ROLLCALL HOW-TO · GET STARTED

Get started with RollCall: new instance setup guide

Follow these nine steps to set up your new RollCall system.

Setup order: Campus stop → Campus → Students and Parents → Transport providers → Routes → Stops and Stop Times → Bus dates → Student bookings → Drivers

Step 1 Add a campus stop

Create a stop for your school campus. You will link it to the campus in the next step, so complete this first.

Create a stop

Step 2 Add a campus

Create the campus and link it to your campus stop. A campus is needed before you can create routes and student records.

Important: Each route must start or finish at a campus stop so features such as PAYG charging and KPI reporting work correctly.

Create a campus

Step 3 Add students and parents

Choose one of these two ways to add your data:

• CSV upload: Download the template from the portal, enter your student and parent details, then upload it.
  Add students and parents using CSV
• SIS integration: Sync data from your student information system. The integrations listed for this setup guide are TASS, Sentral, and Wonde. Contact RollCall Support to arrange this option.
  RollCall API guides

Tip: You can import additional students and parents later. To change existing student information, use the student bulk update feature.

Bulk update student information

Optional — Add extra event groups

The standard AM and PM event groups are already available. If you need other groups, create them before adding routes.

Create an event group

Step 4 Add transport providers

Create a transport company record for each bus company you use. This lets you assign routes to the correct provider, especially if you use multiple bus companies.

Create a transport provider

Optional — Bulk import stops

You can create stops while building routes. If you already have a list of stop names and addresses, you can bulk upload them first.

Bulk upload stops

Step 5 Add routes

Create all the routes your school needs.

Create a route

Step 6 Build and refine routes

Use Route Builder to create stops and add them to the correct route. Check each stop location on the map, then use the Stop Times tab to enter your timetable.

Create stops for a route
Link stops to routes

Tip: Clone a route to create its opposite direction, such as the matching afternoon route.

Clone AM/PM routes

Step 7 Schedule bus dates

Use the Bus Dates tab to set the dates each route will operate. Drivers can only access a route on their device on its operational dates.

Schedule bus routes

Step 8 Assign students to routes

Assign students in bulk, or open a student record and use the Bookings tab to allocate that student individually.

Bulk assign students to a route
Assign an individual student to a route

Tip: If you do not yet know which buses students use, you can return to this step later. Their card or tag tap-on records can help you identify the routes they use.

Step 9 Add drivers

Create individual login details for each driver so they can access your routes on the RollCall driver device.

Create drivers

Need help? Contact the RollCall Support Team at support@rollcall.com.au if you need assistance.