ERP proposal/Hierarchy & roles
PROPOSED SOLUTIONExplore demo

People & responsibility

A clear hierarchy.
A clear owner for every task.

A proposed operating structure for the institute. Reporting relationships and delegated approval limits will be confirmed with management.

Management / Governing Body

Policy, direction and institutional oversight

Director / Principal

Academics

HODs → faculty, class mentors and departmental coordinators.

Administration

Admissions, student section, scholarships, library, assets, gate and certificates.

Accounts

Fee collections, reconciliation, budgets, expenses and authorised finance approvals.

Training & placement

Placement head → placement officers; assigned company HR evaluates interviews.

Human resource

HR team → employment records; reporting managers approve leave and reviews.

Students & parents

Service users with access to their own or verified linked student information. They are not part of staff approval chains.

Company HR

An external, drive-specific role. Sees candidate interview information and evaluations only for the assigned company drive.

System administrator

Configures accounts and permissions. Technical access does not make the administrator an admission, finance or academic approver.

Role-access matrix

Who can see, enter and approve?

Final permissions will follow the institute’s approved delegation policy.

RoleVisibilityResponsibilitiesAccess boundary
Management / Governing BodyInstitute-wide summaries, approved reportsStrategic review and policy directionNo routine transaction entry
Director / PrincipalInstitute and department oversightDesignated institutional approvalsDelegation and thresholds to be confirmed
HOD / academic coordinatorAssigned department and classesFaculty allocation, academic review and correctionsNo unrelated payroll or banking information
Faculty / mentorAssigned classes and adviseesTeaching, attendance, assessment and mentoringNo alteration of fee receipts or scholarship receipts
Admission officer / counsellorAssigned enquiries and applicationsCounselling, verification and admission handoffAdmission confirmation by designated authority
Student sectionVerified student master and documentsProfile verification, enrolment and document preparationFinance decisions remain with accounts
Scholarship officerApplications and eligibility evidenceAnnual verification, correction and sanction trackingReceipt reconciliation remains with accounts
Accounts / finance officerFee, receipt, scholarship and expense ledgersPost payments; approve authorised adjustments and refundsSeparate request, approval and payment responsibilities
Placement officerCandidate eligibility and assigned drivesDrive setup, invitations, attendance and queueHR evaluates assigned interviews
Company HRAssigned drive and consented candidate profileRound scores, feedback and interview decisionsNo fees, scholarships, payroll or other companies’ drives
Library / asset officersTheir own loans, assets and custodiansIssue, return, allocation and clearanceNo general student financial or academic edits
Reception / securityVisitor identity, host and pass recordsRecord arrivals, departures and valid gate passesNo academic, fee or payroll access
HR team / reporting managerAuthorised employee records and reportsEmployment records, leave approval and payroll inputsSalary and bank details limited to authorised staff
StudentOwn verified profile and linked servicesSubmit forms, applications, work and requestsCannot approve own records or edit published results
Parent / guardianOnly verified linked student informationView permitted updates and respond to communicationNo unrelated students; no staff or HR access
System administratorAccounts, roles and technical configurationProvision access and maintain technical settingsDoes not acquire business approval authority

Common approval pattern

  1. Request / entry: the record owner enters details and attaches evidence.
  2. Verification: the responsible office checks completeness, identity and supporting records.
  3. Approval: the designated authority accepts, returns for correction or rejects with a reason.
  4. Posting / publication: approved changes become visible to permitted users.
  5. History: the system retains the actor, timestamp and before/after change or transaction reference.