Check the person’s view.
Use the intended role and its actual assignments.
A useful first step for a connected school
Getting
started
Start with the essentials.
Build a working school routine.
Use a clear setup sequence to connect the school’s records, people and teaching. Begin with a focused group, review each stage and introduce learning and reporting with the right context in place.
A practical sequence to work through
Make the next stage
easier to set up correctly.
Treat each milestone as a review point. The aim is a working school process, with the relevant people and records connected.
- 01
The school foundation
Create and confirm the school account.
Create the school account, complete email verification and review the school details, timezone, date display, finance currency and campus configuration.
- 02
The people behind the process
Give the team appropriate access.
Invite the relevant staff and assign compatible roles and campus access. Prepare teacher records and decide who will manage the school’s operational and academic work.
- 03
The academic context
Set the structure behind the course.
Prepare academic years and relevant cohorts, programmes and course offerings. Keep the campus and course purpose clear before adding the teaching activity.
- 04
The active school records
Connect students and teachers to the course.
Add the required student records, dated campus enrolments, teaching and course assignments. Establish verified guardian relationships and review the people connected to the offering.
- 05
The working day
Schedule, prepare and publish deliberately.
Set classes and rooms, prepare learning materials and use publication when the content is ready. Prepare school charges and invoices through the finance workflow.
- 06
The progress record
Prepare a reporting cycle with clear responsibilities.
Choose the reporting definitions, period and cohort context, capture the roster and assign preparation and review duties. Check readiness before preparing documents and releasing reports.
Give the first course a usable context
A course the school
can actually work with.
A course offering brings the teaching into a campus context. Check its programme, name, status and relevant defaults, then connect the teachers, students and scheduled sessions through the appropriate workflows.
- Use a recognisable course name and the correct campus.
- Review the offering details before adding its teaching routine.
- Check the resulting views with the roles that will use them.
Keep the first rollout focused
One useful course.
A routine you can review.
Start with a manageable cohort or course and work through its daily tasks. Check the teacher’s preparation, the student’s published learning and the administrator’s records before widening the setup.
Check the handover.
Review what is saved, submitted, published or released.
Check the next step.
Make sure the team knows which record or responsibility follows.
Planning the first working setup
What should the school prepare before expanding?
Use these answers alongside the detailed product guides and current plan information.
Do we need to introduce all three components on the first day?
You can prepare the core school records and a focused course first, then introduce learning and reporting with their required setup. Use a staged school process so each team can review its part before the rollout expands.
Will adding a student automatically enrol them in courses or create invoices?
Student records, dated school enrolment, course assignments and finance records have their own workflows. Review and complete the relevant steps for the student rather than assuming a record creates the next one.
Can we review content before students and families see it?
Lessons, course resources, marking and reports have their own preparation and release steps. Use the relevant draft, preview, review and publication controls to check the information before sharing it.
Where should we check trial limits and onboarding questions?
Use Pricing and the Billing & plan questions page for current terms and allowances. For a question about the setup your school is considering, use the contact page.
Keep exploring
One school. More connected possibilities.
Getting started
Build the school routine one clear stage at a time.
Connect the setup decisions with the people and workflows that will use them.