New Mzizi ERP Features of 2024!
1. Improved Staff Collaboration and Communication
Module : Communication
User Role
Privileged staff, Admin
Description
Our system now offers enhanced communication features. When sending fee reminders, emails, or SMS messages to a primary guardian, you can automatically copy (CC) an additional staff recipient. This ensures guardians are informed and the staff who is in CC has proof of the communication made.
Steps to use
Go to Communication>>Copy Recipients
Select the checkbox across the staff name on any communication method i.e. sms messages or fee reminders
Click Save Details when done.
Proceed to any method of communication to send out to guardians, and the staff will be part of the CC in the communication.
2. Ability to login by sending a One Time Password (OTP) on email or phone number
Module: Log in
User Role
All users
Description
This feature provides users with a convenient way to regain access to their accounts in case they forget their password or username. Simply enter your registered mobile phone number or email address, and receive your one-time passcode (OTP) instantly. This OTP allows you to log in securely and reset your password at your convenience.
Steps to use
Enter the school link on the browser URL bar directing you to the school site
Click Login with OTP
Enter your username or mobile phone number
Click Send OTP
Enter the sent OTP then click Verify OTP
3. Enhanced Delivery Transparency for Promotional SMS
Module: Communication
User Role
Admin, Privileged staff
Description
Users now have an improved delivery insight for promotional SMS . This feature allows users to identify potential issues that may prevent successful message delivery to parents and guardians. If it shows OK, this means the SMS will be delivered successfully. If it shows User in Blacklist, this means the user has blocked Promotional Messages.
Steps to use
Go to Communication>>Send SMS or Manage Finance>>Fees management>>Send
Select the School, class, and SMS template to send
Click Prepare SMS
Confirm if it shows OK for all the parents or guardians
If it shows User in Blacklist, advise the parent or guardian to unblock promotional SMS before sending the SMS by dialing *456*9# then press number 5 twice.
4. Ability to generate and share a report to external examiners for Universities
Module: Academics Management
User Role
Admin, privileged staff
Description
Users now have a new feature that empowers universities to generate and share reports directly with external examiners. This functionality streamlines the external examination process, promoting both efficiency and effectiveness.
Steps to use
Go to Reports>>Performance Reports>>Units Performance
Select Semester, Unit name and Date From
Click Generate Report
Below demonstrates a typical report output.
5. Ability to capture Fee Installment Balances in SMS templates
Module: Communication
User Role
Admin, privileged staff
Description
This feature empowers users to send automated SMS messages to guardians or parents containing their current fee installment balance. This functionality streamlines communication and ensures timely reminders about outstanding fees.
Steps to use
Go to Manage Finance>>Fee installments>>Installment plans to first add the installments
Fill in the details of the installment plan by selecting the fields and capturing the installment number, days after invoice, rate amount and rate type.
Click Save Fee Plan
4. Go to Communication>>SMS Templates
5. Create an SMS Template as shown below adding the required merge fields including [INSTALLMENT BALANCE]
6. Click Save Template
7. Proceed to prepare the SMS reminders on either Communication>>Send SMS or Manage Finance>>Fees management>>Send
8. Proceed to Manage Finance>>Fees management>>Send to prepare the SMSs
9. Select the appropriate fields and click Prepare Reminders
10. The SMS reminder will capture the set feeinstallment plans showing the balance to be paid.
11. Click Send Reminders
6. Streamlined Student Group Management with Change Tracking
Module: Finance Management
User Role
Users, privileged staff
Description
This new feature strengthens student group management within the system. This functionality prioritizes financial accuracy by having only authorized users with designated permissions to edit students from their assigned groups.
Steps to use
Go to Settings>>Access Control>>Role Operations and select the role of the user
Grant or Revoke "Update Student Group" Permission.
Granting Permission: Ticking the checkbox next to "Update Student Group" in the user's permission settings allows them to modify student group assignments.
Revoking Permission: Unticking the checkbox removes their ability to update student groups, ensuring only authorized users can make these modifications
Click Save Role Operation
We now have a report tracking the change of student groups on Reports>>Excel Formatted reports>>search Student group History and proceed to generate
7. Improved Direct Purchase Record Keeping with Receipt Upload
Module: Inventory and Bills
User Role
Admin, privileged staff
Description
This feature simplifies direct purchase record keeping by enabling users to electronically store receipts alongside their corresponding received inventory items.
Steps to use
Go to Inventory and Bills>>Manage Inventory>>Direct Purchase (D.P)
Select the item received with the other required fields
Select choose file to add the receipt
Click Save Details
8. Automated Account Lockout for Delinquent Invoices
Module: Dashboard
User Role
Admin, privileged staff
Description
This feature is an automated security measure to ensure timely invoice payments. Accounts associated with invoices exceeding 60 days past due will be automatically locked. This prevents further activity until the outstanding balance is settled.
Steps to use
Login to your school site
Click View Transaction History to view the pending invoice to be settled
9. Enhanced Unit Search Functionality for Universities
Module: Academic Management
User Role
Admin, privileged staff
Description
This feature empowers universities to efficiently locate and manage units during the setup process through a comprehensive search function within the dedicated setup page.
Steps to use
Go to Academic Management>>Manage units
Enter the unit name on the user-friendly search bar. As you begin typing the name of the desired unit, a dropdown list will automatically populate with matching options.
Proceed to edit the unit or confirm if it was added
10. Seamless Teacher Workflow with the Teacher App
Module: Academic Management
User Role
Teaching staff
Description
This teacher app is designed with a user-friendly interface that allows teachers to easily navigate by tracking class attendance, create a diary, track assignments, add students to the school transport and track subjects and classes assigned to them among other continuous evolving new features under development to further empower educators.
11. Extended Session Duration
Description
Our system now offers improved login persistence, reducing the need to frequently re-enter credentials due to session timeouts. This ensures a smoother and more efficient user experience.
12. Comprehensive Merit List Generation for Universities
Module: Academic Management
User Role
Admin, privileged staff
Description
Users can now generate Merit lists with detailed course information providing a clear picture of student academic performance for efficient comparisons
Steps to use
Go to Reports>>Performance reports
Select Course Merit List report
Select the Programme and the appropriate fields
Click Generate Report
Below is a sample of the merit list report
13. The LOHO E-learning tool, available on the portal, empowers students to engage in self-directed learning.
Module: Academic Management
User Role
Parents, Students
Description
This serves as a student-centered learning platform. It provides access to a comprehensive collection of educational materials across various subjects, adhering to established LOHO provisioning guidelines.
Steps to use
Log in to the Parent Portal
Click Academic Information>>LOHO E-Learning
Select or Search on the books displayed to learn
14. Knowledge of promotional SMS unblocking procedures
Module: Login
User Role
All users
Description
This equips users with the knowledge and capability to deactivate promotional SMS, thereby ensuring they receive all system communications.
Steps to use
Enter the school link to access the Login page
Dial the code shown on the Login page
15. Capability to Verify and Reconcile Accumulated SMS Units
Module: Communication
User Role
Admin, Privileged staff
Description
This functionality empowers users to independently verify that the system accurately reflects the cumulative total of their acquired SMS units. In the event of a discrepancy, users can provide the M-PESA transaction code and account number associated with the purchase. The system will then attempt to validate the payment and reconcile the SMS unit balance accordingly.
Steps to use
Click Communication>>Send SMS
Enter the M-Pesa code and account name if the bought SMS units aren't reflecting
Click Save details to manually load SMS units after it has validated the transaction
Confirm if the SMS units have successfully been credited.
16. Capability of assigning assets on an hourly basis
Module : Inventory and Bills
User Role
Admin, privileged staff
Description
This allows users to allocate school assets to staff members, specifying an estimated duration of use before the asset must be returned.
Steps to use
Click Inventory and Bills>Asset Register>Assign Asset
Select all the necessary fields and capture the duration in hours.
Click Assign Asset to save.
17. Enhanced Asset Management: Filtering and Generating Barcodes
Module: Inventory and Bills
User Roles
Admin, Privileged Staff
Description:
This feature empowers users to efficiently manage assets by generating custom barcodes tailored to specific items within the system. The generated barcodes can be printed and affixed to school property, clearly indicating ownership.
Steps to Use:
Navigate to the "Reports" section.
In the search bar, enter "Asset Barcodes" and select the corresponding option.
Enter the desired asset name in the designated field.
Choose the asset from the drop-down menu.
Click "Generate Report" to obtain the customized barcodes for the selected asset.
18. Generating LPOs for Specific Vendors
Module: Inventory and Bills
User role
Admin, privileged staff
Description
This feature empowers users to efficiently manage vendor-specific local purchase orders (LPOs). By following these steps, you can generate customized LPO reports tailored to your specific vendor requirements.
Steps to use
Navigate to the "Inventory & Bills" module.
Select "Manage Inventory" followed by "Reports."
Specify the desired date range by selecting the "Date From" and "Date To" fields.
Enter the name of the vendor for which you want to generate LPOs in the designated field.
Choose the correct vendor from the drop-down menu.
Click "View LPOs" to generate a detailed report containing all LPOs issued to the selected vendor within the specified timeframe.
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