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admin:checklist [2016/01/04 13:57] – [Administrator] gregor
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 +====== Step by Step Set Up Checklist ======
 +===== Checklist Overview =====
 +  - Sign In
 +  - [[admin:Load Data|Load Data]]
 +  - Print and Distribute Car Tags
 +  - Inform [[admin:staff_sample_letter|Classroom]] and [[admin:dismissal_sample_letter|Dismissal]] Staff of Sign In Method
 +  - Listen to the Silence
 +===== Detailed Checklist =====
 +==== Administrator ====
 +=== Prework ===
 +  - List of Staff [[admin:creating_accounts|details]]
 +    - Name
 +    - Desired format of user IDs, e.g., name@email.com or flast
 +    - Role: Administrator, Dismissal staff, Classroom staff
 +  - List of Groups, Locations, Messages [[admin:group_bulk_load|details]]
 +    - List of school buses
 +    - List of daycare vans
 +    - List of after school clubs
 +    - Dismissal Locations
 +    - Preset Messages
 +  - Student roster for each of above listed groups
 +  - Students [[admin:load_data#students|details]]
 +    - Name
 +    - Carpool Number : 
 +    - Classroom at end of day
 +=== Site Configuration ===
 +  - Receive URL and credentials from Silent Dismissal
 +  - Verify access to site
 +  - [[admin:school_settings|Configure School Settings]]
 +  - Create Staff Accounts 
 +  - Load student records with carpool numbers directly assigned to classroom
 +  - Create buses, daycare vans, locations, messages
 +  - Assign Students to Groups [[admin:load_data#assigning_groups|details]]
 +  - Inform [[admin::parent_sample_letter|parents]] and distribute [[admin:print_car_tags:car tags]]
 +  - Inform staff - classroom and dismissal - of URL, User ID, and Passwords
 +=== Classroom Staff ===
 +  - Ensure classroom staff can sign in
 +    - As administrator, go to Accounts / List then click on the column header for Last Access to sort accounts by most recent sign in date to ensure all staff have signed in
 +  - Instruct classroom staff to verify their student rosters
 +    - Classroom staff go to Students / Roster to confirm assigned students
 +=== Dismissal Staff ===
 +  - Instruct dismissal staff as to the appropriate view to use for his or her job function and device type
 +    - Example: Number entry staff with a phone use Keypad; bus and van entry staff use Group Dismissal and Group Load; staff monitoring students leaving the school use Location Load
  
admin/checklist.txt · Last modified: 2024/03/05 13:13 by 127.0.0.1