3️⃣Pre-Training Tasks

Ensure to complete initial setup tasks outlined in the Kick-off call prior to your first Training call with your implementation manager.

✓ Create Organisation Block Dates - repeating events will ignore any set holiday periods or inset/training days. Add at least one block date e.g. Christmas Day.

✓ Create Locations - events normally have a location assigned which is either Home or Away (off-site). Set up at least one location.

✓ Create a Welcome Message - visible when user logs in this can be used for consistent message or advanced instructions as and when. Different messages can be set up for Parents, Members and Staff. Add a ‘Staff Welcome Message’.

✓ Assigning Staff Roles - as a Super User you have access to allocate Staff Roles. New staff added are automatically allocated the Regular Staff Role. Add a new Staff member and allocate yourself the Absentee Alert Role.

✓ Understanding Terminology - read this document which will help your understanding of how SchoolsBuddy operates and prepare you for training and setup.

✓ Portal Links - Organise your policies and information notices in portal links - a quick access section for parents, staff and students.

Who: Head of school & SchoolsBuddy Lead When: Prior to your first Training calls