Graduation operation · Class Management

Class Management: org chart, budgets, preferred suppliers and schedules on the class page

Running a class involves people, money, suppliers and deadlines, and each one usually lives somewhere else. The Management tab brings it all into the class itself: the org chart read from the committee and the plans, the budgets and orders sent to the committee for approval, the suppliers the class prefers and the schedules applied by kit. The Approvals tab closes the loop with the committee's answer on record.

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The problem and the fix

The problems Class Management solves every day

If any of these situations sounds familiar, it is because they happen in almost every graduation company, until the right system comes in.

The problem

Nobody knows who is responsible for what in the class without asking in the group chat.

With Partiu Formatura

The class org chart is derived from the committee and the plans, and the company adds the custom nodes that are missing.

The problem

The budget goes to the committee by message, and the approval gets lost in the chat history.

With Partiu Formatura

The budget is sent for approval from the Management tab, generates a summary sheet and appears in the committee portal for the decision.

The problem

Each class has its preferred suppliers, and the information stays with whoever negotiated.

With Partiu Formatura

Preferred suppliers per class, pointing to the company register or entered by name only when no register exists yet.

The problem

Building the schedule for a new class means repeating template by template.

With Partiu Formatura

Ready-made kits apply a pack of templates at once, with deadlines relative to the event date.

The problem

Class orders are scattered and nobody sees the total.

With Partiu Formatura

Class budgets and orders gathered in the same tab, next to the org chart and the schedules.

The problem

After the committee answers, the answer never reaches whoever is running the class.

With Partiu Formatura

The Approvals tab records the status of each submission and the committee's answer in the class itself.

In practice

Real examples of Class Management working for you

Everyday situations at graduation companies, from the problem to the result, using the modules on this page.

01

Ball budget approved on record

The scenario

The ball budget needed the committee's go-ahead before closing with the supplier.

With the system

The team sent the budget from the Management tab. The summary sheet was generated and the request appeared in the committee portal for approval.

The result

The approval came back recorded in the class Approvals tab, and the deal with the supplier went ahead with the decision documented.

02

New class with a schedule in minutes

The scenario

A newly signed class needed the ceremony, ball and album schedules before the first meeting.

With the system

The team applied the company's schedule kit in the Management tab, with the templates and deadlines relative to the event dates.

The result

The schedules were born all at once, and the committee meeting already had a timeline to show.

03

The class's preferred supplier

The scenario

The committee had closed the decoration with a supplier that was not yet in the company register.

With the system

The supplier went in as a class favorite by name only. When the company registered it, the favorite started pointing to the register.

The result

The class's next budgets already went out with the right supplier, with no rework.

How it works

How information flows through Class Management

Every step is a real module, and what comes out of one goes into the next without anyone typing it again.

  1. 1The class is signedThe committee and the plans go into the register, and the org chart appears derived from them.
  2. 2The company completesCustom nodes are added to the org chart, and the class's preferred suppliers are marked.
  3. 3The schedules are bornA kit applies the pack of templates at once, with deadlines relative to each event date.
  4. 4The budget is builtClass budgets and orders are gathered in the Management tab.
  5. 5The committee decidesThe budget is sent with a summary sheet and appears in the committee portal for approval.
  6. 6The answer comes backThe Approvals tab records the committee's decision in the class itself.

Module by module

Everything included in Class Management

5 modules and 25 features on this page, all running on the same class, graduate and event records.

Class Org Chart

Who is responsible for what, read from the committee and the plans and completed by the company.

  • Org chart derived from the committee and the class plans
  • Custom nodes added by the company, beyond the derived ones
  • Who is responsible for what visible on the class page
  • Updates on its own when the committee changes
  • Same source as the committee register, with no retyping

Class Budgets and Orders

The class budgets and orders gathered, with submission for the committee to decide.

  • Class budgets gathered in the Management tab
  • Class orders tracked in the same place
  • Budget submission for committee approval
  • Summary sheet generated on submission
  • Submitted budget appears in the committee portal for decision

Preferred Suppliers

The suppliers the class prefers, linked to the company register or by name only.

  • Preferred suppliers per class
  • Points to the company supplier register when it exists
  • Entered by name only when the supplier is not yet registered
  • List ready for the class budgets and orders
  • Class preferences kept apart from the company's general register

Schedules with Kits

The class schedules applied at once from a pack of templates.

  • Class schedules inside the Management tab
  • Ready-made kits: a pack of templates applied at once
  • Templates with deadlines relative to the event date
  • Progress tracking without leaving the class
  • Same engine as the Work Schedules

Approvals Tab

What was sent to the committee and what it answered, in the class itself.

  • Approvals tab with everything sent to the committee
  • Status of each approval request
  • Committee answer recorded in the class
  • History of what was approved and what was declined
  • Direct link with the Committee Portal
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Where Class Management lives in the feature catalog

These catalog areas detail, feature by feature, the modules behind this page.

Class Management

Management tab on the class page: org chart derived from the committee and the plans with custom nodes, class budgets and orders, budget submission for committee approval with a summary sheet, preferred suppliers, schedules with ready-made kits and the approvals tab.

Graduation groups & graduates

Registration, documentation, payment plans, commission, diary and satisfaction survey with NPS.

Committee Governance

The governance modules of the Committee Portal: meetings with call notice, agenda, attendance confirmation and generated minutes; approvals with thresholds by amount; tasks as an action plan; internal bulletin board with read confirmation; documents with folders and versions; budget by category and decision history as an audit trail.

Purchasing & Supplies

Complete supply cycle: approved supplier, electronic quotation with the supplier's own portal, comparative map, purchase order with authority and budget, receipt with three-way verification, entry into stock and account payable.

Explore more in Graduation Operations

Classes

Each class is a project with a contract, payment plan, committee, event schedule and hundreds of graduates in different situations.

Class BI

The question "how is the class doing?" usually takes a report, a spreadsheet and an afternoon of someone from finance.

Committee Portal: governance

The committee decides a lot in little time, and the decision usually lives in a group chat.

Find the right plan for Class Management

Compare the modules and choose the setup that fits your operation.

See all Graduation Operations pages