Tips & Best Practices

Daily, weekly, and monthly school checklists

Suggested checklists for admins, teachers, finance teams, and coordinators.

Daily checklist

Use this checklist to keep daily school operations accurate.

  1. Confirm the correct academic year is selected.
  2. Check whether all class attendance has been marked.
  3. Review new admissions and incomplete student records.
  4. Record fee payments received during the day.
  5. Publish urgent notices or calendar updates.
  6. Review support tickets or user access issues.

Weekly checklist

Use the weekly checklist to catch missing data before it becomes a reporting issue.

  1. Review attendance completion for all sections.
  2. Check pending and partial fee collections.
  3. Review student transfers, roll numbers, and inactive records.
  4. Confirm teacher assignments for classes and subjects.
  5. Review upcoming exams, events, and holidays.

Monthly checklist

Use monthly reviews for management and finance planning.

  1. Review fee collection progress and overdue invoices.
  2. Check student strength by class and section.
  3. Review staff attendance and payslip readiness if used.
  4. Audit user accounts and deactivate users who no longer need access.
  5. Prepare attendance, fee, and academic summaries for management.
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