Ireava ERP Reception Desk Module Manual

Reception Desk

Manage visitors' and their queries and admission forms and complete the process of the reception desk.

This module has 9 sections - 


1. Setup Reception Desk

2. Admission Enquiry

3. Online Admission Book

3. Visitors Register 

4. Phone call Details 

5. Parcel Dispatch 

6. Parcel Receive 

7. Complaint Box

8. Generate Gate Pass 

9. Recruiter Bucket


First, we will set up a Reception Desk then we will manage student Admission Enquiry, daily Visitors books, Phone Calls, Postal and complaints. 


1. Setup Reception Desk- Go to Reception Desk > Setup Reception Desk here you will add Purpose, Complain Type, Source, Reference data which will be used in different sections of the Front Office. Enter Purpose then Description and click on the Save button. All-Purpose can be seen on the right side of this page. Follow the same procedure to make entries for Complain TypeSource and Reference. 


2. Admission Enquiry- The admission Enquiry feature is dedicated to managing all student admission related leads and enquiries. It’s basically lead management for student admissions. Go to Reception Desk > Admission Enquiry Here you can see all active Admission Enquiry. Admission Enquiries that have passed their next follow updates is marked as read. You can also search/filter Admission Enquiry by Enquiry Date, Source or Enquiry Status. To add New Enquiry, click on the + Add button. Here enter Name, Phone, Email, Address, Description, Note, Date, Next Follow Up Date, Assigned, Reference, Source, Class and Number of Child then click on the Save button. To edit or delete enquiry simply click on the Edit/Delete button from the Action column. To follow existing enquiries, click on Follow Up button from the Action column. Here you can enter Follow Up Date, Next Follow Up Date then person Response and any Note. From the right panel of this window, you can check the Summary of this enquiry. You can also change the status of this enquiry from the Status dropdown. 


3. Online Admission Book- Go to Student Management > Online Admission Book. Through online admission, students can register themselves from the website page. To use online admission first it should be enabled from System Settings > General Setting. Online admission forms can be accessed directly from URL http://yoursite.com/online_admission. To use it on the website you must add this URL in any menu from website cms. After student record submission from a website, it will be displayed on the Student Information > Online Admission page. To admit/enrol this student just edit this student by clicking the Edit button from the Action column. On the student edit page enter the required details of a student then click on Save if you just want to save the student submitted record but to admit/enrol a student you must click on Save And Enroll button. After this student will be admitted and can be viewed in Student Admission > Student Details. If you want to delete the online submitted details of students then just click on the Delete button from the Action column.


4. Visitors Register- In Visitor Book, we will keep records of all persons coming to school reception for any purpose, e.g. student mother has come to meet their child, a book company executive comes for general enquiry etc. Go to Reception Desk > Visitor register enters Purpose, Name, Phone, ID Card, Number of People, Date, In Time, Out Time, Note and Attach Document then click on Save button. All Visitors details can be seen on the right side of this page. 


5. Phone Call Details- Here we will keep all records for Incoming/Outgoing Phone calls from reception. Go to Reception Desk > Phone Call Details enter Name, Phone, Date, Description, Next Follow Up Date, Call Duration, Note and Call Type then click on Save button. All Phone Call Log details can be seen. 


6. Parcel Dispatch- Here we will keep all records for all Parcel items dispatched from school to outside. Go to Reception Desk > Parcel Dispatch enters To Title, Reference No, Address, Note, From Title, Date and Attach Document then click on Save button. All Postal Dispatch details can be seen on the right side of this page.


7. Parcel Receive- Here we will keep all records for all Parcel items received in school from outside. Go to Reception Desk > Parcel Receive enter From Title, Reference No, Address, Note, To Title, Date and Attach Document then click on Save button. All Postal receive details can be seen on the right side of this page. 


8. Complaint Box- Here we will keep all Complain records coming to reception or from the online front site complain page. Go to Reception Desk > Complain box enter Complain Type. Source, Complain By, Phone, Date, Description, Action Taken, Assigned, Note and Attach Document then click on Save button. All Complain details can be seen on the right side of this page. 


9. Generate Gate Pass- Here we can generate gate passes for the students who will be going home from school on a particular day. Half-day will be marked in the attendance automatically for that particular student and a hard copy of the gate pass will be generated.


10. Recruiter Bucket- Here you can check the list of the staff who applied for the job in the school using the online job form.


Reports Available:

  1. Enquiry Overview Report
  2. Visitors Related Report
  3. Complain/Feedback Report
  4. Call Details Report
  5. parcel Related Report
  6. Generated Gate Pass Report


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