SchoolBox Integration Checklist

This checklist can be used as a guide for configuring the Schoolbox Integration.

For more information on the solution, check out the Meet our Partners page on our website.

For more information on endpoints Schoolbox is certified for, refer to links in the Version 3 APIs page.

Step	Item	Details	Task
1	Pre-requisites	Ensure you meet the following pre-requisites: Minimum Schoolbox Version: 21.0. TASS License: must include all APIs in this link. Contact TASS Sales if you require an update to your license.	Complete
2	Pre-launch [Optional]	If your school has a development/testing environment, you may choose to trial the integration prior to launching the solution in production.	Complete
3	New Security Role	When you configure your APIs, you'll need to map a TASS Security Role with the appropriate permissions points. This allows tight control of the data that's shared with the 3rd party. Go to: System Admin > Users > Security Role Permissions and create a new security role with the required permissions to be used for this integration. Schoolbox required permissions. Student Records > Students > View Student Records > Students > Subjects Tab > View Teacher Records > Teachers > View Teacher Records > Teachers > Subjects Tab > View Timetable > Print Teacher Timetables > View Timetable > Print Student Timetables > View Timetable > Timetable Calendar Setup > View Medical Records > Student Medical > Medical Conditions tab > View Administration > LDAP/SAML Maintenance > View	Complete
4	Configure APIs	Complete Step 3 of the TASS API Setup Checklist to configure the 4 APIs. Map the Security Role with these permission points to all APIs in use for the Schoolbox Integration with the exception of 'School Calendar & Daily Notices'.	Complete
5	API Details Form	Complete Step 4 of the TASS API Setup Checklist. The API Details Form will need to be completed for all 4 APIs.	Complete
6	Communicate with Schoolbox	Follow the remaining steps outlined in Schoolbox help. The following details will need to be sent to Schoolbox: API Details Forms for all APIs Address Blocks that are mapped to a 'Person Position' and what that Position is. Parent Records > Setup Information > Parent Records Setup: Addresses tab e.g. Address Block 4 - Position 1, Address Block 5 - Position 2.	Complete
You're now live with the TASS & Schoolbox integration!