How to use your Migration Pack

Use this article to guide your through how to use your Migration Pack

We sent you a copy of the Migration Pack in your Week 1 email, or you can download a copy of the Migration Pack from the bottom of this page but please note, the version attached to this page has had some log in details removed.

You do not need to share your Migration Pack with us, this is for your use only. 

Below is a breakdown of each tab in your Migration Pack.

1. Onboarding Checklist

The first tab of the workbook contains an overview of the tasks you will complete during the 8-week onboarding period and when you will need to do these. We'll remind you of these in your weekly emails!

The table has a 'status' tab so you can mark tasks as 'complete' when done and keep track of your weekly tasks.

2. Pre-migration Data Cleansing

Completing Data cleansing in your current MIS before migration is essential to make sure your data is correct and stored in the right place. This will reduce migration errors.

You should use this tab of your Onboarding Workbook to help you keep track of the Data Cleansing and Checks that you’ve performed.

3. Pre-migration Data Counts

Use this tab to perform your pre-migration data counts in your current MIS, and then compare them to the numbers in Arbor after migration. It’s important that you compare these data counts after migration to make sure everything has carried across.

We advise completing these Data Counts in your Current MIS as close to migration day as possible.

4. Training

In tab 4, you’ll find a breakdown of your onboarding training, called ‘Arbor Foundations’ in the Training Hub.

You can use this tab to keep track of which courses you have completed. We’ve also provided some additional information in this tab about bespoke training sessions that are available.

If you have not purchased any additional training but would like to, please contact customersales@arbor-education.com

5. Key Information

The Key Documents tab contains an array of helpful documentation that will aid your success throughout onboarding and going forward!

Remember, you can also check out our 'Moving to Arbor for Primaries' section of the Help Centre for all the guides you'll need during onboarding

6. Important Checks for Migration

There are key things you need to check or ensure you have set up to ensure that your migration to Arbor using Xporter is successful.

Use this checklist to ensure you have completed all of these for a successful migration to Arbor, ahead of your migration date.

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