When should I complete my Arbor Onboarding (Arbor Foundations) Training?

 

Your Arbor Foundations Training is available via the Arbor Training Hub and will provide you with all the information you need to use your new Arbor MIS successfully.

The training is divided into courses for each of Arbor's key modules, making it easy to book and attend.

The training combines self paces eLearning courses and live drop in sessions so you can ask questions once you have completed the training if needed. 

We have provided a breakdown below to help you understand what to complete and when.

Primary Onboarding Training

Pre Go-Live

Training course Approx Training length Recommended Attendees
Getting Started 13 mins All staff
Student Profiles and Adding Demographics 90 mins

School Administrators

SENCO

Attendance Officers

Project Lead

Adding Students & CTFs 60 mins School Administrators
SENCO
Attendance Officers
Project Lead
Staff Business Roles and Permissions 45 mins School Administrators
Head
Business Mgr/Bursar
Project Lead
Primary Attendance Management 90 mins School Attendance Officers
School Administrators
Head
Business Mgr/Bursar
SENCO
Project Lead
Attendance Reporting 60 mins School Attendance Officers
School Administrators
Business Mgr/Bursar
Project Lead
Communications 90 mins School Administrators
SENCO
Project Lead

Post Go-Live

Training course Approx Training length Recommended Attendees
Guardian Profiles 45 mins School Administrators
Attendance Officers
Project Lead
Staff Profiles 90 mins School Administrators
Head
Project Lead
Staff Absence and Cover 75 mins Cover Managers
Head
Business Mgr/Bursar
Project Lead
Arbor MIS Management 15 mins

Project Lead

School IT Staff

School Administrators

Business Mgr/Bursar

Project Lead

Single Central Record 15 mins School Administrators
Head
Business Mgr/Bursar
Project Lead
Staff Contracts and PayScales 75 mins Head
Business Mgr/Bursar
Project Lead
Custom Groups 15 mins School Administrators
SENCO
Head
Project Lead
User Defined Fields 10 mins School Administrators
SENCO
Project Lead
School Reporting 20 mins School Administrators
Office Manager
Senior Leaders
Head Teachers
Business Mgr/Bursar
SENCO
Project Lead
Custom Report Writer 75 mins School Administrators
Senior Leaders
Business Mgr/Bursar
SENCO
Project Lead
Ask Arbor Overview 10 mins School Administrators
Project Lead
Ask Arbor Modules 20 mins All staff

Secondary Onboarding Training

Pre Go-Live
Training course Training length Instructor-led training schedule Recommended Attendees
Getting Started  13 mins N/A All staff
Student Profiles and Adding Demographics 90 mins Twice a week Teachers
Teaching Assistants
Project Lead
 
Student Enrolment & CTFs 60 mins Twice a week School Administrators
Project Lead
 
Staff Business Roles and Permissions 45 mins Twice a week School Administrators
Project Lead
 
Secondary Attendance 90 mins Twice a week School Administrators
Business Mgr/Bursar
SLT
Project Lead
Attendance Reporting 60 mins Twice a week School Administrators
Data Manager
Business Mgr/Bursar
SLT
Project Lead
 
 Communications 90 mins Twice a week Cover Managers
HR Managers
Business Mgr/Bursar
SLT
Project Lead
 
Student App 20 mins N/A Data Manager
School Administrators
Project Lead
 
Secondary Timetable Management 75 mins Weekly Data Managers
Timetable Managers
Project Lead
Secondary Course Enrolments 60 mins Weekly Data Managers
Timetable Managers
Project Lead
 
Post Go-Live
Training course Training length Instructor-led training schedule Recommended Attendees
Guardian Profiles 45 mins N/A School Administrators
Project Lead
 
Managing Staff Profiles 60 mins Twice a week HOD
Behaviour Leads Teachers/TAs
SENCo
Timetable Lead
Project Lead
 
Single Central Record 15 mins N/A School Administrators
Data Manager
Business Mgr/Bursar
SLT
Project Lead
 
Staff Contracts and Payscales 75 mins Twice a week Business Mgr/Bursar
Project Lead
 
Arbor MIS Management 15 mins N/A School Administrators
Data Manager
SLT
Exams Officer
Project Lead
 
Staff Absence and Cover 60 mins Twice a week School Administrators
Data Manager
Project Lead
 
Custom Groups 15 mins N/A School Administrators
Attendance Officer
Data Manager
Senior Leaders
Head Teachers
Business Mgr/Bursar
Project Lead
 
User Defined Fields 10 mins N/A Exams Officers
Project Lead
 
School Reporting on Arbor 20 mins N/A Exams Officers
Project Lead
 
Introduction to Custom Report Writer 75 mins Twice a week Exams Officers
Project Lead
 
Ask Arbor Overview 10 mins N/A Exams Officers
Project Lead
Ask Arbor Modules 20 mins N/A School Administrators
Attendance Officer
Senior Leaders
Data Manager
Timetabler
Business Mgr/Bursar
Project Lead
 
Guardian Consultation 35 mins N/A

School Administrators
Senior Leaders
Data Manager

Business Mgr/Bursar
Project Lead

Timetable Management
Training course Training length Instructor-led training schedule Recommended Attendees
Timetable Management 75 mins Weekly Data Managers
Timetable Managers
Project Lead
Secondary Course Enrolments

60 mins

 

Weekly Data Managers
Timetable Managers
Project Lead
Post  16 - Learning Aims 20 mins N/A Data Managers
Timetable Managers
Project Lead
Exams Management
Training course Training length Instructor-led training schedule Recommended Attendees
Secondary Exams Setup and Entries 60 mins Weekly

Exam Managers

Data Managers

Project Lead

Secondary Exams Timetabling and Coursework Marks 45 mins Weekly

Exam Managers

Data Managers

Project Lead

Exam Results 40 mins N/A

Exam Managers

Data Managers

Project Lead

In House Exams 35 mins N/A

Exam Managers

Data Managers

Project Lead

 

 

Manual Migration & Brand New Site Setup Training

Brand New Site Setup

The Brand New Site Setup Course is made up of 7 modules plus additional tests of learning, which will show you how to set your blank Arbor site up if you don’t currently use an MIS.

This training and setup must be completed before Go Live. 

All modules are aimed at the Project Lead, or the person responsible for setting up the Arbor site. This is usually the School Administrator.

Training module and length Includes
Setting up your School details and Pastoral Structure (21 mins) Creating your Academic Year
Checking your School Details
Adding a Staff Member
Importing Staff Profiles in Bulk
Creating your Pastoral Structure
Scheduling Registration
Adding and Enrolling Student (18 mins) Creating an Intake Season
Adding Students Manually Adding Students via the Applicants Module
Managing Student Profiles (50 mins) Finding a Student Profile
Managing information on the Student Profiles
Enrolling Students from the Profile
Transferring Students 
Unenrolling and re-enrolling students
Managing Guardian Profiles (31 mins) Finding a Guardian profile
Creating a new Guardian Profile
Linking a Guardian to a Student
Guardian Profile Overview
Managing Staff Profiles (29 mins) Finding and Navigating Staff Profiles
Managing Staff Profile Information
Business Roles and Permissions
Staff Working Periods, Employment, and Financial information
Managing Staff Absences (9 mins) Logging Staff Absences
Analysing Staff Absence
Contracts and Payscales (31 mins) Creating Allowances
Staff Checks
Managing Payscales & Positions
Adding Superannuation Schemes
Creating Staff Contract
Manual Migration

The Manual Migrations Course is made up of 8 modules plus additional tests of learning, which will show you how to manually move your data from your current MIS into Arbor.

This training and setup must be completed before Go Live.

All modules are aimed at the Project Lead, or the person responsible for setting up the Arbor site. This is usually the School Administrator. 

Training module and length Includes
Setting up your School details and Pastoral Structure (18 mins) Creating your Academic Year
Checking your school details
Importing Staff Profiles in Bulk
Creating your Pastoral Structure
Scheduling Registration Sessions
Entity Importers (8 mins) Using the Entity Importer
Entity Importer Validation
Adding and Enrolling Student (11 mins) Creating an Intake Season
Adding Students and Managing Student Enrolments
Managing Student Profiles (19 mins) Finding existing profiles
Adding and editing key information on the profiles
Enrolling students from the profile
Transferring students 
Unenrolling and re-enrolling students
Managing Guardian Profiles (21 mins) Finding and existing Guardian profile
Creating a new Guardian Profile
Linking a guardian to a student
Guardian Profile Overview
Managing Staff Profiles (29 mins) Finding and Navigating Staff Profiles
Managing Staff profile Information
Business Roles and Permissions
Staff Working Periods, Employment, and Financial information
Managing Staff Absences (9 mins) Logging Staff Absences
Analysing Staff Absence
Contracts and Payscales (31 mins) Creating Allowances
Staff Checks
Managing Payscales
Managing Positions
Adding Superannuation Schemes
Managing Staff Contract

Meals, Payments & Parental Engagement Training

Meals & Payments

Meals and Payments training are additional training services that can be purchased if your school is looking to roll out these modules in Arbor.

We recommend you complete these courses in line with your school's plan to roll out and start using these areas of the system.

Click here to view more information about Payments Training, here to view our Payments Plus training, and here to view information about our Meals Training.

Parental Engagement

The Parental Engagement Learning Path is broken down into e-learning courses and Instructor-led training and has a final Test of Learning.

Click here to view more information about our Parental Engagement Training.

 

How will I get access to recordings and resources?

The Arbor Foundation courses contain recordings and resources. Recordings can be downloaded and shared with colleagues, or be used to refer back to in the future if needed. 

 

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