New school setup

 How to Set Up a New School in edsembli

If a board or school is interested in setting up a new school in edsembli, follow this guide to ensure a seamless process. ?✨

 Step 1: Get a Quote

You’ll need to request a quote for the new school setup from the Customer Success Manager (CSM). ?

Provide the following details to the CSM to generate the quote: 

1️⃣ School Midnet #: ?  

2️⃣ Full School Name: ?️  

3️⃣ Preferred Short School Name: ✂️  

4️⃣ Grade Levels Taught: ?  

5️⃣ School Year Start Date: ? 

6️⃣ School Year End Date: ?️  

7️⃣ Number of Semesters: ?  

8️⃣ Number of Terms Per Semester: ?  

9️⃣ Number of Days in Cycle (max 16): ?  

? Number of Periods Per Day (max 15): ⏰  

1️⃣1️⃣ How Many Students Will Be in the School: ?‍?  

1️⃣2️⃣ Banner and School Logo: ? 

Step 2: Contract & Ticket Creation

Once the CSM receives the signed contract from the customer:

• A ticket will be created or handed back to support. ✅

Step 3: Support Team Actions

The support team will:

• Create a SO ticket. ?

• Have SaaS Ops follow the playbooks for new school setup in the SIS. ?

Step 4: Add the New School Name

Ensure the school name is updated across key systems:

• SIS

  • Include School ID in the name. ?

  • Confirm the name is spelled correctly and formatted consistently with other schools (e.g., UGDSB format). ✔️

• connectED

  • Set up Student/Parent and Teacher Access. ?‍?‍?‍?

  • Add the school name to Online Registration Forms. ?

Confluence Page Links for New School Setup (SaaS Ops)