Students & Enrollment
Managing student records, enrollment, and guardians
Overview
Student management is the core of OptiCRM. Every student record includes personal information, enrollment history, guardian links, documents, attendance, marks, and fee invoices.
Student Fields
| Field | Type | Description |
|---|---|---|
| firstName, lastName | Text | Student name |
| studentCode | Auto-number | Auto-generated (e.g., STU-2026-00042) |
| dob | Date | Date of birth |
| gender | Select | Male, Female, Other |
| bloodGroup | Select | A+, A-, B+, B-, O+, O-, AB+, AB- |
| status | Select | Active, Inactive, Suspended, Transferred, Alumni, Withdrawn |
| photoUrl | Image | Student photo |
Enrollment
Each student has an Enrollment record linking them to a class, section, and academic year:
- One enrollment per academic year (unique constraint)
- Roll number assigned per enrollment
- Status: Active, Completed, Withdrawn
Guardian Management
Guardians are linked to students via the GuardianLink model:
- Each guardian has: name, relation (Father/Mother/Guardian/Other), mobile, email
isPrimaryflag for the primary guardiancanViewPortalflag for portal access- One student can have multiple guardians
- One guardian can be linked to multiple students (siblings)
Bulk Operations
- CSV/Excel Import — Upload student data in bulk via
/admin/import - Bulk Status Update — Change status for multiple students at once
- Data Export — Export student list to CSV, Excel, or PDF
Student Detail Page
The student detail page is layout-driven. An admin configures the layout in Settings > Layouts with sections for:
- Personal Information (field group)
- Enrollment Details (related list)
- Guardian Information (related list)
- Fee Ledger (related list)
- Attendance Summary (widget)
- Documents (attachment widget)
- Notes (threaded notes)
- Activity Log