TTACHY User Manual
Product education · role-based guidance · reviewed July 2026

Run your school with confidence.

A clear, visual guide to the TACHY School ERP—from first setup to daily fees, attendance, exams, AI, payroll, transport and leadership reporting.

FIRST 30 MINUTES

Start here: the safe implementation order

Complete the foundation in this order so later modules inherit the right academic year, classes, users and fee rules. Menu names can vary by role, plan and enabled modules.

Sign in securely

Use your school account, complete 2FA when required and confirm your profile and role.

Set the foundation

Open School Settings; confirm school identity, timezone, session, logo and communication preferences.

Build academics

Create sessions, classes, sections and subjects before importing or admitting students.

Invite the team

Create staff accounts, assign least-privilege roles and ask each user to verify access.

Ready when: your academic structure is visible, one test user can sign in, and the school admin can see only the modules they need.
CHOOSE YOUR ROLE

Guidance for every team

Jump directly to the work you do most often. School administrators control configuration and permissions; operators complete daily workflows.

School administratorSetup, users, modules, reports and oversight.Open admin path →
AccountantFee master, invoices, receipts, dues and reconciliation.Open finance path →
TeacherAttendance, homework, marks, timetable and AI tools.Open teaching path →
Front desk / HRAdmissions, enquiries, staff, leave and payroll.Open operations path →
01

School setup & academic structure

Admin · one-time

Configure the base that drives every report, invoice, attendance list and result.

School Settings

Confirm school name, address, logo, timezone, currency and contact channels.

Sessions

Create or activate the academic session and mark the correct current session.

Classes & sections

Add grades, sections, capacity and class teachers; review ordering before admission.

Subjects & roles

Map subjects, assign teachers and test each role with a non-production account.

Control point: never start bulk admission or fee setup until the active session and sections are correct.
02

Admissions, students & guardians

Front desk · admin

Create a clean student record once, then reuse it across fees, attendance, exams, documents and parent communication.

Capture enquiry

Use Front Desk → Enquiries for new leads, callbacks, source and follow-up ownership.

Admit student

Open Students → Admit, select session/class/section and enter required identity and guardian data.

Verify documents

Upload permitted documents, check duplicates and confirm the student status before saving.

Activate access

Review guardian contact, app/portal access and communication consent before sending credentials.

Good practice: search existing records before creating a new student to avoid duplicate fee and attendance histories.
03

Fees, invoices, receipts & dues

Accountant · admin

Set the fee rules first, then generate demand and collect against the correct student and session.

Define categories

Create fee categories, heads, frequency, concessions and late-fee rules.

Build Fee Master

Map the fee structure to classes or groups; preview before publishing.

Create demand

Generate invoices individually or through the approved bulk workflow; inspect exceptions.

Collect & reconcile

Record offline payments or use Pay Now; verify receipt, gateway status and outstanding balance.

Control point: use reports and dues notices for follow-up; do not edit a settled receipt to correct an unrelated transaction—use the approved correction workflow.
04

Attendance: manual, QR and face workflows

Teacher · admin

Choose the method that fits your school, then check exceptions daily instead of waiting for month-end.

Prepare roster

Confirm session, class, section, date and student status before marking.

Mark attendance

Use the teacher attendance screen, QR Attendance or approved face workflow.

Review exceptions

Check absentees, late arrivals, duplicates and manual corrections with reason.

Notify & report

Send approved parent alerts and review daily/monthly attendance reports.

Privacy: biometric or face features should be enabled only with school approval, consent and the retention policy your institution follows.
05

Exams, marks, rank & report cards

Academic admin · teacher

Keep assessment setup, marks entry and publication as separate checkpoints so results are reviewable.

Create exam

Open Exams → Create Exam, select session, classes, subjects, dates and maximum marks.

Enter marks

Teachers enter marks for their assigned subjects; save drafts and resolve missing entries.

Review results

Check totals, grades, rank rules, absent status and class-level anomalies.

Generate & publish

Preview report cards, approve internally, then publish to the intended parent/student audience.

Release rule: treat publish results as an approval action. Keep a final review owner and date for every result cycle.
06

AI workspace: questions, papers, quizzes & homework

Teacher · academic admin

Use AI to accelerate preparation, not to remove teacher judgement. Review every generated output before assigning or printing it.

Prepare context

Choose class, subject, topic, difficulty, board context and any approved source material.

Generate

Use AI → Generate Questions or QBank; select format such as MCQ, short, long or case study.

Review & edit

Check correctness, syllabus alignment, answer keys, difficulty, language and duplication.

Publish safely

Move approved items to the question bank, build a paper/quiz or use homework auto-check with teacher review.

Human-in-the-loop: AI suggestions must be reviewed by an authorised educator before student use or final grading.
07

Teacher workspace, homework & live classes

Teacher

Teachers can manage the daily learning loop from class context to feedback and follow-up.

Open dashboard

Check assigned classes, timetable, attendance, pending marks and notices.

Assign work

Create homework or a quiz, attach instructions/material and set due date and audience.

Run class

Start or schedule a live class using the approved provider and share the correct join link.

Review progress

Check submissions, mark work, add feedback and flag students needing support.

08

Staff, HR, leave & payroll

HR · admin

Keep staff identity, attendance, leave and pay rules consistent across the people workflow.

Create employee

Add the staff record, department, designation, joining details and required documents.

Configure attendance

Set approved attendance method, holidays, shifts and correction permissions.

Approve leave

Review requests against policy, staffing needs and leave balance before approval.

Run payroll

Validate attendance, deductions and salary inputs, then review payroll output before release.

09

Transport, hostel, library, inventory & documents

Operations team

Operational modules work best when master data is maintained before transactions begin.

Set master data

Configure routes/stops, hostel blocks/rooms, library catalogue or inventory items.

Assign people/assets

Map students and staff to routes, rooms, books, stock or responsible operators.

Record daily events

Capture trips, bus attendance, issue/return, stock movement or document generation.

Review exceptions

Use history and reports to identify missing returns, stock variance, route issues or expired documents.

10

Superadmin: schools, modules, plans & governance

Superadmin only

Superadmin controls the SaaS layer. Use these actions carefully because they can affect multiple schools.

Manage schools

Create or review institution records, domains, status and responsible contacts.

Control modules

Open Superadmin → Modules and enable only the features included in a school plan.

Billing & plans

Review subscriptions, invoices, plan settings, SMTP and monthly generation controls.

Audit & support

Use activity monitor, audit views, notifications and security controls for traceability.

Production rule: test changes on a controlled school or staging environment first. Never use cleanup, migration or entitlement controls as a first response to a data issue.
HELP & SUPPORT

Frequently asked questions

Why can’t I see a module?

Your role, school plan or current route may not include it. Ask a school administrator to verify permissions and module entitlement.

Why are my students missing from a list?

Check the active academic session, class/section assignment, student status and your role’s access scope.

Can I correct a payment, mark or attendance entry?

Use the module’s approved correction or audit workflow. Avoid direct database edits or deleting settled records.

Where do I request onboarding help?

Use Contact TACHY or request a guided demo. Include your school name, role, module and the step where you are blocked.