Get started with EventEssentials

Get started on your path to success with SchoolDude

This implementation guide is here to assist in setting expectations on what your next steps in your implementation should be as well as your next action step. Each step gives you a general time frame of both the When and the Who in the implementation process. Please use this as a reference as you begin your journey with EventEssentials.

1. Define a EventEssentials Champion

Task: Your designated champion will work with SchoolDude to develop an implementation plan tailored to your specific goals, ensuring your success.

Action Step: Contact SchoolDude at 877-868-3833 to schedule your personalized implementation plan and first training session.

2. Schedule a training session

Task:We want to get you trained as quickly as possible, so you can begin utilizing the benefits of EventEssentials. Within 24 hours of your purchase, SchoolDude will call to schedule a comprehensive startup session with your EventEssentials champion and other key stakeholders. If your training is not scheduled, please contact SchoolDude to schedule your startup session.

Action Step: Review the pre-training workbook prior to your session.

3. Implementation & planning session

Task: This instructive webinar with a Software Analyst will walk you through setup and work flow. You will talk about goals and develop an implementation plan tailored to your unique needs. Your team should budget between 1 to 2 hours for the training.

Action Step:Be prepared for this session with a list of goals you want to accomplish as well as a list of questions.

4. Account setup and data entry

Task: Begin setting up your account by setting up locations, rooms, organizations, routing requests, users, etc.

Action Step: To make the most of your system, it’s helpful to enter all afterhours rental requests.

5. Train staff and end users

Task: Start training your staff and end users. Also, pick a date to roll-out the MySchoolBuilding page to end-users.

Action Step: Visit the Community for documentation, help videos and webinars for tips on how to make this a smooth transition.

6. Advanced invoice & workflow training

Task: To ensure a smooth rollout, host a Q&A session to go over any work flow questions with your team.

Action Step: Visit the Community to learn how to recover costs by leveraging invoicing features.

7. Roll out your requester portal

Task: It’s time to roll out MySchoolBuilding, the web-based request portal, to your institutions website. Begin allowing your end-users to submit permit requests online.

Action Step: After you have been using MySchoolBuilding for a few weeks, survey your end-users to find out how the portal is being received.

8. Continuous improvement

Task: Let EventEssentials work for you! Continue to automate recurring reports, evaluate the approval processes and look for opportunities for improvement.

Action Step: If you need a little extra help, sign up for training review or log in to the client community to ask for help.