Getting started
Platform admin first month
Week-by-week priorities after go-live for platform administrators.
This getting started guide covers school software onboarding for K-12 day schools. Whether you are evaluating cloud school management software or configuring Schoolyi after go-live, you will find practical steps for school ERP go live checklist, migrate from Excel to school ERP - written for administrators and staff, not developers.
Last updated July 24, 2026
| Week | Focus | Actions |
|---|---|---|
| Week 1 | Stability | Monitor sign-ins, fix parent links, verify attendance marking |
| Week 2 | Fees ops | Daily receipt email check; defaulters process; train finance desk |
| Week 3 | Teaching & transport | Lesson plan / homework adoption; transport duty GPS and boarding alerts |
| Week 4 | Hardening | Activity log SIEM NDJSON export; data quality clean-up; role audit at /roles; reports catalog spot-check |
Common questions
Quick answers in plain language.
What is school software onboarding?+
Week-by-week priorities after go-live for platform administrators. This is a core topic in Getting started on Schoolyi.
How do I set up platform admin first month in school management software?+
Follow the steps in this guide during persona playbooks, handbooks, workflows, and go-live checklists. Start with getting-started docs if you are new to Schoolyi, then apply the workflows here for your school year.
How does Schoolyi handle platform first month?+
Week-by-week priorities after go-live for platform administrators.
Is there a school software onboarding guide for school administrators?+
Yes. This article is part of the public Getting started documentation at /docs - written for administrators, operators, and IT teams.
Who manages platform admin first month at a typical K-12 school?+
Usually getting started and front-office staff responsible for school software onboarding. Teachers and finance may have scoped access depending on your role configuration.
Does Schoolyi support school ERP go live checklist?+
Yes. Schoolyi is a cloud school management system (SMS) with connected modules on one student roster and academic calendar. See related guides below or contact us for a demo focused on school software onboarding.
Related topics and buyer guides
Related searches
School leaders and IT teams often search for: how to platform first month in school management software, best school software onboarding for K-12 schools, Schoolyi platform first month guide, school ERP go live checklist, migrate from Excel to school ERP, and school software training guide.
More in this section
- Product overview
What Schoolyi is, who it serves, and how modules connect on one academic calendar and role model.
- Initial setup
Step-by-step rollout order for a new school: academic spine first, then people, then operations.
- Platform administrator guide
Full responsibilities for Platform Admin and school leadership: setup, users, roles, settings, and go-live.
- School operator guide
Day-to-day workflows for office staff: admissions, fees, attendance support, library, transport, and back-office.
School software terms
school management system (SMS) · student information system (SIS) · school ERP · parent portal · full glossary · Ask Schoolyi