Getting started
Complete workflows index
Master index of every setup and usage workflow doc by module.
Getting started guide for day and boarding schools.
Last updated July 24, 2026
Every module below has dedicated setup (configure before use) and usage (daily operation) documentation. Start with persona guides, then drill into your module. From any signed-in screen, the header Docs icon opens /docs so you can jump back here without leaving the app shell.
| Module | Setup doc | Usage doc |
|---|---|---|
| Academic calendar | /docs/platform/calendar-setup | Same page - daily usage section |
| Users & roles | /docs/platform/users-setup | Same page |
| School settings | /docs/platform/school-settings-workflows | Same page |
| Year rollover | /docs/platform/year-rollover-workflow | Annual process |
| Committees | /docs/platform/committees-workflows | Same page |
| Reports & activity log | /docs/platform/reports-and-display | Catalog at /reports; SIEM NDJSON at /activity-log |
| Students & deactivate | /docs/people/bulk-import | /docs/people/roster-deactivate |
| Parents | /docs/people/parents-linking | Same page - deep links & magic link |
| Teachers | /docs/people/teacher-assignments-workflow | /docs/people/teacher-appraisals |
| Exam accommodations | /docs/people/student-accommodations | Exam day usage |
| Timetable | /docs/academics/timetable-workflows | Same page |
| Attendance | /docs/academics/attendance-workflows | Same page |
| Curriculum | /docs/academics/curriculum-workflows | Same page |
| Leave | /docs/academics/leave-workflows | Same page - parents use childId |
| Grades | /docs/assessments/grades-workflows | Same page |
| Homework | /docs/assessments/homework-workflows | Same page |
| Report cards | /docs/assessments/report-cards-workflow | Same page |
| Exam setup | /docs/exams/exam-setup-workflow | Same page |
| Exam schedule | /docs/exams/exam-schedule-workflow | Same page |
| Paper setting | /docs/exams/paper-setting-workflow | /docs/exams/marking-workflow |
| Fees | /docs/fees/fees-setup-workflow | /docs/fees/fees-collection-workflow |
| Fees cron / online | /docs/fees/fees-cron-workflow | Ops manual runs |
| Finance | /docs/fees/finance-workflows | Same page |
| Payroll | /docs/fees/payroll-workflows | Monthly run section |
| Admissions staff | /docs/admissions/cycle-setup | /docs/admissions/staff-review-workflow |
| Admissions tests | /docs/admissions/test-interview-workflow | Same page |
| Offers & enroll | - | /docs/admissions/offer-enroll-workflow - enroll creates parent portal + magic link |
| Public apply | - | /docs/admissions/public-applicant-workflow |
| Library | /docs/operations/library-workflows | Same page |
| Transport | /docs/operations/transport-workflows | Duty, day sheet, reports; parent live bus at /parent/transport |
| Procurement | /docs/operations/procurement-workflows | Same page |
| Inventory | - | /docs/operations/inventory-workflows |
| HR careers | /docs/operations/hr-workflows | Same page |
| File manager | - | /docs/operations/file-manager-workflows |
| Events & facilities | - | /docs/operations/events-workflows |
| Notices | /docs/communication/notices-workflow | Same page |
| Conversations | /docs/communication/conversations-workflow | Same page |
| Notifications | /docs/communication/notifications-workflow | Same page |
| School website | /docs/website/cms-workflow | Same page |
| Deploy & cron | /docs/deploy/production | /docs/deploy/operations-runbook |
Enriched user and operator guides
| Guide | Path |
|---|---|
| Teacher daily playbook | /docs/getting-started/teacher-daily-playbook |
| Parent family handbook | /docs/getting-started/parent-family-handbook |
| Student handbook | /docs/getting-started/student-handbook |
| User troubleshooting FAQ | /docs/getting-started/user-troubleshooting |
| Operator daily playbook | /docs/getting-started/operator-daily-playbook |
| Operator seasonal calendar | /docs/getting-started/operator-seasonal-calendar |
| Operator desk manuals | /docs/getting-started/operator-desk-manuals |
| Operator troubleshooting | /docs/getting-started/operator-troubleshooting |
| Helping families at desk | /docs/getting-started/operator-helping-families |
| Platform go-live checklist | /docs/getting-started/platform-go-live-checklist |
| Platform first month | /docs/getting-started/platform-first-month |
| Platform admin troubleshooting | /docs/getting-started/platform-admin-troubleshooting |
| RBAC quick reference | /docs/getting-started/platform-rbac-reference |
Common questions
Quick answers in plain language.
What is school software onboarding?+
Master index of every setup and usage workflow doc by module. This is a core topic in Getting started on Schoolyi.
How do I set up complete workflows index 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 workflows index?+
Master index of every setup and usage workflow doc by module.
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 complete workflows index 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 searches
School leaders and IT teams often search for: how to workflows index in school management software, best school software onboarding for K-12 schools, Schoolyi workflows index guide, workflows index step by step, school ERP go live checklist, migrate from Excel to school ERP, and school software training guide.