1. School Setup

(a) Calendar - The calendar will be already created for you. Just click on the calendar days and mark the events and holidays of your institution. 

Click on any calendar day and a pop-up will open allowing you to enter an event or mark the day as a holiday. It is important to mark the holidays because if you don't then the system will generate missing attendances for those days.

(b) Marking Period - Begin the marking period by creating a full year with start and end dates. Now the full year needs to be divided into semesters & quarters as per school requirements. To create a marking period of a semester/quarter, click on the (+) and fill out the Title, Short Name, Marking Period Begins & End date, and Grade Posting Begins & Ends dates for that marking period. Grade posting begins & ends indicates the span of time in which users can input final grades.

As a good practice, you want the beginning date to be close to the end of the marking and the end date to be a few days after the end of the marking period.

(c) Periods - Create the period by defining the time division of a school day. Click on add new period and fill out the form with the title, short name, start time, end time, and calculate attendance. 

(d) Rooms - Create and define the classrooms that are used in the school. Click on Add New Room to add title, and capacity along with a brief description

(e) Grade Levels -  Create different grade levels as per school requirements. Click on add new grade level and fill up the form with the title, short name, grade level equivalent, age range, educational stage, and next grade.

Pay particular attention to the Next Grade field when the school is rolled over at the end of each academic year, the students who are set to be promoted to the next grade are done according to the value you set here.

(f) Report Card Grade Scale - Click on +Add Grade Scale and fill out the fields as given below.  As an example we have used the 4.0 scale value which is a typical scale value in the USA.

After you complete the school set up the screen will look like this:

2. Add Staff

Fill out the fields marked in red boxes. These are the minimum data you need to add staff into the system properly. 

You can continue to add more staff manually or import in bulk via an Excel sheet.

3. Add Student

Click on Add Student, you can just enter the mandatory fields to start with and populate the rest later. Click on Save and Next to advance to the next screen where you will enter the enrollment information.

You will notice that the Student record is already created. Just choose the correct Grade Level and the Enrollment Date and click update. That's it. The first Student is in the system.

You can continue to add students manually or import them from a spreadsheet.

Clicking on the Staff bread crumb will display the list of Staff you have in the system.

4. Add Course

Click on add course and a pop-up will open. Here fill out the necessary fields. If you are adding a course for the first time, the Program and Subject will not be in the database. So add a Program and Subject name and save. Next time onwards that program and subject will be available in the drop-down.

After you complete up to this point, the main menu on the left-hand side will open up. You will be able to navigate throughout the system.

5. Add Course Section

To create a Course Section, navigate to the Course. Click on the + Add New Course Section button.

We will describe the form by part. Let's start with the top portion.

By default, the Active toggle button will be turned on. You can turn it off if you are not ready to publish the Course Section and it won't show on the course catalog.

Duration of a course section can either follow a marking period or occur on a custom date range.