ARTICLE: New School Welcome to Reach (North America)
Welcome to Reach! We are so excited to have you joining the ever-growing community of Reach schools. This article serves as a reference and checklist to ensure that you will be Reach Ready to start using your new Reach system with your Staff, Students and Parents.
This is what keeps us up at night. We want to ensure that your student, parent and staff data is loaded, accurate and syncing.
Student & Parent Data
- If you are syncing with one of our many partners, like Blackbaud, Veracross, Senior Systems, Magnus Health, etc… Not to worry, you should be seeing your students and parents already loaded. If you are having issues, please send an email to firstname.lastname@example.org .
- If you not actively syncing but would like to, we want to help. Start by asking your IT Department to email Evan at email@example.com .
- If you are not syncing and we do a manual upload of your student data, no problem.
- ARTICLE: Loading Student Data Manually
- ARTICLE: Bulk Photo Upload
Important: To upload completed data file, use our Securedrop box ( Link
Reach requires a manual upload of staff.
====> Newest Reach Integration
Reach now integrates with iSams, Blackbaud and Veracross to sync Staff data, with more integrations planned for the future. For more information on Staff Sync integrations, please contact our Support Team at firstname.lastname@example.org
System Configuration Set Up
You will need to set up System Configuration Settings for a variety of features, specifically:
Infinity Settings (User Accessibility Permissions)
Creating Base Roles and associated Role Types is important for setting the user experience and restrictions for visibility in the Reach system. This is how Reach ensures that sensitive information is only available to those who absolutely need to see it.
General System Configurations
Items in the General Configuration relate to the primary settings that apply across all modules in Reach.
Lookups items needed for looking up specific things in Reach, such as Year/Grade, Dorm/House, OTC and PMO Medication categories, and AM/PM Registration.
Locations are used to be able to record student (and staff) locations on and off your campus. They can be associated with specific Kiosks, Rollcalls, NFC tags, QR Codes, and Leave Types. Students (and Staff) can have the ability to change their locations within the Reach mobile app, if enabled by your school.
Transport Types relate to the options for transportation in Leave Types. Once a Transport Type is configured in the system, you can configure specific Transport Type for different Leave Types as options of transportation for students to select from in the leave creation process.
Leave General settings relate to the primary settings that apply across Leave Types and Leave Processes in Reach.
Leave Types are the leave request forms that students will submit to depart campus. They can be used for local trips, day trips, host stays and trips home.
Groups Managed for Leave Approvers
Staff who are actors in the approval process for various leave types will need to have their Groups Managed settings in user profiles set to accurately reflect the students for whom they need to approve leave requests.
Rollcall Categories will allow staff to select specific rollcalls for different needs during the day, to record attendance of students at meals, study hall, evening checking, etc. (Live, Standard or AM/PM Registration).
Duty Report Categories
Duty Report Categories allows for configuring the order of specified duty report categories and allows you to select specific users or role types to receive email notification in a specified category (i.e. Maintenance Notes can be automatically sent to the Maintenance Department Head).
Pastoral Categories/tags help you identify, mark and report on behaviors of students and are useful in Duty Reports and Incident Reports.
UDF’s (User Defined Fields)
UDF’s are used to display permissions or important information on the Student Sidebar. Many schools use UDF’s for Driving Permissions, Academic Standing, Allergies, Advisor Name, Roommate. If you are interested in learning more about UDF’s, click here.
Set up and configure Kiosks to be displayed on campus to assist students with updating their locations on and off campus.
Communication in Reach
Daily Heath Surveys
Reach Student Life Management Mobile App
How to Find Reach Student Life Management App on Android and Apple Devices
Welcome Emails to Students, Parents and Staff
You are able to send a welcome email to a large number of new users with information on how to access their Reach account.
We have developed some handy Start Up Materials that may help.
We have created a series of online tutorials offering ‘How To’s’ for Staff.
Staff and Student Primers
Quick Reference Articles for Staff and Students:
We have created several user support methods for you and your team to review and to help become more familiar with the Reach System.
Reach Configuration Manual (Link)
ARTICLE: Staff Mobile App User Guide
Mobile App User Guide The Reach Mobile App is designed for use as a transaction platform, it is free and is available for use by all users with an account on your Reach Portal. ...
ARTICLE: Student Mobile App User Guide
Student Mobile App User Guide The Reach Mobile App is designed for use as a transaction platform, it is free and is available for use by all students that have a user account on your Reach Portal. The Mobile App provides access to the major of ...
ARTICLE: Reach Lists
The Reach Lists Manager module allows you to collect an unlimited number of lists from your system users. Lists are like forms, with questions that are answered by your audience and with answers that can be used to influence how your Reach portal ...
ARTICLE: System Configuration Transport / Voyage
System Configuration for Transport and Voyage Leave Transport Types are the methods used for students to depart and return to campus in their leave requests. There are two (2) ways to manage Transport Type selections in Leave Requests: 1. Standard ...
ARTICLE: System Configurations - Communications
Getting there: System Configuration > Communications Your Communications configuration settings determine the display names that your users will see in communications that are sent by Reach. Email from Address Emails sent from Reach can have a ...