To ensure a smooth setup for your purchased subscription(s), partners are welcome to schedule a tech call with our Summit K12 Specialists. If you’re wondering how to schedule your call, what to expect during the call, and who should attend, this guide will walk you through the process. Let’s dive in!
Recommended Personnel in Attendance
How to Schedule Your Call
Scheduling your onboarding and rostering tech call is easy!
Follow these steps:
- Access the Calendly Link: Sign up here by selecting a date and time that works best for you.
- Select a Time Slot: Choose a time that works best for your team. Our available hours are from 7:30 AM CST to 5:00 PM CST.
- Complete the Form: You'll be prompted to answer a few questions about your setup, including your preferred Single Sign-on (SSO) and rostering method. Be sure to review our Rostering Methods for Summit K12 for detailed information about onboarding options. The more information you provide, the better it will help us prepare for the call.
- Confirm Your Appointment: Once you submit the form, you'll receive a confirmation email with the details of your scheduled call. No action needs to be taken prior to your call, but don’t hesitate to contact Summit K12 Support if you have any questions or updates to the details you provided.
Booked a call and need to cancel or reschedule? You can easily cancel or reschedule your appointment through the link provided in your confirmation email.
What We Will Discuss
During the tech call, we will cover several key topics to ensure your onboarding and rostering is successful:
- Rostering*: We will discuss the rostering method you've chosen (SFTP, ClassLink, Clever, or manual rostering) and provide instructions for setup. If you're unsure which method is best for you, we'll help you decide.
- SSO Setup: We will confirm that a Single Sign-On (SSO) connection has been made or establish it during the call.
- Device Requirements: We'll review pushing out the Summit K12 iOS application if your organization uses iPads and discuss Technical Specifications, if applicable.
- Allow List: We'll discuss adding the necessary URLs to your firewall configuration to ensure smooth operation.
- Questions and Concerns: We will also address any additional questions or concerns you may have about the onboarding process to ensure you feel confident moving forward.
Have questions about implementation or class set up? These are best addressed during your scheduled professional development sessions with our Instructional Specialists or by checking out the articles in our Help Center.
*While it's not required to have your data ready before the meeting, please let us know if you are ready for us to test the connection on your call.
Recommended Personnel in Attendance
For an efficient and productive call, we recommend the following personnel from your team be present:
- IT/Technology Department: Typically, this includes your SIS Administrator or equivalent, as well as your LMS Administrator and/or your SSO Administrator.
- Curriculum Administrators: Any administrators involved in rostering or onboarding decisions who can clearly define the intended users for their purchased subscription(s) should also attend.
Our Summit K12 Specialists will be on the call to guide you through the process and answer any questions.
Next Steps
After the call, we will send a follow-up email summarizing what was covered and outlining any next steps. This email will also include links to relevant help articles for further assistance.
After the call, you may need to:
- Set Up Your Data: If your data isn't set up during the call, complete the setup at your convenience.
- Notify Us: Inform us once your data is set up so we can test the connection. You can notify us by responding to our follow-up email to ensure all information is kept in one place.
We look forward to working with you to ensure a seamless onboarding and rostering experience!
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Additional information is available in the following help articles: Rostering Articles
LMS and SSO Integration Articles
Other Relevant Articles |