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)