QuickSchools Getting Started Guide (Part 1)

This article will help you get started with Quickschools. The list below shows areas that school administrators need to know when rolling out QuickSchools for the first time:


Clearing Test Data from the Test Drive

When you first sign up for a trial, you probably used the Test Drive feature to try out some of the modules. The Test Drive is designed to quickly show you how the modules work by creating sample test data. And now that you’re ready to use real data, you’ll want to remove the test data, which can be done quickly and easily.

To remove the test data, simply go back to the “Getting Started” page and click on the “Clear test data” link (just below “Step 2”). Note that this will also remove some of the menu items along the top (if you had originally enabled the module via the test drive). Don’t worry, if you want to use these modules, you can turn them back on via the Features page.

One final step: Since you’re probably done with the Test Drive feature anyway, we recommend removing the page completely by clicking on the “Remove this Getting Started page” button (just below “Step 3”).


Adding Teachers

If you haven’t done so already, you should either import or enter your teacher information manually. The most important information to have is the teacher’s name and email address. Although you may opt to invite the teachers later, it’s important to give teachers access quickly, so that they can start getting familiar with QuickSchools right away. You’ll need to set up teachers before you can continue with many of the remaining steps. To learn more about importing teachers from Excel, click here.

Please make sure to invite your teachers for Quickschools access so they can log in to Quickschools to take attendance, enter grades, post homework, etc.


Adding Students

Just like with teachers, you’ll need to either import or enter students manually. We support all kinds of fields for import, including Custom Fields. For more information on adding students, click here.

Before working other modules in the system, you must first add students in your account. This is the basic element for most of the modules in Quickschools.


Setting up Modules and User Access

The Features page is where you turn on modules, and enable access to specific areas of QuickSchools to specific users. We have an entire article (with screenshots) on how to use the Features page: Managing User Access Via The Features Page.

Also note, that we recommend introducing new modules one at a time, to ensure that teachers are not overwhelmed with all that QuickSchools has to offer.


Setting up Subjects and Enrollment

If you’re using the Gradebook and Report Cards module, then you’ll definitely need to set up subjects, and enroll students into subjects. Your Gradebook and Subject-based Attendance rosters are based on enrollment into the subjects (and remember, student can be enrolled into subjects from any grade level). To learn more about setting your subjects and enrollment, see Setting Up Subjects And Enrollment.


Introducing Teachers to Quickschools

We try to make QuickSchools as easy-to-use as possible. But just to your teachers started, we’ve put together a short article on what you need to know as a teacher: Getting Started As A Teacher.


Introducing Parents to QuickSchools

Finally, if you’re going to introduce QuickSchools to parents, we highly recommend putting up a simple FAQ page on your website, with steps on how to log into their account. We even have sample HTML that your webmaster can use as a starting point. You can read about it here.

Start inviting parents for Quickschools access. Doing this allows parents to log in to Quickschools and have access to their children’s progress in school, attendance, homework, incident reports, etc. See Parent Portal for more info.

For more information on using the common modules available within QuickSchools, check out Part 2 of the QuickSchools Getting Started Guide.



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