Application Re-Launch Checklist

Before you launch your application or form to the public, we recommend you complete this launch checklist to ensure your site is ready to go!

1.  🎨 Branding + org settings 

• Logo and primary color
• Family support contact information for your organization
• New account message/pop-up
• Account lookup
• Determine primary landing URL that will be linked from your organization's website (default to phone or email, signup or login)

2. 🏫 Schools list 

• Can export this list as a csv/spreadsheet
• Toggle on/off (Active/Inactive) schools as needed -- note that this will turn off a school across all enrollment periods (if you want to turn off a school for only a given enrollment period, you'll do that below)
• Any school name changes or address changes
• Add any new schools

3. 🎓 Grades available on the application form under the enrollment period

• If you don't want a school to be available at all for this enrollment period, do not assign any grade levels to it

4. ✨ Glossarize any statuses/sub-statuses

5. 💬 Status descriptions

6. 🔔 Automatic messages and toggle on the desired messages

• Consider school-specific messages (for offer/waitlist period)

7. 👨‍👩‍👧‍👦 Test application form flow as a parent/guardian, paying special attention to the following:

• Which fields are required
• Test any conditional logic
• Test all hyperlinks
• Date of birth-grade restrictions (especially because these typically change each year)

8. 🔍 Test application form flow as an admin, paying special attention to the following:

• Tags
• Any verifications
• Internal-only questions

9. 👥 Team members and permissions

• Can export this list as a csv/spreadsheet
• Review both the role assigned and the school(s), if relevant
• To deactivate an admin, assign them to the School Viewer role with no schools assigned

10. (Recommended) 🚀 Launch email to school admins, potentially covering the following content:

• Any major changes to the form design/flow
• Timeline of when form opens and closes
• Instructions for setting up admin notifications