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Go-live checklist

Who this is for: Admin, Tenant owner, Duty lead
What you'll achieve: Generate a sample week, review gaps, publish, and mark the school live

Before you begin

Complete Initial setup steps 1–5:

  • Branding saved
  • Zones and Mon–Fri windows saved
  • Staff imported and template leads assigned
  • Grade priorities reviewed
  • Notification rules checked

Go-live panel

Steps

  1. Open Setup and scroll to 7. Go-live checklist.
  2. Generate a sample Mon–Fri week from your template (runs the cover engine).
  3. Review gaps and last-resort placements on each day.
  4. Fix issues by adjusting template assignments, duty tiers, or headcounts — then regenerate if needed.
  5. Publish the week (locks days and notifies per rules).
  6. Select Mark live so setup state becomes live.

You can also run the same generate → review → publish flow from Today using Build Mon–Fri and Publish week.

Acceptance checks

  • [ ] Every core zone has a lead where required
  • [ ] Hard gaps are zero — or consciously accepted with a plan
  • [ ] Last-resort use is explained and acceptable for the sample week
  • [ ] A test user receives an in-app (and optionally email) notification on publish
  • [ ] Week export downloads successfully

What happens next

SchoolRota documentation — every slot covered, every day.