Creating Repeating Slips
- Kai Vedanayagam (Deactivated)
Did you know you can set a slip to repeat as and when you like?
The repeating slips functionality allows some automation into your workflow and processes so that you can send the same slip with the same set of recipients i.e. Parents/Students everytime.
You can configure the repeating slips in the following ways:
Frequency
The days of the week
The time
Approval Workflow on/off repeating slips
Before you can use Repeating Slips, this feature will need to be enabled by your School’s EdSmart Administrator otherwise you will not see this option when creating and sending out a parent slip.
To enable the Repeating Slips functionality for your School:
Select Your Name on the top right hand corner.
Settings
Configuration
Enable Repeating Slips - Yes
Let’s have a look at how to setup Repeating Slips.
Add a new Parent/Student Slip and select a relevant template.
Switch the Parent/Student Slip tabs from Dates to Repeating Slips
Repeat this Slip? Yes
Repeat: Select Frequency i.e. Daily, Weekly, Monthly
If Daily, select the days of the week you would like to repeat the slip
If Weekly, select the if repeat needs to occur e.g. every One Week, Two Week, etc.
If Monthly, select the date of the month
Select the Time of Day to Send Repeating Slips
If User Workflow is enabled then the repeating slip will need to go through the Approval Workflow before it can be sent to the recipients. If disabled by toggling No, then the slip will be created and sent immediately without any intervention.
Enter Title of Slip. You can Merge in Date of the Slip e.g. $$date$$ or $$date+7$$
