# Educa Knowledge Base > Educa - Help Resources ## Trial Onboarding šŸ - [How to Create a Child and Teacher Profile](https://help.geteduca.com/en/articles/9101532-how-to-create-a-child-and-teacher-profile.md): šŸ Trial Onboard Series - Exploring what Educa can do for your centre - [How to Record Observations and Stories](https://help.geteduca.com/en/articles/9296029-how-to-record-observations-and-stories.md): šŸ Trial Onboard Series - Exploring what Educa can do for your centre - [How to Invite Families and Share Observations](https://help.geteduca.com/en/articles/9275556-how-to-invite-families-and-share-observations.md): šŸ Trial Onboard Series - Exploring what Educa can do for your centre - [How to Record Group Stories](https://help.geteduca.com/en/articles/9402626-how-to-record-group-stories.md): šŸ Trial Onboard Series - Exploring what Educa can do for your centre - [Communication tools on Educa](https://help.geteduca.com/en/articles/9322210-communication-tools-on-educa.md): šŸ Trial Onboard Series - Exploring what Educa can do for your centre - [How to Link Observations to Frameworks](https://help.geteduca.com/en/articles/9446234-how-to-link-observations-to-frameworks.md): šŸ Trial Onboard Series - Exploring what Educa can do for your centre - [Access All Onboarding Videos in the Academy](https://help.geteduca.com/en/articles/11545158-access-all-onboarding-videos-in-the-academy.md): šŸ Trial Onboard Series - Exploring what Educa can do for your centre ## Getting Started šŸš€ - [Getting Started - For Teachers](https://help.geteduca.com/en/articles/1659130-getting-started-for-teachers.md): Everything you need to get started on Educa as a Teacher. - [Getting Started - For Site Admins](https://help.geteduca.com/en/articles/480806-getting-started-for-site-admins.md): Everything you need to get your new Educa site up and running. - [Explaining Educa to Parents & Families \(Teacher Guide\)](https://help.geteduca.com/en/articles/1655332-explaining-educa-to-parents-families-teacher-guide.md): A private learning journal that connects home and centre. - [Mobile Web Experience - For Teachers](https://help.geteduca.com/en/articles/8681821-mobile-web-experience-for-teachers.md): Educa's mobile experience for efficient on-the-go documentation: Capture learning moments effortlessly on your mobile or tablet - [Settings for Educa's Home-Based Version](https://help.geteduca.com/en/articles/3148027-settings-for-educa-s-home-based-version.md): Discover Educa's Home-Based version, designed for family day care and home groups managing multiple homes under a single site URL. - [How to Add a Child to Your Site](https://help.geteduca.com/en/articles/412258-how-to-add-a-child-to-your-site.md): Create a child profile so educators can document learning, manage records, and invite family members to view shared learning. - [Class Management - Add, Move and Archive Children](https://help.geteduca.com/en/articles/434767-class-management-add-move-and-archive-children.md): How to group children into Classes and Groups, move them, or archive them as they leave. - [Assign Profile Children to Teachers](https://help.geteduca.com/en/articles/439087-assign-profile-children-to-teachers.md): Connect teachers to specific children so they can create stories, plans, and view profiles. - [Child Transfer](https://help.geteduca.com/en/articles/442710-child-transfer.md): How to move a childā€™s portfolio from one Educa service to another. - [Bulk Upload Children with our Children Data Upload Template](https://help.geteduca.com/en/articles/496163-bulk-upload-children-with-our-children-data-upload-template.md): Effortlessly upload multiple children's profiles to your Educa site using our step-by-step guide and handy spreadsheet template - [Parent Consent Form for Educa](https://help.geteduca.com/en/articles/1502919-parent-consent-form-for-educa.md): Download, adapt, and share this consent form with families before adding child data to Educa. - [Add Children From ChildPlus to Educa](https://help.geteduca.com/en/articles/5360375-add-children-from-childplus-to-educa.md): Use ChildPlus report 6567 to bulk add children into Educa without re-typing data. - [How to Archive Child Profiles](https://help.geteduca.com/en/articles/412312-how-to-archive-child-profiles.md): Learn how to archive or restore child profiles to manage capacity and family access - [Why can't I see all of my children?](https://help.geteduca.com/en/articles/5346958-why-can-t-i-see-all-of-my-children.md): How to check to see if you are assigned to a child. - [Adding and Removing Teachers](https://help.geteduca.com/en/articles/2803511-adding-and-removing-teachers.md): How to add and invite Teachers to join your Educa site or delete their profile to remove their access. - [Make a Teacher a Site Admin](https://help.geteduca.com/en/articles/462394-make-a-teacher-a-site-admin.md): How to update a Teachers profile to make them a Site Admin - [Invite Family Members](https://help.geteduca.com/en/articles/2803681-invite-family-members.md): Invite families to to see a child's learning journey on Educa. - [How to Set a Teacher as a Parent](https://help.geteduca.com/en/articles/869595-how-to-set-a-teacher-as-a-parent.md): Allow an educator to also receive parent notifications if their child attends your centre. - [Managing Pending Invites](https://help.geteduca.com/en/articles/3391336-managing-pending-invites.md): How to use the Manage Users page to manage invites on your site. - [Change Your Email Address](https://help.geteduca.com/en/articles/442664-change-your-email-address.md): Update the email you use to log in to Educa. - [Change or Reset your password](https://help.geteduca.com/en/articles/6277647-change-or-reset-your-password.md): Forgot your password or just need to change it? Hereā€™s how to update your Educa password quickly and securely. - [Personal Email Notification Settings](https://help.geteduca.com/en/articles/11872301-personal-email-notification-settings.md): How to manage email notifications for your account. - [Change Your Language](https://help.geteduca.com/en/articles/898568-change-your-language.md): How to change the language you use for Educa. - [Logging into Educa](https://help.geteduca.com/en/articles/1695739-logging-into-educa.md): How to login to Educa, with tips to make it easier and what to do if itā€™s not working - [Add Educa to Your Phone Home Screen](https://help.geteduca.com/en/articles/4766304-add-educa-to-your-phone-home-screen.md): Access Educa quickly from your phone or tablet by adding an Educa shortcut to your home screen. - [Centre Info: Add or Update Your Details](https://help.geteduca.com/en/articles/3342193-centre-info-add-or-update-your-details.md): Update the name, logo and contact details families see on your Centre Info/About Us page. - [Site Branding and Labels](https://help.geteduca.com/en/articles/814463-site-branding-and-labels.md): Set the labels and formats used across your Educa site so they match your terminology. - [How to Manage Frameworks in Educa](https://help.geteduca.com/en/articles/439205-how-to-manage-frameworks-in-educa.md): Learn how Site Admins can activate, customise, or create frameworks in Educa. - [Change Your Site's Language Settings](https://help.geteduca.com/en/articles/727626-change-your-site-s-language-settings.md): Learn how to translate your Educa site's interface into different languages for your community. - [Set Up a Print Header](https://help.geteduca.com/en/articles/828884-set-up-a-print-header.md): Customise the header that appears when printing or saving a Story as a PDF. - [How to Customise About Me Page Questions](https://help.geteduca.com/en/articles/992753-how-to-customise-about-me-page-questions.md): Learn how to edit and manage the questions on a child's About Me page for your whole centre. - [Your Site's Privacy Settings](https://help.geteduca.com/en/articles/828807-your-site-s-privacy-settings.md): About class privacy, child privacy, staff access and other privacy settings in Educa. - [Class Privacy](https://help.geteduca.com/en/articles/1154335-class-privacy.md): Limit access so teachers only see children and posts from their assigned classes and profile children, helping maintain privacy. - [Message Board Permissions](https://help.geteduca.com/en/articles/13138755-message-board-permissions.md): How to grant Teachers or family members access to create Message Board posts. - [Site Email Notification Settings](https://help.geteduca.com/en/articles/880637-site-email-notification-settings.md): How to manage email notifications for all users on your site. - [How to Adjust Your Siteā€™s Profile Capacity](https://help.geteduca.com/en/articles/939154-how-to-adjust-your-site-s-profile-capacity.md): Easily increase or decrease the child profile capacity limit for your site. - [Update Your Stripe Billing Details](https://help.geteduca.com/en/articles/12084990-update-your-stripe-billing-details.md): For sites using Stripe billing: update site capacity, manage payment details, invoices, and your subscriptions. - [Pricing Model - FAQs](https://help.geteduca.com/en/articles/9262677-pricing-model-faqs.md): Understanding our Pricing Model: Frequently Asked Questions ## Feature Guides - [Create an Individual Story](https://help.geteduca.com/en/articles/2557637-create-an-individual-story.md): Write and share an Individual Story for a child with their Family and linked Teachers. - [Create a Group Story](https://help.geteduca.com/en/articles/2560479-create-a-group-story.md): Create and share a Group Story for multiple Children at once and share with their Family and linked Teachers. - [How to Copy a Story to Another Child](https://help.geteduca.com/en/articles/3394283-how-to-copy-a-story-to-another-child.md): Save time by reusing story text while personalising it for each child. - [How to Use Story Approval](https://help.geteduca.com/en/articles/2773263-how-to-use-story-approval.md): Set up and manage Educaā€™s review and approval process for learning stories. - [Learning Story Template](https://help.geteduca.com/en/articles/3167764-learning-story-template.md): Learn how to customise your learning story template to support consistent, meaningful documentation across your centre. - [View, Thank, and Comment on Stories](https://help.geteduca.com/en/articles/2620627-view-thank-and-comment-on-stories.md): Learn how to view your childā€™s stories, thank educators, and add comments. - [Print and Download Stories](https://help.geteduca.com/en/articles/442748-print-and-download-stories.md): How to print or download published stories as a PDF. - [Story Workflow - from Playground to Family Response](https://help.geteduca.com/en/articles/5975298-story-workflow-from-playground-to-family-response.md): Suggestions on how to fit story creation into your teaching day - from taking playground photos through to conversations with families - [Individualized Framework Linking in Group Stories - US Only](https://help.geteduca.com/en/articles/5877150-individualized-framework-linking-in-group-stories-us-only.md): Write one Group Story, then create unique links to framework outcomes or goals for each child - for DRDP, ELOF and all frameworks. - [How to Use Story Due Notification Bells \(Overdue Alerts\)](https://help.geteduca.com/en/articles/5549608-how-to-use-story-due-notification-bells-overdue-alerts.md): These alerts remind you when a child is due for a story, helping ensure regular updates for families. - [Family Stories](https://help.geteduca.com/en/articles/5970112-family-stories.md): How you can use Family Stories to bring home learning into Educa. - [Managing Your Printed Stories](https://help.geteduca.com/en/articles/5549687-managing-your-printed-stories.md): Using Stories to Print in Reports tab to track which stories have been printed. - [Draft & Published Stories - Who Sees Them, Who Can Edit?](https://help.geteduca.com/en/articles/5549716-draft-published-stories-who-sees-them-who-can-edit.md): Manage who can view and edit stories using the Story Collaboration setting. - [Understanding Forms in Educa \(Child, Teacher & Centre Forms\)](https://help.geteduca.com/en/articles/2578088-understanding-forms-in-educa-child-teacher-centre-forms.md): Create, manage and share digital forms linked to children, teachers or your centre. - [How to Create a Form](https://help.geteduca.com/en/articles/2590358-how-to-create-a-form.md): Create and share Forms to collect and record information in Educa. - [Create and Manage Form Templates](https://help.geteduca.com/en/articles/2590053-create-and-manage-form-templates.md): Create a Form Template, then use it to create Forms for children, teachers, or your center. - [How to Create a Plan](https://help.geteduca.com/en/articles/439404-how-to-create-a-plan.md): Create and share plans to set goals, link stories, and collaborate with teachers and families. - [Setting Up Planning Templates](https://help.geteduca.com/en/articles/439367-setting-up-planning-templates.md): Create or adapt planning templates that define plan sections, family visibility, and linking options. Best practice: copy an Educa template, tweak it, publish, then archive older versions to avoid ... - [Plan Visibility](https://help.geteduca.com/en/articles/5513609-plan-visibility.md): Understand who can see your plans, how visibility is controlled by templates, and how to keep certain content private from families. - [Archive or Delete Plans](https://help.geteduca.com/en/articles/15171508-archive-or-delete-plans.md): Learn how to archive plans, reactivate archived plans, and delete plans when deletion is available. - [Teacher Portfolios](https://help.geteduca.com/en/articles/2799635-teacher-portfolios.md): Your private space on Educa to record, store, and share your professional development. - [Customising Teacher Portfolio Reflection Questions](https://help.geteduca.com/en/articles/3342265-customising-teacher-portfolio-reflection-questions.md): Update the reflection text boxes that appear on your teacher portfolio posts. - [Teacher Messages](https://help.geteduca.com/en/articles/2772714-teacher-messages.md): Share internal updates and resources with your Teacher team. - [Reports](https://help.geteduca.com/en/articles/3434880-reports.md): View key insights about Children, Teachers, Family engagement, and overall usage on your Educa site. - [Story Search - If You Can't Find a Story](https://help.geteduca.com/en/articles/6664760-story-search-if-you-can-t-find-a-story.md): Three places to look for a story - My Stories, story search and pending stories - [Message Board Posts](https://help.geteduca.com/en/articles/2790584-message-board-posts.md): Share announcements, reminders, photos and centre news with families and teachers using the Message Board. - [Conversations](https://help.geteduca.com/en/articles/6659828-conversations.md): How to use conversations to send private messages - [Child Notes](https://help.geteduca.com/en/articles/436742-child-notes.md): Add shared or private notes to a childā€™s profile to keep everyone informed. - [Policies](https://help.geteduca.com/en/articles/2814185-policies.md): Store and share your centre policies with teachers and family in Educa. - [Resources](https://help.geteduca.com/en/articles/2807351-resources.md): Share documents with Families and Teachers through your Resources Library. - [Routines](https://help.geteduca.com/en/articles/980675-routines.md): Track sleep, nappy changes, meals and daily care updates. - [Family Comments and Who Sees Them](https://help.geteduca.com/en/articles/3628465-family-comments-and-who-sees-them.md): Understand who can see family comments, teacher replies, and story Thanks in Educa. - [Network Hub - Management Site for Groups](https://help.geteduca.com/en/articles/4738753-network-hub-management-site-for-groups.md): Set up and overview of central communication site for groups and associations - [Multi-Site Sharing](https://help.geteduca.com/en/articles/1132559-multi-site-sharing.md): How to share posts and documents between multiple Educa sites. - [Student Users - Schools](https://help.geteduca.com/en/articles/2475860-student-users-schools.md): How to set up Student users so they can login themselves. - [Student User - Create Story & Approval Process - Schools](https://help.geteduca.com/en/articles/2563670-student-user-create-story-approval-process-schools.md): Students use stories to highlight work, interact with the teacher, link to personal goals and frameworks, and share with family. - [Approving Stories - for School Teachers](https://help.geteduca.com/en/articles/3457426-approving-stories-for-school-teachers.md): Educa has two ways to manage pending stories - full edit mode where you can add to the story or a quick approval mode. - [Complete DRDP Ratings and Assessments](https://help.geteduca.com/en/articles/4150578-complete-drdp-ratings-and-assessments.md): Set up DRDP 2015 or DRDP 2025 rating periods, add evidence, review mastery levels and generate reports. - [Upload data from Ratings to DRDP Online](https://help.geteduca.com/en/articles/5677734-upload-data-from-ratings-to-drdp-online.md): Using Educa's Export template in Ratings for DRDP period-end reporting - [Logbook](https://help.geteduca.com/en/articles/1049887-logbook.md): Use Logbook to record shared notes, events, or schedules if this archived feature is enabled on your site. ## Media and formatting - [How to Edit and Resize Images in Educa](https://help.geteduca.com/en/articles/2676830-how-to-edit-and-resize-images-in-educa.md): How to effectively use the image editor to resize, rotate and customise images. - [Customise Your Story Layout with Images and Text](https://help.geteduca.com/en/articles/3394431-customise-your-story-layout-with-images-and-text.md): How to customise the formatting of images and text within Educa. - [How to Paste Text as Plain Text](https://help.geteduca.com/en/articles/11460210-how-to-paste-text-as-plain-text.md): Learn how to remove unwanted formatting when copying content into Educa, so you can make full use of our layout, font and colour tools. - [Using Google Drive on Educa](https://help.geteduca.com/en/articles/10197611-using-google-drive-on-educa.md): Educa makes it easy to upload files directly from your Google Drive using the Attach File button. - [Saving Your Content in Educa](https://help.geteduca.com/en/articles/11196025-saving-your-content-in-educa.md): How Drafts and Auto-Save Keep Your Content Protected - [Create and Format Tables](https://help.geteduca.com/en/articles/11460237-create-and-format-tables.md): How to insert, format, and edit tables in teacher messages, stories, and message board posts. - [Media upload - Supported formats, sizes and display conventions](https://help.geteduca.com/en/articles/5474921-media-upload-supported-formats-sizes-and-display-conventions.md): Info on our photo, video, and asset upload limits, file types, and display conventions. - [Add Media to Your Stories and Posts](https://help.geteduca.com/en/articles/5341953-add-media-to-your-stories-and-posts.md): How to add photos, videos & documents to stories and message board posts. ## Educa For Families - [Getting Started - For Parents & Families](https://help.geteduca.com/en/articles/8319955-getting-started-for-parents-families.md): Engage with your child's learning journey through Educa - [Invite Family to Your Childā€™s Educa Profile](https://help.geteduca.com/en/articles/8385352-invite-family-to-your-child-s-educa-profile.md): Invite grandparents, whānau, and extended family to follow your childā€™s learning journey. - [Download & Save a Child's Profile and Stories](https://help.geteduca.com/en/articles/1072696-download-save-a-child-s-profile-and-stories.md): Download your childā€™s learning stories and media as a .zip and view them offline - [How to Edit Your Childā€™s Profile](https://help.geteduca.com/en/articles/1057366-how-to-edit-your-child-s-profile.md): Update your childā€™s basic profile details and profile photo in Educa. - [How to complete your childā€™s About Me page](https://help.geteduca.com/en/articles/439184-how-to-complete-your-child-s-about-me-page.md): Add helpful information about your child so their educators can better understand their interests, routines and preferences. - [Unlink a family member from a childā€™s profile](https://help.geteduca.com/en/articles/436732-unlink-a-family-member-from-a-child-s-profile.md): Remove a family memberā€™s access to a child by unlinking them from the childā€™s profile. - [Create a Family Story](https://help.geteduca.com/en/articles/2563464-create-a-family-story.md): You can post your own story to your childā€™s portfolio so teachers see whatā€™s happening at home. - [Routines \(Parents\)](https://help.geteduca.com/en/articles/980752-routines-parents.md): How to view and add routine entries for your child. - [Educa Archiving - About Your Child's Portfolio](https://help.geteduca.com/en/articles/7033244-educa-archiving-about-your-child-s-portfolio.md): Everything you need to know about the Educa archive offer ā€” what's included, what you'll receive, and answers to common questions. - [Educa Archiving - Haven't received your download link?](https://help.geteduca.com/en/articles/7051255-educa-archiving-haven-t-received-your-download-link.md): Common issues and solutions for accessing your download link - [Educa Archiving - Trouble opening your downloaded file?](https://help.geteduca.com/en/articles/7051253-educa-archiving-trouble-opening-your-downloaded-file.md): Common issues and solutions for accessing your archive ZIP file ## Educa Assist - [Educa Assist Features Guide](https://help.geteduca.com/en/articles/11880370-educa-assist-features-guide.md): Learn how you can use Educa Assist features like spell & grammar check, tone & flow, translation and emoji suggestions in your writing. - [How to Use Educa Assist](https://help.geteduca.com/en/articles/11872276-how-to-use-educa-assist.md): Get writing support in just a few clicks. Educa Assist is built into the editing toolbar to help you write faster and with more confidence. - [How to Activate Educa Assist \(for Site Admins\)](https://help.geteduca.com/en/articles/11872202-how-to-activate-educa-assist-for-site-admins.md): Activate AI-powered writing support for your team. Site admins can enable Educa Assist in just a few clicks. - [How to Request Educa Assist Access](https://help.geteduca.com/en/articles/11872267-how-to-request-educa-assist-access.md): Want to try Educa Assist? Hereā€™s how to get it turned on. Educa Assist needs to be activated by someone at your centre with admin rights. - [Parent Disclosure Template for Educa Assist](https://help.geteduca.com/en/articles/13854324-parent-disclosure-template-for-educa-assist.md): A ready-to-use disclosure centres can share with families about AI support in Educa. ## Quality Practice - [Learning Stories 101 - Links & Guides](https://help.geteduca.com/en/articles/5883424-learning-stories-101-links-guides.md): Educa resources and ideas to help you with Learning Stories - [Improving Family Engagement at Your Site](https://help.geteduca.com/en/articles/5917578-improving-family-engagement-at-your-site.md): Ideas and resources to help you build a stronger learning partnership with your families. - [Data Cycle in Educa - North America](https://help.geteduca.com/en/articles/4759528-data-cycle-in-educa-north-america.md): How Educa supports differentiated planning and assessment or data cycles in the United States and Canada - [Summative Assessment - in Educa](https://help.geteduca.com/en/articles/4757402-summative-assessment-in-educa.md): Create a summative assessment in Forms using an Educa public template or create your own, North American users can use the DRDP or ELOF - [Communicating with Colleagues During the Busy School Day](https://help.geteduca.com/en/articles/3486504-communicating-with-colleagues-during-the-busy-school-day.md): Learn how Educa can help your team share information with each other, even when you don't get the chance to see each other in person. - [Conveying Your Centreā€™s Philosophy to Families](https://help.geteduca.com/en/articles/3475164-conveying-your-centre-s-philosophy-to-families.md): Utilise Educa to inform families about your centre's philosophy. - [Checking for Bias in Early Childhood Education](https://help.geteduca.com/en/articles/3475252-checking-for-bias-in-early-childhood-education.md): See how Educa can help you review documents to identify bias. - [Children with Learning Differences - Multiple Voices Heard](https://help.geteduca.com/en/articles/3522688-children-with-learning-differences-multiple-voices-heard.md): Work together to coordinate professional input from educators and clinicians to support children with learning differences. - [Transition to School Statements](https://help.geteduca.com/en/articles/3361231-transition-to-school-statements.md): Complete your Transition to School Statements on Educa, using our pre-loaded templates, allowing you to attach evidence. ## Contact Us - [How to contact Educa Support](https://help.geteduca.com/en/articles/446575-how-to-contact-educa-support.md): Can't find the help you need? Get in touch! ## Training Opportunities - [About Educa Academy](https://help.geteduca.com/en/articles/5955827-about-educa-academy.md): Learn what Educa Academy offers and how to access online courses, resources, certificates and training enquiries. ## Engage & Grow - [New Year Story & Message Ideas for Teachers](https://help.geteduca.com/en/articles/13066710-new-year-story-message-ideas-for-teachers.md) - [Guidance: Welcoming New Families to Educa](https://help.geteduca.com/en/articles/13521278-guidance-welcoming-new-families-to-educa.md): Practical guidance for introducing new families to Educa. Set clear expectations, build trust, and help families feel connected from day one. - [Guidance: Onboarding New Teachers to Educa](https://help.geteduca.com/en/articles/13521863-guidance-onboarding-new-teachers-to-educa.md): Practical guidance for centres bringing new teachers onto Educa. Set expectations, create internal guides, and help staff feel confident from day one. - [Using Educa to Support Your PGC Process](https://help.geteduca.com/en/articles/14131595-using-educa-to-support-your-pgc-process.md): Practical guidance for professional leaders on how to use Educa's Forms, portfolios, and mentoring features to support your centre's Professional Growth Cycle. - [Use your Teacher Portfolio to own your professional development](https://help.geteduca.com/en/articles/14189674-use-your-teacher-portfolio-to-own-your-professional-development.md): Use your Teacher Portfolio in Educa to capture professional learning as it happens, including reflections, feedback, webinar notes, PD resources, and examples from practice. - [Using Conversations for teacher discussions and planning](https://help.geteduca.com/en/articles/15547301-using-conversations-for-teacher-discussions-and-planning.md): Learn when to use Conversations for teacher discussions, class planning, child-specific support, and transition updates and other topics in Educa.