Summer Preparation Guide

This article will discuss steps to prepare for summer and the new school year.

Renew Your License Subscription

• Customers will receive emails before their subscription expires at 60 days and then again at 30 days.
• Please allow 2 weeks to complete the renewal process. 
  • You will be required to complete and sign an Order Acknowledgement (OA) for your account. 
• For more information about the renewal process, email vmrenewals@centegix.com.

Test the Solution*

• Test Check-Ins using this process*
  • When testing check-ins, you are checking that the system is functioning and that staff are correctly receiving alerts.
• Check your Sex Offender Checks (SOC) settings*
• Check your School Manager Badge Settings*
  • Consult your district contact before making any changes.
• Check your Web Client Badge Settings*
• These are our Minimum System Requirements.
• If using Enhanced Visitor Management (EVM), test the badges:*
  • Check the Badge Health to verify all badges say “Healthy.”*
  • Process a Check-in*
  • Check to see if the badge is being located and if it is seen moving on the live heatmap.*

Stock Up on Supplies

• Order enough visitor labels and tardy passes (thermal tape) to get you through the first semester.
  • As a reminder, you can order supplies from any online retailer. Information on compatible supplies can be found here.

Maintaining Your Equipment

• We recommend cleaning your printer twice a year. Here are some helpful articles:
  • DYMO
  • Bixolon printers
  • IDPRT SP310
• If your hardware is nearing its end of life, we recommend replacing it. Information on compatible replacement hardware is available here.

School Manager*

• Review and update your Users List.  Remove old staff and add new members.*
  • This list manages all users who have access to your apps.
• Import any new Preloaded Lists for the new year.*
  • These can include staff, student, or volunteer lists. 
  • If integrating with a third party to populate these lists, ensure the list is correctly updated at the start of the year.
  • Review your existing preloaded lists and remove any that are no longer needed.
• Review/Set an Admin Override passcode *
• Review your Badge Settings and adjust them as needed*
• Clear your Pre-Approved Visitors List*
  • We recommend that if you use the sexual offender check and the pre-approved visitors list, you clear that list periodically.
• Review your Nogo List*
  • The Nogo list manages who cannot enter your location.
• Review your Notification Settings*
  • These settings are important for the sexual offender and Nogo alerts.  
  • Be sure each user who has access to notifications reviews their notification settings and tests that they are receiving alerts.

Check-In Station (Web Client)*

• Check that the devices you are using are configured and working correctly.*
  • If your printer is not working, you may need to reset and replace or download the Client Agent.
• Review Badge Settings and adjust as needed*

Additional Action Items

• Contact support@centegix.com if you would like to schedule a refresher training for all sites within your district. 
• Prepare communication to your parents about using security solutions like this within the schools and what is expected of them. Find a sample letter here.
• Contact support@centegix.com to schedule a meeting with your account manager if you would like to discuss items such as:
  • Explore additional functionalities you may want to add over the summer
  • If you are planning on adding/changing integrations
  • If you plan to replace hardware for your Visitor Management solution