Where the wizard lives
After you create the school and sign in, a setup wizard opens on Now. It adds a class to try, then optionally a school crest. You start on five zones. Rename them later under Feelings scale. You can leave it and come back from Continue setup or School setup → Open setup wizard.
School setup still lists the remaining ticks. Now shows a banner for a named DSL, a DPIA, and a shared device. A shared kiosk stays locked until a DSL is named. The DPIA reminder stays on Now until a data-protection lead records either our outline or your own DPIA. Staff can sign in and record check-ins while that reminder is up. A kiosk can be marked as not required if you only record check-ins as staff.
The setup steps
Do them in this order. A first staff-recorded check-in needs pupils and a named DSL (a scale is applied for you). Now keeps a DPIA reminder until it is recorded. A shared device needs a PIN unless you only use personal-device codes.
- Feelings scale. New schools start with five zones. Open Feelings scale to rename words, colours and strategies to what is on your walls. Nothing is a fixed programme.
- Add staff and pupils. Invite staff with their work email and give them a role. Add a class, then place pupils, or import a CSV. Give one person the DSL role (they can hold SENCO or another role too).
- Name a DSL. Back on School setup, choose who receives safeguarding flags. We are not the safeguarding record - flags go to that person so they can use CPOMS, MyConcern or your equivalent.
- Record your DPIA. A data-protection lead (DPO, head, or trust DPO) records their name, role and work email, and either adopts our published outline or says your own DPIA covers this processing. We email that address a copy of the record, including who was signed in, so the named person can see it. Your own DPIA stays in your records. Do not send us a signed copy. Download the outline from /legal/dpia if your DPO wants the vendor facts for their own template. Checkout only accepts the terms and the Article 28 DPA. That checkout is not this step. We show a review date twelve months on.
- Register a device. For a shared class iPad, add a label, say it lives in a classroom, and set a staff PIN (4–8 digits). For the Nest, Thrive room or similar, mark it as a regulation room so those check-ins show as with an adult, not waiting. For children’s own devices, open People, find the child, and tap Device code - the number stays on that page. Or download a class sheet from People or Devices for a walk-around. If the school will only record check-ins as staff, mark the kiosk as not required so the setup banner goes away.
When you have ten more minutes
Open the Strategy library and add the programmes you actually run (ELSA, nurture, touch typing). Under School mark, add your crest beside Inclusion Loop - children see it first on the kiosk. Under Devices, choose whether the school uses shared iPads, personal devices, or both. Staff single sign-on can wait until IT is ready.
Try a first check-in
On the shared device, open Check-in, enter the staff PIN, pick a class and a child, then a feeling. If there is no kiosk, a member of staff opens Record a check-in, picks the child, and records how they seem. On Now, open that row, start a strategy, then close the session. They went back to class, or they stayed with inclusion. Handover appears for the class teacher.