Differences

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

--- admin:checklist [2015/04/24 18:32] – gregor
+++ admin:checklist [2024/03/05 13:13] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-====== Checklist Overview ======
+====== Step by Step Set Up Checklist ======
+===== Checklist Overview =====
   - Sign In
   - [[admin:Load Data|Load Data]]
   - Print and Distribute Car Tags
-  - Inform Teachers and Dismissal Staff of In Sign Method
+  - Inform [[admin:staff_sample_letter|Classroom]] and [[admin:dismissal_sample_letter|Dismissal]] Staff of Sign In Method
   - Listen to the Silence
+===== Detailed Checklist =====
+==== Administrator ====
-Administrator
+=== Prework ===
-Received site web address and administrator password from SchoolCarpool.com
+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.
-Verified access connection to web site
+  - List of Staff [[admin:creating_accounts|details]]
-Teacher accounts created
+    - Name
-Assigned carpool numbers to students (typically done external of SchoolCarpool.com)
+    - Desired format of user IDs, e.g., name@email.com or flast
-Student records created with carpool numbers
+    - Role: Administrator, Dismissal staff, Classroom staff
-Students assigned to classes
+  - List of Groups, Locations, Messages [[admin:group_bulk_load|details]]
-Bus groups created
+    - List of school buses
-Students assigned to bus groups
+    - List of daycare vans
-Daycare van groups created
+    - List of after school clubs
-Students assigned to daycare van groups
+    - Dismissal Locations
-Other groups created (after care, clubs, etc.)
+    - Preset Messages
-Students assigned to other groups
+  - Student roster for each of above listed groups
-Domain specific parameters entered (School name, contact, time zone, dismissal time, logo)
+  - Students [[admin:load_data#students|details]]
-E-Mail Teacher Start Up Message
+    - Name
-Teachers
+    - Carpool Number :
-Verify sign in capability (correct address, user ID, password, and domain)
+    - Classroom at end of day
-Review class roster, ensure all students on roster with correct dismissal method
+=== Site Configuration ===
-Change settings as desired (text size, menu, columns, audible alert, password)
+  - Receive URL and credentials from Silent Dismissal
-Understand substitute teacher usage to inform nearby substitutes
+  - Verify access to site
-Understand requirement to sign in by a specific time
+  - [[admin:school_settings|Configure School Settings]]
-Administrators
+  - Create Staff Accounts
-Review potential problem report and justify any remaining entries
+  - Load student records with carpool numbers directly assigned to classroom
-Print carpool number verification report and review with each classroom
+  - Create buses, daycare vans, locations, messages
-Generate car tags by classroom and distribute to classrooms
+  - Assign Students to Groups [[admin:load_data#assigning_groups|details]]
-Send car tags home with students
+  - Inform [[admin::parent_sample_letter|parents]] and distribute [[admin:print_car_tags:car tags]]
-Carpool (Dismissal) User
+  - Inform staff - classroom and dismissal - of URL, User ID, and Passwords
-Verify sign in capability (correct address, user ID, password, and domain)
+=== Classroom Staff ===
-Understand dismissal type drop down selection box
+  - Ensure classroom staff can sign in
-Understand method for entering carpool numbers
+    - 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
-Understand method for dismissing groups, including standard messages
+  - Instruct classroom staff to verify their student rosters
-Understand method for posting ad hoc messages
+    - Classroom staff go to Students / Roster to confirm assigned students
-All
+=== Dismissal Staff ===
-Enjoy
+  - 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