EduAssess Setup Guide

Welcome to EduAssess — your all-in-one tool for referrals, support applications, and Special Assessment Conditions (SAC) tracking.

Follow these steps to get started:

1. Install EduAssess

• Go to the Google Workspace Marketplace and install EduAssess.
  
• Once installed, you’ll find EduAssess available inside Google Sheets under the Extensions → EduAssess menu.
  

2. Open EduAssess Workbook

• Open a new or existing Google Sheet.
  
• From the menu bar, click: Extensions → EduAssess → Start.
  
• EduAssess will automatically create the required tabs:
  

• Referrels
  
• Support Applications
  
• Year 11
  
• Year 12
  
• Year 13
  
• Options
  
• SAC Output
  

3. Licensing

• On first open, EduAssess checks your school’s domain/email against the Licenses database.
  
• If licensed ✅ → all features unlock automatically.
  
• If not licensed ❌ → the workbook locks, and you’ll see a popup with a link to purchase a licence.
  

4. Initial Setup

Add Your Logo

• Go to EduAssess → Set/Change Referrals Logo.
  
• Paste in a public logo image URL → it will appear in cell A1 of the Referrals sheet.
  

Set Assessment Year

• Go to EduAssess → Set Assessment Year.
  
• Enter the current year (e.g., 2025).
  
• The title row in Referrals will update automatically.
  

Set Year Labels (optional)

• By default, the tabs are called Year 11, Year 12, and Year 13.
  
• To rename (e.g., Grade 9, Grade 10, Grade 11), go to EduAssess → Set Year Labels.
  

5. Using the Tabs

Referrals

• Use row 2 to add new referrals.
  
• Dropdowns are provided for assessment types, caregiver contact, consent, SAC required, learning register, and notified parties.
  

Support Applications

• Record support requests for SAC.
  
• Date Application Submitted column includes a calendar picker.
  
• Dropdowns for evidence type, approval status, and SAC applied/approved.
  

Year Tabs (11/12/13 or your custom labels)

• Enter SAC support for each student.
  
• Columns: SAC Support, Derived Grade assessments, End of Year Exams.
  
• All dropdowns pull from the Options tab.
  

Options

• Edit the master lists for SAC options, assessment types, and notified parties.
  
• Any changes flow through the entire workbook.
  

6. SAC Output

• The SAC Output tab is built automatically from Year 11, Year 12, and Year 13.
  
• Layout:
  

• Row 1: logo (A1) + merged title with year (B1:E1).
  
• Row 2: column headers.
  
• Rows 3+: students listed in order (Year 11 → Year 12 → Year 13).
  

• Updates automatically whenever Year tabs are edited.
  

7. Share-Only SAC Output File (Staff View)

⚠️ Staff should only ever see this file, not the full workbook.

• EduAssess automatically creates a new file in your Drive called:
  EduAssess — SAC Output (Share Only)
  
• To access it:
  

• Go to EduAssess → Open Share-Only SAC Output.
  

• Share this file with staff as Viewer.
  
• It will stay live-updated — no need to re-share.
  

8. Menu Overview

From Extensions → EduAssess you’ll find:

• Re-check license now
  
• Set/Change Referrals Logo
  
• Set Assessment Year
  
• Set Year Labels
  
• Rebuild SAC Output
  
• Set SAC Output Logo
  
• Open/Sync Share-Only SAC Output
  
• Show license status / Refresh license cache
  
• Prettify all tabs (optional styling)
  

9. Tips

• Tab colours: you can right-click and colour tabs (e.g., make SAC Output red) and it will stay.
  
• Data safety: only licensed users can unlock the workbook; staff see the share-only mirror file.
  
• Deleting the mirror: if someone deletes the “EduAssess — SAC Output (Share Only)” file, the add-on will automatically recreate it the next time you rebuild SAC Output.
  

✅ You’re now ready to use EduAssess. Less admin, more clarity, better outcomes for your learners.