# Run the opening and closing routines

Category: Start here

Before you start: confirm the correct school and role. Use approved source records; perform live changes only within your assigned authority.

### Opening

1. Confirm the school scope.
2. Review the dashboard alerts and Mr. Bee summary.
3. Open `School Operations` and check attendance, classroom assignments, ratios, and staff coverage.
4. Confirm the kiosk or tablet is on the correct school.
5. Review unread family messages, pending incidents, missing daily reports, media approvals, document requests, and billing exceptions.

### During the day

1. Keep family, child, classroom, and pickup records current.
2. Review incidents for objective wording and completeness before parent acknowledgement.
3. Review photos against media permission before sharing.
4. Use the smallest correct communication audience.
5. Review the ledger before any invoice, payment, adjustment, or collection action.

### Closing

1. Confirm attendance is complete for every classroom.
2. Review unsent daily reports.
3. Resolve or hand off pending incidents and media approvals.
4. Respond to or assign parent messages.
5. Document billing follow-ups, failed payments, and unresolved balances.
6. Confirm offline classroom actions have synced.

## Verify the result

Attendance, reports, messages and unresolved issues have named owners.

## If something goes wrong

Missing child, custody conflict or unsynced critical record needs immediate escalation. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/DIRECTOR_DAY_ONE_QUICK_START_GUIDE.md — 12. Director Daily Routine. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.