[Checklist] Onboarding Checklist for SPOCs: Key Data Decisions to Prepare

✅ Before Your Sandbox is Set Up

Make these decisions early to ensure a smooth onboarding process:

1. ID Number: Which ID number do you want to be searchable in the Directory?
   • If the answer is SIS ID or State ID, it is an easy set-up.
   • If you’d like us to map and replace a different number to the SIS ID, we can work with you on those steps.
2. Student Communication Options: Do you want student email and/or phone numbers in the Directory?
   • Email is required to: Send Announcements to students, AND allow students to log in with limited access to the app.
3. Guardian Preferred Language: Should we assign a preferred language to the guardian accounts?
   • For SFTP, OneRoster, or ClassLink, include language in the data files.
   • For Clever, confirm that the language field is accessible and readable.
   • If SchoolStatus pulls your data, identify the correct language field.
4. Student Contacts: Which Guardians and/or Contacts should we load in Connect?
   • Ensure each contact has unique phone/email details.
   • If SchoolStatus pulls your data, we’ll help you filter out shared contacts.

🔍 During Sandbox Review 

Review and validate Student Attributes to ensure accuracy.

🚀 When Going Live (Production Set-Up)

1. Default Contact Method Choose the default method for Guardian communication: SMS or Email.
2. Announcement Settings Decide if replies to Email & SMS Announcements should be enabled by default.
3. Single Sign-On (SSO) Setup Indicate if your district uses Google or Microsoft SSO. Microsoft SSO requires an extra configuration step

📊 High-Impact Data

Consider including these data sets for enhanced functionality and reporting:

• Student Attribute Data
• Assessment(s)
• Attendance Codes
• Infractions (visibility)