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admin:getting_started [2018/08/21 12:42] gregoradmin:getting_started [2024/03/05 13:13] (current) – external edit 127.0.0.1
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 ====== Getting Started ====== ====== Getting Started ======
-This page contains links for school administrators to begin using Silent Dismissal+Thank you for your interest in Silent Dismissal. This page contains the information necessary to set up your school's program. Before working with the program, it is crucial to understand the structure of the application. Please take your time while reading, and feel free to contact our staff for assistance if you have any questions.
  
-**This page applies to __new__ clients**. Existing clients should look at the yearly conversion page for instructions. +**NOTE:** //This page applies to __new__ clients. Existing clients should refer to the [[admin:yearly_conversion|yearly conversion page]] for instructions about starting a new year with Silent Dismissal.// 
  
-===== Purchase Services ===== +===== Overview =====
-[[http://silentdismissal.com/purchase_quotation.php|Obtain a quotation and the associated invoice]].+
  
 +Using the wiki as your guide, the following information will have step-by-step instructions to assist in Silent Dismissal's initial configuration.
  
-One of these four items must be completed to obtain service.+The Silent Dismissal system relies on five major user groups, the most important for setup and maintenance being the //Administrator// group. Once the initial invoice and payment have been processed, your school should receive the credentials for one administrative account. With this account, it will be possible to create user accounts for each faculty & staff member according to their role throughout the school day. For example, teachers with children in their classrooms would have //Classroom// user accounts and dismissal faculty would have //Dismissal// user accounts, etc. 
 + 
 +Each user account type will have a unique view of Silent Dismissal that is tailored to the functions of their role. //Administrators// have the most access to data of all user account types, and it is recommended that office staff or the director(s) hold these accounts. However, our team is dedicated to providing a service that promotes integration of our service and our client's needs, so this can be decided at the school's discretion. 
 + 
 +After the admin account has created the various user accounts to satisfy their school's demands, student lists can be loaded into the database either manually or by bulk. Groups, locations, and messages can then be added to the database so students may be assigned to them. 
 + 
 +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://silentdismissal.com/purchase_quotation.php|obtain a quotation and the associated invoice]]. 
 + 
 +One of these four items must be completed to obtain service:
   - Receipt of payment by Silent Dismissal   - Receipt of payment by Silent Dismissal
-  - A purchase order or binding letter of intent to purchase. Must include the number of licenses by type and the total purchase amount 
   - Receipt of payment for trial period   - 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 =====
 +{{:lillie:silent_dismissal_-_sign_in.png?400 |Screenshot of school log-in portal}} Once the purchase order has been processed, you will receive the URL for your school's Silent Dismissal site along with credentials for the admin account. The link should take you to a log-in portal for your school that looks similar to the image to the left.
 +
 +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's site and avoid data breaches, it is good practice to change the admin account password after the first log-in. This process is described here.
  
  
-===== Initial Data for Load ===== +===== Loading Initial Database ===== 
-Immediately upon obtaining a quotation, the next step is to compile the required information for loading into Silent Dismissal.+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, etc.).
  
-This information is best delivered in a spreadsheet. The four categories of required information are: +The four categories of required information are: 
-  - Staff Accounts +  - Faculty & Staff Accounts
-  - Physical Locations, Groups, and Preset Messages (may be individually created within the service or loaded from a data file)+
   - Students   - Students
-  - Bus Stops (optional, not required)+  - 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 are described on the [[spreadsheet file format]] page.+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.
  
-===== Signing In ===== +===== Initial Setup Review ===== 
-You will receive from us the URL for your site along with information for signing in once your site has been configured and is available.+After the data has been loaded, it must be reviewed for errorsTo accomplish this, please perform the following tasks using the navigation bar at the top of the page from the admin account:
  
-===== First Steps ===== +  - Review the data 
-After the data has been loaded the first set of steps will be to  +    Select REPORTS / DATA REVIEW / SET UP CHECK 
-  Review the data +    Select REPORTS / DATA REVIEW / POSSIBLE ERRORS 
-  * Print parent placards +  - Print parent tags 
-  * Print student placards +    Select TOOLS / PRINT TAGS / CLASSROOM 
-  Ensure staff are able to access their accounts +  - Print student tags 
-  Review getting started guides and best practices for dismissal and classroom staff+    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 verify user access
  
 +To assist in educating your faculty & staff on their account usage, please refer to these guides:
 +    * Quick Start
 +      * [[https://silentdismissal.com/classqs.pdf|Classroom Quick Start]] 
 +      * [[https://silentdismissal.com/dismissalqs.pdf|Dismissal Quick Start]]
 +    * Best Practice
 +      * [[classroom:best_practices|Classroom Best Practices]]
 +      * [[dismissal:best_practices|Dismissal Best Practices]]
 +===== 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:bookbag_tags|Here are links to some recommended products.]]
  
 +===== 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:test_train|Here are some additional instructions on performing a live simulation.]]
  
  
admin/getting_started.1534869746.txt.gz · Last modified: 2024/03/05 12:57 (external edit)