How to use your Data Entry Checklist - (Manual Migration Spaces Schools)

You can see an overview of the manual migration timeline here 

Using the Data Entry Checklist for a Successful Go-Live

The Data Entry Checklist is a vital tool designed to help you and your school track data in the lead-up to your "Go-Live" date.

Purpose of the Checklist

This spreadsheet acts as a central hub for your migration progress. It allows you to:

• Identify key tasks required before your site goes live.

• Know whether to enter data manually or via entity importer.

• Access helpful resources and guides specific to your role.

Data Population

Your Arbor site needs specific information to function correctly from Day 1. Ensure you have added:

• Year Groups and Registration Forms

• Term Dates and Holidays

• Student Enrolment and Student Data

• Guardian and Staff Data

System Configuration

• Permissions: Verify that all users have been assigned the correct Business Roles and Permissions.

• Email Access: Ensure every staff member has their work email set as their 'default' address to enable successful login.

• Attendance: Confirm that your registers are available and ready for use 

• Third-Party Apps: Check that any required third-party applications or providers are ready to connect to your new site.

• Communicate: Share your Arbor URL with the wider team along with the "How to Log In" guide provided in the spreadsheet.

How to Complete the Checklist

1. Review the Task: Read the "Readiness for Go Live Task" column.

2. Take Action: Complete the task within your Arbor site or among your team.

3. Update Status: Once finished, change the status in the Task Complete? column to Complete.

Additional Resources

Within the checklist, you will find direct links to:

• Teachers Guide: Specifically for classroom management and registers.

• Admin Guide: For school office and data management tasks.