First Steps for Administrators

We have created the following exercises to get you used to some of the standard functions that are part of the Administrator's package. This is a perfect introduction to the eSchools platform for new starters. If after logging in, you cannot see some of the functions listed on this page, these may need to be turned on for you - use the contact page to talk to our Support team, we can check if these tools are included in your contract.

1. Settings

  1. Hopefully you have received an initial password from an Administrator.  Upon logging in, we urge you to change that first password to something more memorable. The first thing to do would be to Change your password to something more memorable.
  2. Next, you can customise your platform with a background.
  3. Finally, check your photo; this will be what your student will see when they login. You can change it within the settings.

2. CP

  1. CP stands for Control Panel, and is a tool for administrators to monitor the set up of eSchools. It will also show you the data required by eSchools as it pulls through from the school’s MIS.
  2. Click on CP, and select Users from the drop down menu. Type your surname into the search box. Click on your name as it is listed. Here, you should see the details on you that eSchools takes from the school MIS. If there is any missing information (such as an email address), you can add this to the MIS; this will synchronise with eSchools overnight.
  3. If your school has used eSchools for a while, you shouldn’t need to change too many of the settings here, however we would advise you look through it, to familiarise yourself with the tool. Click here for full instructions.

3. Files

  1. Click the Shared Files folder to see if a colleague has added any files for you.
  2. Now, let’s create a personal folder for your own work. Click on New Folder and create a folder called “My Notes”. Add some documents here.
  3. Let’s also create a folder for collaborative work. Create another new folder to be shared with a colleague. Once made, you can add some documents to it. Now, share it with a single colleague or a group of colleagues using the cog on the right.

4. Calendar

  1. Try adding a new event, maybe your birthday, sharing it with all administrators. You never know, they might decide to buy you a present when the day comes!
  2. Add a colleague’s calendar, so that you can see their events as well.
  3. Check your notifications to see if you have been added to any events.

5. Messages

  1. Try sending a test message to a colleague. Ask them to reply to your message so that you can monitor how this appears in your inbox.
  2. Send another message to the same colleague – this time ensure that the ‘broadcast only’ switch is on. They will not be able to reply to this message.
  3. Delete these two messages.

6. Letters Home

  1. If you have completed the CP exercise above, you will see whether the eSchools platform has your email address. If it does you can use the Letters Home tool to send an email to yourself. Click on the Letters Home tool. Then click the “New Email” button.
  2. Add yourself as a recipient, and write a short note. Click review and send. View your details on the subsequent screen, then click “Send Email”.
  3. View the email in your separate email inbox. You can also download the eSchools app and view the email here.

7. Text Sender

  1. The text sender tool is very similar to the Letters Home tool that you used in the last exercise, however texts are purchased in bundles and cost money. The school may be upset if you use a text credit on a test to yourself!
  2. Rather than sending the text though, go through the process with yourself as the recipient until you reach the review screen. If you have not yet downloaded the app, end the exercise here.
  3. If you have downloaded the app, you should see either an android or apple logo by your name. This means that you will receive the text as a push notification and not cost the school any money. You can safely click the “Send Message” button.
  4. View the message on your app.

All finished? Check out Next Steps for further exercises…