What are the next steps once I have imported student and staff data?

Once you have completed importing your student and staff data, you need to set your user groups and permissions. We will have set you up with some default user groups, you may still wish to revise the permissions for these user groups to make sure they are right for your setting.

You can go ahead and invite your colleagues now, but it's worth doing a couple of other bits of tweaking before everyone's trying to use the system. The first is to set up your meeting types, although we usually set schools up with standard meeting types, you may have chosen to override this or want to add other types of meetings - it's best to make sure you have the essential meeting types set up.

After this, set up your locations for your First Aid reporting. This is really helpful for Governors' reporting as well as Ofsted inspection, so please do feel free to add as many classrooms, playgrounds, and hallways as you have! You can find out how to add your first aid location data by clicking on the following link.

All set? We'd encourage you to verify you have the correct agencies you refer to in Agencies; that you select which staff members should receive Medication Alerts; and that your Concern Categories are all being logged in the same language you use in school.

It's time to invite your team!