🔹 TL;DR – Attendance Insights Only
Use this setup if your school wants to analyze attendance data, manage absences, create alerts, and use dashboards, but will not take class attendance in Orah.
You will:
Integrate your SIS and check all sync objects
Enable the Attendance History Object
Configure attendance reasons, passes, alerts, and dashboards
Use passes for absence reconciliation and future absences
You will NOT:
Take daily class attendance in Orah
Configure class roll types or attendance automation
👉 Best for schools using Orah as an attendance intelligence and reporting layer.
1. Account & Admin Access
Create your Orah account
Recommended: IT Admin / System Owner
Confirm Admin access for:
SIS integration
Single Sign-On (SSO)
Roles & permissions
Attendance configuration
Common issues to check
Account created by a non-admin user
Admin access removed after first login
Multiple admins are making conflicting changes
2. SIS Integration, SSO & Directory Sync
Set up SIS integration with Orah
In the SIS configuration, check all sync objects:
Students
Staff
Contacts / Guardians
Relationships
Enrollments
Year Levels / Grades
Classes / Groups
Schedules (if applicable)
Configure Single Sign-On (SSO)
Test staff login via SSO
Open the App Directory
Check all Sync Objects
Review contacts and relationships
Mark required contacts as Approved
Verify all the Sync objects and update auto sync
Common issues to check
Students missing → enrollment or status not syncing
Contacts missing → relationship object not enabled
Directory empty → sync not completed or wrong scope
SSO works, but users see nothing → role not assigned on login
3. Attendance History Object
Enable the Attendance History Object
Confirm it is enabled as a Sync Object under:
Admin → App Directory → SIS Integration
Select a Sync Start Date
Start of term or academic year
Common issues to check
No historical data → history object not enabled
Partial data → incorrect sync start date
Data gaps → missing enrollments or schedules
4. Tags & School Branding
Create Tags (e.g. Year Level, Boarding/Day)
Apply tags to Students
Update School Pride:
School name
Logo
Terminology
Common issues to check
Tags created but not applied to students
Dashboard filters are incorrect due to tag logic
Tags applied to the wrong object type
5. Staff Roles, Permissions & Visibility
Configure the following roles:
Attendance Managers
All permissions except Admin
IT / Main User
Full Admin access
Teachers
Non-Admin
Assigned Students: SIS-assigned groups only
Emergency rolls: all students
Broadcast & communication: SIS students only
Expected behavior
Teachers should only see students based on their SIS assignments
Common issues to check
Teachers see no students → Assigned Students not set
Teachers see all students → Assigned Students misconfigured
Teachers see incorrect students → SIS group sync issue
Configure Users
Configure users with the correct role and change the login method to SSO
6. Attendance Reasons & Permissions
Configure Attendance Reasons
For each reason, define:
Excused
Unexcused
Not Expected
Set visibility and permissions per role
Review SIS-provided reasons before creating new ones
Only add custom reasons if SIS reasons are not detailed or helpful
Common issues to check
Reasons not visible to correct users
Too many reason codes are causing reporting confusion
Excused status not defined correctly
Duplicate custom reasons were created unnecessarily
7. Passes & Parent Workflow
Configure Passes for:
Parents
Attendance team
Map Passes → Attendance Reasons
Configure pass rules:
Approval rules
Timing rules
Copy and share the Secure Parent Pass Link
Common issues to check
Parent link not shared
Pass submitted but not reflected in insights
Pass workflow or rules not configured
Pass reasons not mapped to insights reasons
8. Alerts & Insights Dashboards
Create alerts for:
Attendance Managers
Contacts (if applicable)
Build dashboards:
Year-level
School-wide
Share dashboards with relevant staff
Common issues to check
Alerts created but not assigned
Dashboards not shared
Alert thresholds misconfigured
9. Training & Final Review
Watch Attendance Insights training videos
Review:
Widgets and dashboard sections
Alerts & Concerns
Absence reconciliation using passes
Complete a final system check:
Integration & sync objects
Roles & permissions
Attendance history
Reasons, passes, alerts, dashboards
If you’ve completed all the steps above and your dashboards, alerts, and passes are working as expected, you’re ready to start using Orah Attendance Insights.
If anything doesn’t look right, double-check the SIS sync objects, attendance history setup, and staff permissions, or reach out to Orah Support directly from the app — we’re happy to help.