RollCall Quick Start Guide

Get Started with RollCall - New Instance Setup Guide

Welcome to RollCall Safety Solutions

This guide is designed to provide an overview of the steps to get your new RollCall instance off the ground. 

Below shows the recommended order of setup and includes links to the relevant training tutorials for each step.

Our Implementation Team will complete the steps below for new clients and guide you through the setup process, but you are also welcome to try any of the steps below before your first training session.

Step 1 - Add a Stop for your Campus 

Create a stop to link to your School Campus. This step is essential for the following steps to be completed. - Stops - Creating Stops

Step 2 - Add a Campus

A campus is required for creation of routes and student records and is a reference point for several functionalities within the RollCall system. It is critical for each route to start or finish at a campus stop for correct operation of some features, like PAYG charging and KPI reporting. - Campus - Create a Campus

Step 3 - Add Student and Parent Data

There are two main ways you can upload student & parent data: CSV upload or via API integration.

CSV Bulk Upload:  Data can be imported with a csv upload (template can be downloaded via the portal) - Students - Bulk Upload 

OR

API Integration: Data can be synced using a SIS integration. RollCall currently supports integration with TASS, Sentral, and Wonde. Contact the RollCall Support Team if you want to add a student detail using this method. - RollCall API Guides

Tip: Student and Parent data can be added multiple times using the student import process. You can also bulk update student records using the student update feature.
Students - Bulk Update Student Information

Optional - Add Extra Event Groups

The Standard AM and PM Event Groups exist by default.

If you require specialized Event Groups outside of the standard, you will need to create these additional "Event" groups prior to creating your Routes. - Event Groups - Create an Event Group

Step 4 - Add Transport providers

Creating a Transport company allows you to assign your Routes to specific Transports, this is particularly important if you utilise multiple Bus companies.  - Transports - Create a Transport

Optional - Bulk Import Stops

During the route building phase stop locations can be created easily, though if you have a list of stop names and their addresses already available, you also have the option to bulk upload into the RollCall portal. - Stops - Bulk Upload

Step 5 - Add Routes

All routes need to be created, follow the guide to create all your necessary routes - Routes - Creating Routes

Step 6 - Build and Refine Routes

Router Builder is a great tool to create stops then allocate them directly to the relevant Route. 

Using the map to confirm stop locations are correct, then add the Stop Times via the tab to add your timetable information.
Routes - Creating Stops
Routes - Linking Stops to Routes

Tip: you can clone routes to create the opposite direction - Routes - Cloning AM/PM Routes

Step 7 - Schedule Bus Dates

Drivers will only be able to access a RollCall routes on the driver device on operational dates. 

Use the bus dates tab to set your operational dates. - Routes - Scheduling the Bus Routes

Step 8 - Assign Student to Bus

Bulk assign students to Routes or individually allocate a student using the bookings tab in their student record.

Routes - Bulk Assign Students to a Route
Students - Individually Allocating Students to a Route

Tip: If you don't know what buses students are using, you can come back to this step later. When students use their cards/tags to tap on this creates a way to collect the data for you to then assign them.

Step 9 - Add Drivers

Set up personal log in details for all drivers so that they are able to the access your routes via the RollCall driver device.  - Drivers - Creating Drivers

If you require assistance, just contact the RollCall Support Team at support@rollcall.com.au