Go-live checklist #

A week before #

• Every campus exists under Structures, with its property role.
• All staff accounts are created, with roles, campus and profile type.
• Master lists are complete: classes, routes, fee schedule, students, staff.
• The forms that will go live are Enabled. Forms you are not ready for are disabled.
• Every enabled document type has a workflow, and every workflow step has approvers.
• Document access is set for every enabled document type.
• Dashboards and reports open for the right people.
• Email templates are written and tested. The daily reminder time is set.
• Both test runs passed, and the test data is cleaned up.

Launch day #

• Send staff their username and first password, and ask them to change the password on first sign-in.
• Share a short guide: Getting started, My Tasks and Working on a task.
• Open parent access with a message from the Principal, linking to Applying as a parent or student.
• Have one person in the office available to answer questions all day.

Start small #

Go live with the processes that hurt most today, for example admissions, staff leave and fee receipts. Add the next ones every few weeks. People learn one habit at a time, and every new form then feels familiar.

The first month #

• Week 1: check every day that tasks are moving. Look at Pending approvals for anything stuck at a step with no approver.
• Week 2: ask each department what is confusing, and fix labels and help texts on the forms.
• Week 4: review the aging colours. If too much is Critical, either the limits are too tight or a step needs another approver.

Need help? Write to hello@tihtur.com. We set up schools every week and are happy to look at your configuration with you.