Service-specific onboarding
How to get started.
Choose one service. Check what is already complete, then follow its remaining enrollment steps.
These are process steps, not a record of your school system’s progress. Opening a section does not mark a step complete.
Choose the service pathUse the guide without starting over.
Region 10 guidance for using the published steps.
- Choose one service.Compare the offerings if you are still deciding.
- Check existing enrollment.Use the linked enrollment check when paperwork or access already exists.
- Follow what remains.Use the responsible provider’s current directions for the actual task.
Open the applicable path.
No service or stage is assumed. EDR and TCF assessments share the DIR enrollment path.
EDR or Texas Cybersecurity Framework assessment View the steps
Published DIR enrollment sequence
Check existing enrollment first. If DIR ILC status is uncertain, ask TEA to verify it. Use the enrollment checks below for completed steps rather than starting duplicate paperwork.
The route at a glance
- New Customer Form
- Agreement and portal onboarding
- DIR finalization
- Service request
Return the New Customer Form to DIR
Use the form linked in TEA’s DIR onboarding instructions.
Complete the DIR agreement signature step
DIR sends the interlocal contract (ILC) to the designated InterAgency Contact for review and signature.
Complete portal onboarding
DIR sends STS portal onboarding to the Service Operations Contact listed on the customer form.
Confirm DIR finalization
Wait for the finalized ILC and DIR’s Welcome Aboard message before requesting the service.
Request the selected service
Use the DIR sign-in guidance, follow its current TDIS directions for the STS Service Portal, then request the applicable TEA-funded service.
DIR sign-in notice. TEA links to the DIR entry page. DIR’s public notice says the STS Service Portal sign-in has moved to the Texas Digital Identity Solution (TDIS). Follow the current TDIS directions on that page for the STS Service Portal. Read DIR’s sign-in notice · Notice checked October 18, 2026.
What follows
Region 10 guidance: confirm provider instructions, allocation, and the next task before planning implementation. A signature alone does not establish any of those outcomes.
Public reference: TEA DIR onboarding instructions · TEA ILC verification FAQ · Checked October 17, 2026.
Cloud email security View the steps
Published UT-RSOC request steps; local provider follow-up
A DIR agreement is separate from UT-RSOC’s agreement. If you already have UT-RSOC paperwork or a request in progress, clarify its status before repeating a step.
The route at a glance
- UT-RSOC agreement
- Full execution and ILC number
- TEA service request
Complete the UT-RSOC agreement
Contact UT-RSOC to initiate or clarify its interlocal agreement process.
Submit the TEA service request after full execution
Have the UT-RSOC ILC number available, then use TEA’s linked email-service request form.
What follows
Region 10 guidance: follow confirmed UT-RSOC onboarding instructions after the request. This page does not establish acceptance, a start date, or permission to change the email environment.
Public reference: TEA email request instructions · TEA email-service FAQ · Checked October 17, 2026.
Awareness training and phishing simulations View the steps
Published ESC and provider onboarding sequence
If licenses, account access, or a kickoff already exist, confirm the remaining step through the existing onboarding contact.
The route at a glance
- ESC licensing
- Account setup
- Kickoff
- Implementation meeting
Contact the ESC about staff licensing counts
Use Region 10’s initiative help route to begin count verification and license assignment.
Confirm account and administrator setup
After licenses are acquired, the ESC creates the school-system account and administrator logon.
Attend the kickoff call or video
Use the invitation supplied during onboarding.
Arrange the provider implementation meeting
Use the scheduling link supplied after kickoff. Keep private invitations in the established onboarding channel.
What follows
Region 10 guidance: confirm remaining work with the provider. The FAQ describes one or two implementation calls depending on need; this page assigns no date or completion status.
Public reference: TEA training-service FAQ · Checked October 17, 2026.
Cloud hardening guides View the steps
Published guide-distribution entry; local assistance guidance
Request the applicable guide without posting configuration details. If you already received it, clarify the assistance you need rather than treating receipt as implementation.
The route at a glance
- ESC sign-up and distribution
- Clarify assistance
- Plan local changes
Ask the ESC for the applicable guide
Use Region 10’s initiative help route for sign-up and distribution.
Clarify assistance, if needed
Region 10 guidance: identify the task and the assistance scope with the appropriate contact.
Plan the local work
Region 10 guidance: use the applicable guide within the school system’s approved change process.
What follows
Guide receipt does not establish successful configuration, CIS conformance, or an attestation. Confirm the result of any local change through the appropriate process.
Public reference: TEA guide-distribution instructions · Checked October 17, 2026.
Software deployment View the steps
Published interest-survey entry; local onboarding follow-up
If you already use a PDQ product, review the separate existing-customer terms linked below. For a new program request, an interest submission does not establish selection for immediate deployment. If you already have confirmed program directions, use those rather than treating this public guide as a new allocation.
The route at a glance
- Request the interest survey
- Express interest
- Use confirmed program instructions
Ask the ESC for the interest survey
Use Region 10’s initiative help route to locate the current program survey.
Complete the program’s interest step
Follow the survey instructions. TEA’s FAQ says this does not guarantee immediate deployment.
Confirm the next onboarding action
Region 10 guidance: use the actual program response to confirm participation and provider instructions before rollout.
What follows
No cohort, license assignment, deployment date, installer, or management permission is supplied by this page.
Public reference: TEA program entry point · TEA deployment FAQ · Checked October 17, 2026.
Other assistance or help choosing a service View the steps
Region 10 advisory guidance
No service, agreement, or implementation milestone is assumed.
The route at a glance
- Identify the topic
- Find the right contact
- Confirm the next action
Identify the topic you want help with
A service category or general question is enough to begin this guide.
Find the appropriate contact
Use Questions to identify a clarification route.
Confirm the assistance scope
Agree the responsible owner and next action through the appropriate channel.
What follows
This is advisory coordination. It does not establish provider capacity, a service commitment, or a response time.
Public reference: TEA ESC assistance context · Checked October 17, 2026.
Need one next action?
The journey router uses your selected service and stage. The questions route works when you are unsure.
Published sequence, with local guidance labeled.
TEA’s initiative instructions and the linked FAQs are the program references. Local assistance and follow-up recommendations are labeled Region 10 guidance. Sources checked October 17, 2026. School systems retain decision authority.