This article is designed for primary schools who are Onboarding to Arbor. It details what steps you need to take before your whole school have access to their new Arbor site.
Please also continue to work through the tasks outlined in your Onboarding Workbook.
Top things to consider when you first receive your final Arbor Site, and before you Go Live.
Log in to your new Arbor MIS
Your Onboarding team will email you when your site is ready with login instructions. Please refer to this guide for login issues troubleshooting.
When you are ready for other members of staff to log in, you can send them a welcome email that includes their username and a link where they can set their password, or simply send them the URL of your site. Get help here to see how to do this, as well as some top troubleshooting tips. Remember to check your Business Roles and Permissions before allowing the whole school access.
Check your School details
Once you access your Arbor site, go to School > School Details to verify everything.
If you plan to use communications, you must add a school email address in the Contact Details section. Remember to set up 'Permitted senders' for emails, SMS, or in-app messages
Check your team’s business roles and permissions
Before you allow your school to log in to Arbor, it is important that you check all business roles and permissions to ensure all users have access to the areas of Arbor they need.
Arbor migrates business roles based on staff contracts from your previous MIS. If no contract was stored, you'll need to manually assign them a role. We strongly recommend you check which permissions are attached to each Business Role by following these instructions.
We understand that you may want to tailor access by adding extra permissions for staff members in your school - you can get help here on how to do this.
Check that all staff have a work email address
So that a member of staff can successfully log into Arbor, they will need to have a work email address attached to their staff profile. This will need to be set as the default email address.
This can be checked using the data quality dashboard following this guide, or by searching directly for a staff member's profile.
Set up Attendance Patterns for Nursery students
During the migration, we automatically create registers for 'Reception - Year 6'; however, because of the various attendance patterns that nursery students can have, it's not possible to do this automatically for them.
You'll need to create attendance patterns for your nursery students before they appear on registers.
- What are Attendance Patterns?
- Enrol nursery into registers using regular Attendance Patterns
- Enrol nursery into registers manually without Attendance Patterns (Irregular Attendance)
Check your Migrated Data
Now that you have access to Arbor, it's crucial to ensure all your school data has migrated as expected. Use your completed data checks and counts from your Arbor Implementation workbook to cross-reference.
The Data Migration Report compiles information from your previous MIS, including student numbers, demographics, and medical conditions. You'll find it at School > Data > Data Migration Report. Make sure to check the report thoroughly. Once you're happy, click Download QA Report, then the Sign-off button. It's crucial to sign this off within the first 2 weeks of going live, and please raise any discrepancies with your Support Team immediately.
The Data Quality Dashboard is a central page that highlights data issues or errors in Arbor. It's a great tool for quickly identifying areas that need attention and for bulk editing data. To access it, navigate to School > Data > Data Quality Dashboard.
Set up your Third Party Integrations
Now your site is live, you'll be able to go in and set up any third party connections by navigating to System > Partner Apps (API Users). For further instructions on setting these up, please see this guide.
Check Behaviour Types and Severities
If you want your staff to be able to record behaviour incidents from day one, we recommend you check and amend the behaviour types and severity types that have migrated to ensure these are setup how you want them.
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