Onboarding checklist

A printable checklist for bringing a new institution live. Work top to bottom — each block assumes the ones above it are done. The Setup Checklist page inside the app links to these screens but does not track completion, so use this page (or a copy of it) to record progress.

Before you start: agree these with SOL

☐	Task
☐	Your institution code (permanent) and kind of institution
☐	The names of your structure levels — tell SOL if you have no zones
☐	The modules you bought, including add-ons (People Directory, Study Material, Examinations, Fees, Reports)
☐	Your administrator's name and email
☐	If you use face-recognition devices at the gate: SOL registers them for you

Institution administrator School Admin

Structure and academics

☐	Task	Where	Guide
☐	Accept the invitation and sign in	Email link	First login
☐	Check level names and types	Institution Structure	Institution structure
☐	Create every campus, standard and division, with codes	Institution Structure	Institution structure
☐	Check the current academic session's name and dates	Academic Sessions	Academic sessions
☐	Add periods and breaks	Bell Schedule	Bell schedule
☐	Add subjects for the current session	Subjects	Subjects
☐	(Optional) Rooms and student groups	Rooms, Student Groups	Rooms and groups
☐	Upload logo and colours	Branding	Branding and settings

People

☐	Task	Where	Guide
☐	Review the four roles; don't use roles marked "built-in"	Roles & Permissions	Roles and permissions
☐	Add departments, shifts and leave types	Departments, Staff Shifts, Leave Types	Departments and shifts
☐	Add each teacher with teaching access and send the invitation	Teachers → Add Teacher	Add a teacher
☐	Assign every teacher their subjects and divisions	Teaching Assignments	Teaching assignments
☐	Add non-teaching staff records	All Staff	Staff records
☐	Give office staff sign-ins with suitable roles	User Accounts & Access	Users and access
☐	Add or import students and place them in divisions	Students, Bulk Student Import	Bulk import
☐	Add guardians, link them to children, give access	Parents & Guardians	Parent onboarding

Operations

☐	Task	Where	Guide
☐	Build each division's weekly timetable	Class Timetable	Timetable
☐	Check the attendance policy	Attendance Policy	Attendance
☐	(If Fees) Fee heads and fee structures	Fee Setup	Fees
☐	Send a first announcement to confirm delivery	Announcements	Announcements

Each teacher Teacher

☐	Task	Guide
☐	Accept the invitation and choose a password	First login
☐	Check My Schedule shows your lectures	A teacher's daily work
☐	Open Mark Attendance and see your class register	Attendance
☐	Add your phone number in My Profile

If anything is empty, tell your administrator — see Permission problems.

Each parent Parent

☐	Task	Guide
☐	Accept the invitation and choose a password	First login
☐	Check the Dashboard lists all your children	Parent portal
☐	Open My Attendance and My Timetable for each child	Parent portal

A missing child means that child is not linked to you yet — ask the school office.

Students Student

Not available yet

The app cannot yet connect a sign-in to a student record, so there is no student onboarding step to tick. See Student portal.