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Process Module:

The EdSmart Process Module lets you build administrative workflows around common processes in your school, adding automation and triggers to reduce the hands-on work of teaching and administrative staff. Schools with the EdSmart Transform package have access to this module.

Overview:

Step 1: Create form template

Step 2: Edit workflow

Step 3: Create a process template

Step 4: Edit the design of the template

Step 5: Create the Process

Step 3: Create a process template

1. From the left hand side toolbar select form template.

2. Click on add new to create a new process template

3. Enter a process name and description

4. Assign the dashboard to quickly start this process from your Dashboard

5. Select a category to group this process under if you have one

6. Click add new process

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Step 4: Edit the design of the template

You can add forms sequentially or concurrently. Each form has a relationship with another form. The first form will trigger the next form and so forth. Between each form there is a connector. Each connector has two attributes,you can set Triggers and Configure data in order to apply some compliance and logic into the process.

Triggers:

When field value meets the required criteria it will trigger the next form, if not it will not trigger the next form. 

And you can also pre-set when to send the next form once the previous form has been completed. E.g. 

Configure Data:

This allows for the fields that are filled from one form and automatically copies 

across to the next form, saving you the trouble of having to enter the same information again in the following form.

E.g.

1. In the process design screen, search the initial form e.g. (Risk assessment form)  and drag and place the form box below to start your process.

2. Search the next form e.g. (Music Camp Permission) and drag it and place it below the first form. 

3. The next form can be placed below the 2nd or you can place it beside the 2nd form e.g.(Bus Trip Authorisation).

4. Once you have added all your forms, you will notice the red arrows, that is the connector allowing you to create triggers and configure data. If it’s red, it means that connections have yet to be configured. Click on the first red arrow.

5. Under the first tab, Triggers, there is a configuration for WHEN. Select Field has value and choose the conditions you would like to have met in the current form before triggering the next form. 

6. There is also an option for AND which allows you to configure how soon the next form is sent once the current form has been completed. Select Set Days after Form completes and choose when you’d like the next form to be sent out.

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Step 5: Create the process

1. Select Processes from the left hand side toolbar then click on Add New.

2. Select the form process template that you have previously created. 

3. Choose a name for the process e.g. Music Camp Authority

4. Select the dates you would like to start and finish the process

5. Choose the student lists you would like to add or type individual student names below.

6. Start the process and follow the prompts.