- Review organization settings first, including the AI note polish and AI progress narratives switches.
- Invite a small starting group from Manage Teachers with the right roles.
- Agree who adds or imports which students, and use Share Student for co-taught students.
- Pick one primary use case, such as daily charts or IEP goal data, for the first weeks.
- After three to four weeks, check Days logged by teacher on the admin dashboard before inviting everyone.
A school rollout works when staff know what to log and why, and the account is set up before they start. This is the order that avoids duplicate students, wrong roles, and a quiet fade by November.
Review settings
At /dashboard/admin/settings, confirm the school name and admin email, and decide on the AI policies: Allow eligible teachers to polish redacted notes, and Allow eligible teachers to draft progress narratives. Both are on by default for school accounts.
Admins can also turn on two-factor sign-in for their own accounts in Settings.
Invite a starting group
From Manage Teachers, invite the staff who share students first. Use Teacher for classroom staff and paraprofessionals, Counselor for the student support team, and Special education coordinator or director for staff who build meeting packets across classrooms.
Pending invites use seats, so invite people when they are ready to start.
Set up rosters without duplicates
Each teacher's students belong to the teacher who adds them. Decide who adds or imports which classes before anyone starts, agree on a naming format, and use Share Student when two staff support the same student rather than both adding them.
Start with one use case
Pick what the building uses Evident for first: daily behavior charts, IEP goal data, family sharing, or FBA and BIP records. One clear answer to what do I log and why keeps early training short.
Training that sticks is fifteen minutes: log a student, show where it appears, and agree on when logging happens each day.
Check in before going wide
After three or four weeks, open the admin dashboard. Days logged by teacher shows each teacher's logged days over the last 14 school days, and the pulse tiles show daily logs, family signatures, and students logged this week.
If logging is patchy, reduce the number of goals or move the logging moment before inviting the rest of the building.
Frequently asked questions
Should we launch the whole building at once?
Usually not. Start with a group that shares students, get their routine working, then invite the rest.
What is the most common rollout mistake?
Staff each adding the same students. Agree who owns which students and use Share Student for the overlaps.
Can staff import rosters from Clever or ClassLink?
Not today. Staff add students by hand or from a CSV file.
How do we know the rollout is working?
Check Days logged by teacher on the admin dashboard after a few weeks, and ask the starting group what slowed them down.