How to use your Data Entry Checklist - (Spaces Schools - Manual Migration / Brand New Site Setup)

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 allows you to:

• Identify key tasks required before your site goes live.

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

• Identify which task in Spaces contains the training needed to add the data into your site 

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 staff members 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.