Instructions

Prepare your files before you start. Required fields are marked, and bulk Excel or CSV uploads can be used in place of individual entries.

School Basic Info

Enter the school name, address, type, and academic year. Use the dropdowns and date pickers where offered.

Students

Add each student record individually, or upload a student list as an Excel or CSV file. Add more entries as needed.

Parents

Add a parent or guardian record for each linked student. Multiple parent records can be added.

Classes and Subjects

List each class and the subjects taught in it. Add a new class record for every class in the school.

Teachers and Staff

Enter each teacher and staff member, with their role and contact details. Add a record for every person.

Attendance

Record the attendance method and the date range covered by this submission.

Fees and Accounts

Add each fee record with its name, amount, and due date. Multiple fee records can be entered.

Exams and Results

Enter the examination periods and the format in which results are held.

Timetable

Provide the timetable period structure and upload the current timetable file if one exists.

Communication

Record the channels the school uses to contact families and staff, and the preferred contact times.

Transport

Add each transport route or vehicle record. Multiple transport records can be added.

Facilities Inventory

List the rooms, equipment, and facilities the school holds, with the quantity of each.

Library

Add each book record with its title, author, and copy count. Multiple book records can be entered.

User Roles

Select the roles that need access to the school records, and note what each role is permitted to change.

Website Content

Describe the pages and content the school website should show, and upload any supporting files.

Data Migration

Describe where the existing data is kept. Enter the original source or format, its availability, and any notes that help with the transfer.

Ready to review?

Check that every required field is complete. Then move to the review step to confirm and submit your records.