Start of Year setup

This document is designed for school administrators. It explains what needs to be done, to setup your school's uEducateUs system for the new year.

As this setup can take some time, it is highly recommended that it be done in advance before the start of term.
Note: Performing this setup after the term starts can result in additional work needing to be done to set the system up correctly, plus you run the risk of attendance rolls not being available when students arrive.

Table of Contents

Step 1: Update Cases21

Complete the following in Cases21:

• Increment student year levels
• Create new students
• Set up new home groups
• Set up new classes

Note: It may take up to 3 days for any recent changes made in Cases21 to flow through to uEducateUs  in an eduHub connector download.

Step 2: Run the eduHub Connector to Import your school’s data from Cases21 into uEducateUs

To perform this step, you must have previously installed the uEducateUs - eduHub Connector application on a PC at your school (generally the Business Manager's or Principal's computers are used).

If you wish to install the uEducateUs - eduHub Connector application, both the download link for the application and instructions for setting up the application can be found in Management > eduHub. Installation will need to be completed before you proceed further.

Alternatively, you can organise for the data to be imported manually. The manual import will need to be done with the assistance of the uEducateUs support team, and can be a lengthy process. Your school will be charged for the time that it takes to manually import this data.

If you do currently have the uEducateUs eduHub connector installed and running at your school, then open it and select the statistics button on the left and click on "Set initial run to false", then select Functions on the menu and click "Manually import cases21". This will now run the sync function, when complete it will display a green success message.

Step 3: Set additional information in uEducateUs

3.a. Check your term dates for this year

Main navigation menu: Management > Advanced > School preferences:

Check your term dates for the year and adjust them as required here. 

3.b. Set additional information for classes

Main navigation menu: Management > School > Classes:

For each class, click the drop arrow to the right of the View button and select Edit from the drop list. This will allow you to edit the selected class.
On the edit class page you will be able to set the following additional information via the tabs along the top:

• Details*
• Year levels
• Teachers*
• Students*
• Subjects
• Timetable* (timetable periods are required if attendance is going to be marked for this class)

*Class Details, Teachers, Students and Timetable must be completed for attendance generation to be successful.

Specialist classes can be added or cloned from a similar existing class. This cloning process will automatically attach students if required.

Creating new classes in uEducateUs

Main navigation menu: Management > School > Classes
Click the green [ + ] button (top left of the classes grid).
Complete all compulsory fields* > Click [Continue] > Add any further required information via the tab windows > Click [Save].

If you’d prefer to clone an existing class (rather than creating a new one from scratch):
Select the class you wish to clone, click the drop arrow to the right of the View menu for that class and select the Clone class option from the drop list.
By default, the students and subjects will be added to the new class… if you do not wish this to be the case, uncheck the relevant checkboxes before clicking the [Save] button.
Once the cloned class has been created, you will be taken to the edit mode for the new class, so you can make any alterations. The areas you can edit are:

• Teachers
• Students
• Subjects
• Timetable periods

If you do not wish to alter anything, click the [Cancel] button to return to the classes tab.

Please contact the uEducateUs Support Team if you need assistance.