Students directory (School Admin)
Every student record — identity, class/section placement and login — with Excel import, class-to-class promotion, and transfer certificates (TC) / alumni.
What this page does
The Students directory is the master list of every student in your school. Each record carries the person’s identity (name, gender, contact, parents), their class → section placement, an admission number and roll number, and — where an email or username is given — a login. The table lists Name, Admission No, Class · Section and Roll, with per-row actions for enrollment history, optional subjects and editing.
Beyond the roster, this page is where students move through your school: Promote… carries a class-section into the next academic year, and each student’s History drawer issues a transfer certificate (TC) or marks them alumni — closing their enrollment while keeping the record.
Reachable by Org Owners, Org Admins and Managers. Every record is scoped to your active school. A student added here is a person record with an optional login — separate from, but complementary to, the login accounts on the Users page.
Common tasks
Click New student and fill the form — name, gender, contact, email, admission & roll numbers, class → section, and parents. A login is created when you provide an email or a username / password.
Use Import to upload an Excel/CSV roster: download the Template, then the wizard previews new vs existing rows (matched by admission number) before you commit. Class and section are matched by name; each imported student gets a login automatically.
Click a student’s name (or Edit) to update their record; use Electives to record a student’s optional-subject choices for their class.
Click Promote…, pick the current class (and optionally a section), then the target year, class and section — every active student is moved forward, keeping their admission number, with the old enrollment stored in history.
Open History on a leaver to Transfer / TC (generates a TC number and ends the enrollment) or Mark alumni.
Remove (trash icon) is a soft action — it deletes the student record only; the linked person and login are retained. Transfer / TC and Mark alumni close a student’s active enrollment; promotion also closes the prior enrollment but keeps it in the History timeline.
A student’s Electives list only shows subjects the class has marked optional — set those under Classes → Subjects first. Mandatory subjects apply automatically and don’t appear here.
Buttons, columns & drawers
Opens the create modal (name, gender, contact, email, admission & roll numbers, class → section, parents, optional username / password). Email or username creates a login.
Opens the Excel/CSV import wizard with a preview of new vs existing rows. Class & section matched by name; a login is created per student.
Downloads the ready-made student import spreadsheet (studentimporttemplate.xlsx).
Bulk-promotes a class-section’s active students into a chosen new year / class / section. Admission numbers are kept; prior enrollments move to history.
Per-row drawer — an enrollment timeline plus Transfer / TC (issues a TC number, ends enrollment) and Mark alumni for active students.
Per-row (when a class is set) — record a student’s optional-subject choices; options come from the class’s Subjects setup.
Re-opens the record to change identity, placement, admission / roll numbers or parents.
Soft-deletes the student record. The linked person and login are retained.