DE SA EMS - Transform (Processes) Training [video]
If your school has recently upgraded to EMS - Transform, or you simply want to know more about the features of EMS - Transform, you’ve come to the right place!
This video introduces Processes, as found in EMS - Transform and briefly shows you how to build and use them. If you would like to know more about anything demonstrated here, please search the Knowledge Base (Process).
Content covered:
What a Process looks like
The parts of a Process
Using a Process
Simple troubleshooting
Building a Process from scratch
Quick Reference Timeline
00:00 Getting started with EdSmart Processes
00:11 Chapter 1 - Introducing Processes
00:55 A Process Template - the end result
01:44 Template Triggers tab (Time or Field Value)
02:17 Template Data Mapping (Configure Data tab) - a Process super power
03:34 Suitable Template types
04:00 Editing a Process and Dashboard Get Started widget allocation (Start a New)
05:09 Starting a process from the Dashboard
06:12 The My Current Processes dashboard widget
07:11 Troubleshooting a Process
07:49 Chapter 2 - Building a Process from scratch
08:28 Adding individual Templates
08:42 Template triggering within a Process
08:57 Connectors - Triggers (red to green)
09:04 Connectors - Configure Data