Project Setup Steps

The steps

The steps appear in the navigation bar in this order. The first one, Overview, has no number: it explains the process and what each step is for, and it is the page a project opens on. The numbering starts at Classrooms.

1. Classrooms: define your school's levels, the grades in each level, and the classrooms in each grade. Every schedule is built for a classroom.
2. Templates: define the weekly layout of class sessions and breaks. Create one template for each distinct layout in your school; later each grade is assigned one.
3. Multi-Week Rotation (included in some plans only): if your school rotates classes over a cycle of several weeks instead of repeating the same week, describe that cycle here.
4. Study Plan: for each grade, list the courses that are taught and how many sessions per week each one needs, and choose which template the grade follows.
5. Teachers: add your teachers, indicate which courses and grades each one is qualified to teach, and set their maximum weekly load.
6. Electives: classes where students from several classrooms or grades come together, possibly with more than one teacher.
7. Meetings: staff events such as coordination or department meetings, which reserve the participating teachers' time.
8. Solver: with everything in place, generate the schedules here, review them classroom by classroom, and adjust them as needed.

Multi-Week Rotation is a feature included in some plans only. On a plan without it, the step is not shown and the steps after it move up one number.

Marks on the steps

The marks on the steps tell you where the project stands:

• Green check: the step is complete. Nothing on that page needs your attention.
• Warning badge: something on that page needs your attention. Click the badge to read what it is: each warning says what to fix, and the chapter of that page in this guide lists the warnings it can raise.
• Critical badge: a problem that prevents the schedule from being solved until it is fixed. Click it to read what to fix.
• Blue step: the page you are on.

The checks and badges are updated all the time, so a step you completed can show a badge later if a change elsewhere affects it.

Onboarding mode

A project you create from scratch starts in onboarding mode: the app walks you through the steps in order, one page at a time, until you reach the Solver. Cloned projects, imported projects, and the demo project skip it, because they already contain a complete setup.

In onboarding mode:

1. The project opens on Overview, which explains the process. A blue call-out on that page tells you to start with the Next step button.
2. A bar at the bottom of every page has two buttons, Previous step and Next step. Each one names the step it leads to, for example Step 2: Templates. Use them to move from page to page.
3. In the navigation bar, the steps you have not reached yet are greyed out and cannot be opened. The step right after the current one opens as soon as the current step is complete (it shows the green check). Steps you already visited stay open, so you can always go back.
4. While the current step has a warning, yellow or red, Next step is disabled and a yellow panel next to it reads Next step locked with the name of the warning, for example No Classrooms. Click More details to read what to fix.
5. If a step you already completed gets a warning later, the same panel appears and reads Go to Step 4: Study Plan and fix the issues. Go back to that step, fix it, and the way forward opens again.
6. When the last step before the Solver is complete, Next step leads to the Solver. Reaching the Solver this way ends onboarding mode: from then on every step is open and the bottom bar disappears.

Onboarding mode belongs to the project, not to you: everyone who opens the project sees the same mode, and once it ends it cannot be turned back on.