Admin Essentials: Getting Started and Rollover Setup
Welcome to your step-by-step guide for successfully launching and managing Waterford Early Learning. Whether you're setting up for the first time or preparing for rollover, this page includes everything you need to ensure a smooth implementation. The table below outlines each task to help you confidently navigate setup and make the most of your Waterford tools and resources.
Setup Waterford Account | |
Meet with Waterford Implementation Expert Schedule a time to complete important implementation forms with a Waterford expert. | |
Schedule Time for Roster Rollover Support (For Rollover Only) Schedule time with a Waterford expert for support with roster rollover. | |
Archive Student Data (For Rollover Only) Save student data from Waterford's Dashboards and Reports sections before setting new year dates. This ensures historical data is preserved. | |
Reset to Placement (For Rollover Only) Reset student placement to ensure that they begin their learning journey at the appropriate level for the new school year. | |
Remove Associations (For Rollover Only) Disassociate students and staff from specific programs or courses to prepare for new assignments or changes in the roster. | |
Update Program Start and End Dates Adjust your program's start and end dates to align with the new school year. This ensures that all activities and progress tracking are accurate. | Updating Your Program Start and End Date for a New School Year |
Roster Students and Staff Manually add or update student and staff information. For assistance with 3rd party rostering, schedule a meeting with Waterford Support to ensure your data is accurately synced. | |
Allocate Licenses Understand and manage the License Allocations Table to distribute and track licenses for students and staff effectively. | |
Enable and Assign Courses & Goals Activate and assign courses and learning goals to students, ensuring they have access to the appropriate content and objectives for their educational needs. | |
Create Tags to Disaggregate Data Create custom tags to filter reports and dashboard data for your system's specific needs. | Assigning Tags to Students for Teachers and School Administrators |
Share Resources with Educators and Staff | |
Create a Teacher Engagement Plan Develop a strategy to engage teachers, ensuring they are supported, motivated, and equipped with the necessary resources to implement Waterford programs in their classrooms. | |
Explore Resources & Activities Utilize the Resources & Activities tab on the homepage. Filter resources based on your needs, and explore both English and Spanish materials. | |
Understand Playlists Assign playlists to students for individual or group instruction to introduce or reinforce skills. | |
Setup and Share Mentor Home Access Waterford Mentor is a tool for families to track their child’s usage and success. It provides messages highlighting routines, practice ideas, and links to learning resources. | Generating or Revoking Waterford Mentor Codes |
Explore Dashboards and Reports | |
District Dashboards Navigate to the Dashboards Tab to view key metrics and reports that help you monitor and evaluate program effectiveness. | |
District Usage Report Utilize the Usage Report to assess how effectively the Waterford program is being used across the district. | Understanding the Usage Report as a Teacher or Administrator |
Completion Level Report Gain insights from the Level Report to understand student progress and completion levels, assisting teachers in tracking outcomes. | Understanding the Level Report as a Teacher or Administrator |
Last Updated: 7/9/25
