Differences

This shows you the differences between two versions of the page.

--- admin:checklist [2015/04/24 08:59] – [Accounts] gregor
+++ admin:checklist [2024/03/05 13:13] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-====== Data Load ======
+====== Step by Step Set Up Checklist ======
-===== Accounts =====
+===== Checklist Overview =====
-Each person accessing Silent Dismissal requires his or her own account. Transactions are attributed to individual user accounts so it is not advisable to share user IDs and passwords among individuals. [[admin:Creating Accounts|Read here about creating accounts]] .
+  - Sign In
-==== One by One ====
+  - [[admin:Load Data|Load Data]]
-Accounts may be created one by one by selecting //Accounts// / //New// from the menu.
+  - Print and Distribute Car Tags
-  * User ID - Each account must have a unique user ID within your school. If the user ID that you select is already in use, the account will not be created and you will receive an error message.
+  - Inform [[admin:staff_sample_letter|Classroom]] and [[admin:dismissal_sample_letter|Dismissal]] Staff of Sign In Method
-  * First Name - This is the user's given name. It is not a required field. If your school is using generic indicators for classrooms such as 3A, this field may be left blank.
+  - Listen to the Silence
-  * Last Name - This is the user's surname. It is a required field.
+===== Detailed Checklist =====
-  * Account Type - This drop down selection determines which features in Silent Dismissal the user will have access to. For some account types, this will also invoke additional data entry fields.
+==== Administrator ====
-  * Grade - The grade field only applies to classroom type users. Select the entry that corresponds to the grade taught in the classroom. Accurately setting this value will assist in setting student grade values, determining discrepancies, and for year-to-year conversion.
+=== Prework ===
-  * Default Location - The default location field only applies to dismissal users. It sets the default location what dismissal entries will be tagged when entered. It is particularly useful for kiosks.
+It is necessary to collect data to load into Silent Dismissal once your site becomes available. In general terms the information is as described below. In order to load it into Silent Dismissal, the information must be in a [[admin:spreadsheet_file_format|spreadsheet]] so that it can be copy and pasted into forms on the site.
-  * Password - The password field is required to create a new account.
+  - List of Staff [[admin:creating_accounts|details]]
-==== Bulk Load ====
+    - Name
-It is possible to create a large number of accounts in a single step by copying from a spreadsheet then pasting into this page.
+    - Desired format of user IDs, e.g., name@email.com or flast
-===== Students =====
+    - Role: Administrator, Dismissal staff, Classroom staff
-===== Locations =====
+  - List of Groups, Locations, Messages [[admin:group_bulk_load|details]]
-===== Groups =====
+    - 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