Policy Notification Setup

Revised 1/11/2019

 

Although the intention is to use this area to notify administrators more about student attendance, it WILL work with any policy definition you create.

Setup

A first step in the setup of the Policy Notification System is adding e-mail addresses to the administrators' teacher codes.  Go to Data Entry and Changes | Master File and Code File Entry and Changes.  Set the Application drop box value to General Information, and set the Entry Options drop box value to Teachers.  For each administrator, be sure the e-mail field is completed with the correct e-mail address.

The email settings must also be completed.  For instructions on email settings,

The third step is the policy notification system must be turned "on" first before this area is visible to use.  To find those directions, and look in the Attendance section.


http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/PolicyNotification1.jpg

Define E-mails

Once the policy notification system has been turned on, this menu option, Notification Setup, is available in the Administrative Utilities area. At the top of the screen, blacken the dot next to Policies.  On the left is a list of all users (teacher codes) in the system.  Place a check mark next to the people who are to receive the notifications for policy notices.  Note: The intent is to notify the administrators (principal, assistant principal, dean of students, etc.).

The middle column allows you to select which policy code(s) will send a notification to the administrators.  Place a check mark in front of the appropriate policy/policies about which you want the administration to be notified.

When all selections have been made, click the http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png next to "Notify" so your selections are saved.

The last step to the setup of the Notification System for Policies is to create the wording of the actual e-mails sent to the administrators chosen above. Click the E-mail Setup link above the column of infraction codes.

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/PolicyNotification2.jpg


Subject: Customize the subject line of the e-mail being sent to the administrator(s)
Body: Customize the body of the message being sent to the administrator(s)
Available Fields: Select fields from the policy area to display in the email being sent to the administrator(s); use the http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png  button to move the selected field(s) to the Fields to Include in E-mail column.
Click the http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/SaveIcon.png button to save your setup of the e-mail.

As shown below, essentially each policy could have its own subject, message body, and selected fields associated with it.


http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/PolicyNotification3.jpg


When finished with the setup, click the Close E-mail Setup link in the upper right hand corner of the screen.


What Happens Now

 

Enter your attendance data as normal in the Attendance Entry area.  When you have completed the attendance for the morning or the day, click the envelope icon at the top of the screen.

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/PolicyNotification4.jpg


Your screen now contains a set of calendars to use in creating your notifications to the administrator(s) about student absences.  For more detail on how to use the calendars,.


http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/PolicyNotification5.jpg

Once the dates have been setup correctly, click the button Send Staff Notifications. The administrator(s) will be notified with the appropriate e-mail. This will help the administrator know which student(s) need(s) his/her immediate attention regarding attendance.

Automation


Note: This process may also be set up to run as an automated process.  For example, on the computer of the person who processes attendance the most, a "task" to run the program swc_policynotification.exe can be set up to run at 9:10 AM (approximate time the user normally completes attendance entry for the morning). The user will see this new window and have to select the date boxes just like on the screen above but without the calendars.


http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/PolicyNotification6.jpg