Creating Repeating Slips

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:

1. Select Your Name on the top right hand corner.

2. Settings

3. Configuration

4. Enable Repeating Slips - Yes

Let’s have a look at how to setup Repeating Slips.

1. Add a new Parent/Student Slip and select a relevant template.

2. Switch the Parent/Student Slip tabs from Dates to Repeating Slips

3. Repeat this Slip? Yes

4. Repeat: Select Frequency i.e. Daily, Weekly, Monthly

5. If Daily, select the days of the week you would like to repeat the slip

6. If Weekly, select the if repeat needs to occur e.g. every One Week, Two Week, etc.

7. If Monthly, select the date of the month

8. Select the Time of Day to Send Repeating Slips

9. 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.

10. Enter Title of Slip. You can Merge in Date of the Slip e.g. $$date$$ or $$date+7$$

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