Create a Student Profile

Here is a detailed guide on how to create a student profile in easy.school, step by step:

Accessing the Student Profile Creation Feature

The coordinator can access the functionality in two ways:

1. From the Dashboard:
   • Click the “+” button in the “Students” box.
2. From the Left Menu:
   • Select “Students” > “Student List”.
   • Click the light blue button at the top right “+ New”.

Step 1 – Student Profile

On the initial screen, several fields will be displayed to fill out. Mandatory fields are marked with an asterisk (*).

Fields to Fill Out:

• Photo
• First Name (mandatory)
• Last Name (mandatory)
• Country of Birth
• Citizenship
• Date of Birth
• Gender
• City of Birth
• Province
• Tax Code
• Residential Address
• Country, City, and ZIP Code
• Notes

Note: If custom fields have been configured, these will be shown after the “Notes” field.

Action:

• Click on “Next” (light blue button at the top right) to proceed to the next step.

Step 2 – Family Profile

Here you manage the association of the family member to the student.

Available Options:

• Association of an existing family member:

  If the family member is already in the archive (for example, for siblings in the same institution), click on the box with the arrow “Associate an existing family member”.

• Adding a new family member:

  If the family member is not present, select the correct role (Mother, Father, Grandparent, Uncle, etc.) and fill out the following fields:

Fields to Fill Out:

• Photo
• First Name (mandatory)
• Last Name (mandatory)
• Email
• Permissions
• Password:

  Once the password is created, a select will appear: setting it to green will allow sending the password via email.

• Mobile/Phone
• Country, Citizenship, Date, City, Province of Birth, Tax Code
• PEC and SDI code
• Default invoice recipient (select)
• Send invoices in copy (select)
• Start of form
• End of form
• Fields for invoice header
• Default Adult for Supplies (select, if you want to set this family member as default)
• Default for variables (used for billing)

Action:

• Click on “Next” (light blue button at the top right) to proceed.

Step 3 – Section

On this page, you will associate the student with a specific section.

Action:

• Select the appropriate section from the available list.
• Click on “Next” (light blue button at the top right) to move to the next step.

Step 4 – Health Information

Here you can enter all the information regarding the student’s health status.

Fields to Fill Out:

• Pediatrician
• Food allergies and intolerances
• Vaccinations received

Action:

• Once all fields are filled out, click on “Save” (green button at the top right) to complete the creation of the student profile.

Review Options

• Edit: If it is necessary to review or correct any information, click the “Back” button to return to the previous steps.
• Cancel: To cancel the creation of the profile, click the red “Cancel” button.

By following these steps, the coordinator will be able to register a new student profile completely and orderly, ensuring that all necessary information (personal data, family data, section assignment, and health information) is correctly entered into the system.