

Each sub-module has a dedicated page explaining its purpose, feature scope and setup-to-review journey.

Is every listed screen available today?

Based on Schogle’s supplied module overview. Registered screens have not been individually audited and some remain placeholders. Confirm the screens and configuration available to your school in a personalised demo.

How does it connect with other modules?

School records need a shared foundation. Session-scoped masters and school-wide settings give admissions, academics and finance the same starting point. Review the related workflows below, then confirm the exact connections supported in your school’s setup.

See this workflow with your school in mind.

Review the relevant screens, configuration and current availability with our team.

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