# Choose the school data starting point

Category: Setup and support

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

Open `School setup` for the named school and choose exactly one path. Do not create a placeholder import for a new school and do not re-enter an operating school's roster by hand merely to avoid import review.

### Path A - Move Existing Records

Use this path when an operating school has families, children, balances, schedules, staff, or history in another system.

- The BEE Suite setup team prepares the supported source adapter, mapping, duplicate review, and technical verification.
- The school supplies the complete, unchanged school-scoped source package through the approved secure workflow and confirms facts or exceptions that cannot be proven automatically.
- A source from a provider other than ProCare must have a reviewed adapter before upload. Directors are not expected to reshape exports or guess field mappings.
- The path is not complete until the latest exact import state has a whole-school verification marked `READY_FOR_DIRECTOR_REVIEW` and the director records final school-data confirmation.

### Path B - Start With A Clean Workspace

Use this path for a new school that has no prior operating roster to import.

- The BEE Suite setup team prepares the school profile, classrooms, business configuration, forms, tuition and billing rules, integrations, templates, and technical checks from approved business information.
- The school adds real families, children, guardians, pickups, safety details, schedules, and classroom assignments as enrollment begins.
- If no current families are expected yet, record that fact explicitly. Do not create sample or placeholder people to make setup appear complete.
- Before final school-data confirmation, resolve any current family without a guardian, guardian without a reachable email or phone, or current child without a classroom.

Changing the saved path or changing roster/import evidence invalidates the prior data confirmation and requires a fresh review. Data confirmation does not activate any other launch gate.

## Verify the result

One reviewed starting point and its school-specific receipt are retained.

## If something goes wrong

Import, clean-start, live billing and school launch remain separate decisions. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/SCHOOL_TRANSITION_SETUP_AND_CUTOVER_SOP.md — 2. Choose And Save One Data Starting Point. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.