Q: Check Consumables from Easy Staff App

To check the consumables count, you have two options: • Consumables: Second icon at the bottom left on the home screen. • Via the View Logs button: On the home screen and then selecting Consumable Logs. In both cases, a screen will open where you will find: • Two filters that can facilitate your search, namely by section and/or by student. • The list of students, their belonging section, the type of consumable, and the number of remaining consumables for each student.

Question 1

How to create and send a questionnaire from Browser

Accepted Answer

This guide explains how an educator can create and send a questionnaire by accessing from the Browser.

Create a questionnaire

Access the Communications section

• Click on the Communications icon in the top right corner, shaped like a drawer.

• A screen will open with the list of communications, ordered from the most recent to the oldest.

Click on “+ New” (light blue button on the left).

• A new screen will open for creating the questionnaire.

Fill in the questionnaire fields

• Message Type:

• Select the Questionnaire option from the dropdown menu.

• Labels:

• Choose a label from those preset by the administrator.

• Optionally, enable the ability to receive responses, make the message urgent, or choose to create single messages.

• Subject:

• By default, it will be set to “Questionnaire”.

• In the field below, enter the text of the questionnaire.

• You can attach documents, images, or videos using the attach icon.

• Select Category:

• If there are categories of questionnaires, choose the desired one.

• Select Question:

• Choose the questions from the dropdown menu to include in the questionnaire.

Select recipients

Choose the students to whom to send the questionnaire

• Each student appears in a box containing:

• Student photo

• Student's first and last name

• Belonging section

• Name of the family member receiving the questionnaire (can be changed from the drop

Question 2

Register a Nap from the Browser

Accepted Answer

To register a nap as an educator accessing from the Browser, you have two options: single entry or multiple entry.

Register a nap with multiple entry

This operation is recommended for registering multiple naps at once, for example at the end of the day.

Access from the Browser

Go to the green menu on the left, select “Multiple Entries” and click on “Nap”.

Step 1 - Basic Data

• “Date”: the system automatically enters the current date, but it can be modified.

• “Period”: choose whether to register start and end, only start, or only end of the nap.

• “From”: preset with the current time, but modifiable. This value will be applied to all students.

• “To”: preset with one hour after the current time, but modifiable.

• “Sections”: select the sections for which you want to register the nap.

• “Pre-select students”: choose one of the following options:

• “Only with recorded presence”

• “All except absentees”

• “None (manual selection)”

To proceed, click on “Next”.

Step 2 - Selection and Single Student Data Entry

• The student cards will be displayed based on the parameters entered in Step 1.

• Each card includes:

• Student photo (if available).

• Student's First and Last Name and Section.

• Any naps already registered.

• Start time and End time of the nap, modifiable by clicking on the times.

• A Notes field to add a personal note.

To de

Question 3

How to Customize Access Permissions for Family Members or Staff

Accepted Answer

You can customize access permissions for family members and staff, limiting access to certain parts of the software. By default, permissions are set to full, but they can be modified to suit the specific needs of the organization.

Steps to Customize Permissions

Log in as Coordinator

Log in to the Coordinator account and go to Management of the Facility.

Navigate to the settings menu

In the light blue menu on the left, click on Settings. A submenu will open: select Roles and Permissions.

View standard roles

A list of standard roles (non-editable) will be displayed: Coordinator, Family Member, and Staff. These predefined roles provide access to all relevant functions.

Create a new role

To create a custom role:

• Click the button at the top right “+ New”.

• Choose between Staff or Family Member options to define whether the new role is for employees or family members.

• In the Role field, enter a representative name for the role (e.g., Nanny, Grandparent, or Educator).

Configure permissions for functionalities

A list of functions will be displayed with checkboxes on the right to enable or disable each function for the new role. Here are some of the available options:

Permissions for Family Members

• Notice Board: Logbook, Photos, Videos, Menu.

• Attendance: Management of entries and absences, Attendance register.

• Requests: Supplies, Questionnaire.

•

Question 4

Check Consumables from Easy Staff App

Accepted Answer

To check the consumables count, you have two options:

• Consumables: Second icon at the bottom left on the home screen.

• Via the View Logs button: On the home screen and then selecting Consumable Logs.

In both cases, a screen will open where you will find:

• Two filters that can facilitate your search, namely by section and/or by student.

• The list of students, their belonging section, the type of consumable, and the number of remaining consumables for each student.

Question 5

How to match an invoice, Receipt or Pro-Forma to a student

Accepted Answer

To match an invoice, a receipt, or a Pro-forma to a student, follow these steps:

Creating the document

Go to Administration->Sales click on "+ New", a new window will open with all the document fields, choose the type of document.

Selecting the student

• In the top right corner, you will find the text "Select student or manually enter", click just below and select the interested student from the list.

• After selection, the system will display the document header.

Defining the addressee

• Below the header, choose who should be the addressee of the invoice:

• The student themselves

• A family member present in the student’s profile (if any have been entered)

The variable data in the product descriptions will be taken from the student’s profile. Once the document is saved, it will be associated with the chosen student.

Question 6

What are products and how to create a generic product

Accepted Answer

What are products

The management software Easy.School, in the Administration section, allows you to issue fiscal documents (invoices, proforma) and non-fiscal documents.

To generate these documents, it is necessary to create one or more products, which represent what you want to invoice (e.g. school fees, meal vouchers, extra hours).

Generic products do not interact with the database and can be used to invoice anything without automatic calculations by the system.

How to create a generic product

Access the products section

• Access the desired school with a coordinator account.

• Go to Administration → Products.

• In the upper right corner, click on “+ New” to start creating a new product.

Fill in the product information

• Product type

Select Generic from the list of available product types.

• Internal product name

This name is visible only to you. Use a detailed description to easily identify the product (e.g. “Full-time fee 650€ from 8 to 16”).

• Short name

This name will be visible to family members on the invoice. It should be clear and concise (e.g. “Monthly fee”).

Note: Do not include specific information about the period (e.g. “February fee”). The period will be automatically added during invoice generation.

• Description

Enter a description that will be visible on the invoice under the short name.

You can use variables such as:

• {student.name}: Student's name.

• {student.su

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