Getting Started

Are you ready to prepare your account for the new school year? Our 'Getting Started' guide is here to help you develop a plan to get your educators, staff, and families ready for a successful back-to-school season.

This guide is specifically designed for school and/or district leaders that are responsible for the year-over-year data management and launch of Operoo.

• Steps on how to archive items older items that are no longer needed
• Tips for managing summer form distribution
• A quick tutorial on onboarding new staff and refreshing current staff
• Resources for welcoming new families to your school/district

Step 2: Archive individual forms or Archive bulk forms from previous school years.

Step 3: Create any new forms needed.

Step 4: Add students to a form.

Step 2 : Create any new Groups needed and manually add static members.

Step 3 : Manually import new Groups.

Via Data Sync for Graduating Students and Incoming Registrants

If using an automated integration with Operoo via Wonde, student data will remain for the previous school year until the new school year roll over has occurred in your SIS. This will mean graduating students, or students who are transferring out at the end of the current year, will remain in the system until your roll over occurs.

Enrollments that start with the new school year will not appear in Operoo until the date from Wonde rolls over at the start of the new year.

Manually Update

Step 1: Remove individual students from specific groups

Step 2: Add any new students/care profiles to a group

📩 To send forms to continuing families

1. Use automated groups from your SIS such as grade level, and select the grades other than your graduating student class. This will ensure form communications only go to families that are not in the graduating classes.
2. Create a more specific group of users based on ID numbers, you have the option to create a static members group and populate the group with a list of ID numbers

If you are not communicating with anyone over the summer make sure to turn off Messaging. Watch this quick tutorial on how to enable and disable messaging in Operoo to get started!

Need to train up some of your new staff, or provide a refresher for your returning staff? We've got you covered with the resources below:

Ensuring families are informed about your school or district's use of Operoo is crucial. Encourage them to download the Operoo app to access and review important documents requiring their signature. Below is a simple guide to help you share these valuable resources with families.