This guide provides a suggested list of areas to work through to set up your Bromcom system, once the live system has been handed to you.
This guide is most relevant to schools who have been migrated from a previous MIS – blank system set ups are not covered in this guide.
This list is not exhaustive and there is a longer list of configurations available under the Configuration Module.
- Training for the key areas you are trying to configure; and
- The correct permissions to make the changes.
Core Setup Tasks
Below are some key setup tasks that are likely to be needed for all schools.
This list is not exhaustive and there is a longer list of configurations available under the Configuration Module
|Task||Detail and Link to Guide|
|1||Check your data has migrated successfully – as this is the live migration it is unlikely that there are any issues with your migration, but it is worth completing a final check. If you do spot any issues please email your Bromcom deployment manager.||You can use the below guide and video:|
Data Migration Sign Off Checklist
Data Migration Sign Off Video
|2||Check core details are correct and update your logo||Go to Config > Administration > Core Details, or read this guide|
|3||Update Admissions Settings||Go to Config > Administration > Admissions Setting, or read this guide|
|4||Update Communication Settings||Go to Config > Communication > Configurations|
|5||Update Security Settings||Go to Config >Setup >Security Settings to enable Single Sign On, 2FA, etc.|
|6||Assign Roles and Permissions for Staff||All staff are allocated a basic teacher role, after the migration. Go to Others > Users to assign higher permissions.|
|7||Setup Single Sign On (SSO) so staff can login||Please see this guide. If you are setting these up for the test system or a demo system, remember to unlink the user accounts, before you go live|
|8||Give Staff their Login Details, if not using SSO||If you are not setting up Single Sign On (see step 7), you can ask staff to use the Forgotten Login Details process to set their own credentials. |
|9||Assign Roles and Permissions for Third Parties||Any third party systems you wish to integrate your live system with. Please see this guide for how to create a third party user account|
|10||Set Session Timeout (this will be based on your security policies).||Please see this guide|
|11||Enable Google or Office 365 Integration, if you have purchased this||Google Integration Guide|
Office 365 Integration Guide
|12||Set SMTP settings, if not using Bromcom (Bromcom is the default SMTP)||Please see this guide|
|13||Configure SMS, including purchasing SMS messages||Go to Config > Communication > Configurations, and then to purchase SMS Messages – Modules > Communication > Overview; or see this guide.|
Additional Setup Tasks
Some of the below may be needed depending on the configuration and data you wish to import before you go live.
|1||Check Attendance Codes Access||Go to Config > Attendance > Attendance Codes and check that teachers have access to only the ones you wish for them to enter.|
|2||Import any custom roles you have created in your test/another system||Please see this guide|
|3||Schools coming from non-SIMS MIS systems: Import staff and student photos||Please see this guide and note the size limits|
|4||Import assessment data||Please see guides:|
Import data from a marksheet
Import data from a CSV
|5||Import assessment marksheets||Any marksheets created in training will need to be exported then imported into the live system|
|6||Import behaviour configuration from pathways||Any behaviour pathways will need to be exported and imported into the live system|
|7||Apply any timetable model you have created in third party software||From Nova-T, please see this guide |
From e-Timetable, please see this video
|8||Import any bespoke reports||Any bespoke reports, for example created in training|
|9||Import any student documents||Any documents you wish to transfer from another system, please see this guide.|
|10||Set Register Update Parameters||Go to Config > Attendance > Register Update Parameters or use this guide to support you|
Signing up for the Community and Technical Support
Signing up for the Community (https://community.bromcomcloud.com/) is one of the most important things you can do before go-live. The Community enables you to tap into the knowledge of thousands of Bromcom users, who will be able to support you with common setup tasks and questions about the software and build up your Bromcom network.
Before you go live, you will need to register your contacts for the support so they are able to use the support desk from go-live day. Your Bromcom project manager will have explained this process to you, and the process is also explained in this article.
Once registered on the portal, users will automatically get access to the Community, even if they are not yet added to Bromcom support. You can also email firstname.lastname@example.org.
Shortly before or on your go live day, all registered contacts will receive their invitation from Bromcom support. Please read this article for more information about registration and the service.