Is the Charter.Tools platform hosted by the client or by Charter.Tools?

The Charter.Tools platform is hosted and managed by us in the cloud (Amazon Web Services). This menas that our clients don't need to worry about managing servers, installing software and maintaining it.

All users access the Charter.Tools platform through a single secure portal and are granted access only to data and documents that belongs to their district and/or school.

What does the process of setting up an instance of Charter.Tools entail?

We refer to the process of setting up a new client instance as "onboarding".

The scope of the process depends on which tools the client intends to use. All tools require an initial setup and we work closely with our clients during this phase. In some cases, we take over the entire setup process and use data provided by the client.

New clients are provided with everything they need in order to get their staff and schools started with Charter.Tools. Also included in the onboarding process are introductory tutorials to cover the basics and in-depth online training sessions.

Who owns the data and documents that a client uploads to Charter.Tools?

Our clients own all data and documents. In the event that a client decides not to renew their annual service with Charter.Tools, there are two options for obtaining access to the data and documents. For more information, please refer to the latest version of our Service Level Agreement (SLA).

Can the Charter.Tools platform exchange data with other systems?

Yes. Clients who need to pull data from Charter.Tools are given a unique and secure API key that allows their internal systems to pull the data using standard protocols. For example, data from Charter.Tools can be automatically fetched and published to the client's web portal.

If we use Charter.Tool's online charter application, can applicants still apply offline too?

Yes they can. There are many advantages for applicants to apply online, or even convert their current application to an online version. There are also many advantages for Authorizers to review digital applications vs. typical "offline" ones.

The digital streamlined version of an Application enables significant efficiencies-driven cost-savings. Aside from time saved, the Application itself will be more accurate, closer to the standard required, free of errors, no missing parts and therefore much easier to review and approve/deny by the Authorizer.

Are there different access levels for different members of the charter application team?
There are different access levels; both for Authorizers and for Applicants.

Applicants that emerge in online Applications can invite others to add, review and edit their content, prior to submitting their online application. After submission, the Application automatically convert into view mode only for Applicants and they can no longer edit their Application. Authorizers can also invite others on their team to review and rate the Application. This can be done simultaneously allowing multiple Authorizers to review different parts of a single Application at the same time.