| System maintenance & setup > Implementation planning

Implementation planning

Planning the implementation of a Chancery SMS system in a school district is a complex process involving a team of people. Our recommended planning process involves the following:

= Assigning project positions [>>]
= Assessing infrastructure needs [>>]
= Preparing system users [>>]

Implementation involves the following steps:

1 Install a Chancery SMS system in the district [see Installing a new system >>]
2 Define the calendar [see District calendar setup >>].
= Note: On a newly installed Chancery SMS system, a District Administrator must set up an active calendar in order to use that system.
3 Identify the district and schools
= Set up district profile and district preferences.
= Create school profiles.
4 Standardize district-wide data
= Populate setup lists.
= Define district-wide grade levels.
= Define district-level course catalog.
= Standardize data at existing schools.
5 Import student data
6 Set up log on accounts
= Set up staff records
= Set up user roles.
= Set up user accounts.
7 Customize Chancery SMS
= Create custom pages and modify existing student pages.
= Create custom district and school reports.
8 Standardize school setup
= Complete School Setup tasks for 'source' school.
= Standardize school setup data for 'target' schools.
= Advise school administrators that school setup is complete.
= Use Assign Values and Assign Multi-Values to populate EIS fields.
9 Use Chancery SMS to maintain district and school data.

Pearson
Always Learning
www.pearsonschoolsystems.com 
Tel: 866-434-6276
Email: psstechsupp@pearson.com