Getting started
Platform admin first month
A week-by-week sequence for the first month after go-live: homerooms and portal links, fee collection, teaching adoption, then hardening.
Getting started guide for day and boarding schools.
Last updated August 29, 2026
Go-live proves the system starts. The first month proves the school can run on it, and the failures in that month are almost never technical — they are records nobody has filled in yet. The sequence below is ordered by dependency: attendance cannot work before homerooms exist, fee collection cannot work before instances are generated, published results cannot be trusted before the grading scale is set, and none of the automated reminders run before a cron entry exists on the server.
Week 1 — make the daily register work
The decision this week is which member of staff is the homeroom teacher of each section, because that single field on the class record controls the whole attendance surface. Subject assignments do not grant it. Set Class teacher and Co-class teacher at /classes; a teacher is only eligible if their staffType is PRT or they already hold an active subject assignment to that class, so gaps here usually mean a missing employment record at /school-staff.
- Fill Class teacher on every active section at /classes, then have one teacher per grade confirm they can open /attendance and save a register.
- Confirm outbound mail once, from /settings/email-test. Almost every downstream complaint — invites, absence alerts, receipts — is really this.
- Issue parent portal logins at /parents for families who need them. A guardian record without a login sees nothing, and siblings need separate records.
- Watch /activity-log for failed sign-ins and unexpected role activity while the roster is still churning.
Week 2 — open fee collection deliberately
The decision this week is whether families pay online or at the counter first. Counter-only is the safer opening: it needs fee structures, generated instances, and a trained desk, and nothing else. Online pay adds gateway configuration and a payment mode to get right before parents ever see a Pay button. Either way, generate instances in bulk before you tell anyone collection is open, and read the class summary so nobody is billed twice or missed entirely.
- Run /fees/bulk-generate for the active year, then review /fees/class-summary before announcing anything.
- Take one real payment at /fees/collections and confirm the receipt actually arrives by email.
- Install the daily cron now if you use autopay, the dunning ladder, or scheduled notices: schedule scripts/run-school-cron.sh with FEES_CRON_SECRET. Without it those features are silently inert rather than broken.
- Agree who owns /fees/defaulters and how often they work it. The list is only useful with a human process behind it.
Week 3 — teaching adoption
The decision this week is whether the timetable is published. A draft grid is invisible to teachers and families, blocks period attendance, and stops substitute cover being generated when leave is approved — approving leave with a substitute creates one arrangement per published slot, so an unpublished grid produces silence rather than an error. Publish from /timetable, and set the grading scale at /settings/grading-scale before any result reaches a parent, because changing boundaries afterwards means re-publishing report cards.
- Publish the timetable, then confirm a teacher sees it under the View tab and any cover under My substitutes.
- Set the grading scale before the first assessment is published, not after.
- Pick two or three teaching habits to push — homework publishing, lesson plans, syllabus coverage — rather than launching every module at once.
- If the school runs buses, assign duty at /transport/duty so live tracking and boarding alerts have something to report on.
Week 4 — hardening and handover
| Task | Where | What you are looking for |
|---|---|---|
| Data quality scan | /settings/data-quality | Active students with no class, duplicate emails, years with no terms, and active classes with zero students. Each check links to the screen that fixes it. |
| Role audit | /roles | Custom permission changes made during the rush of week one. Role management is Platform Admin only. |
| Activity log baseline | /activity-log | Export CSV for a spreadsheet review, or NDJSON if a security team wants to ingest it. |
| Reports spot-check | /reports | Run daily attendance, outstanding fees, and one academic report, then check the numbers against what the office believes. |
| Cron verification | Server | Read the output of the daily script. It prints ok or failed per job, which is the only routine signal that autopay, dunning, and scheduled notices ran. |
Common questions
Quick answers in plain language.
What should a platform admin fix first in week one after go-live?+
Homeroom teachers. The daily register at /attendance lists classes where the teacher is set as Class teacher or Co-class teacher on the class record, so until those fields are filled at /classes teachers see "No class assigned" and no attendance data exists to report on.
Which scheduled jobs have to be installed before automated fee reminders work?+
Nothing runs on a timer inside the application. Schedule scripts/run-school-cron.sh once a day with FEES_CRON_SECRET set. That single script drives fee autopay, the dunning ladder, homework due reminders, scheduled notice publishing, retention purges, and the activity-chain and alert checks.
What does the data quality screen actually check?+
Four things: active students with no class membership, duplicate user email addresses, academic years with no terms, and active classes with zero students. Each row links straight to the screen that fixes it. It is a snapshot computed when the page loads, not a stored report.
Who can see and export the activity log?+
Platform Admin, Principal, Vice Principal, and the office Admin role see everything; other staff see a scoped view, and student, parent, and vendor accounts see none. Exports are CSV or NDJSON from the screen, and a separate machine feed exists for SIEM collectors authenticated with a dedicated secret rather than a session.
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