Your First Week Checklist: 10 Things to Do After Setup

TL;DR: You've set up EduSuite OS — now what? Follow this day-by-day checklist to make your first week smooth and productive. By Friday, your school will be fully operational.

Day 1: Foundation

☐ 1. Verify Your Student Data

Go to Students → All Students.
Spot-check 10-15 random student profiles.
Verify: names, classes, parent contacts, admission numbers.
Fix any errors now — it's easier with a fresh database.

☐ 2. Verify Your Staff Data

Go to Staff → All Staff.
Confirm teacher-to-class assignments are correct.
Ensure all teachers have valid email addresses.
Check that non-teaching staff have appropriate roles.

Day 2: Core Operations

☐ 3. Take Your First Attendance

Ask one teacher to mark attendance for their class.
Go to Attendance → Today's Log and verify it appears.
Confirm the dashboard updates with the attendance count.
If using QR codes, test the QR attendance flow.

☐ 4. Send Your First Announcement

Go to Communication → Announcements.
Create a test announcement: "Welcome to our new digital platform!"
Send it to one class first.
Verify it appears in the parent portal.

Day 3: Finance

☐ 5. Verify Fee Structures

Go to Finance → Fee Structure.
Confirm fee heads and amounts are correct for each class.
Check that due dates align with your academic calendar.
Test: Generate a fee receipt for one student.

☐ 6. Test Online Payment (if enabled)

Make a test payment of ₹1 / $1 using the payment gateway.
Verify the receipt generates automatically.
Check that the payment appears in Finance → Transactions.
Refund the test payment.

Day 4: Team Training

☐ 7. Train Your Teachers (30 min session)

Run a quick training session covering:

How to log in and navigate the dashboard
How to mark attendance (2 min demo)
How to create and assign homework
How to message parents
How to view their class timetable

Pro Tip

Pro Tip: Record the session so absent teachers can watch later.

☐ 8. Train Your Office Staff (30 min session)

Cover:

Fee collection workflow
Student enrollment process
Generating receipts and certificates
Handling parent inquiries

Day 5: Go Live

☐ 9. Invite All Parents

Send invitation messages to all parents.
Share installation instructions for the PWA.
Set up a help desk (phone/email) for parent questions.
See: How to Invite Parents

☐ 10. Send the Go-Live Announcement

Send a school-wide announcement:

Dear Parents and Staff,

We're excited to announce that [School Name] has launched
its new digital platform — EduSuite OS!

You can now:
✅ Check attendance in real-time
✅ View and pay fees online
✅ Access grades and report cards
✅ Receive school announcements instantly

Install the app: [Link]
Login with the credentials sent to you.

For help: [Contact details]

Bonus: Week 1 Success Metrics

By the end of Week 1, aim for:

Metric	Target
Staff accounts activated	90%+
Parent registrations	50%+
Attendance marked daily	100% of classes
At least 1 fee transaction	✅
At least 1 announcement sent	✅

What's Next?

After your first week:

Week 2: Set up remaining modules (Transport, Library, etc.)
Week 3: Configure report cards and exam schedules
Week 4: Run your first monthly reports and review analytics

Need guided onboarding support? Contact our implementation team — we'll walk you through everything.

Your First Week Checklist — 10 Things to Do After Setup