1.0 PREPARING YOUR YURAN.MY SYSTEM V3

Created by Nur Fatin Najihah Abd Aziz, Modified on Thu, 16 Jun 2022 at 10:48 PM by Nur Fatin Najihah Abd Aziz

CONTENTS


1.1 Get your Activation Email

1.2 Configuring your Settings

1.3 Registering Staff

1.3.1 How to View an Existing Staff?
1.3.2 How to Edit the Existing Staff?
1.3.3 How to Change Password for Staff Account?
1.3.4 How to Delete the Existing Staff?

1.4 Registering Trainer

1.4.1 How to View an Existing Trainer?
1.4.2 How to Edit the Existing Trainer?
1.4.3 How to Change Password for Trainer Account?
1.4.4 How to Delete the Existing Trainer?

1.5 Creating Programs

1.5.1 How to View an Existing Program?
1.5.2 How to Edit the Existing Program?
1.5.3 How to Delete the Existing Program?

1.6 Creating Categories

1.6.1 How to View an Existing Category?
1.6.2 How to Edit the Existing Category?
1.6.3 How to Delete the Existing Category?

1.7 Creating Modules/Activities

1.7.1 How to View an Existing Module/Activity?
1.7.2 How to Edit the Existing Module/Activity?
1.7.3 How to Delete the Existing Module/Activity?

1.8 Creating Classes/Events

1.8.1 How to View an Existing Class/Event?
1.8.2 How to Edit the Existing Class/Event?
1.8.3 How to Duplicate the Existing Class/Event?
1.8.4 How to Delete the Existing Class/Event?


1.1 Get your Activation Email


Application Approve email:




Account Registered email:


 


Step 1: Click Access Your Account button to login into the system.


Step 2: Login with correct Email Address and Password.


 

Your site address: https://subdomain.yuran.vip 

example: https://kelabdemo.yuran.vip


Email Address: example@gmail.com

example: dummydata@gmail.com


Password: Your telephone number

example: 0123456789



1.2 Configuring your Settings

Settings is one of the menus that consists of 4 submenus which are Organization Details, System Management, Staffs, and Audits.


1.2.1 Organization Details


Step 1: Click Organization Details menu under Setting category at the left panel.


 

Step 2: Choose either Details, Subscriptions, Settings, Credits, or Labels & Translations to manage the organization.



Step 3: Click Details navigation to manage Account Information, Contact Person, Logo, Header and Background, and Bank Account.




Step 4: Click Subscriptions navigation to manage the Subscription Status, Additional Features, or Subscription List.




Step 5: Click Settings navigation to manage the Custom SMTP, Application Approval, Invoice Notification, and Receipt Notification.



Step 6: Click Credits navigation to manage the Available Credits or Transaction History. 



Step 7: Click Topup button on Available Credits to topup your credits.


Video Tutorial:




Step 8: Click Labels & Translations navigation to manage the labels and translations.



 

1.2.2 System Management


Step 1: Click System Management menu under Settings category at the left panel.



Step 2: Choose either Fees & Payments or Others navigation to manage the system settings.



Step 3: Click Fees & Payments navigation to manage the Fee Types, Fee Categories, or Payment Options.



i) How to Create a new Fee Types?


Step 1: Click the New Fee Type button to create a new fee type.


* New Fee Type button


Step 2: Once click the New Fee Type button, Add New Fee Type form appear. Fill in the information needed and click Create button to save the data.




ii) How to Edit the Existing Fee Type?


Step 1: Click the Edit icon at the Action section on the Fee Type.


* Edit icon



Step 2: Once user click the Edit icon, Edit Fee Type form will appear. Once user done update the details of fee type, click Update button to save.




iii) How to Delete the Existing Fee Type?


Step 1: Click the Delete icon at the Action section to delete the existing fee type.


* Delete icon



Step 2: Once user click the Delete icon, a delete message will appear as a confirmation.


 


i) How to Create a New Fee Category?


Step 1: Click New Fee Category button to create a new fee category.


* New Fee Category button

 


Step 2: Once user click the New Fee Category button, Add New Fee Category form will appear. Fill in the information needed and click Create button.




ii) How to Edit the Existing Fee Category?


Step 1: Click the Edit icon at the Action section on Fee Category.


* Edit icon 



Step 2: Once user click the Edit icon, Edit Fee Category form will appear. User able to update the Fee Category details and click update button.




iii) How to Delete the Existing Fee Category?


Step 1: Click the Delete icon at Action section on the Fee Category.


* Delete icon


  

Step 2: Once user click the Delete icon, a delete message will appear as a confirmation



 

i) How to Create a New Payment Option?


Step 1: Click New Payment Option button to create a new payment option.


* New Payment Option button

 


Step 2: Once user click the New Payment Option button, Add New Payment Option form will appear. Fill in the information needed and click Create button.



 



ii) How to Edit the Existing Payment Option?


Step 1: Click the Edit icon at the Action section on Payment Options.


* Edit icon

 

 


Step 2: Once user click the Edit icon, Edit Payment Option form will appear. User able to update the Payment Option details and click update button.




iii) How to Delete the Existing Fee Category?


Step 1: Click the Delete icon at Action section on the Payment Options.


* Delete icon



Step 2: Once user click the Delete icon, a delete message will appear as a confirmation.




Step 4: Click Others navigation to manage Departments or Infaq Type.




Video Tutorial on How to Manage the Infaq:





1.3 Registering Staff


Step 1: Click Staffs menu under Settings category at the left panel.



Step 2: Click New Staff button to create a new staff.



Step 3: Fill in the information needed at the Add New Staff form.



Step 4: Once you has filled in all the information needed on Add New Staff form, click CREATE button to save the data.



1.3.1 How to View the Existing Staff?


Step 1: Click the View icon at the Action section on Staff page to view the staff's details.


* Edit icon  


 


Step 2: User able to view the staff's details on Description at the View Staff page. User also able to edit staff's info by clicking the Edit button.



 

1.3.2 How to Edit the Existing Staff?


Step 1: Click the Edit icon at the Action section on Staff page.


* Edit icon


 

Step 2: Fill in the information that wanted to be edited in Edit Staff form. Click Update button once user want to save the edited data.




1.3.3 How to Change Password for Staff Account?


Step 1: Click Change Password icon at the Action section on Staff page.


* Change Password icon


 


Step 2: Once user click the Change Password icon, the Change Password form will appear. User need to insert New Password and Confirm New Password. Once done, click Submit button to save the changed password.


 


1.3.4 How to Delete the Existing Staff?


Step 1: Click the Delete icon at the Action section on Staff page.


* Delete icon


 


Step 2: Once user click the Delete icon, a delete message will appear as a confirmation.




Video Tutorial:


                                


1.4 Registering Trainer


Step 1: Click Trainers menu under Management category at the left panel.



Step 2: Click New Trainer button to create a new trainer.



Step 3: Once user clicking the New Trainer button, the Add New Trainer form will appear. User able to click the Create button to save the data.



  

1.4.1 How to View the Existing Trainer?


Step 1: Click View icon at the Action section on Trainers page.


* View icon


 

Step 2: Once user click the View icon, user able to view the Trainer's details on View Trainer page. User also able to edit trainer's info by clicking the Edit button.



 

1.4.2 How to Edit the Existing Trainer?


Step 1: Click the Edit icon at the Action section on Trainers page.


* Edit icon




Step 2: Once user click the Edit icon, Edit Trainer form will appear. Click Update button to save the data that has been edited.




1.4.3 How to Change Password for Trainer Account?


Step 1: Click the Change Password icon to change the Trainer's Account password.


* Change Password icon


 

Step 2: Once user click the Change Password icon, the Change Password form will appear which needed user to fill in the New Password and Confirm New Password.



 

1.4.4 How to Delete the Existing Trainer?


Step 1: Click the Delete icon at the Action section on Trainers page.


* Delete icon



 

Step 2: Once user click the Delete icon, a delete message will appear as a confirmation.




Video Tutorial:



1.5 Creating Programs


Programs is one of the module that consists of 4 submodules:


Program SubmoduleDescription
1. ProgramA planned event
2. CategoryA series of specific classification of event 
3. Module/ActivityA set f parts or units of content or techniques
4. Class/EventA set of classes where modules or activities content delivered to students or members


* For School Organization we use Programs, Categories, Modules, and Classes

* For Club/Society/Resident we use Programs, Categories, Activities, and Events



Step 1: Click Programs > Programs under Management category at the left panel.



Step 2: Click New Program button to create a new program.



Step 3: Once click the New Program button, Add New Program form will appear. Fill in all the information needed and click Create button to save the data.



  

1.5.1 How to View the Existing Program?


Step 1: Click the View icon at Action section on the Programs page.


* View icon


 

Step 2: Once click the View icon, user able to view the programs details on View Program page. At this page, user also able to create a new Category by clicking the Categories > New Category. User also able to edit Programs info by clicking the Edit button.


* For creating Category, refer 1.6 Creating Category for more details.





1.5.2 How to Edit the Existing Program?


Step 1: Click the Edit icon at the Action section on Programs page to edit the program's info.


* Edit icon



 

Step 2: Once user click the Edit icon, Edit Program form will appear. User needed to fill in the information that wanted to be changed. Then, click Update button to save the info.



 

1.5.3 How to Delete the Existing Program?


Step 1: Click the Delete icon at the Action section on Programs page.


* Delete icon



 

Step 2: Once user click the icon, a delete message will appear as confirmation.



 

1.6 Creating Category


Step 1: Click Programs > Categories under Management main menu at the left panel.




Step 2: Click New Category button to create a new category.


 


Step 3: Once user click the New Category button, Add New Category form will appear. User needed to fill in all the information and click Create button to save the data. 



 

1.6.1 How to View the Existing Category?


Step 1: Click the View icon at Action section on Categories page to view the category's details.


* View icon

 




Step 2: Once user click the View icon, user able to view the category's details on View Category page. User also able to create a New Activities or New Modules by clicking the Activities/Modules navigation. Besides, user able to edit the category details by clicking the Edit button.


* For create a new activities/modules, refer 1.7 Creating Activities/Modules for more details





 

1.6.2 How to Edit the Existing Category?


Step 1: Click the View icon at the Action section on Category page.


* Edit icon


 

Step 2: Once click the Edit icon, Edit Category form will appear. User able to edit the information and click Update button to save the button.



 

1.6.3 How to Delete the Existing Category?


Step 1: Click the Delete icon at Action section on Categories page.


* Delete icon


 


Step 2: Once user click the Delete icon, a delete message will appear as a confirmation.


 



1.7 Creating Modules/Activities


Step 1: Click Programs > Modules/Activities under Management category at the left panel.




Step 2: Click New Module or New Activity button to create a new module/activity.




Step 3: Once clicking the New Module/New Activity button, Add New Module form or Add New Activity form will appear. Click Create button to save the data.





 

1.7.1 How to View the Existing Module/Activity?


Step 1: Click the View icon at the Action section on Modules/Activities page.


* View icon

 




Step 2: Once click the the View icon, View Modules/Activities page will appear. At this page, user able to edit the Modules/Activities by clicking the Edit button. User also able to create new Classes or Events by clicking the Classes/Events navigation.


* For create an new module/event, refer 1.8 Creating Classes/Events for more details





 

1.7.2 How to Edit the Existing Module/Activity?


Step 1: Click the Edit button at the Action section to edit the Module/Activity.


* Edit icon



 

Step 2: Once user click the Edit icon , Edit Module form or Edit Activity form will appear. Fill in the information that wanted to be changed and click Update button to save the data.




 

1.7.3 How to Delete the Existing Module/Activity?


Step 1: Click the Delete icon at Action section on Modules/Activities page.


* Delete icon

 





Step 2: Once user click the Delete icon, a delete message will appear as a confirmation.



 


1.8 Creating Classes/Events


Step 1: Click Programs > Classes/Events under Management category at the left panel.




Step 2: Click New Class/Event button to create a new class or event.




Step 3: Once user click the New Class/New Event button, Add New Class form or Add New Event form will appear. Fill in all the information needed and click Create button to save the data.





1.8.1 How to View the Existing Classes/Events?


Step 1: Click the View icon at the Action section on Classes or Events page.


* View icon 




Step 2: Once user click the View icon, user able to view classes or events details on View Classes or View Events page. At this page, user able to edit the class's or event's info by clicking the Edit button. User also able to create new Students/Players, Fee Details, and Document.


* For creating Students/Players, and Fee Details, refer 2.0 Preparing your Data for more details





1.8.2 How to Edit the Existing Class/Event?


Step 1: Click the Edit icon at the Action section on Classes or Events page.


* Edit icon 



  

Step 2: Once user click the Edit icon, Edit Class form or Edit Event form will appear. Fill in the information that wanted to be changed and click Update button to save the data.




 


1.8.3 How to Duplicate the Existing Class/Event?


Step 1: Click the Duplicate icon at Action section on Classes or Events page.


* Duplicate icon


 


Step 2: Once click the Duplicate icon, Duplicate Class form or Duplicate Event form will appear.




 

1.8.4 How to Delete the Existing Class/Event?


Step 1: Click the Delete icon at the Action section on Classes or Events page.


* Delete icon




Step 2: Once click the Delete icon, a delete message will appear as a confirmation.


Video Tutorial:




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