3. How do I update Pupil Data in TrackAble

Method 1: Update Pupil Information Manually

Use this method if you only need to update a small number of pupils.

Steps

1. Go to Admin > Pupils.

2. Find the pupil you need to update and click the Edit button.

3. Make the required changes to their details.

4. Save your updates.

If You Need to Add a New Class

If the pupil is moving to a class that does not yet exist:

1. Go to Admin > Lists > Classes.

2. Select Add Class.

3. Enter the class name.

4. Set Group Type to TUTOR.

5. Save the new class.

This class will now appear in the pupil’s drop-down options.

Method 2: Update Pupil Records Using a Spreadsheet

This method is ideal when you need to update several pupils at once.

Steps

1. Go to Reporting and run the Pupil Report for all pupils.

2. Download the report into Excel.

3. Update pupil details in the spreadsheet (e.g., new classes, new pupils).

4. Email the updated spreadsheet to
   support@trackable.org.uk
   Our team will upload the changes for you.

Important Rules for Spreadsheet Uploads

To ensure your data can be uploaded successfully:

• Do NOT remove, move, or rename any columns.

• Do NOT add new columns.

• Keep all data formats the same (e.g., date formats).

• Every pupil must have a unique UPN.

• Only update existing fields—avoid structural changes.

Archiving Pupils Who Have Left

Pupils who have left your school must be manually archived.

For more guidance, please refer to the Archiving Pupils article.