Step-by-Step Guide

From Sign-up to
Full Operation

Getting your school onto EduTrack takes less than a day. This guide walks you through every step β€” from first contact to running reports, collecting fees, and managing exams.

YOUR JOURNEY AT A GLANCE
Submit Enquiry
~2 minutes
Account Activated
Within 24 hours
Configure Your School
1–2 hours
Import Students & Staff
1–3 hours
Go Live!
Same day
< 1 Day
Average time to go live
50+
Schools already onboarded
24-Hour
Support response time
30-Day
Free trial, no card needed
Onboarding Steps

Getting your school set up

1

Submit Your Enquiry

Start by filling in the short sign-up form on our homepage. You'll provide your school name, contact details, number of students, and preferred plan. There's no payment required at this stage.

What you provide
  • School name & town
  • Your name & role
  • WhatsApp / phone number
  • Email address
  • Approximate student count
What happens next
  • We review your enquiry
  • We call or WhatsApp you
  • We confirm your plan
  • Your account is created
  • Login details are sent to you
Tip: Use the WhatsApp button for the fastest response β€” usually within the hour.
2

Account Activation & First Login

Once your account is set up, you'll receive your school code, license key, and a link to your EduTrack dashboard. Log in with the credentials provided and you'll land on the setup wizard.

What you'll find on first login:
Setup Wizard
Guides you through basic configuration
School Profile
Enter your school's official details
Branding
Upload logo, set school colors
Academic Year
Set current term and year
Security: Change your default password immediately after first login.
3

Configure Your School Structure

Before adding students, set up your school's academic structure. This takes about 30–60 minutes and only needs to be done once.

Classes & Streams

Create your classes (JHS 1A, Form 2, etc.) and assign class teachers

Subjects

Add all subjects, assign teachers, set class–subject links

Academic Calendar

Set term dates, holidays, exam schedules

Fee Structure

Define fee types (tuition, levies, boarding) per class

Staff Setup

Add teachers, administrators, and support staff with roles

Notifications

Configure SMS/WhatsApp alerts for fees and absences

Estimated time: 30–60 minutes for a typical school.
4

Import Students & Assign to Classes

Add your students individually or bulk-import using an Excel spreadsheet. EduTrack provides a template you can download and fill in.

Option A β€” Manual Entry
  • Go to Students β†’ Add Student
  • Fill in student details
  • Assign to a class
  • Add guardian contacts
  • Upload photo (optional)
Option B β€” Bulk Import
  • Download Excel template
  • Fill in student data
  • Upload the completed file
  • Review & confirm import
  • Hundreds of students in minutes
The bulk import template accepts student name, DOB, gender, guardian name, phone, class, and index number.
5

Go Live β€” Day-to-Day Operations

You're ready. Your staff can now use EduTrack daily for attendance, fee collection, exam marking, and communication. Here's a typical school day on EduTrack:

7:30 AM
Morning check-in
Teachers take attendance on their devices for each class
8:00 AM
Fee desk opens
Bursar collects fees, system issues digital receipts instantly
12:00 PM
Mid-day summary
Admin reviews attendance and fee reports for the day
2:00 PM
Score entry
Teachers enter class scores after continuous assessment
3:30 PM
Auto-alerts
Absent students' parents receive SMS/WhatsApp notifications
End of term
Report cards
System generates and prints all report cards automatically
6

End of Term β€” Reports & Promotions

At the end of each term, EduTrack generates comprehensive reports and automates the promotion process.

Report Cards

Generate PDF report cards for every student with grades, attendance, teacher remarks, and GPA

Promotions

Bulk-promote students to the next class based on grade thresholds or manual review

Analytics

View school-wide performance charts: class averages, pass rates, attendance trends

Parent Communication

Email or WhatsApp report card summaries directly to parents from the system

Setup Time Estimates
School configuration 30–60 min
Staff accounts 15–30 min
Student import (bulk) 30–60 min
Fee structure 20–40 min
Subjects & classes 20–30 min
Total first-day setup ~3 hours
Need Help Setting Up?
Our team can guide you through the entire setup via WhatsApp or phone call.
Chat with Us
Module Guides

How each module works

Click a module below to see a detailed breakdown of its features and how to use it.

Student Management

The student module is the core of EduTrack. It stores every student's academic, personal, and guardian records in one place β€” accessible from any device.

Student Registration
Full profile with photo, index number, date of birth, gender, nationality, and contact details
Guardian Records
Store father, mother, and/or guardian contacts with automatic linking for SMS/WhatsApp alerts
Class Assignment
Assign students to classes and streams; easily move students between classes
Academic History
Full term-by-term grade history and attendance records from enrolment
Document Store
Upload birth certificates, health records, or other documents per student
Bulk Import/Export
Import hundreds of students from Excel; export filtered lists to CSV/PDF
Common Actions
Add a new student
Students β†’ Add Student β†’ fill form
Bulk import
Students β†’ Import β†’ download template β†’ upload
Move between classes
Student profile β†’ Edit β†’ change class
Search students
Use the search bar on the students list page
Print ID card
Student profile β†’ Print ID Card
Promote students
End of Term β†’ Promotions β†’ select class β†’ promote

Fees & Payments

EduTrack's fee module eliminates manual ledgers. The bursar can collect fees, issue digital receipts, and track outstanding balances in real time.

Fee Structure
Define multiple fee types per class (tuition, levies, uniform, sports) and set amounts per term
Quick Collection
Search for a student, select the fee type, enter the amount, and generate a receipt β€” all in under 30 seconds
Outstanding Tracking
See exactly who owes what at a glance; filter by class, fee type, or amount range
Receipt Generation
Digital PDF receipts with school logo, date, amount, and teller name; printable on A5 or thermal paper
Payment History
Every payment is logged with a timestamp, teller name, and payment method for auditability
Discounts & Waivers
Apply discounts or full waivers for scholarship students with admin approval
Fee Collection Flow
1
Open "Collect Fee"
2
Search student by name or ID
3
Select fee type and term
4
Enter amount paid
5
Add payment method & reference
6
Generate & print receipt

Attendance Management

Attendance tracking is fast and designed for real classroom conditions. Teachers take attendance on their phone, tablet, or computer β€” no paper registers needed.

Daily Attendance
Teachers mark Present / Absent / Late / Excused for each student in their class with a single tap
Auto-Notifications
Parents of absent students receive automatic WhatsApp or SMS alerts, reducing truancy
Monthly Reports
Per-student and per-class attendance reports with percentage calculations
Absentee Tracking
Flag students with repeated absences for pastoral intervention
Staff Attendance
Track teacher punctuality and absence separately from student records
Custom Periods
Morning and afternoon sessions can be tracked separately for boarding schools
Taking Attendance (Teacher)
1
Log in to EduTrack
2
Go to Attendance β†’ My Class
3
Select today's date
4
Mark each student's status
5
Submit β€” done in under 5 minutes!

Exams & Grading

The exams module supports the full Ghanaian assessment cycle β€” Class Score, Exams Score, and cumulative grading β€” following GES grading standards.

Score Entry
Teachers enter class scores and exam scores per subject, per student, online or via CSV upload
GES Grading
Automatic grade calculation using GES 7-point grading scale (A1–F9) or custom school grading
Position Ranking
Automatic class and year-group position calculation
Aggregate Scoring
Compute BECE-style aggregate scores where applicable
Teacher Remarks
Teachers can add per-subject and overall remarks per student
Exam Timetable
Publish and print exam timetables for parents and students
Grading Scale (GES)
A1 80–100 Excellent
B2 70–79 Very Good
B3 60–69 Good
C4 55–59 Credit
C5 50–54 Credit
C6 45–49 Credit
D7 40–44 Pass
E8 35–39 Pass
F9 0–34 Fail

Reports & Analytics

EduTrack generates beautiful, branded reports β€” from individual student report cards to school-wide analytics dashboards.

Student Report Card

PDF report card with grades, attendance, position, teacher remarks, and school branding. Printable or shareable via email.

Fee Collection Report

Daily, weekly, or monthly fee collection summaries by class, fee type, or teller. Exportable to Excel.

Attendance Report

Class-level and school-level attendance trends, absent lists, punctuality rates over any date range.

Academic Performance

Subject-wise averages, pass/fail rates, top performers, and year-on-year comparison charts.

Outstanding Fees

List of students with unpaid or partially paid fees, sortable by amount or class.

Graduation & Promotion

Promotion eligibility lists based on grade thresholds or manual admin review.

Staff Management

Manage all staff members β€” teachers, administrators, support staff β€” with role-based access control so each person sees only what they need.

Staff Profiles
Full profile with qualifications, subjects taught, contact details, emergency contact, and employment date
Role-Based Access
Admin, Headmaster, Teacher, Bursar, and Class Teacher roles β€” each with appropriate permissions
Class Assignment
Assign form teachers to classes; assign subject teachers per class-subject combination
Staff Attendance
Log and report staff punctuality and absences separately from students
Leave Management
Staff can request leave; admin can approve or reject with leave balance tracking
Payslips (Premium)
Generate basic payslips for staff on the Premium plan
User Roles & Permissions
Super Admin
Full system access; manages settings, users, school profile
Headmaster
Reads all data; approves promotions and reports
Bursar
Fee collection, receipts, financial reports only
Class Teacher
Attendance for their class; score entry for their subjects
Subject Teacher
Score entry for assigned subjects only

Communication & Notifications

Keep parents informed and reduce absenteeism with automated and manual messaging tools built right into EduTrack.

WhatsApp Alerts

Automated WhatsApp messages to parents for absences, fee reminders, and results. Powered by the Oric Network WhatsApp gateway.

SMS Notifications

Standard SMS fallback for parents without WhatsApp. Works with any Ghanaian mobile network (MTN, Vodafone, AirtelTigo).

In-App Announcements

Broadcast school-wide announcements visible to all staff when they log in.

Email Reports

Send report card summaries and fee statements directly to parent email addresses from within EduTrack.

Custom Bulk SMS

Send custom messages to all parents, specific classes, or students with outstanding fees.

Delivery Reports

See which messages were delivered, failed, or pending for every SMS/WhatsApp blast.

User Roles

Who uses EduTrack and how

Different staff members have tailored experiences based on their role in the school.

School Administrator

You have full access to all modules. Set up the school, manage users, view all reports, and control system settings. You are the gatekeeper of EduTrack.

Full settings access
All reports & analytics
User management
System configuration

Class Teacher

Log in each morning to take attendance. Enter class scores throughout the term. View your class's performance and generate your class report at term end.

Daily attendance
Score entry
Class reports
Exam timetable view

Bursar / Accounts

Collect fees with a fast checkout interface. Issue digital receipts instantly. Track all outstanding balances and generate daily revenue reports.

Fee collection
Receipt printing
Outstanding reports
Daily financial summary

Headmaster / Principal

View the school dashboard and all reports without editing capabilities. Approve end-of-term promotions and final report cards before they are released.

School-wide dashboard
Report approval
Promotion sign-off
Read-only access to all data
Support

Getting help when you need it

We're based in Ghana and available during school hours β€” and beyond β€” to support your school.

WhatsApp Support

The fastest way to reach us. Chat with a real person, share screenshots, and get step-by-step guidance in Pidgin, Twi, or English.

Chat on WhatsApp

Phone Call

Call us directly during business hours (8am–6pm Mon–Sat). We can walk you through any setup issue over the phone.

Call 0537 793 106

Email Support

For non-urgent issues, send us an email and we'll respond within 24 hours with a detailed solution.

Email Us

On-Site Training

For new schools, we offer on-site training sessions where our team visits your school and trains your staff directly.

Request Training
Ready to start?

Your school can go live today

Fill in the form on our homepage and we'll have your school account ready within 24 hours. Free 30-day trial β€” no payment details required.