Milestone 1. Brand New Centre - Setting up your Discover Service for Success

Modified on Tue, 21 Jan at 9:53 AM

Milestone 1	Welcome to Discover	Task Completed
1.1 Confirm your Centre Settings	Centre Settings Guide
1.2 Confirm your Centre Tabs	Centre Tabs Guide
Customise your Templates	Customising your Templates Guide
Customise your Centre Calendar	Centre Calendar set Up Guide
Set Up Widgets if Req	How to set up Widgets - Go your Discover Service > Centre Settings > Set Up Widgets
Set up your Digital Enrolment Form (optional)	Guide here - your Onboarding Specialist will guide you with this.
Learning Path 1
Knowledge Check 1
Milestone 2	Staff, Parent & Child Profiles	Task Completed
Add in Staff Profiles	Add Staff Profile Guide
Add in Child & Parent Profiles	Create New Profile Guide
Create Enrolments	Create Child Enrolment Guide
Print attestations	In above Guide towards the bottom
Learning Path 2
Knowledge Check 2
Milestone 3	Family Experience & Staff Rosters	Task Completed
Invite Parents to sign in & out process	Your Onboarder will assist Parent Sign in & Out: Reports >Children > Daily Sign in > Print Discover Tablet Sign in & Out Guide Home App Sign in & Out Guide
Set Up the Tablet	Go to Centre Settings > Set Up Tablet
Create your Roster	Create your Roster Guide
Learning Path 3
Knowledge Check 4
Milestone 4	Go Live Week	Task Completed
Begin using Discover
Begin using the Tablet
Once connected to Moe, assign NsNs	Assign NSN Guide
Milestone 5	Parent Payments & Invoicing	Task Completed
Add Parent Payments	Manually adding parent payments Guide Uploading a bank file Guide Xero Connection for payments Guide DS Set Up for payments Guide Adding Winz Payments Guide
Run Invoicing for the First Time	Guide here your Onboarder will assist with your first run also.
Milestone 6	Book in for weekly calls with your Onboarding Specialist	Until Support Handover.