Department for Education South Australia Knowledge Base Index

Owned by Courtney Turner
Last updated: about 14 hours ago by Courtney Turner
4 min read

This is a list of Knowledge Base articles relevant to users of EdSmart as part of the Department for Education South Australia Education Management System (EMS). 

 

Upgrade Info

Department for Education South Australia Schools now have the option to upgrade EdSmart to EMS - Engage or EMS - Transform. 

EMS - Engage allows schools to streamline and automate internal administrative processes to reduce non-teaching tasks.

EMS - Transform is the complete EdSmart package with end-to-end excursion management using EdSmart’s Process module.

To find out more about the extensive possibilities in EdSmart, click here. 

Getting started 

  1. Overview

  2. Letter for parents introducing them to EdSmart

  3. Discovery questionnaire

  4. Paper Forms Audit

  5. 5 common elements in schools that have successfully implemented EdSmart

EdSmart Tips

  1. 5 common elements in schools that have successfully implemented EdSmart

  2. Tips for using the platform

  3. Tips for using digital communication

  4. Tips for sending first forms

  5. Checklist for reviewing the success of first forms sent

  6. Review checklist questionnaire

  7. Remedial ideas document

  8. Discovery Questionnaire

  9. Paper forms audit

EdSmart Training Resources - videos

  1. DE SA EMS - Start Training [video]

  2. DE SA EMS - Engage Training [video]

  3. DE SA EMS - Transform (Processes) Training [video]

  4. DE SA EdSmart Payments [video]

Dashboard & Widgets 

  1. Customising the dashboard 

  2. My Approvals widget

  3. My Calendar widget

  4. My Current Processes widget

Broadcasts 

  1. How to Create a Broadcast Template with Workflow

  2. How to Send a Broadcast

  3. Broadcasts with Attachments - Sending and Resending

  4. How to Create a Broadcast Based on Parent Slip Responses

  5. How to Prepare for Emergency Broadcasts

  6. Delete a Slip or Broadcast

  7. Progress Bar to show character status used in the E-mail field for Broadcasts

  8. Understanding Statistics

Parent/Student Slips 

  1. How easy is it to send an online form from school to parents and students with EdSmart?

  2. Use Cases - Parent Slips

Sending Slips 

  1. Creating and Sending a Slip

  2. Approving a Slip or a Form

  3. Recording notes on a slip

  4. Sending copies of slips to other Users and User Groups

  5. Sending slips to students 

  6. Creating Repeating Slips

  7. Capturing a signature on a slip

  8. Setting a closing date for responses

  9. Add, remove or change a closing date after the slip has been sent

  10. How to create an RSVP by limiting responses

  11. Changing the number of limited responses after a slip has been sent

  12. Due date reminders

  13. Incomplete Slips Reminders in Emails and Online Forms

  14. Send manual reminders to Parents/Students who have not responded to a Slip

  15. Editing the due date after a slip has been sent

  16. Set/Update/Remove the Closing Date for a Slip after it has been Sent

  17. Deleting slip reminders

  18. Changing the content of a slip after it has been sent

  19. Cloning a slip

  20. Reopen a Previously Submitted Parent Slip

  21. DESA Rules for sending email and SMS notifications to Contacts

Slip Response Actions

Templates 

  1. Building a Slip Template in EdSmart

  2. Field types available

  3. Field Configurations in Template Designer

  4. Enabling updates to student attributes 

  5. Adding a webpage link to a Long Description field

  6. Spell check

  7. Duplicating a form template

  8. Starting a template from the Template Library

  9. Archiving a Form Template 

  10. What is the maximum size of a file and the number of files that can be uploaded to a Slip or Form?

  11. Parent Slip File Uploads

Workflows 

NEW: Parent-Teacher Interviews 

  1. Parent Teacher Interviews [video]

  2. Parent Teacher Interviews: An Overview

  3. How to Setup Parent Teacher Interviews

  4. Creating a Parent Teacher Event

  5. Editing a Parent Teacher Event

  6. Creating Parent Teacher Interview Sessions from an Event using the Default Parent Teacher Form Template

  7. Creating Parent Teacher Interview Sessions from an Event using a Custom Parent Teacher Form Template

  8. How to Setup Faculty Availability

  9. Parent Teacher Interviews: The Parent/Caregiver Experience

  10. Parent Teacher Interviews: The User Experience

  11. The 'My Interviews' Functionality

  12. On the day: Conducting your Interviews

Internal school forms 

  1. Send a School Form to Staff

  2. Link a Parent Slip to a School Form

  3. Duplicate a Form Template

Process Module

  1. Creating a Process Template and Starting a new Process

EdSmart Integrations

  1. EdSmart Integration with School EasyPay

Other useful features 

  1. Exporting data from slips sent within a date range

  2. Analysing responses to closed slips

  3. Enabling file uploads to a slip 

Content Specific to The Department

  1. EMS Support Knowledge Base

  2. Support Process - EdSmart for EMS

  3. EdSmart Trainings

  4. Department for Education - Set-up configuration options

  5. Department for Education - Types of Forms

 

Available settings 

Configuration

  1. Viewing and adjusting account details

  2. Department for Education - Set-up configuration options

Customising the appearance of forms 

  1. Configure ‘Email message from name’

  2. Update school logo

  3. Customise email templates

  4. Set header colour for Parent Slips response form

Users and Administrators

  1. User permissions overview

  2. Parent representatives as EdSmart users 

  3. Unlocking user accounts

  4. User groups

Folders 

  1. Organising Slips into folders

  2. Archiving a Form Template 

Categories  

  1. Organising templates

Contacts 

  1. Contact attributes 

Students 

  1. Viewing student details 

  2. Audit log of activity for students

  3. Medical Alerts

Student Lists

  1. Using student lists

Reports and Analytics Module

  1. Accessing and Using the Reports module

FAQ from Parents

  1. I am a parent or guardian and I need to change details for myself or my child

  2. I am a parent or guardian and need to change my response on a form

  3. I am a parent or guardian and I need to give consent for my child to attend an activity

FAQ from Schools

  1. Text Length in Large Text Fields

  2. Email Bounces (Parents not Receiving Emails)

  3. I can’t find the Form Templates link, or another Admin function