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Your first 30 minutes — go-live checklist

This is the ordered checklist that takes a clean EduPrime install to a school you can actually run. Work top to bottom; each item links to a full configuration page where the detail lives.

Where to find it — App drawer → EduPrime → Transfers.
Your first 30 minutes — go-live checklist
Your first 30 minutes — go-live checklist in EduPrime.

Foundation (do these first)

  1. Set the school profile & branding — name, logo, address, currency, language and timezone. See Configuration → School profile & branding.
  2. Create the academic year, terms and sessions and mark the current one. See Configuration → Academic calendar.
  3. Build the class structure — classes/forms, streams, capacities, class teachers and boarding houses. See Configuration → Classes, forms, streams & houses.
  4. Define subjects and map curricula (CBC / Cambridge / IB) with the right grading scales. See Configuration → Subjects & curricula.

People & money

  1. Create staff users and assign roles; enable parent/student portal access. See Configuration → Users, roles & permissions.
  2. Set numbering for admission numbers, receipts and application references. See Configuration → Numbering & sequences.
  3. Configure email and SMS so notifications can go out. See Configuration → Communication channels.
  4. Connect payment rails (M-Pesa, Airtel, Flutterwave, Pesapal) in test mode first. See Configuration → Payment rails setup.
Tip — Keep payment rails in test mode until you have run at least one end-to-end test collection. Switch to live only when the callback and receipt both work.

Data & safety

  1. Import students and staff from your spreadsheets. See Administration → Bulk data import.
  2. Confirm backups are scheduled and test a restore. See Administration → Backups, restore & data retention.
  3. Set the password policy and enable 2FA for privileged users. See Administration → Security & audit.
  4. Run a first access review — confirm every user has the right role and nothing more. See Administration → Managing users & access reviews.
Important — Do not skip backups and security in the rush to go live. A school system holds children's personal data; losing it or leaking it is a far bigger incident than a late timetable.

Final pre-launch check

  • Demo data is wiped from the live database.
  • You can create a test student, raise a fee, take a test payment, and see a receipt.
  • At least one parent portal login works end to end.
  • A backup has completed and been restored successfully on a test database.

When every box above is ticked, EduPrime is ready for staff to use in earnest.

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