Do you know how to automate a school process from start to finish?
By Anushe Khan
Sales and Marketing Assistant
As an EdSmart school, you’ll be aware that all forms across your Workflows are based on a pre-built Template. While this Template is designed for maximum usability, there are some things you should know about organising your Templates that will make life a whole lot easier.
For those who are using the EdSmart Transform package, you have the ability to build and then automate an entire process/workflow from start to finish using ourProcess Module.
How does it work?
Say you’re organising an excursion (or it could be staff onboarding or the school fair or a fundraiser, and so on), you can create a process via a dashboard that allows you to bring templates for all the ‘paperwork’ concerning that particular event into a single workflow. By doing this, you get a clear snapshot of all the activities, statuses and approvals for that event so you know where everything is at, and you can head off any issues before they become critical.
Just take a look at this animated demo and you’ll see how easy it is to use:
With the Process Module, you can set triggers for each step (e.g. once a policy is accepted, send another communication) and share data between templates so nothing gets lost.