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School Onboarding Checklist

This guide walks you through the steps to get your school set up on Junipa. Follow each step in order to ensure your school is ready for staff to begin recording NCCD evidence.

Step 1: Account Setup​

Your Junipa account will be created by the Junipa team during onboarding. You will receive:

  • A login URL specific to your school (e.g., yourschool.junipa.com.au)
  • Administrator credentials for the initial setup

Log in with your administrator account to begin configuration.

Step 2: Configure School Structure​

Set up the foundational structure of your school:

  1. Navigate to Administration > School Settings.
  2. Configure your academic year and terms -- set the start and end dates for each term.
  3. Set up year levels and grade structures to match your school's organisation.
  4. Review and confirm the configuration before proceeding.

Step 3: Set Up the Timetable​

The timetable determines how the dashboard displays student information for teachers:

  1. Go to Administration > Timetable.
  2. Import or manually create your timetable periods.
  3. Assign classes to periods and link them to the appropriate year levels.
  4. Verify the timetable appears correctly on the dashboard.

Step 4: Add Students​

Students can be added individually or in bulk:

  • Individual entry -- Use the Add Student form in the Administration section.
  • Bulk import -- Use the CSV import wizard to upload multiple students at once.
  • SIS integration -- If your school uses Compass or Wonde, student data can be synchronised automatically. See the Integrations section for setup guides.

For each student, you will need:

  • Full name
  • Year level
  • Disability category (if applicable)
  • Any existing adjustment level

Step 5: Invite Staff​

Add your teaching and administrative staff:

  1. Go to Administration > Team Management.
  2. Click Add Team Member.
  3. Enter the staff member's name and email address.
  4. Assign a role:
    • Admin -- Full access to all settings, students, and reports.
    • Teacher -- Can view their assigned students and record evidence.
    • Case Manager -- Can manage assigned students and record evidence with additional detail.
  5. The staff member will receive an email invitation to set up their account.

Step 6: Verify and Go Live​

Before rolling out to all staff:

  • Confirm the timetable is displaying correctly on the dashboard.
  • Verify a sample student record to ensure data imported correctly.
  • Test adding a piece of evidence as a Teacher and as a Case Manager.
  • Check that reports generate with the expected data.

Once verified, share login details with your staff and begin collecting NCCD evidence.