Primary Onboarding Weeks 1 to 4

Welcome to Arbor!

Congratulations on choosing Arbor as your new MIS and welcome to the Arbor community of schools!

This guide will give you all the information you need to get you up and running on Arbor.

Week 1

What happens this week?

This week, your Arbor Onboarding Team will reach out to say hello and provide you with the information you need to get started with your move to Arbor.

Where on the timeline are we?


Actions for this weeka

Top Tip for Week 1!

The sooner you can let your whole school team know you’re moving to Arbor, the better! Having an open forum for people to ask questions and understand more about why you decided to move can help with the change, and ensure people know what their role will be in making Arbor a success at your school and what their responsibility will be in the coming weeks.

Week 2

What happens this week?

You will attend the Kick-Off Call and start working on your pre-migration data checks. 

It is really important to start working through your data checks as soon as possible. You can find more information about what these are and how to complete them here.

Where on the timeline are we?


Actions for this week

  • Attend the Kick-Off Call.
  • Have your diary handy! You’ll receive an email from our Training Team to help you book any Arbor training you have purchased.
  • Start working through your pre-migration data checks to make sure the data in your current MIS is nice and tidy before you send us your data.
  • Contact any partner apps that you use (e.g. CPOMS), and let them know you're moving to Arbor. More information on how we link to your favourite systems can be found here.

Top Tip for Week 2!

Continue to utilise the help centre training materials and the eLearning Journey and share our resources with the rest of your team.

Week 3

What happens this week? 

This week, you are going to receive two important emails from Arbor that will allow you to send your school's data securely to us on your migration date. The emails will include links to your Arbor Secure Upload Portal where you can share your data with us securely.
You should aim to finish your data checks and continue to work through our online training in readiness for the big day!

Where on the timeline are we?


Actions for this week

  • Finish the pre-migration checks in your current system using our data checks guide.
  • Take part in training, if booked, or utilise the free online training materials such as the eLearning journey.
  • Look out for two emails from Arbor with links to your Secure Upload Portal, where your data should be uploaded on your migration day.
  • Contact any remaining third-party applications to notify them of your move.
  • Make sure you have communicated to the wider school team the upcoming Arbor launch. Does everyone know where to find their training resources? Do they know who your Arbor champions are for help on your first day?

Top Tip for Week 3!

The most successful schools are those that spend time completing their data checks and spend time cleansing their data, you will then have a really good idea of exactly how your data should look and will allow you a much smoother transition to your new MIS.

Week 4 

What happens this week?

This week you will sign off the pre-migration data checks and complete your data counts. For more information on this, click here.
Most importantly, you will need to produce a backup of the current MIS and provide this to Arbor. You can access our guide to the full data migration process here and what you will need to do.

Where are we on the timeline?


Actions for this week

  • Sign off your pre-migration data checks.
  • Produce a backup of your current MIS, you can find help and support on how to do this here.
  • Upload your data to Arbor. Click here for our help guides.
  • Once you have taken a backup of your current MIS, any data you input into the MIS after this point won't be in your new Arbor MIS, so we recommend using paper registers until your new Arbor MIS launches.

Top Tip for Week 4!

Once you have provided your backup to Arbor, nothing you enter on your current system will migrate across. You should communicate this to the wider team to avoid any surprises!
Some schools also like to print out a “how to take a register in Arbor” guide to give to the teachers so they’re ready for their first day of using Arbor.

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