Using the Email Center

Revised 4/13/2020

 

In the Web School Office menu tree, open Look and Browse and click on E-mail Center.

 

1.  Choose either

PARENT OR STUDENT


Select this recipient type. The screen will then access the E-Mail field in your demographics table to select recipients.

 

OR

STAFF MEMBER


Select this recipient type. The screen will then display a list of other staff members and their email addresses to allow you send messages to them through SDS.

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_2.png

 

We will first look at the Parent or Student options. 

 

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_3.png
 

Choose a saved selection from the Load Saved Selection dropdown or proceed to 2.  

 

2.  The Demographics section may be used to select students by demographic field values. 

 

 

 

§ Select a value from a dropdown and click the blue arrow button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png to move the value to the right hand box. 

§ Multiple values may be chosen from the dropdown, if desired.  Simply choose a value from the dropdown and click the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png.  The value will appear in the right hand box.  Then choose another value from the dropdown and push the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png.  You will then see both values in the right hand box.

§ The http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/LeftArrowRefresh.png button can be used to clear all values from the right hand box.

§ The (Other Search Options) dropdown allows you to set up a selection on any of your demographic fields. 

§ The Teacher field allows you to select a teacher to e-mail students/parents in that teacher’s classes.

§ Students to Include: Indicate if you want current year students who do not have exit dates, All Current year students with or without exit dates, or Next Year active students.

§ Click the refresh button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/Refresh.pngto apply your demographic selections.  The students meeting your selections will display in number 3. below.

§ The Other Areas allows you to set up selections in the other areas listed. 

 

2b.   When selecting one of the Other Areas options, a new selection screen will open in 2b.  We will review each of these different selection screens.

Activity 

This area may be used to select students involved in specific activities during a specified date range.

 

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_5.png 

 

§ Setup the desired activity date range by selecting beginning and ending dates from the Activity Date dropdowns.

§ Select an activity from the Activity dropdown and click the blue arrow button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png to move the value to the right hand box. 

§ Multiple values may be chosen from the dropdown, if desired.  Simply choose a value from the dropdown and click the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png .  The value will appear in the right hand box.  Then choose another value from the dropdown and push the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png.  You will then see both values in the right hand box.

§ The http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/LeftArrowRefresh.png button can be used to clear all values from the right hand box.

§ Click the refresh button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/Refresh.png to apply your selections.  The students meeting your selections will display in number 3.

Attendance – Daily

 Use this area to setup a selection for students’ daily absence records during a specified date range.

 

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_6.png

 

§ Setup the desired date range by selecting beginning and ending dates from the Absence Date dropdowns.

§ If desired, make selections from the Attendance Code, Excused Code, Other Code, & Misc. Group dropdowns and click the blue arrow button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png to move the value to the right hand box for each. 

§ Multiple values may be chosen from each dropdown, if desired.  Simply choose a value from the dropdown and click the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png.  The value will appear in the right hand box.  Then choose another value from the dropdown and push the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png.  You will then see both values in the right hand box.  

§ Click the refresh button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/Refresh.png to apply your selections.  The students meeting your selections will display in number 3.

Attendance – Period

 Use this area to setup a selection on students’ period absence records during a specified date range.

 

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_7.png

 

§ Setup the desired date range by selecting beginning and ending dates from the Absence Date dropdowns.

§ If desired, make selections from the other dropdowns and click the blue arrow button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png to move the value to the right hand box for each. 

§ Multiple values may be chosen from each dropdown, if desired.  Simply choose a value from the dropdown and click the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png.  The value will appear in the right hand box.  Then choose another value from the dropdown and push the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png.  You will then see both values in the right hand box.  

§ Click the refresh button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/Refresh.png to apply your selections.  The students meeting your selections will display in number 3.

Course

 This area may be used to select students scheduled into specific courses. 

 

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_8.png

 

§ Make selections as desired in the Course, Period, & Semester dropdowns and click the blue arrow button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png to move the value to the right hand box for each.  

§ Multiple values may be chosen from each dropdown, if desired.  Simply choose a value from the dropdown and click the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png.  The value will appear in the right hand box.  Then choose another value from the dropdown and push the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png.  You will then see both values in the right hand box.  

§ Click the refresh button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/Refresh.png to apply your selections.  The students meeting your selections will display in number 3.

Discipline

This area may be used to set up selections from students’ discipline records. 

 

 http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_9.png

 

§ Setup the desired date range by selecting beginning and ending dates from the Infraction Date dropdowns.

§ Make selections as desired in the Infraction Code and Penalty Action dropdowns and click the blue arrow button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png to move the value to the right hand box for each. 

§ Multiple values may be chosen from each dropdown, if desired.  Simply choose a value from the dropdown and click the arrowhttp://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png.  The value will appear in the right hand box.  Then choose another value from the dropdown and push the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png.  You will then see both values in the right hand box.  

§ Click the refresh button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/Refresh.png to apply your selections.  The students meeting your selections will display in number 3.

Tuition/Fees

Use this area to set up selections from students’ tuition/fee processing records.

 

 http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_10.png

 

§ Setup the desired date range by selecting beginning and ending dates from the Fee Date dropdowns.

§ Make selections as desired in the Fee Code, Fee Type, and Department dropdowns and click the blue arrow button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png to move the value to the right hand box for each. 

§ Multiple values may be chosen from each dropdown, if desired.  Simply choose a value from the dropdown and click the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png .  The value will appear in the right hand box.  Then choose another value from the dropdown and push the arrow http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightArrow.png.  You will then see both values in the right hand box.  

§ Make desire selection in the Balance dropdown

§ Click the refresh button http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/Refresh.png to apply your selections.  The students meeting your selections will display in number 3.

 

After creating a selection, you can save it for future use.  At the top of the screen, type a name for the selection in the Save Selection As: box and click the floppy disk button to save.  When you wish to use this selection in the future, you can simply choose it from the Load Saved Selection dropdown.

 

3.  E-mail Recipients

 

Checkmark the e-mail addresses you want your e-mail to go to.

 

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_11.png

 

The big box on the left displays the students who met the criteria from selections set up in 2a and 2b. 

§ If you wish to send your e-mail to all students listed in the box, click the http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightDoubleArrow.png button to move all the names to the Send E-mail to: box on the right. 

§ If you wish to select specific students in the list on the left to send the e-mail to, highlight those students by clicking on them and click the http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightSingleArrow.png button to move the selected names to the Send E-mail to: box on the right.  NOTE:  You can select multiple students by holding down on the Ctrl key on your keyboard as you click names. 

§ The http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/LeftDoubleArrow.png button can be used to remove all names from the Send E-mail to: box, if necessary.

§ If you desire to remove selected names from the Send E-mail to: box, highlight those students by clicking on them and click the http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/LeftSingleArrow.png to remove the highlighted names. 

 

Checkmark the Send me a Sample E-mail box to send yourself a sample e-mail prior to sending the e-mail to the recipients.  After creating the e-mail and clicking the Send E-mail button, the e-mail will be sent only to you to preview before sending to students/parents. 

 

4.  Create the E-mail

 

 http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_12.png

 

From

Your name and e-mail address displays in this area.  This is pulled from your user code set up in the Master Code File Entry area.  If you wish to receive a carbon copy of the e-mail, checkmark the CC box.

 

Subject

Select a preset selection from the dropdown or type your own subject in the box below the dropdown

 

Message

Select a preset message from the dropdown or type your own message in the box below the dropdown. 

 

Attachment

If desired, you can add an attachment to your e-mail.  Click the Browse button to find and select the desired file to attach.

 

To remove an attachment, click the X button below the Browse button

 

5.  Send the E-mail

Click the Send E-mail button to send your e-mail. 

 

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_13.png

 

§ If you had check marked the Send Me a Sample E-mail box, the e-mail will be sent only to you.  You can check it and then make changes, if desired.  When ready to send it to the selected e-mail recipients, go back and uncheck the Send Me a Sample E-mail box.  Then send the e-mail again.

 

Now we will look at the Staff options.

 

1.  Choose Staff at the top of the E-mail Center.

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_14.png

 

2.  Select a staff group from the Staff Groups dropdown.

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_15.png

 

 

3.  E-mail Recipients

The big box on the left displays the teachers in the staff group selected in 2.

 

 http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_16.png

§ If you wish to send your e-mail to all teachers listed in the box, click the http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightDoubleArrow.png button to move all the names to the Send E-mail to: box on the right. 

§ If you wish to select specific teachers in the list on the left to send the e-mail to, highlight those teachers by clicking on them and click the http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/RightSingleArrow.png  button to move the selected names to the Send E-mail to: box on the right.  NOTE:  You can select multiple teachers by holding down on the Ctrl key on your keyboard as you click names. 

§ The http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/LeftDoubleArrow.png button can be used to remove all names from the Send E-mail to: box, if necessary.

§ If you desire to remove selected names from the Send E-mail to: box, highlight those teachers by clicking on them and click the http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/LeftSingleArrow.png to remove the highlighted names. 

 

Checkmark the Send me a Sample E-mail box to send yourself a sample e-mail prior to sending the e-mail to the recipients.  After creating the e-mail and clicking the Send E-mail button, the e-mail will be sent only to you to preview before sending to students/parents. 

 

4.  Create the E-mail

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_17.png

 

From

Your name and e-mail address displays in this area.  This is pulled from your user code set up in the Master Code File Entry area.  If you wish to receive a carbon copy of the e-mail, checkmark the CC box.

 

 

Subject

Select a preset selection from the dropdown or type your own subject in the box below the dropdown

 

Message

Select a preset message from the dropdown or type your own message in the box below the dropdown. 

 

Attachment

If desired, you can add an attachment to your e-mail.  Click the Browse button to find and select the desired file to attach.

 

To remove an attachment, click the X button below the Browse button

 

5.  Send the E-mail

Click the Send E-mail button to send your e-mail. 

 http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/EC_13.png

 

§ If you had check marked the Send Me a Sample E-mail box, the e-mail will be sent only to you.  You can check it and then make changes, if desired.  When ready to send it to the selected e-mail recipients, go back and uncheck the Send Me a Sample E-mail box.  Then send the e-mail again.

 

E-mail and Message Maintenance

 

Users can use this area at the bottom of the E-mail Center to view and manage their sent e-mails as well as messages from other staff sent via the Message Center. 

 

§ Click the Refresh button to update the displayed list.

§ Click Sent E-mails to view the list of e-mails you have sent

§ Click Messages to view the list of Message Center messages sent to you from other staff members

§ Click Read to read a sent e-mail or message

§ Click the checkbox to select a sent e-mail or message

§ Click the Delete button to delete selected sent e-mails or messages

§ Click the Mark as Read button to mark selected sent e-mails or messages as read.