admin:getting_started
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admin:getting_started [2017/05/16 15:19] – [Getting An Account] gregor | admin:getting_started [2019/07/11 15:03] – [Initial Setup Review] lillie | ||
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====== Getting Started ====== | ====== Getting Started ====== | ||
- | This page contains | + | Thank you for your interest in Silent Dismissal. |
- | ===== Getting An Account | + | |
- | To start using Silent Dismissal, | + | **NOTE:** //This page applies to __new__ clients. Existing clients should refer to the [[admin: |
+ | |||
+ | ===== Overview | ||
+ | |||
+ | Using the wiki as your guide, the following information will have step-by-step instructions to assist in Silent Dismissal's initial configuration. | ||
+ | |||
+ | The Silent Dismissal system relies on five major user groups, the most important for setup and maintenance being the // | ||
+ | |||
+ | Each user account type will have a unique view of Silent Dismissal that is tailored to the functions of their role. // | ||
+ | |||
+ | After the admin account has created | ||
+ | |||
+ | All of the data input into Silent Dismissal can be edited at a later date, with any exceptions being changed by contacting Silent Dismissal staff. | ||
+ | ===== Purchase Services ===== | ||
+ | The first step in acquiring the Silent Dismissal service is to [[http:// | ||
+ | |||
+ | One of these four items must be completed to obtain service: | ||
+ | - Receipt of payment by Silent Dismissal | ||
+ | - Receipt of payment for trial period | ||
+ | - A purchase order or binding letter of intent to purchase. (Must include the number of licenses by type and the total purchase amount) | ||
+ | |||
+ | ===== Site Log-in ===== | ||
+ | {{: | ||
+ | |||
+ | The log-in credentials given in the e-mail are for the user account that will be performing each of the initial database creation tasks mentioned previously in the overview. | ||
+ | |||
+ | **NOTE:** To preserve the security of your school' | ||
+ | |||
+ | |||
+ | ===== Loading Initial Database ===== | ||
+ | Immediately upon obtaining a quotation, the next step is to compile the required information to load into Silent Dismissal. While you will have the ability to manually create/edit individual entities like user accounts, students, etc. through our user interface, this information is best delivered bulk in a spreadsheet (ex. Microsoft Excel, Google Spreadsheets, | ||
+ | |||
+ | The four categories of required information are: | ||
+ | - Faculty & Staff Accounts | ||
+ | - Students | ||
+ | - Groups, Locations, and Messages (may be individually and manually created within the service, or loaded from a data file) | ||
+ | - Bus Stops (optional) | ||
+ | |||
+ | The exact fields of information required for your spreadsheet are described on the [[spreadsheet file format]] page. Please refer to this page before going further, as it will increase efficiency. | ||
+ | |||
+ | ===== Initial Setup Review ===== | ||
+ | After the data has been loaded, it must be reviewed for errors. To accomplish this, please perform the following tasks using the navigation bar at the top of the page from the admin account: | ||
+ | |||
+ | - Review the data | ||
+ | * Select REPORTS / DATA REVIEW / SET UP CHECK | ||
+ | * Select REPORTS / DATA REVIEW / POSSIBLE ERRORS | ||
+ | - Print parent tags | ||
+ | * Select TOOLS / PRINT TAGS / CLASSROOM | ||
+ | - Print student tags | ||
+ | * Select TOOLS / PRINT TAGS / STUDENT | ||
+ | * Select GROUPS / LIST BY TYPE / BUS | ||
+ | * Click on the roster count (it should be a number), then click Student Tags | ||
+ | - Verify faculty & staff user account access | ||
+ | * Select ACCOUNT / LIST | ||
+ | * With this view, check the Last Access column | ||
+ | |||
+ | To assist in educating your faculty & staff on their account usage, please refer to these guides: | ||
+ | * Quick Start | ||
+ | * [[https:// | ||
+ | * [[https:// | ||
+ | * Best Practice | ||
+ | * [[classroom: | ||
+ | * [[dismissal: | ||
+ | ===== Student Bookbag Tag Holders ===== | ||
+ | If your school will be scanning individual students as they leave the school, then you may want to order waterproof holders for each student. [[admin: | ||
+ | |||
+ | ===== Testing and Training ===== | ||
+ | You may want to test the operation of the service and allow dismissal and classroom staff the opportunity to experience their roles. [[admin: | ||
+ | |||
admin/getting_started.txt · Last modified: 2024/03/05 13:13 by 127.0.0.1