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Getting started

Platform go-live checklist

P0 checklist before opening the system to staff and families.

Getting started guide for day and boarding schools.

Last updated July 24, 2026

Complete every P0 item before go-live. P1 items can follow in the first two weeks of pilot. Use the header Docs icon → /docs to keep this checklist open while configuring settings.

P0 - Infrastructure

  1. DATABASE_URL correct; prisma migrate deploy succeeded on production.
  2. NEXTAUTH_URL and NEXT_PUBLIC_SITE_URL match public HTTPS domain.
  3. NEXTAUTH_SECRET set; NEXT_PUBLIC_DEPLOY_ENV shows non-prod badge on staging only.
  4. Deploy pipeline green - npm run build succeeds on server.
  5. Caddy/HTTPS serving app; smoke test /signin and /dashboard.
  6. PWA assets present (manifest + service worker); smoke /offline when network is cut.

P0 - School spine

  1. School info, timezone, logo at /settings/school-info.
  2. Active academic year with terms at /academic-year.
  3. Calendar synced; holidays at /holiday-master.
  4. Classes, subjects, classrooms populated.
  5. Platform Admin and Principal accounts created; shared admin password rotated.

P0 - Communications and money

  1. /settings/email-test - delivery confirmed to real inbox.
  2. Test fee receipt email after sample collection.
  3. Fee structures and bulk generate for current year.
  4. Razorpay staging/simulated checkout tested if online pay enabled.
  5. FEES_CRON_SECRET wired; scripts/run-school-cron.sh scheduled if autopay/dunning used.

P0 - People and teaching

  1. Staff and teacher roster imported; assignments at /teachers/assignments.
  2. Timetable published for current term.
  3. Students imported with class placement; parents linked (enrollment also auto-creates portal + magic link when email exists).
  4. Grading scale configured before any publish to families.

P1 - First two weeks

  • Train operators using operator desk manuals (include transport duty / day sheet / reports).
  • Run data quality scan weekly at /settings/data-quality.
  • Export activity log baseline - CSV for spreadsheets or SIEM NDJSON for security pipelines.
  • Review /reports catalog (finance, ops including transport boarding, admissions funnel).
  • Admission cycle live if intake season.
  • Document support contacts for families (office phone/email).

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