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Setting up Default Parent Slip Template: Begin by creating a Default Parent Slip Template. Form Templates Add New Parent/Student Slip template Add the Template Name: Default Parent Slip Template Add the Template Description
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Within this template, configure the approval workflow according to your school's requirements.
Save the template with the configured workflow.
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Using Default Parent Slip Template for New Templates: Navigate to Form Templates in the Navigation Panel. Locate the Default Parent Slip Template and select "Edit." From the Actions dropdown menu, choose "Duplicate Template." This action creates a new template with the same approval workflow as the default, ready for further customisation if needed.
Applying the Same Approach You can apply the same approach to Broadcast Templates. |
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Utilising Default Templates with pre-configured approval workflows is great for speeding up template creation while maintaining consistency and efficiency. By following the outlined steps, your school can ensure that all communication templates adhere to the established approval processes, enhancing communication effectiveness within the EdSmart platform.
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