> For the complete documentation index, see [llms.txt](https://guide.fariaedu.com/schoolsbuddy-implementation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.fariaedu.com/schoolsbuddy-implementation/implementation-phases/pre-training-tasks.md).

# Pre-Training Tasks

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

<mark style="color:green;">**✓**</mark> [Create Organisation Block Dates](https://help.schoolsbuddy.com/hc/en-gb/articles/4405346641805-Creating-Organisation-Block-Dates-in-SchoolsBuddy) - repeating events will ignore any set holiday periods or inset/training days. Add at least one block date e.g. Christmas Day.

<mark style="color:green;">**✓**</mark>  [Create Locations](https://help.schoolsbuddy.com/hc/en-gb/articles/4405346630157-Creating-Event-Locations-in-SchoolsBuddy) - events normally have a location assigned which is either Home or Away (off-site). Set up at least one location.

<mark style="color:green;">**✓**</mark> [Create a Welcome Message](https://help.schoolsbuddy.com/hc/en-gb/articles/4405346615309-Creating-a-Welcome-Message-in-SchoolsBuddy-what-a-logged-in-user-sees-first) - 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’.

<mark style="color:green;">**✓**</mark> [Assigning Staff Roles ](https://help.schoolsbuddy.com/hc/en-gb/articles/4405332370701-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.

<mark style="color:green;">**✓**</mark> [Understanding Terminology](https://help.schoolsbuddy.com/hc/en-gb/articles/4405333981069-Understanding-Terminology) - read this document which will help your understanding of how SchoolsBuddy operates and prepare you for training and setup.

<mark style="color:green;">**✓**</mark> [Portal Links](https://help.schoolsbuddy.com/hc/en-gb/articles/4405345235341-Portal-Links-feature-for-Policies-and-Information) - Organise your policies and information notices in portal links - a quick access section for parents, staff and students.

{% hint style="info" %}
**Who:** Head of school & SchoolsBuddy Lead\
**When:** Prior to your first Training calls
{% endhint %}