| System maintenance & setup > Implementation planning

Implementation planning

Planning the implementation of a PowerSchool 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 PowerSchool SMS system in the district [see Installing a new system >>]
2 Define the calendar [see District calendar setup >>].
= Note: On a newly installed PowerSchool SMS system, a District Administrator must set up the default active calendar in order to use that system.
3 Identify the district and schools.
= Set up district profile and general preferences.
= Create school profiles.
4 Standardize district-wide data.
= Populate setup lists.
= Define district-wide grade levels.
= Define district-level course catalog.
5 Set up user accounts.
= Set up log on accounts
= Set up staff records
= Set up user roles.
6 Customize PowerSchool SMS
= Create custom pages and modify existing student pages.
= Create custom district and school reports.
7 Standardize school setup.
= Complete School Setup tasks for “source” school, that is, the school from which the setup will be copied to other schools.
= Copy the school setup to other schools and configure these “target” schools.
= Advise school administrators that school setup is complete.
= Use Assign Values and Assign Multi-Values to populate EIS fields (Tennessee districts only).
8 Import student data.
= Standardize student data in existing system.
= Import student data into PowerSchool SMS.

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