Home, modules and school records in the ERP app
Use the School ERP app's Home shortcuts, People, Finance and All modules tabs, choose the academic session and open registers and forms.
The JPX School ERP app brings the school's office work into modules and task pages. This guide explains the phone and tablet navigation, how to choose the academic session, and where to find the school records you need.
Before you start#
- Sign in with your ERP account.
- Check that the school administrator has given your role access to the work you need.
Find your way around#
On a phone, use the tabs at the bottom of the app.
| Tab | What it opens |
|---|---|
| Home | Daily shortcuts, school records and latest notices |
| People | Admissions, students, staff, attendance and health |
| Finance | Fees, payroll, income and expense, dues and accounts |
| All modules | The full list of modules your role can open, with Search modules and group filters |
| More | Your account, school connection, academic session, appearance, administration, app security and contacts |
On a wider tablet, navigation appears at the side as Overview, People, Finance, Modules and Account. A module can show its task list beside the open task.
Use Home shortcuts#
- Open Home.
- Choose the shortcut for your work.
- Follow the task page that opens.
| Shortcut | What happens |
|---|---|
| Add enquiry | Opens Admissions › New enquiry |
| Academic Kundali | Opens the Student register, where you can select the student |
| ConnectX | Opens school conversations |
| Collect fees | Opens the fee counter |
The School records area includes Overview and other modules your role can view. Tap View all to open All modules. Pull down on Home to refresh its latest notices.
Choose the academic session#
- Open More (or Account on a tablet).
- Find School connection.
- Choose the year in Academic session.
- Open the module you need and check the session shown on its page.
Changing the chosen session changes the records you work with. It does not create a new year or promote students. See Academic sessions, classes and promotion for those school administration tasks.
Open a register or form#
- Tap All modules.
- Type the module or task name in Search modules, or choose a group filter.
- Open the module card.
- Choose the required task from its list.
- In a register, use the search and filters provided to find a record.
- Tap the record to read its details and the actions available to your role.
- If you open a form, complete the required fields and use its save or submit button.
- Wait for the result. Follow any approval notice or highlighted field error before continuing.
If you leave a task with unsaved work, read the confirmation before discarding it. Do not assume that closing a form saves it.
Find a guide for the school task#
These School ERP guides explain the records and school rules. Their sidebar instructions describe the browser workspace; in the app, open the corresponding module through All modules and choose its task.
| Work | Guides |
|---|---|
| People | Admissions, Students, Staff and HR, Attendance, Health and infirmary |
| Academics | Timetable, E-Diary and homework, Exams and marks, Results and report cards, Question papers, Live classes |
| Finance | Collect fees in the app, Fee structures, Fee registers, Dues, Payroll, Income and expense, Tally and Day Book |
| Operations | Transport, Hostel, Library, Assets, Visitors |
| Documents and communication | Certificates and Print Centre, ID cards, Document scanner, Notices, ConnectX in the app |
| Administration | More and settings in the app, Users and access, Approvals and Audit Log, Backups, Group Schools |
Good to know#
- Viewing, adding, editing, deleting, printing and approving are separate permissions. A visible record does not mean every action is allowed.
- Read the result of a save. A change may need the administrator's approval.
- If a particular print or export action shows an availability notice, follow that notice. Do not assume every browser print option is available in the app.
- School dates and times are shown in India Standard Time (IST).
Troubleshooting#
| Symptom | What to do |
|---|---|
| A module or task is missing | Clear Search modules and choose All. If it is still missing, ask the school administrator to check your role. |
| A Home shortcut is unavailable | Your role may allow viewing but not the action. Ask the administrator to review access. |
| A register looks empty | Check Academic session, then clear its search and class or section filters. |
| A save did not finish | Read the error or approval notice and check the record before submitting it again. |
