Department for Education User Manual Index
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
- Overview
- Letter for parents introducing them to EdSmart
- Discovery questionnaire
- Paper Forms Audit
- 5 common elements in schools that have successfully implemented EdSmart
EdSmart Tips
- 5 common elements in schools that have successfully implemented EdSmart
- Tips for using the platform
- Tips for using digital communication
- Tips for sending first forms
- Checklist for reviewing the success of first forms sent
- Review checklist questionnaire
- Remedial ideas document
- Discovery Questionnaire
- Paper forms audit
Upgrade Training Resources - videos
- DE SA EMS - Start Training [video]
- DE SA EMS - Engage Training [video]
- DE SA EMS - Transform (Processes) Training [video]
- DE SA EdSmart Payments [video]
Dashboard & Widgets
Broadcasts
- How to Create a Broadcast Template with Workflow
- How to Send a Broadcast
- Broadcasts with Attachments - Sending and Resending
- How to Create a Broadcast Based on Parent Slip Responses
- How to Prepare for Emergency Broadcasts
- Delete a Slip or Broadcast
- Progress Bar to show character status used in the E-mail field for Broadcasts
Parent/Student Slips
- How easy is it to send an online form from school to parents and students with EdSmart?
- Use Cases - Parent Slips
Sending slips
- Creating and Sending a Slip
- Approving a Slip or a Form
- Recording notes on a slip
- Sending copies of slips to other Users and User Groups
- Sending slips to students
- Creating Repeating Slips
- Capturing a signature on a slip
- Setting a closing date for responses
- Add, remove or change a closing date after the slip has been sent
- How to create an RSVP by limiting responses
Changing the number of limited responses after a slip has been sent
- Set/Update/Remove the Closing Date for a Slip after it has been Sent
- Cloning a slip
- Deleting a slip
- Reopen a Previously Submitted Parent Slip
- DESA Rules for sending email and SMS notifications to Contacts
Slip Response Actions
- Adding or removing a student after a slip has been sent
- Display Charts and Graphs Analysis on Parent Slips
- Exporting from Parent Slips
- Print forms for Parents Without Computers
- Creating a broadcast
- Creating a student list based on responses
- Marking attendance
- When emails to parents bounce
Templates
- Building a Slip Template in EdSmart
- Field types available
- Field Configurations in Template Designer
- Enabling updates to student attributes
- Adding a webpage link to a Long Description field
- Spell check
- Duplicating a form template
- Starting a template from the Template Library
- Archiving a Form Template
- Creating a Parent-Initiated Form
- Form Template Packets
- What is the maximum size of a file and the number of files that can be uploaded to a Slip or Form?
- Parent Slip File Uploads
Workflows
- Creating approval workflows
- Nominating approvers for a workflow step
- Automatic progression in approval workflows
- Lock and unlock fields on form workflows
- Conditional Workflows
Internal school forms
Process Module
EdSmart Integrations
Other useful features
- Exporting data from slips sent within a date range
- Analysing responses to closed slips
- Enabling file uploads to a slip
Content Specific to The Department
- Department for Education - Training Material
- Department for Education - Set-up configuration options
- Department for Education - Types of Forms
- Support Process for The Department, Civica and EdSmart
Available settings
Configuration
Customising the appearance of forms
- Configure ‘Email message from name’
- Update school logo
- Customise email templates
- Set header colour for Parent Slips response form
Users and Administrators
Folders
Categories
Contacts
Students
Student Lists
- Using student lists
- Copying a group of students from one list to another
- Creating an all-students list
- Deleting a student list
Activity Care
Parent-Teacher Interviews
Reports and Analytics Module
FAQ from Parents
- I am a parent or guardian and I need to change details for myself or my child
- I am a parent or guardian and I need to give consent for my child to attend an activity