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Educare CRM Support Ticket Form
For your assistance, please fill in this form:

Name:
First Name
Last Name
School Name:
Email:
example@email.com
Ticket Type:
QUESTION
SUGGESTION
BUG
Priority:
Urgent
Good To Do
Low Importance
Browser:
what web explorer are you using
Details:
Provide details of the assistance you need. Please be specific and detailed
Screen Shot Of Issue:
you can attach screen shot of issue if available
Require Physical Inspection?:
Yes
No
May Be
Preferred Schedule Date:
Preferred Schedule Time:


Submit


GUIDE TO SETTING UP A SCHOOL ON THE PORTAL

This provides a guide for setting for importing student, teachers and parents data on the portal.

Step 1: On your browser, enter the school’s url then fill in your email and password.

Step 2: As indicated in the picture below, click on the “School Setup” dropdown then select “View School Types”

 

Step 3: There are different school: High School (Secondary School), Junior School (Primary School), Pre School (EYFS). So, select the school you wish to install 

Note: The types depend on the school’s report card type. But when installing a school, just choose the school with the latest alphabet.

Step 4: The next is the screen below

  1. Enter the school name you are installing eg. Light House Secondary School
  2. Enter the current session

Step 5: At this point, the system will ask if you need further guidance which is uploading the excel sheet of student/parents and also that of teachers. 

  • Selecting “Yes” takes you further to where you can import the teachers list first then the student/parent list. Select “Yes” if you have the excel sheet ready and good to go
  • Selecting “No” ends the guide. Select “No” if you don’t have the excel sheets of student/parents and also that of teachers ready for upload.
  • You can Then you can import the student/parents list later buy going to

Teachers> Create Teachers.

As seen in the picture below.

  • You can Then you can import the student/parents list later buy going to

Students> Student Admissions.

As seen in the picture below.

 

 

Step 6: Follow the instructions as seen on the picture below.

 

 

Step 7: Open the downloaded sample teachers excel sheet and ensure that you format the document exactly the way the sample data is. The gender and date of birth must follow the format as indicated

Points to note:

  • Each school (EYFS, Primary & Secondary) is supposed to have its own excel sheet.
  • If the school provide different school teachers in one excel sheet, it is up to you to separate the teachers into different excel sheets based on the school they teach.
  • If a teacher teaches in 2 schools, only enter the teacher’s details in one of the schools
  • If a particular field is not provided by the school, leave the filed blank.

Step 8: Tick both checkbox confirming you’ve downloaded the document and entered the information correctly.

Step 9: Follow the instructions as seen on the picture below.

Step 10: You can now proceed to import student list by clicking next.

Step 11: Follow the instructions as seen on the picture below.

Step 12: Open the downloaded sample student excel sheet and ensure that you format the document exactly the way the sample data is. The gender and date of birth must follow the format as indicated

Points to note:

  • Each school (EYFS, Primary & Secondary) is supposed to have its own excel sheet.
  • If the school provide different school teachers in one excel sheet, it is up to you to separate the teachers into different excel sheets based on the school they teach.
  • If a teacher teaches in 2 schools, only enter the teacher’s details in one of the schools
  • If a particular field is not provided by the school, leave the filed blank.
  • Each Year group must be created in a new tab as indicated in the picture below.

 

 

Step 13: Tick both checkbox confirming you’ve downloaded the document and entered the information correctly.

Step 14: Follow the instructions as seen on the picture below.

 


 

 

 

 

 

 


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Educare CRM Support Ticket Form
For your assistance, please fill in this form:

Name:
First Name
Last Name
School Name:
Email:
example@email.com
Ticket Type:
QUESTION
SUGGESTION
BUG
ERROR
Priority:
Urgent
Good To Do
Low Importance
Browser:
what web explorer are you using
Details:
Provide details of the assistance you need. Please be specific and detailed
Screen Shot Of Issue:
you can attach screen shot of issue if available
Require Physical Inspection?:
Yes
No
May Be
Preferred Schedule Date:
Preferred Schedule Time:


Submit


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