Core Modules

Document TitleCore Modules
Document NumberCOM - 001
Version3.1.4
Author(s)Solution Architect, Employee
Approved bySenior Manager, Operations
Approval DateNovember 29, 2024

About the module

The Core Module, also known as the base module, allows the HEI to configure the organizational structure according to their specific needs. This includes:

  • Campuses
  • Schools
  • Faculties
  • Departments
  • Cells
  • Branches
  • Affiliated Colleges and their respective departments

The Core Module helps customize access levels for other modules based on the organizational structure.

Sections in the Core Module

  1. Information
  2. Organizational Units Type
  3. Organizational Units
  4. Designations
  5. Email Templates
  6. Settings

Information

The Information section allows updating the organization’s profile. It contains:

  • General Details
  • Address
  • Social Media
  • Recognition Linkages

Steps to Update Information

  1. Log in with credentials provided by the SAMARTH team.
  2. Navigate to the left-hand side menu.
  3. Click on Administration Package.
    • Select Core Module.
  4. Click on Information in the Core Module card.
  5. Click on the Edit Profile button in the top-right corner.
  6. Update each section as needed.

General Details

The following details should be added:

  • Name of the Organization
  • Organization Name in Hindi/Other Languages
  • Organization Short Code
  • Head of the Organization
  • Contact Information
  • Logo (formats: jpg, jpeg, png; max size: 512 KB)
  • Act/Legislature Documents
  • Vision, Mission, and Specialization
  • Primary Funding Body
  • Type and Year of Establishment
  • Official URL

Address

Contact information to be added:

  • Country
  • State
  • City
  • Street
  • Pincode
  • Geo-coordinates

Social Media

Provide social media links, if available:

  • Twitter
  • Facebook
  • LinkedIn
  • YouTube

Recognition Linkages

Add details about recognitions, such as:

  • UGC
  • NAAC
  • NIRF
  • AICTE
  • NAD
  • AISHE

Organizational Units Type

Organizational Unit Types allow the creation of various unit categories such as faculties, branches, schools, etc.

Predefined Organizational Unit Types

  • Campus
  • Faculty
  • Department
  • Library
  • Hostel
  • Administration
  • School

Steps to Add an Organizational Unit Type

  1. Go to the Core Module in the Administration Package.
  2. Click on Organization Unit Types.
  3. Click Add Organizational Unit Type.
  4. Add details such as Title, Parent Unit, Category (Administrative/Academic), and OU Type (e.g., Campus, Faculty, Library).
  5. Mark the status as Published/Draft/Pending.
  6. Click Save.

Organizational Units

This section lists all organizational units added for HEIs, such as departments, faculties, and colleges.

Adding Organizational Units

Single Unit

  1. Log in to the portal.
  2. Navigate to Core Module > Organization Units.
  3. Click Add Organization Unit and fill in details:
    • General Details (e.g., Name, Parent Unit, Affiliation Type)
    • Accreditation (e.g., NAAC, NIRF, AISHE details)
    • Address (e.g., Country, State, City)
    • Contact Details (e.g., Email, Phone)
    • Other Details (e.g., Status, OU Category)
  4. Click Save.

Bulk Upload

  1. Click Bulk OU Import.
  2. Download the Excel format and add organizational details.
  3. Upload the file and ensure all mandatory fields are filled.

Designations

Designations define the roles within the HEI, categorized into:

  1. Post: Specific posts like Professor, Registrar, etc.
  2. Assignment: Tasks or responsibilities like HOD, Dean.

Fields to Fill for Designations

  • Name: Designation name (e.g., Professor, Registrar).
  • Employee Category: Teaching or Non-Teaching.
  • Type: Post or Assignment.
  • Occupancy: Single or Multiple.
  • Status: Active or Inactive.
  • Roles: Assign roles to designations.
  • Description: Optional description.

Annexures

Link to External Resources :

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