Set-up guides
Checklist and important information for SIMS schools completing a phased implementation
For Group Edition (SIMS Schools Only) Important: This guidance is only applicable to SIMS schools who use Group Edition. There are instances where a school may choose to implement Operoo for their Pre-Admission students, before a full school ...
How does an Administrator select to receive Automated Notifications from Operoo
Community and Group Editions Administrators can choose to receive automated Notifications from Operoo informing them of changes made in their Operoo account. If you are using Community Edition, the Notification options are; When a Care Profile is ...
Increasing User Adoption
Getting your user adoption strategy right is crucial to the success of your Operoo system. You may always contact your Customer Success Manager for assistance with your adoption strategy and getting your users off the ground. Introduce the product ...
How to manually add staff members from the District level to the school level for integrated districts (Group Edition)
For Group Edition School support staff such as cafeteria workers, cleaners or groundskeepers are not synced to Operoo because they're usually not stored in the school's Student Information System. These individuals can be manually added as staff ...
How to install the Operoo SIMS Sync Agent (Sync-Monkey)
For Group Edition Please note: Operoo will no longer support new versions of SIMS after July 31, 2023. Specifically, this will end support for the integration between Operoo and SIMS. If you are using the 2-way SyncMonkey integration, please contact ...
Installation Guide (Community Edition)
For Community Edition Operoo set up instructions for organisations using the Operoo system in stand-alone mode. CUSTOMER INSTALLATION GUIDE Congratulations on signing up with Operoo! :) Operoo is a web and mobile platform for automating forms, ...
Spreadsheet for uploading Profiles (Community Edition)
For Community Edition Profile Data When uploading a spreadsheet of people you want to collect information about, the system will create a 'Profile Request' for each person. You will need a spreadsheet with the following columns populated for each ...
Spreadsheet for uploading Staff Carers (Community Edition)
For Community Edition Staff Carer Data Staff need access to various groups of people they are responsible for. By uploading a spreadsheet of Staff Carers the system will create a 'Carer Request' for each staff carer. You will need a spreadsheet with ...
Spreadsheet for uploading a hierarchy (Community Edition)
For Community Edition Data required for creating a hierarchy structure Hierarchy Data Sample hierarchy: To upload your hierarchy you’ll need an Excel spreadsheet with the following columns populated: 1. Level 1 (required) 2. Level 2 ...
Installation guide for organisations with a hierarchy structure (Community Edition)
For Community Edition How to set up a hierarchy CUSTOMER INSTALLATION GUIDE FOR HIERARCHIES Phase 1: Project Planning & Communication Step 1: Assign Project Roles and Responsibilities Select Project Sponsor Select Project Manager Select System ...
Introduction templates, images and other resources for customers to introduce Operoo to users
For Community and Group Editions Templates to send to parents, adult users and staff It is best practice to let your user community know in advance that Operoo is coming. That way they will be expecting the first email invitation. Send a message to ...