EDHI5 Workflow Automation

Keep Work Moving
Without Chasing
Every Follow-up.

Build structured campus processes that move work to the right person, trigger reminders and help teams stay on top of what needs to happen next.

Unified & Integrated

Connected campus processes in one platform.

Role-Based Workflows

The right task for the right person.

Secure & Future Ready

Access shaped around responsibility.

EDHI5 admissions workflow dashboard showing enquiry, follow-up, documents, payment and admission
Illustrative Dashboard · Sample Data
From Process to Workflow

Transform Campus Processes Into Structured Workflows.

Move from manual tasks to trackable workflows with clear ownership and accountability.

Traditional

Progress depends on repeated follow-ups.

Someone Remembers
Someone Follows Up
Someone Sends a Reminder
Someone Checks the Status

EDHI5 Workflow Automation

Give each step an owner and a next action.

Start With a Trigger.

An enquiry, request or update starts the next step in a connected process.

One Connected Journey

From Enquiry to Admission.

Choose a stage to explore the next action and its owner.

Stage 01 / 07

Capture the Enquiry.

Bring enquiry details into one record so the admissions team can identify the next action.

Responsible TeamAdmissions Team
Next ActionAssign a Counsellor
Illustrative StatusOpen

Workflow Automation Examples

Connected Across Campus Teams

Bring structure to admissions, administration, finance, HR and daily academic work.

Admissions Follow-up

Keep every enquiry moving.

Admissions

Admissions Follow-up

Assign a counsellor, schedule follow-ups and track the next action.

Trigger
Enquiry Created
Owner
Counsellor

Fee Reminder

Follow up on unpaid fees.

Accounts

Fee Reminder

Send reminders only to students with unpaid fees, with visibility into the outstanding amount.

Trigger
Payment Overdue
Owner
Accountant

Leave Approval

Bring structure to leave requests.

HR

Leave Approval

Route staff leave requests for review and track the approval status.

Trigger
Leave Requested
Owner
Approver

Student Document Collection

Keep pending documents in view.

Administration

Student Document Collection

Track required documents, verification and reminders from one linked record.

Trigger
Application Submitted
Owner
Administrator

Transport Exception

Coordinate transport follow-ups.

Transport

Transport Exception

Assign a route issue to the responsible team and track the resolution.

Trigger
Issue Raised
Owner
Transport Team

Teacher Task

Make academic tasks easier to track.

Academics

Teacher Task

Assign classroom tasks with a clear owner, timeline and completion status.

Trigger
Task Assigned
Owner
Teacher

Parent Consent

Follow each consent request.

Communication

Parent Consent

Share requests, collect parent responses and identify pending consent.

Trigger
Consent Requested
Owner
Class Teacher

Purchase Approval

Bring clarity to purchase requests.

Administration

Purchase Approval

Route a request to the right approver and keep the decision linked to its record.

Trigger
Request Raised
Owner
Approver

Clearer Workflows. Better Daily Control.

Reduce delays, make responsibility visible and keep teams aligned.

Faster Follow-ups

Keep pending actions visible with timely reminders.

Better Accountability

Give each task a clear owner and timeline.

Less Manual Chasing

Reduce repeated reminders and status checks.

Clearer Process Visibility

See what is open, pending or complete.

With EDHI5 AI

Intelligent signals can help identify which workflow actions may deserve attention first.

EDHI5 AI Illustrative Signals
2 Days Overdue
Needs Attention
5 Pending
3 Days Pending

Review the enquiry history and assign the next follow-up to the responsible counsellor.

Sample data. AI availability depends on enabled capabilities and campus configuration.

Book a Demo

See How EDHI5 Can
Run Your School Better.

Book a personalised walkthrough of EDHI5 to explore school operations, workflows, dashboards and the AI-ready platform designed for modern schools.

  • Personalised walkthroughTailored to your school’s needs.
  • Role-based demoSee what’s relevant to your role.
  • Questions answered liveGet real answers from our team.

Smarter
Schools
Brighter
Futures

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Workflow Automation | EDHI5 Campus ERP