Seamlessly Configure Your Set up Products
Setting up a product in EMBASE Pro Suit involves configuring
various components to ensure the system meets the unique needs of an educational institution
. Below is a step-by-step guide to setting up a product within the EMBASE Pro Suit:
- Log into the System: Ensure you have access to the EMBASE Pro Suit using your credentials.
- Navigate to the Product Setup Section: Locate the Product Configuration or Module Setup section from the dashboard or admin panel.
- Choose the Relevant Module: EMBASE Pro Suit offers various modules (e.g., Admission, Timetable, Attendance, etc.). Select the module where the product is to be set up (e.g., Applicant Management, ID Card Management, etc.).
- Define Product Category: Set up a product category (e.g., Admission Software, ID Cards, Academic Modules) to group related products.
- Product Name & Description: Add the product name and detailed description to define its features and use within the institution.
- Pricing Information: If relevant, input the product’s pricing structure, including any available discounts, special offers, or packages.
- Product Features: List the core features of the product. For example, in an Applicant Management System, you might include features like online application submission, document verification, etc.
- Target User: Identify the target users for this product (administrators, faculty, students, etc.).
- Customization Options: Depending on the product, customize the settings to align with the institution’s needs. For example, if setting up an Applicant Management System, you can configure custom fields like student categories, admission criteria, etc.
- System Integration: Ensure that the product integrates seamlessly with other modules of the EMBASE Pro Suit, such as Student Information System (SIS), Payment Gateway, or Document Management System.
- Security Settings: Configure user access levels and permissions to control who can modify or access the product settings.
- If transitioning from a legacy system, ensure that all relevant data is imported into the EMBASE Pro Suit. This might include historical data, applicant records, or faculty details.
- Workflow Configuration: For products like Applicant Management, define the workflow for processing applications, including stages such as document review, interviews, and final admission.
- Automation Settings: Enable automatic notifications and reminders for stakeholders (e.g., automated emails to applicants about the status of their applications).
- Train Key Users: Ensure that all relevant staff members are trained on how to use the product effectively. This includes administrators, faculty members, or any department responsible for managing the product.
- Documentation: Provide users with easy-to-follow documentation or manuals on how to use the product, explaining key features, functions, and best practices.
- Test the Product: Run several tests to ensure that the product works as expected. This includes verifying functionalities such as application processing, data entry, and reporting.
- Debugging: Address any issues or bugs that arise during testing to ensure smooth operation once the product is live.
- Launch the Product: Once all configurations and testing are completed, make the product live. This involves making it accessible to the intended users.
- Monitor and Support: After going live, continuously monitor the product for any issues and provide ongoing support to users.
- Product Updates: Keep the product updated by adding new features, updating security patches, and addressing user feedback.
- Maintenance: Perform routine checks to ensure the system continues to run efficiently and address any technical issues promptly.