Platform go-live checklist

P0 checklist before opening the system to staff and families.

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

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

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

P0 - School spine

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

P0 - Communications and money

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

P0 - People and teaching

Staff and teacher roster imported; assignments at /teachers/assignments.
Timetable published for current term.
Students imported with class placement; parents linked (enrollment also auto-creates portal + magic link when email exists).
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).

Common questions

Quick answers in plain language.

What is school software onboarding?+

P0 checklist before opening the system to staff and families. This is a core topic in Getting started on Schoolyi.

How do I set up platform go-live checklist 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 go live checklist?+

P0 checklist before opening the system to staff and families.

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 go-live checklist 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.